Weekly Theme Wrap (Jul 13 – Jul 17)
5 trading days · top 10 themes — most persistent is Securities Brokers at 3 days (weekly avg. +5.4%). Best single day this week: Jul 14, +24.1%.
Average change over the period
Securities Brokers was the most persistent theme from Jul 13 to Jul 17, staying strong on 3 days. Its best day was Jul 13 at 6.9%, led by KIWOOM Securities and its peers.
The biggest one-day move came from Political Ties (Lee Jae-myung) at 24.13% on Jul 14, led by Atec. A same-day Korean news report said Atec hit its daily upper limit.
The new Moderna theme jumped 22.18% on Jul 15, led by Barunson Entertainment & Arts. A Korean news report linked the move to the company’s holding of Moderna shares.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 3d | +5.4% | 2020-07-13 (+6.9%) | running | Daol Investment & Securities, Eugene Investment & Securities, KIWOOM Securities |
| Political Ties (Lee Jae-myung) | 2d | +17.0% | 2020-07-14 (+24.1%) | recurred | Atec |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +14.7% | 2020-07-17 (+16.7%) | recurred | Shinpoong Pharmaceutical, Genematrix |
| Rare Earths & Rare Metals | 2d | +4.6% | 2020-07-15 (+7.0%) | running | Samwha Electronics, Tplex |
| Moderna | 1d | +22.2% | 2020-07-15 (+22.2%) | new | Barunson Entertainment & Arts |
| Water Resources | 1d | +16.2% | 2020-07-17 (+16.2%) | recurred | Welcron Hantec |
| Beauty & Cosmetics | 1d | +14.7% | 2020-07-16 (+14.7%) | recurred | Kolmar Holdings |
| Car Majors / Auto Parts | 1d | +13.6% | 2020-07-13 (+13.6%) | recurred | SJG Sejong |
| Hydrogen / Solar / Wind | 1d | +13.6% | 2020-07-13 (+13.6%) | new | SJG Sejong |
| System Semiconductors / Semiconductor Equipment, Materials & Components | 1d | +12.5% | 2020-07-17 (+12.5%) | new | Mi |
Related News by Theme
- Securities Brokers (2020-07-13) [표]유가증권 기관·외국인·개인 순매수·도 상위종목(7월 13일-최종치) — 서울경제 (Korean)
- Political Ties (Lee Jae-myung) (2020-07-14) [이시각 상한가] 에이텍(▲4900) - 14일 오후 14시23분 — 이투데이 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2020-07-17) “코로나19로 자전거 이용자↑”… 옥션, 자전거 관련 부품·용품 판매량 증가 — 동아일보 (Korean)
- Moderna (2020-07-15) “모더나 2만株 있다”…바른손 상한가 직행 — 서울경제 (Korean)
What to Watch Next Week
Two themes were still running at the end of the week: Securities Brokers and Rare Earths & Rare Metals. Rare Earths & Rare Metals had an average change of 4.56%.
COVID (Diagnostics, Treatments, Vaccines) came back and peaked at 16.72% on Jul 17, led by Shinpoong Pharmaceutical and Genematrix. The next question is whether these themes keep going.
Theme heatmap
| 07-13 | 07-14 | 07-15 | 07-16 | 07-17 | |
|---|---|---|---|---|---|
| Securities Brokers | +6.9 | +3.8 | +5.4 | ||
| Political Ties (Lee Jae-myung) | +24.1 | +9.9 | |||
| COVID (Diagnostics, Treatments, Vaccines) | +12.6 | +16.7 | |||
| Rare Earths & Rare Metals | +2.1 | +7.1 | |||
| Moderna | +22.2 | ||||
| Water Resources | +16.2 | ||||
| Beauty & Cosmetics | +14.7 | ||||
| Car Majors / Auto Parts | +13.6 | ||||
| Hydrogen / Solar / Wind | +13.6 | ||||
| System Semiconductors / Semiconductor Equipment, Materials & Components | +12.5 |