Weekly Theme Wrap (Nov 20 – Nov 24)
5 trading days · top 10 themes — most persistent is Autonomous Driving at 1 day (weekly avg. +17.3%). Best single day this week: Nov 22, +17.3%.
Average change over the period
Autonomous Driving led the week of Nov 20 to Nov 24, with A-Tech Solution posting a 17.31% gain on Nov 22. Ten themes each had one strong day.
Battery / EV followed with 13.27% on Nov 22, led by Wonik Pne. A Korean news report that day said battery-related stocks rose as a group.
Solar gained 11.37% on Nov 21 after a Korean news report linked DaejooElectronicMaterials to a possible battery equipment investment. Dementia rose 10.27% on Nov 20.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Autonomous Driving | 1d | +17.3% | 2017-11-22 (+17.3%) | recurred | A-Tech Solution |
| Battery / EV | 1d | +13.3% | 2017-11-22 (+13.3%) | recurred | Wonik Pne |
| Solar | 1d | +11.4% | 2017-11-21 (+11.4%) | recurred | DaejooElectronicMaterials |
| Dementia | 1d | +10.3% | 2017-11-20 (+10.3%) | recurred | Hyper |
| China Consumer | 1d | +9.8% | 2017-11-23 (+9.8%) | recurred | Medience |
| Securities Brokers | 1d | +8.2% | 2017-11-22 (+8.2%) | recurred | Eugene Investment & Securities |
| Duty Free | 1d | +8.0% | 2017-11-20 (+8.0%) | recurred | Hanwha Galleria Timeworld |
| iPhone X Supply Chain / PCB & Flexible PCB | 1d | +6.2% | 2017-11-24 (+6.2%) | new | BHCo |
| Vaccines, Diagnostics & Epidemic Control | 1d | +6.1% | 2017-11-20 (+6.1%) | recurred | Paru |
| KOSDAQ 150 Inclusion | 1d | +5.9% | 2017-11-24 (+5.9%) | new | Moda-InnoChips |
Related News by Theme
- Autonomous Driving (2017-11-22) [주목]에이테크솔루션, 추천 3시간 만에 +17.15%↑..다음 후속 급등주 긴급 공개! — 서울경제 (Korean)
- Battery / EV (2017-11-22) [테마동향] 22일, 2차전지(+4.13%), 통신(+3.14%) 관련주 테마 상승…바이오시밀러(-5.29%), 국내상장 중국기업(-2.07%) 관련주 테마 하락 — 이투데이 (Korean)
- Solar (2017-11-21) [특징주]대주전자재료, 2차전지용 설비투자 검토 소식에↑ — 이데일리 (Korean)
- Dementia (2017-11-20) [fnRASSI]메디프론(065650) 현재 +11.48% — 파이낸셜뉴스 (Korean)
- China Consumer (2017-11-23) 보령메디앙스 上 중국 영유아 수혜주 후속 , 내일 上터질 완벽한 핵심주! — 서울경제 (Korean)
What to Watch Next Week
Two themes were new this week: iPhone X Supply Chain / PCB & Flexible PCB at 6.16% and KOSDAQ 150 Inclusion at 5.88%, both on Nov 24. The other eight had appeared before.
It remains to be seen whether the late-week themes led by BHCo and Moda-InnoChips will show up again next week. Every theme this week was strong on just 1 day.
Theme heatmap
| 11-20 | 11-21 | 11-22 | 11-23 | 11-24 | |
|---|---|---|---|---|---|
| Autonomous Driving | +17.3 | ||||
| Battery / EV | +13.3 | ||||
| Solar | +11.4 | ||||
| Dementia | +10.3 | ||||
| China Consumer | +9.8 | ||||
| Securities Brokers | +8.2 | ||||
| Duty Free | +8.0 | ||||
| iPhone X Supply Chain / PCB & Flexible PCB | +6.2 | ||||
| Vaccines, Diagnostics & Epidemic Control | +6.1 | ||||
| KOSDAQ 150 Inclusion | +5.9 |