Weekly Theme Wrap (Nov 30 – Dec 4)
5 trading days · top 10 themes — most persistent is Corrugated Board / Paper at 2 days (weekly avg. +16.6%). Best single day this week: Nov 30, +19.7%.
Average change over the period
From Nov 30 to Dec 4, Corrugated Board / Paper posted an average change of 16.59% over two strong days. It peaked at 19.72% on Nov 30, led by Daeyoung Packaging and Shinpoong.
COVID (Moderna) also ran for two days, averaging 11.62% with N2tech and Jolse in front. Cybersecurity averaged 10.95%, peaking at 15.25% on Dec 2.
Single-day jumps came from Steel Majors / Steel (Small & Mid Cap) at 17.61% and Integrated Logistics at 13.98%. Cement & Ready-Mix Concrete, led by Ssangyongc&e, peaked at 7.63% on Dec 4.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Corrugated Board / Paper | 2d | +16.6% | 2020-11-30 (+19.7%) | recurred | Daeyoung Packaging, Shinpoong |
| COVID (Moderna) | 2d | +11.6% | 2020-12-03 (+15.6%) | recurred | N2tech, Jolse |
| Cybersecurity | 2d | +10.9% | 2020-12-02 (+15.2%) | running | Bitplanet, Korea Information Certificate Authority |
| Cement & Ready-Mix Concrete | 2d | +6.3% | 2020-12-04 (+7.6%) | running | Ssangyongc&e, Hanilcement |
| Semiconductor Majors (Fabrication) | 2d | +2.4% | 2020-12-04 (+2.9%) | recurred | SK hynix |
| Steel Majors / Steel (Small & Mid Cap) | 1d | +17.6% | 2020-12-01 (+17.6%) | recurred | Moonbae Steel |
| Integrated Logistics | 1d | +14.0% | 2020-11-30 (+14.0%) | recurred | Han Express |
| Political Ties (Yoon Suk-yeol) | 1d | +13.2% | 2020-12-02 (+13.2%) | recurred | Jeil Technos |
| Camera Modules & Parts | 1d | +11.8% | 2020-12-02 (+11.8%) | recurred | isMedia |
| China Consumer (Entertainment, Media, Duty Free, Film, Beauty) | 1d | +10.5% | 2020-12-03 (+10.5%) | new | Astory |
Related News by Theme
- Corrugated Board / Paper (2020-11-30) [급등락주 짚어보기] SNK, 최대주주 변경 소식에 ‘상한가’…골판지 대란에 대영포장 ‘강세’ — 이투데이 (Korean)
- COVID (Moderna) (2020-12-03) [급등락주 짚어보기] 모더나 관련주 엔투텍ㆍ모베이스전자 ‘상한가’ — 이투데이 (Korean)
- Cybersecurity (2020-12-02) [이시각 상한가] SGA(▲203) - 2일 오전 9시28분 — 이투데이 (Korean)
- Cement & Ready-Mix Concrete (2020-12-04) 국토장관 바뀌자…건설·시멘트株 ‘뜀박질’ — 서울경제 (Korean)
What to Watch Next Week
Cement & Ready-Mix Concrete and Cybersecurity were both flagged as continuing runs into Dec 4. Whether those streaks extend into next week is the open question.
Semiconductor Majors (Fabrication) averaged 2.38% with SK hynix leading. The newly listed China Consumer (Entertainment, Media, Duty Free, Film, Beauty) theme first appeared at 10.54% on Dec 3.
Theme heatmap
| 11-30 | 12-01 | 12-02 | 12-03 | 12-04 | |
|---|---|---|---|---|---|
| Corrugated Board / Paper | +19.7 | +13.5 | |||
| COVID (Moderna) | +7.7 | +15.6 | |||
| Cybersecurity | +6.6 | +15.3 | |||
| Cement & Ready-Mix Concrete | +5.0 | +7.6 | |||
| Semiconductor Majors (Fabrication) | +1.9 | +2.9 | |||
| Steel Majors / Steel (Small & Mid Cap) | +17.6 | ||||
| Integrated Logistics | +14.0 | ||||
| Political Ties (Yoon Suk-yeol) | +13.2 | ||||
| Camera Modules & Parts | +11.8 | ||||
| China Consumer (Entertainment, Media, Duty Free, Film, Beauty) | +10.5 |