Weekly Theme Wrap (Jun 1 – Jun 5)
5 trading days · top 10 themes — most persistent is Japan Export Curbs (Localization) / Japan Boycott Beneficiaries at 2 days (weekly avg. +11.3%). Best single day this week: Jun 4, +28.4%.
Average change over the period
Drones posted the week’s sharpest single-day move, a 28.4% gain led by PC Direct on Jun 4. Headlines that day tied the jump to drone taxi commercialization plans.
Several themes stayed strong on 2 days each, topped by Japan Export Curbs (Localization) / Japan Boycott Beneficiaries at an average change of 11.32%. Monami and Shinsung Tongsang led it.
Semiconductors also held up for 2 days, with Fine Semitech behind an average change of 8.09%. Airlines & Low-Cost Carriers averaged 5.49%, led by Korean Air Lines and Jin Air.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Japan Export Curbs (Localization) / Japan Boycott Beneficiaries | 2d | +11.3% | 2020-06-04 (+13.9%) | recurred | Monami, Shinsung Tongsang |
| Semiconductors | 2d | +8.1% | 2020-06-01 (+9.6%) | recurred | Fine Semitech |
| Airlines & Low-Cost Carriers | 2d | +5.5% | 2020-06-03 (+5.6%) | recurred | Korean Air Lines, Jin Air |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | 2d | +3.8% | 2020-06-03 (+4.0%) | recurred | SK Innovation, Kumho Petro Chemical |
| Drones | 1d | +28.4% | 2020-06-04 (+28.4%) | recurred | PC Direct |
| Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) | 1d | +21.1% | 2020-06-02 (+21.1%) | new | KSP |
| E-Bikes | 1d | +20.7% | 2020-06-01 (+20.7%) | new | Samchuly Bicycle |
| Pharma & Biotech | 1d | +19.0% | 2020-06-05 (+19.0%) | recurred | Dongwha Pharm |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +18.1% | 2020-06-05 (+18.1%) | recurred | Daewoong Pharma |
| Japan Boycott Beneficiaries | 1d | +16.9% | 2020-06-01 (+16.9%) | recurred | Monami |
Related News by Theme
- Japan Export Curbs (Localization) / Japan Boycott Beneficiaries (2020-06-04) [이시각 상한가] 신성통상(▲435) - 4일 오후 12시15분 — 이투데이 (Korean)
- Semiconductors (2020-06-01) [장중수급포착] 에프에스티, 외국인 94,847주 대량 순매수… 주가 +13.08% — 뉴스핌 (Korean)
- Airlines & Low-Cost Carriers (2020-06-03)
화물특수대한항공 반등 날갯짓 — 매일경제 (Korean) - Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) (2020-06-03) [장중수급포착] 금호석유, 외국인 70,528주 대량 순매수… 주가 +5.21% — 뉴스핌 (Korean)
- Drones (2020-06-04) [급등락주 짚어보기] 드론택시 상용화 추진에 피씨디렉트ㆍ네온테크ㆍ제이씨현시스템 ‘上’ — 이투데이 (Korean)
What to Watch Next Week
Health care closed the week strong: Pharma & Biotech rose 19.03% and COVID (Diagnostics, Treatments, Vaccines) rose 18.07% on Jun 5. Whether that strength carries into next week is the open question.
New entries included Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) at 21.1% via KSP and E-Bikes at 20.68% via Samchuly Bicycle. Each was strong on only 1 day, so repeat appearances remain to be seen.
Theme heatmap
| 06-01 | 06-02 | 06-03 | 06-04 | 06-05 | |
|---|---|---|---|---|---|
| Japan Export Curbs (Localization) / Japan Boycott Beneficiaries | +8.7 | +13.9 | |||
| Semiconductors | +9.6 | +6.6 | |||
| Airlines & Low-Cost Carriers | +5.6 | +5.4 | |||
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | +3.7 | +4.0 | |||
| Drones | +28.4 | ||||
| Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) | +21.1 | ||||
| E-Bikes | +20.7 | ||||
| Pharma & Biotech | +19.0 | ||||
| COVID (Diagnostics, Treatments, Vaccines) | +18.1 | ||||
| Japan Boycott Beneficiaries | +16.8 |