Weekly Theme Wrap (Nov 2 – Nov 6)
5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 3 days (weekly avg. +8.5%). Best single day this week: Nov 2, +23.1%.
Average change over the period
Crypto & Bitcoin was the most persistent theme from Nov 2 to Nov 6, strong on 3 days. Its average change was 8.49%, peaking at 11.3% on Nov 6.
The biggest single-day move came from Political Ties (Yoon Suk-yeol), up 23.05% on Nov 2 with Dcksung leading. Cannabis returned for 2 strong days, averaging 7.51%.
Green names also moved: Carbon Emission Credits rose 14.42% on Nov 6 behind KC Cottrell. New theme Wind / Solar / Battery / Carbon Emission Credits hit 16.29% on Nov 5, led by Senko.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin | 3d | +8.5% | 2020-11-06 (+11.3%) | running | Vidente, Woori Technology Investment |
| Cannabis | 2d | +7.5% | 2020-11-05 (+11.3%) | recurred | Osung Advanced Materials |
| Political Ties (Yoon Suk-yeol) | 1d | +23.1% | 2020-11-02 (+23.1%) | recurred | Dcksung |
| Wind / Solar / Battery / Carbon Emission Credits | 1d | +16.3% | 2020-11-05 (+16.3%) | new | Senko |
| Carbon Emission Credits | 1d | +14.4% | 2020-11-06 (+14.4%) | recurred | KC Cottrell |
| North Korea / 5G / Rare Earths & Rare Metals / Soybeans | 1d | +13.2% | 2020-11-04 (+13.2%) | new | Union Materials |
| Semiconductor Equipment, Materials & Components | 1d | +10.8% | 2020-11-03 (+10.8%) | recurred | SK enpulse |
| Baby & Birth Rate / Infant & Child Products | 1d | +9.0% | 2020-11-05 (+9.0%) | recurred | Agabang&company |
| Currency & ATM Systems (incl. CBDC) | 1d | +8.9% | 2020-11-02 (+8.9%) | recurred | Chungho Ict |
| 5G / Telecom Equipment | 1d | +8.4% | 2020-11-03 (+8.4%) | recurred | Seojin System |
Related News by Theme
- Crypto & Bitcoin (2020-11-06) [특징주] 비트코인 테마 상승에 우리기술투자ㆍ에이티넘인베스트ㆍ라이브파이낸셜 ‘급등’ — 이투데이 (Korean)
- Cannabis (2020-11-05) [인기검색 PICK5] 오성첨단소재, 피플바이오, 녹십자홀딩스… — 매일경제 (Korean)
- Political Ties (Yoon Suk-yeol) (2020-11-02) [이시각 상한가] 덕성(▲1380) - 2일 오후 13시50분 — 이투데이 (Korean)
- Wind / Solar / Battery / Carbon Emission Credits (2020-11-05) 위드텍·센코·바이브컴퍼니, 10월 새내기주 나란히 上 — 머니투데이 (Korean)
- Carbon Emission Credits (2020-11-06) [급등락주 짚어보기] ‘친환경주’ KC코트렐, 바이든 당선 기대감에 상한가…새내기주 소룩스도 ‘상한가’ — 이투데이 (Korean)
What to Watch Next Week
Next week, watch whether Crypto & Bitcoin extends a run the data marks as running (continuous). Carbon Emission Credits and Cannabis were both flagged as recurring (recurred).
Two themes were new this week, including North Korea / 5G / Rare Earths & Rare Metals / Soybeans at 13.22% on Nov 4. Whether they come back is the open question.
Theme heatmap
| 11-02 | 11-03 | 11-04 | 11-05 | 11-06 | |
|---|---|---|---|---|---|
| Crypto & Bitcoin | +5.3 | +8.9 | +11.3 | ||
| Cannabis | +3.7 | +11.3 | |||
| Political Ties (Yoon Suk-yeol) | +23.1 | ||||
| Wind / Solar / Battery / Carbon Emission Credits | +16.3 | ||||
| Carbon Emission Credits | +14.4 | ||||
| North Korea / 5G / Rare Earths & Rare Metals / Soybeans | +13.2 | ||||
| Semiconductor Equipment, Materials & Components | +10.8 | ||||
| Baby & Birth Rate / Infant & Child Products | +9.0 | ||||
| Currency & ATM Systems (incl. CBDC) | +8.9 | ||||
| 5G / Telecom Equipment | +8.5 |