Weekly Theme Wrap (Jun 28 – Jul 2)
5 trading days · top 10 themes — most persistent is mRNA at 3 days (weekly avg. +10.0%). Best single day this week: Jun 29, +30.0%.
Average change over the period
Education & E-Learning led the week of Jun 28 to Jul 2 with an average change of 20.19%. Its best day was Jun 29, with a best change of 30.0%.
Pandemic-linked themes were busy. mRNA was strong on 3 days, the most of any theme, with an average change of 10.03%. COVID (Diagnostics, Treatments, Vaccines) averaged 12.01%.
Construction (Small & Mid Cap) averaged 14.25% across 2 strong days and peaked at 16.44% on Jul 1. Remodeling & Interiors, led by Eagon Holdings, posted 16.96% on Jul 2.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| mRNA | 3d | +10.0% | 2021-06-28 (+13.5%) | recurred | Nibec, EyeGene |
| Education & E-Learning | 2d | +20.2% | 2021-06-29 (+30.0%) | running | Visang Education, Ibkimyoung |
| Construction (Small & Mid Cap) | 2d | +14.2% | 2021-07-01 (+16.4%) | running | Development Advance Solution, Ilsung Construction |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +12.0% | 2021-06-28 (+14.0%) | recurred | GeneOne Life Science, Green pine tree |
| COVID (Sputnik V) | 2d | +6.5% | 2021-06-30 (+7.0%) | recurred | E Investment&Development, Huons Global |
| Remote Work & Smart Work | 2d | +5.2% | 2021-07-02 (+5.2%) | recurred | Softcamp, ECSTELECOMCo |
| Remodeling & Interiors | 1d | +17.0% | 2021-07-02 (+17.0%) | recurred | Eagon Holdings |
| Political Ties (Choi Jae-hyung) | 1d | +13.3% | 2021-07-02 (+13.3%) | recurred | Eluon |
| COVID | 1d | +8.4% | 2021-07-01 (+8.4%) | recurred | JS Link |
| Games / Mobile Games | 1d | +7.3% | 2021-06-29 (+7.3%) | recurred | PearlAbyss |
Related News by Theme
- mRNA (2021-06-28) [특징주] mRNA 관련주, 델타 변이 확산에 ‘급등’ — 이투데이 (Korean)
- Education & E-Learning (2021-06-29) 아이비김영 주가 30%↑…“편입인구 증가·카테고리 확장에 성장 기대” 전망 — 아주경제 (Korean)
- Construction (Small & Mid Cap) (2021-07-01) 다스코 주가 21%↑…“한화시스템과 78억원 규모 공급 계약 체결” — 아주경제 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2021-06-28) 피에이치씨 주가 27%↑…관계사 코로나19 진단키트 수출허가에 ‘강세’ — 아주경제 (Korean)
- COVID (Sputnik V) (2021-06-30) “러시아 백신, 델타 변이에 효과” 관련주 강세…이아이디·이트론·휴온스글로벌 ↑ — 매일경제 (Korean)
What to Watch Next Week
Next week, the open question is whether Education & E-Learning and Construction (Small & Mid Cap) keep their consecutive runs going. Both were strong on 2 days this week.
Late-week movers included Political Ties (Choi Jae-hyung) at 13.29% and Remote Work & Smart Work at 5.24%, both on Jul 2. Next week will show whether these recurring themes hold up.
Theme heatmap
| 06-28 | 06-29 | 06-30 | 07-01 | 07-02 | |
|---|---|---|---|---|---|
| mRNA | +13.5 | +5.2 | +11.4 | ||
| Education & E-Learning | +30.0 | +10.4 | |||
| Construction (Small & Mid Cap) | +16.4 | +12.1 | |||
| COVID (Diagnostics, Treatments, Vaccines) | +14.0 | +10.0 | |||
| COVID (Sputnik V) | +6.0 | +7.0 | |||
| Remote Work & Smart Work | +5.1 | +5.2 | |||
| Remodeling & Interiors | +17.0 | ||||
| Political Ties (Choi Jae-hyung) | +13.3 | ||||
| COVID | +8.4 | ||||
| Games / Mobile Games | +7.3 |