Weekly Theme Wrap (Jul 22 – Jul 26)
5 trading days · top 5 themes — most persistent is Graphene at 1 day (weekly avg. +14.9%). Best single day this week: Jul 23, +14.9%.
Average change over the period
Five themes stood out in the week of Jul 22 to Jul 26, 2019, and each was strong on just one day. Graphene led with an average change of 14.94% on Jul 23, with SM Kukil out in front.
Semiconductor Materials & Components came next with 9.15% on Jul 22, led by Ram Technology. Car Majors added 2.75% on Jul 24, with HL Mando at the front.
The rest of the moves were smaller. Shipping rose 1.81% on Jul 22 behind Heung-a Shipping, and Semiconductor Majors (Fabrication) gained 1.47% that day, led by SK hynix.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Graphene | 1d | +14.9% | 2019-07-23 (+14.9%) | recurred | SM Kukil |
| Semiconductor Materials & Components | 1d | +9.2% | 2019-07-22 (+9.2%) | recurred | Ram Technology |
| Car Majors | 1d | +2.8% | 2019-07-24 (+2.8%) | recurred | HL Mando |
| Shipping | 1d | +1.8% | 2019-07-22 (+1.8%) | recurred | Heung-a Shipping |
| Semiconductor Majors (Fabrication) | 1d | +1.5% | 2019-07-22 (+1.5%) | recurred | SK hynix |
Related News by Theme
- Graphene (2019-07-23) [SEN]나노메딕스, 고순도 그래핀 수처리 및 2차전지 배터리 상용화↑ — 서울경제 (Korean)
- Semiconductor Materials & Components (2019-07-22) [fnRASSI]램테크놀러지(171010), 52주 신고가 경신…23.01% ↑ — 파이낸셜뉴스 (Korean)
- Car Majors (2019-07-24) 만도, 4.35% 오르며 체결강도 강세 지속(217%) — 서울경제 (Korean)
- Shipping (2019-07-22) 모처럼 웃는 해운, 운임 급등세 — EBN (Korean)
- Semiconductor Majors (Fabrication) (2019-07-22) 22일, 기관 거래소에서 삼성전자(+0.85%), SK하이닉스(+2.08%) 등 순매도 — 한국경제 (Korean)
What to Watch Next Week
Since no theme was strong for more than one day, the open question is whether any of these moves come back. Graphene had the biggest jump at 14.94%, and the next sessions will show whether it continues.
In chips, Semiconductor Materials & Components and Semiconductor Majors (Fabrication) both had their best day on Jul 22. It’s worth seeing whether the two themes move together again.
Theme heatmap
| 07-22 | 07-23 | 07-24 | 07-25 | 07-26 | |
|---|---|---|---|---|---|
| Graphene | +14.9 | ||||
| Semiconductor Materials & Components | +9.2 | ||||
| Car Majors | +2.8 | ||||
| Shipping | +1.8 | ||||
| Semiconductor Majors (Fabrication) | +1.5 |