Weekly Theme Wrap (Nov 1 – Nov 5)
5 trading days · top 10 themes — most persistent is Integrated Logistics at 3 days (weekly avg. +6.2%). Best single day this week: Nov 1, +25.3%.
Average change over the period
Integrated Logistics was the most persistent theme from Nov 1 to Nov 5, strong on 3 days. Its average change was 6.21%, peaking at 7.79% on Nov 5.
Fertilizers posted an average change of 11.18% over 2 days, with a best change of 16.05% on Nov 4. Diesel Exhaust Fluid (Urea) appeared as a new theme on Nov 3 at 12.77%.
The largest theme move came from Games / Mobile Games at 25.33% on Nov 1, led by Mgame. Union led Rare Earths & Rare Metals at 17.68% on Nov 3.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Integrated Logistics | 3d | +6.2% | 2021-11-05 (+7.8%) | recurred | Dongbang Transport & Logistics, SamIl |
| Fertilizers | 2d | +11.2% | 2021-11-04 (+16.1%) | running | Namhae Chemical, Daeyu |
| Political Ties (Yoon Suk-yeol) | 2d | +7.8% | 2021-11-01 (+8.3%) | recurred | NE Neungyule, Dcksung |
| Semiconductors | 2d | +2.8% | 2021-11-02 (+3.6%) | recurred | SFA Semicon, Gis |
| Games / Mobile Games | 1d | +25.3% | 2021-11-01 (+25.3%) | recurred | Mgame |
| Rare Earths & Rare Metals | 1d | +17.7% | 2021-11-03 (+17.7%) | recurred | Union |
| Diesel Exhaust Fluid (Urea) | 1d | +12.8% | 2021-11-03 (+12.8%) | new | Union |
| Nuclear | 1d | +10.5% | 2021-11-04 (+10.5%) | recurred | KEPCO Engineering & Construction Company |
| Crypto & Bitcoin | 1d | +9.9% | 2021-11-02 (+9.9%) | recurred | Makus |
| Political Ties (Lee Jae-myung) | 1d | +9.6% | 2021-11-05 (+9.6%) | recurred | Atec Mobility |
Related News by Theme
- Integrated Logistics (2021-11-05) 동방 주가 21%↑…삼성엔지니어링 때문? — 아주경제 (Korean)
- Fertilizers (2021-11-04) [특징주] 효성오앤비, 비료 원료인 요소수 대란 소식에 상한가 — 서울경제 (Korean)
- Semiconductors (2021-11-02) SFA반도체 주가 8%↑…2분기 영업이익 166억 — 아주경제 (Korean)
- Games / Mobile Games (2021-11-01) 카카오게임즈 10.15% 급등한 이유 [3분 국내주식] — 국민일보 (Korean)
What to Watch Next Week
Political Ties (Yoon Suk-yeol) stayed active, strong on 2 days with an average change of 7.83%. Political Ties (Lee Jae-myung) posted 9.62% on Nov 5.
Integrated Logistics posted its best change on Nov 5, the final session of the week. Semiconductors was strong on 2 days, with a more modest average change of 2.77%.
Theme heatmap
| 11-01 | 11-02 | 11-03 | 11-04 | 11-05 | |
|---|---|---|---|---|---|
| Integrated Logistics | +5.4 | +5.4 | +7.8 | ||
| Fertilizers | +6.3 | +16.0 | |||
| Political Ties (Yoon Suk-yeol) | +8.3 | +7.4 | |||
| Semiconductors | +3.6 | +1.9 | |||
| Games / Mobile Games | +25.3 | ||||
| Rare Earths & Rare Metals | +17.7 | ||||
| Diesel Exhaust Fluid (Urea) | +12.8 | ||||
| Nuclear | +10.5 | ||||
| Crypto & Bitcoin | +9.9 | ||||
| Political Ties (Lee Jae-myung) | +9.6 |