Weekly Theme Wrap (Jul 27 – Jul 31)
5 trading days · top 10 themes — most persistent is Semiconductors at 3 days (weekly avg. +6.8%). Best single day this week: Jul 27, +24.8%.
Average change over the period
Themes rotated quickly between Jul 27 and Jul 31. Japan Boycott Beneficiaries posted the week’s biggest single-day move, 24.78% on Jul 27, led by Monami.
Virtual Reality (VR) / Augmented Reality (AR) had the highest average change among themes with more than one strong day, 18.31% across 2 days. It peaked at 21.66% on Jul 29, led by Elentec and Hanbit Soft.
Semiconductors was the most persistent theme, strong on 3 days with an average change of 6.77%. LEENO Industrial, Exicon and EO Technics led, and the theme peaked at 7.11% on Jul 28.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductors | 3d | +6.8% | 2020-07-28 (+7.1%) | recurred | LEENO Industrial, Exicon, EO Technics |
| Virtual Reality (VR) / Augmented Reality (AR) | 2d | +18.3% | 2020-07-29 (+21.7%) | running | Elentec, Hanbit Soft |
| Space & Aerospace | 2d | +10.4% | 2020-07-29 (+13.1%) | running | Vitzro Tech |
| Battery / EV | 2d | +8.0% | 2020-07-31 (+9.3%) | recurred | Sangsinenergydisplayprecision, Chunbo |
| Crypto & Bitcoin | 2d | +4.5% | 2020-07-27 (+5.2%) | running | Vidente, T Scientific |
| Car Majors | 2d | +4.3% | 2020-07-30 (+5.5%) | running | HL Mando, Kia |
| Japan Boycott Beneficiaries | 1d | +24.8% | 2020-07-27 (+24.8%) | recurred | Monami |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +19.6% | 2020-07-30 (+19.6%) | recurred | Sugentech |
| Nafamostat | 1d | +17.4% | 2020-07-29 (+17.4%) | new | Jeil Pharmaceutical |
| PCB & Flexible PCB | 1d | +13.2% | 2020-07-30 (+13.2%) | new | Simmtech |
Related News by Theme
- Semiconductors (2020-07-28) [장중수급포착] 이오테크닉스, 외국인 22,747주 대량 순매수… 주가 +10.06% — 뉴스핌 (Korean)
- Virtual Reality (VR) / Augmented Reality (AR) (2020-07-29) [이시각 상한가] 한빛소프트(▲980) - 29일 오후 15시19분 — 이투데이 (Korean)
- Space & Aerospace (2020-07-29) ‘우주발사체 고체연료 사용제한 해제’ 소식에 비츠로테크 상한가 — 서울경제 (Korean)
- Battery / EV (2020-07-31) [특징주] 천보, 2차전지 증설 증권가 호평에 강세 — 이투데이 (Korean)
- Crypto & Bitcoin (2020-07-27) [장중수급포착] 옴니텔, 기관 13,000주 대량 순매수… 주가 +6.64% — 뉴스핌 (Korean)
What to Watch Next Week
Space & Aerospace and Car Majors were both strong on consecutive days, and Space & Aerospace peaked at 13.09% on Jul 29. Whether those streaks continue is one thing to follow.
New entries included Nafamostat at 17.4% and PCB & Flexible PCB at 13.21%, each strong on a single day. Battery / EV finished the week strong, reaching 9.33% on Jul 31.
Theme heatmap
| 07-27 | 07-28 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|
| Semiconductors | +6.6 | +7.1 | +6.6 | ||
| Virtual Reality (VR) / Augmented Reality (AR) | +15.0 | +21.7 | |||
| Space & Aerospace | +7.6 | +13.1 | |||
| Battery / EV | +6.7 | +9.3 | |||
| Crypto & Bitcoin | +5.2 | +3.8 | |||
| Car Majors | +3.2 | +5.5 | |||
| Japan Boycott Beneficiaries | +24.8 | ||||
| COVID (Diagnostics, Treatments, Vaccines) | +19.6 | ||||
| Nafamostat | +17.4 | ||||
| PCB & Flexible PCB | +13.2 |