Weekly Theme Wrap (Jul 18 – Jul 22)
5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 3 days (weekly avg. +6.6%). Best single day this week: Jul 22, +15.1%.
Average change over the period
Crypto & Bitcoin and Semiconductors each stayed strong for 3 days between Jul 18 and Jul 22. The former led with an average change of 6.56%, peaking at 8.29% on Jul 20.
The biggest single-day jump belonged to Defense & War at 15.13% on Jul 22, led by i3system and Pyung Hwa Industrial.
Cannabis, carried by Wooree Bio, posted the highest average change at 10.38% over 2 strong days. Media & Content averaged 6.82%, with IHQ and Panentertainment leading.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin | 3d | +6.6% | 2022-07-20 (+8.3%) | running | Vidente, Woori Technology Investment, T Scientific |
| Semiconductors | 3d | +3.8% | 2022-07-20 (+4.5%) | running | Dongjin Semichem, Ram Technology, WONIK QnC |
| Cannabis | 2d | +10.4% | 2022-07-21 (+11.2%) | recurred | Wooree Bio |
| Defense & War | 2d | +9.1% | 2022-07-22 (+15.1%) | recurred | i3system, Pyung Hwa Industrial |
| Media & Content | 2d | +6.8% | 2022-07-20 (+8.4%) | running | IHQ, Panentertainment |
| COVID | 2d | +5.4% | 2022-07-19 (+6.2%) | running | Shinpoong Pharmaceutical |
| Banks | 2d | +5.4% | 2022-07-18 (+7.5%) | recurred | Jeju Bank |
| Battery / EV | 2d | +4.3% | 2022-07-22 (+5.1%) | running | CTR Mobility, A.f.w |
| Digital Health & Telehealth | 2d | +4.0% | 2022-07-19 (+5.4%) | recurred | Dynamic solution, INFINITT Healthcare |
| Battery | 2d | +3.9% | 2022-07-18 (+5.2%) | recurred | Chemtros, Cosmochemical |
Related News by Theme
- Crypto & Bitcoin (2022-07-20) [한경라씨로] 가상화폐 회복에…우리기술투자, 비덴트 등 관련주 강세 — 한국경제 (Korean)
- Semiconductors (2022-07-20) 램테크놀러지 주가 11%↑…“1분기 영업익 25억” — 아주경제 (Korean)
- Defense & War (2022-07-22) [특징주] 평화산업, K-2 궤도 공급…현대로템 17조규모 수출 소식에 상승세 — 이투데이 (Korean)
- Media & Content (2022-07-20) 팬엔터테인먼트 주가 12%↑…“20억 규모 자사주 취득 신탁계약 체결” — 아주경제 (Korean)
What to Watch Next Week
Semiconductors, Media & Content and Battery / EV were tagged as continuing streaks this week. Next week will show whether Semiconductors extends its 3-day run.
Banks, Cannabis and Digital Health & Telehealth came back as recurring themes. Battery also reappeared, with an average change of 3.94%.
Theme heatmap
| 07-18 | 07-19 | 07-20 | 07-21 | 07-22 | |
|---|---|---|---|---|---|
| Crypto & Bitcoin | +6.7 | +4.7 | +8.3 | ||
| Semiconductors | +4.4 | +4.5 | +2.7 | ||
| Cannabis | +9.6 | +11.2 | |||
| Defense & War | +3.1 | +15.1 | |||
| Media & Content | +8.4 | +5.2 | |||
| COVID | +6.2 | +4.7 | |||
| Banks | +7.5 | +3.3 | |||
| Battery / EV | +3.4 | +5.1 | |||
| Digital Health & Telehealth | +5.4 | +2.6 | |||
| Battery | +5.2 | +2.7 |