Weekly Theme Wrap (Jun 24 – Jun 28)
5 trading days · top 10 themes — most persistent is Shipping at 3 days (weekly avg. +6.7%). Best single day this week: Jun 28, +12.1%.
Average change over the period
Shipping led the week of Jun 24 to Jun 28, staying strong on 3 days with an average change of 6.68%. STX Green Logis drove the theme, which peaked on Jun 28 at 8.76%.
Semiconductor Equipment posted the week’s biggest single-day gain, 12.07% on Jun 28. Intekplus and Tes led, with news citing Intekplus supplying a global foundry.
Auto Parts averaged 10.28%, with Ecocab and HanJungNCS leading. Ecocab also led Rivian, which averaged 7.09% as news linked it to West-China EV tensions.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipping | 3d | +6.7% | 2024-06-28 (+8.8%) | recurred | STX Green Logis |
| Integrated Logistics | 3d | +3.4% | 2024-06-28 (+4.1%) | recurred | STX Green Logis, Dongbang Transport & Logistics |
| Semiconductor Equipment | 2d | +10.9% | 2024-06-28 (+12.1%) | recurred | Intekplus, Tes |
| Auto Parts | 2d | +10.3% | 2024-06-25 (+11.4%) | running | Ecocab, HanJungNCS |
| Rivian | 2d | +7.1% | 2024-06-26 (+9.7%) | running | Daewon Chemical, Ecocab |
| Battery | 2d | +5.8% | 2024-06-26 (+8.6%) | running | Enchem, Yujin Technology |
| Semiconductor Materials & Components | 2d | +5.5% | 2024-06-28 (+6.4%) | recurred | HVM, Hana Materials |
| HBM (High Bandwidth Memory) | 2d | +4.1% | 2024-06-26 (+4.8%) | recurred | Wot, Winpac |
| LPG (Liquefied Petroleum Gas) | 2d | +2.5% | 2024-06-28 (+3.3%) | recurred | Joong Ang Enervis, HeunguOil |
| Medical AI | 2d | +2.2% | 2024-06-26 (+2.7%) | recurred | Lunit, NGeneBio |
Related News by Theme
- Semiconductor Equipment (2024-06-28) [MTN머니로 상한가 포착] 글로벌 파운드리 업체에 공급, 인텍플러스 급등 — 머니투데이 (Korean)
- Auto Parts (2024-06-25) [특징주]한중엔시에스, 수냉 ESS 냉각시스템 삼성 독점 공급…상장 첫날 ‘강세’ — 이데일리 (Korean)
- Rivian (2024-06-26) ‘서구·중국 전기차 갈등’에 리비안 등 미국 전기차 꿈틀…에코캡·대원화성 급등 [자이앤트 스톡커] — 매일경제 (Korean)
What to Watch Next Week
Integrated Logistics, HBM (High Bandwidth Memory) and Medical AI were all recurring themes this week. Whether those returns hold is the open question.
Auto Parts, Rivian and Battery were on continuing streaks, the latter led by Enchem and Yujin Technology at an average change of 5.83%. Next week shows if it extends.
Theme heatmap
| 06-24 | 06-25 | 06-26 | 06-27 | 06-28 | |
|---|---|---|---|---|---|
| Shipping | +3.9 | +7.4 | +8.8 | ||
| Integrated Logistics | +2.1 | +4.1 | +4.1 | ||
| Semiconductor Equipment | +9.8 | +12.1 | |||
| Auto Parts | +11.4 | +9.1 | |||
| Rivian | +9.7 | +4.5 | |||
| Battery | +8.6 | +3.0 | |||
| Semiconductor Materials & Components | +4.6 | +6.4 | |||
| HBM (High Bandwidth Memory) | +4.8 | +3.3 | |||
| LPG (Liquefied Petroleum Gas) | +1.8 | +3.3 | |||
| Medical AI | +2.7 | +1.8 |