Weekly Theme Wrap (Jul 29 – Aug 2)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +6.6%). Best single day this week: Aug 2, +13.8%.
Average change over the period
Semiconductor Equipment led the week of Jul 29 to Aug 2, staying strong on 3 days. It posted an average change of 6.6%, with YC and Pro2000 out front.
The sharpest single-day move came in COVID (Diagnostics, Treatments, Vaccines), with a best day of 13.83% on Aug 2. Sugentech led it and Mycoplasma Pneumonia as Maeil Business Newspaper reported a COVID-19 resurgence.
Integrated Logistics was also strong for 3 days and peaked at 3.58% on Jul 30. KCTC led, and a Maeil Business Newspaper report tied the rally to the ‘Tmon-WeMakePrice crisis’.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +6.6% | 2024-07-31 (+8.4%) | running | YC, Pro2000 |
| Integrated Logistics | 3d | +2.9% | 2024-07-30 (+3.6%) | recurred | KCTC |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +11.7% | 2024-08-02 (+13.8%) | recurred | Sugentech |
| Mycoplasma Pneumonia | 2d | +8.2% | 2024-08-02 (+11.3%) | recurred | Sugentech |
| Construction (Small & Mid Cap) | 2d | +7.5% | 2024-07-30 (+10.1%) | running | Woowon Development, EehwaConstruction |
| Shipping | 2d | +6.2% | 2024-07-31 (+6.7%) | recurred | STX Green Logis, Heung-a Shipping |
| LPG (Liquefied Petroleum Gas) | 2d | +5.0% | 2024-07-31 (+6.8%) | recurred | HeunguOil |
| Cement & Ready-Mix Concrete | 2d | +4.8% | 2024-07-30 (+6.8%) | running | SG, Kangdong C&L |
| Advertising | 2d | +4.4% | 2024-08-01 (+4.7%) | recurred | Mobidays, BK Holdings |
| Semiconductor Majors (Fabrication) | 2d | +2.7% | 2024-07-31 (+4.2%) | recurred | DB HiTek, SK hynix |
Related News by Theme
- Integrated Logistics (2024-07-30) ‘티메프 사태’ 반사이익?…KCTC 등 쿠팡 수혜주 급등 [특징주] — 매일경제 (Korean)
- COVID (Diagnostics, Treatments, Vaccines) (2024-08-02) 코로나19 재확산에 수젠텍 등 진단키트주 급등세 — 매일경제 (Korean)
- Mycoplasma Pneumonia (2024-08-02) 코로나19 재확산에 수젠텍 등 진단키트주 급등세 — 매일경제 (Korean)
What to Watch Next Week
Shipping and LPG (Liquefied Petroleum Gas) both came back as recurring themes, each strong for 2 days. Construction (Small & Mid Cap) was strong on consecutive days, with a best day of 10.14%.
Semiconductor Majors (Fabrication), led by DB HiTek and SK hynix, had an average change of 2.66% over 2 strong days. The open question is whether the chip and diagnostics strength carries into next week.
Theme heatmap
| 07-29 | 07-30 | 07-31 | 08-01 | 08-02 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +7.0 | +8.4 | +4.4 | ||
| Integrated Logistics | +2.3 | +3.6 | +2.7 | ||
| COVID (Diagnostics, Treatments, Vaccines) | +9.6 | +13.8 | |||
| Mycoplasma Pneumonia | +5.1 | +11.3 | |||
| Construction (Small & Mid Cap) | +10.1 | +4.8 | |||
| Shipping | +6.7 | +5.7 | |||
| LPG (Liquefied Petroleum Gas) | +6.8 | +3.2 | |||
| Cement & Ready-Mix Concrete | +6.8 | +2.8 | |||
| Advertising | +4.2 | +4.7 | |||
| Semiconductor Majors (Fabrication) | +1.2 | +4.1 |