Weekly Theme Wrap (Jun 27 – Jul 1)
5 trading days · top 10 themes — most persistent is Nuclear at 3 days (weekly avg. +10.5%). Best single day this week: Jun 28, +13.9%.
Average change over the period
Nuclear led the week of 2022-06-27 to 2022-07-01, staying strong for 3 days with an average change of 10.48%. Its best day was Jun 28, at 11.87%.
The biggest one-day move came from Wind, up 13.86% on Jun 28 with CS Bearing leading. Solar rose 9.39% on the same day.
Construction Equipment, Defense & War and Shipbuilding each stayed strong for 2 days. Construction Majors / Construction (Small & Mid Cap) appeared as a new theme at 10.57%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Nuclear | 3d | +10.5% | 2022-06-28 (+11.9%) | running | Bhi, Taewoong |
| Construction Equipment | 2d | +5.9% | 2022-06-30 (+8.2%) | recurred | Yooshin Engineering, FreeMs |
| Defense & War | 2d | +4.8% | 2022-06-28 (+5.1%) | recurred | Itcenentec, Formetal |
| Shipbuilding | 2d | +4.4% | 2022-06-27 (+5.2%) | recurred | Hanwha Ocean |
| Wind | 1d | +13.9% | 2022-06-28 (+13.9%) | recurred | CS Bearing |
| Construction Majors / Construction (Small & Mid Cap) | 1d | +10.6% | 2022-06-30 (+10.6%) | new | KH Construction |
| Solar | 1d | +9.4% | 2022-06-28 (+9.4%) | recurred | SDN Company |
| EV Charging | 1d | +8.8% | 2022-06-27 (+8.8%) | recurred | Y2 Solution |
| Ukraine Reconstruction (Related) | 1d | +8.6% | 2022-07-01 (+8.6%) | new | Yooshin Engineering |
| AI & Robotics | 1d | +8.0% | 2022-06-27 (+8.0%) | recurred | Moadata |
Related News by Theme
- Nuclear (2022-06-28) [fnRASSI]비에이치아이, 삼천리 등 6종목 52주 신고가 경신 — 파이낸셜뉴스 (Korean)
- Construction Equipment (2022-06-30) [이시각 상한가] 유신(▲5900) - 30일 오전 10시45분 — 이투데이 (Korean)
- Shipbuilding (2022-06-27) 반도체·자동차·조선… 고환율 수혜주는 옛말? — 디지털타임스 (Korean)
- Wind (2022-06-28) [이시각 상한가] 씨에스베어링(▲2750) - 28일 오후 15시18분 — 이투데이 (Korean)
What to Watch Next Week
Ukraine Reconstruction (Related) appeared as a new theme on Jul 1, up 8.57% with Yooshin Engineering leading. Yooshin Engineering also led Construction Equipment.
Next week, the open question is whether Nuclear extends its run after 3 strong days. EV Charging and AI & Robotics were each strong on just 1 day.
Theme heatmap
| 06-27 | 06-28 | 06-29 | 06-30 | 07-01 | |
|---|---|---|---|---|---|
| Nuclear | +11.5 | +11.9 | +8.1 | ||
| Construction Equipment | +3.6 | +8.2 | |||
| Defense & War | +5.1 | +4.4 | |||
| Shipbuilding | +5.2 | +3.6 | |||
| Wind | +13.9 | ||||
| Construction Majors / Construction (Small & Mid Cap) | +10.6 | ||||
| Solar | +9.4 | ||||
| EV Charging | +8.8 | ||||
| Ukraine Reconstruction (Related) | +8.6 | ||||
| AI & Robotics | +8.0 |