Weekly Theme Wrap (Aug 2 – Aug 6)
5 trading days · top 10 themes — most persistent is Metaverse & VR at 2 days (weekly avg. +15.2%). Best single day this week: Aug 4, +17.8%.
Average change over the period
Metaverse & VR led Korean market themes for the week of Aug 2 to Aug 6, with an average change of 15.17%. The theme’s best day was Aug 4, when it posted a change of 17.78%.
Opticis and Finetek led the Metaverse & VR move, which was strong on 2 days. Semiconductors was also strong on 2 days, led by 3S Korea and S&S Tech, with an average change of 5.11%.
EV / Battery was the third theme with 2 strong days, peaking at 4.9% on Aug 5. The biggest one-day moves came from Blockchain / Cybersecurity at 10.02% and LED at 9.37%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Metaverse & VR | 2d | +15.2% | 2021-08-04 (+17.8%) | running | Opticis, Finetek |
| Semiconductors | 2d | +5.1% | 2021-08-02 (+6.3%) | running | 3S Korea, S&S Tech |
| EV / Battery | 2d | +4.1% | 2021-08-05 (+4.9%) | recurred | iA, L&F |
| Blockchain / Cybersecurity | 1d | +10.0% | 2021-08-04 (+10.0%) | new | Ksign |
| LED | 1d | +9.4% | 2021-08-05 (+9.4%) | recurred | Lumens Bios |
| North Korea | 1d | +9.3% | 2021-08-06 (+9.3%) | recurred | Shinwon |
| Nuclear | 1d | +8.5% | 2021-08-04 (+8.5%) | recurred | Seojeon Electric Machinery |
| Pharma & Biotech / COVID (Treatments & Vaccines) / mRNA | 1d | +8.4% | 2021-08-05 (+8.4%) | new | Aztech WB |
| Pharma & Biotech | 1d | +8.1% | 2021-08-02 (+8.1%) | recurred | SK Bioscience |
| COVID (Moderna) / mRNA / Cold Chain Logistics | 1d | +7.4% | 2021-08-06 (+7.4%) | new | SeouLinBioscience |
Related News by Theme
- Metaverse & VR (2021-08-04) 삼성·애플도 ‘메타버스’ 뛰어든다…관련주 들썩 — 한국경제 (Korean)
- Semiconductors (2021-08-02) [장중수급포착] 3S, 외국인 6일 연속 순매수행진… 주가 +18.75% — 뉴스핌 (Korean)
- EV / Battery (2021-08-05) 엘앤에프 주가 5%↑…“2Q 테슬라향 어닝 서프라이즈 기대” — 아주경제 (Korean)
- Blockchain / Cybersecurity (2021-08-04) 케이사인 주가 10%↑…지난해 매출액 353억 — 아주경제 (Korean)
- LED (2021-08-05) 루멘스 주가 13%↑…지난해 매출액 3301억 — 아주경제 (Korean)
What to Watch Next Week
Metaverse & VR and Semiconductors both closed the week tagged running. Whether those streaks continue is the open question. North Korea rose 9.29% on Aug 6, led by Shinwon.
Themes tagged new included Pharma & Biotech / COVID (Treatments & Vaccines) / mRNA at 8.39% and COVID (Moderna) / mRNA / Cold Chain Logistics at 7.37%. Nuclear returned with 8.46% on Aug 4.
Theme heatmap
| 08-02 | 08-03 | 08-04 | 08-05 | 08-06 | |
|---|---|---|---|---|---|
| Metaverse & VR | +17.8 | +12.6 | |||
| Semiconductors | +6.3 | +3.9 | |||
| EV / Battery | +3.2 | +4.9 | |||
| Blockchain / Cybersecurity | +10.0 | ||||
| LED | +9.4 | ||||
| North Korea | +9.3 | ||||
| Nuclear | +8.5 | ||||
| Pharma & Biotech / COVID (Treatments & Vaccines) / mRNA | +8.4 | ||||
| Pharma & Biotech | +8.1 | ||||
| COVID (Moderna) / mRNA / Cold Chain Logistics | +7.4 |