Weekly Theme Wrap (Jul 3 – Jul 7)
5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +9.0%). Best single day this week: Jul 3, +14.6%.
Average change over the period
Battery led the week of 2023-07-03 to 2023-07-07, staying strong on 4 days. Its best day came on Jul 5, with a best change of 11.69%.
Semiconductor Equipment posted the highest average change at 12.18%, peaking at 14.61% on Jul 3. Shinsung E&g and Tfe led the move.
Lithium averaged 7.9%, with Kumyang leading both it and Battery. Shipbuilding Equipment peaked at 10.97% on Jul 4.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 4d | +9.0% | 2023-07-05 (+11.7%) | recurred | Kumyang, Dongkuk Refractories & Steel, K-ensol |
| Semiconductor Equipment | 2d | +12.2% | 2023-07-03 (+14.6%) | running | Shinsung E&g, Tfe |
| Semiconductor Materials & Components | 2d | +8.7% | 2023-07-04 (+10.4%) | running | ISC, Duksanhimetal |
| Lithium | 2d | +7.9% | 2023-07-05 (+10.0%) | recurred | Kumyang |
| Shipbuilding Equipment | 2d | +6.8% | 2023-07-04 (+11.0%) | recurred | Samyung ENC, S&W |
| System Semiconductors | 2d | +6.7% | 2023-07-03 (+8.9%) | running | Imagis, Chips&Media |
| EV | 2d | +5.9% | 2023-07-03 (+6.5%) | recurred | Samwha Electronics, Infac |
| Rivian | 2d | +5.7% | 2023-07-04 (+8.4%) | running | Daewon Chemical, Almac |
| Rare Earths & Rare Metals | 2d | +4.1% | 2023-07-05 (+4.1%) | running | Daewon Chemical, Samwha Electronics |
| Shipbuilding | 2d | +3.5% | 2023-07-04 (+4.9%) | recurred | HJ Shipbuilding & Construction, Hanwha Ocean |
Related News by Theme
- Battery (2023-07-05) [MK 시그널] 2차전지 투자 늘자 장비株 강세 — 매일경제 (Korean)
- Semiconductor Equipment (2023-07-03) [특징주]신성이엔지, 삼성SDI ‘꿈의 배터리’ 파일럿라인…슈퍼 드라이룸 선점 기대 — 아시아경제 (Korean)
- Semiconductor Materials & Components (2023-07-04) [장중수급포착] 덕산하이메탈, 기관 46,000주 대량 순매수… 주가 +4.76% — 뉴스핌 (Korean)
- Lithium (2023-07-05) [장중수급포착] 금양, 외국인 11.40만 주 대량 순매수… 주가 +10.20% — 뉴스핌 (Korean)
- Shipbuilding Equipment (2023-07-04) [fnRASSI]장마감, 코스닥 상승 종목(에스앤더블류 30.0% ↑) — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Semiconductor Equipment, Semiconductor Materials & Components and System Semiconductors all ended on continuing streaks. Whether chip themes extend that run is the first thing to track.
Battery, Lithium and Shipbuilding came back as recurring themes this week. The open question is whether Battery’s 4 strong days carry into next week.
Theme heatmap
| 07-03 | 07-04 | 07-05 | 07-06 | 07-07 | |
|---|---|---|---|---|---|
| Battery | +9.4 | +8.7 | +11.7 | +6.0 | |
| Semiconductor Equipment | +14.6 | +9.7 | |||
| Semiconductor Materials & Components | +7.0 | +10.4 | |||
| Lithium | +10.0 | +5.8 | |||
| Shipbuilding Equipment | +11.0 | +2.6 | |||
| System Semiconductors | +8.9 | +4.4 | |||
| EV | +6.5 | +5.3 | |||
| Rivian | +8.4 | +3.1 | |||
| Rare Earths & Rare Metals | +4.0 | +4.1 | |||
| Shipbuilding | +4.9 | +2.1 |