Weekly Theme Wrap (Jun 14 – Jun 18)
5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 2 days (weekly avg. +8.3%). Best single day this week: Jun 17, +20.6%.
Average change over the period
Systems Integration (SI) posted the week’s sharpest move, an average change of 20.63% on Jun 17. Zungwon En-sys led the theme, and news that day pointed to hopes for smaller SI firms.
5G / Telecom Equipment was strong on 2 days, with an average change of 8.27% and a best day of 9.26% on Jun 18. Eluon and Korea Advanced Materials led.
Semiconductors and Battery / EV were each strong on 2 days, averaging 4.28% and 3.79%. Political Ties (Choi Jae-hyung) jumped 15.9% on Jun 18, led by Openbase.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | 2d | +8.3% | 2021-06-18 (+9.3%) | running | Eluon, Korea Advanced Materials |
| Semiconductors | 2d | +4.3% | 2021-06-17 (+4.9%) | running | Techwing, Tokai Carbon Korea |
| Battery / EV | 2d | +3.8% | 2021-06-17 (+4.3%) | recurred | Rothwell International, Wonik Pne |
| Systems Integration (SI) | 1d | +20.6% | 2021-06-17 (+20.6%) | new | Zungwon En-sys |
| Political Ties (Choi Jae-hyung) | 1d | +15.9% | 2021-06-18 (+15.9%) | new | Openbase |
| Cold Chain Logistics | 1d | +12.5% | 2021-06-16 (+12.5%) | recurred | Taekyung Chemical |
| Coupang / Market Kurly | 1d | +11.9% | 2021-06-16 (+11.9%) | new | Taekyung Chemical |
| Paper | 1d | +11.7% | 2021-06-14 (+11.7%) | recurred | Moorim Paper |
| Cement & Ready-Mix Concrete | 1d | +10.1% | 2021-06-15 (+10.1%) | recurred | Cenit |
| Political Ties (Lee Jae-myung) | 1d | +10.1% | 2021-06-17 (+10.1%) | recurred | Cas |
Related News by Theme
- 5G / Telecom Equipment (2021-06-18) 오이솔루션, 5G 관련 매출 증가세 전환 기대 ‘목표가↑’ - 유진투자증권 — 이투데이 (Korean)
- Semiconductors (2021-06-17) 티씨케이 주가 3%↑…“반도체 소모품 매출 늘어날 것” 전망에 상승세 — 아주경제 (Korean)
- Systems Integration (SI) (2021-06-17) SGA 주가 26%↑…중소SI 수혜 기대감에 상승 — 아주경제 (Korean)
- Political Ties (Choi Jae-hyung) (2021-06-18) 오픈베이스 주가 16%↑…“NGINX와 파트너십 계약” — 아주경제 (Korean)
What to Watch Next Week
5G / Telecom Equipment and Semiconductors are both tagged running, while Battery / EV is marked recurred. The open question is whether these runs continue into next week.
Several one-day movers were tagged new, including Systems Integration (SI) and Coupang / Market Kurly. Taekyung Chemical led that theme and also Cold Chain Logistics, which rose 12.5%.
Theme heatmap
| 06-14 | 06-15 | 06-16 | 06-17 | 06-18 | |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | +7.3 | +9.3 | |||
| Semiconductors | +4.9 | +3.6 | |||
| Battery / EV | +3.2 | +4.3 | |||
| Systems Integration (SI) | +20.6 | ||||
| Political Ties (Choi Jae-hyung) | +15.9 | ||||
| Cold Chain Logistics | +12.5 | ||||
| Coupang / Market Kurly | +11.9 | ||||
| Paper | +11.7 | ||||
| Cement & Ready-Mix Concrete | +10.1 | ||||
| Political Ties (Lee Jae-myung) | +10.1 |