Weekly Theme Wrap (Jul 25 – Jul 29)
5 trading days · top 10 themes — most persistent is Solar at 3 days (weekly avg. +9.2%). Best single day this week: Jul 28, +16.6%.
Average change over the period
Solar led the week of Jul 25 to Jul 29, staying strong on 3 days with an average change of 9.24%. Its best day was Jul 29, at 13.4%.
Metals (Non-Ferrous) had the single biggest move, 16.57% on Jul 28, led by Choil Aluminum. Crypto & Bitcoin peaked at 15.21% on Jul 25.
Battery names were also active: Battery rose 10.42% on Jul 28 behind KG Chemical, and Battery Recycling (Related) gained 7.78% on Jul 27.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Solar | 3d | +9.2% | 2022-07-29 (+13.4%) | running | HD Hyundai Energy Solutions, Dae Myoung Energy, G2Power |
| Crypto & Bitcoin | 2d | +10.1% | 2022-07-25 (+15.2%) | recurred | Vidente, T Scientific |
| Wind | 2d | +7.2% | 2022-07-28 (+7.3%) | running | Dongkuk Structures & Construction, CS Wind |
| Battery / EV | 2d | +4.6% | 2022-07-29 (+4.8%) | recurred | Solus Advanced Materials, Elentec |
| Defense & War | 2d | +3.9% | 2022-07-25 (+4.7%) | recurred | Firstec, Pyung Hwa Industrial |
| Digital Health & Telehealth | 2d | +3.0% | 2022-07-27 (+3.0%) | running | GC MediAI, Insung Information |
| iPhone Supply Chain | 2d | +2.8% | 2022-07-29 (+3.6%) | running | BHCo, INNOX Advanced Materials |
| Metals (Non-Ferrous) | 1d | +16.6% | 2022-07-28 (+16.6%) | recurred | Choil Aluminum |
| Battery | 1d | +10.4% | 2022-07-28 (+10.4%) | recurred | KG Chemical |
| Battery Recycling (Related) | 1d | +7.8% | 2022-07-27 (+7.8%) | recurred | Welcron Hantec |
Related News by Theme
- Solar (2022-07-29) 대명에너지 주가 29%↑…제피로스에너지 지분 100% 취득 결정 소식에 강세 — 아주경제 (Korean)
- Crypto & Bitcoin (2022-07-25) [매매의 기술] 구글 AR글래스에 메타버스 생태계 확장 기대 vs 가상화폐 급등 속 빗썸 인수 이슈에 주목 — 머니투데이 (Korean)
- Wind (2022-07-28) [특징주]씨에스윈드, 544억 규모 윈드 타워 수주에 8%대↑ — 이데일리 (Korean)
- Battery / EV (2022-07-29) [장중수급포착] 솔루스첨단소재, 외국인/기관 동시 순매수… 주가 +5.00% — 뉴스핌 (Korean)
- Defense & War (2022-07-25) [테마동향] 25일, 방위산업(+2.58%), 자동차(+2.12%) 관련주 테마 상승…국내상장 중국기업(-1.55%), 수산업(-1.20%) 관련주 테마 하락 — 이투데이 (Korean)
What to Watch Next Week
Wind averaged 7.18% across 2 strong days. Like Solar, Digital Health & Telehealth and iPhone Supply Chain, it was marked as a continuing run.
Defense & War and Battery / EV each came back for 2 strong days, averaging 3.85% and 4.61% respectively. Next to watch is whether these recurring themes hold.
Theme heatmap
| 07-25 | 07-26 | 07-27 | 07-28 | 07-29 | |
|---|---|---|---|---|---|
| Solar | +1.6 | +12.7 | +13.4 | ||
| Crypto & Bitcoin | +15.2 | +5.0 | |||
| Wind | +7.3 | +7.0 | |||
| Battery / EV | +4.5 | +4.8 | |||
| Defense & War | +4.7 | +3.0 | |||
| Digital Health & Telehealth | +2.9 | +3.0 | |||
| iPhone Supply Chain | +2.0 | +3.6 | |||
| Metals (Non-Ferrous) | +16.6 | ||||
| Battery | +10.4 | ||||
| Battery Recycling (Related) | +7.8 |