Weekly Theme Wrap (Dec 27 – Dec 30)
4 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +7.3%). Best single day this week: Dec 27, +20.7%.
Average change over the period
Two themes held up on 2 days between Dec 27 and Dec 30. Political Ties (Lee Jae-myung) had an average change of 7.34%, with CS and DongshinEngineering&Construction in front.
The other was Foldable Phones / Galaxy Supply Chain, led by Intops and Fine Technix, with an average change of 5.31%. Both themes had their best day on Dec 30.
The one-day moves were bigger. COVID (Pfizer) rose 20.7% on Dec 27 on Green Lifescience. On the same day, AI & Robotics gained 16.55% on Firstec.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | 2d | +7.3% | 2021-12-30 (+9.9%) | running | CS, DongshinEngineering&Construction |
| Foldable Phones / Galaxy Supply Chain | 2d | +5.3% | 2021-12-30 (+5.9%) | recurred | Intops, Fine Technix |
| COVID (Pfizer) | 1d | +20.7% | 2021-12-27 (+20.7%) | recurred | Green Lifescience |
| AI & Robotics | 1d | +16.6% | 2021-12-27 (+16.6%) | recurred | Firstec |
| Metaverse & VR | 1d | +15.9% | 2021-12-29 (+15.9%) | recurred | SKAI worldwide |
| Political Ties (Ahn Cheol-soo) | 1d | +15.3% | 2021-12-30 (+15.3%) | recurred | Korea Information Engineering Services |
| Games / Mobile Games | 1d | +11.9% | 2021-12-30 (+11.9%) | recurred | Neowiz |
| Games / Mobile Games / Metaverse & VR / NFTs | 1d | +10.8% | 2021-12-28 (+10.8%) | new | Com2uS Holdings |
| Undersea Tunnels & Underground Roads | 1d | +8.2% | 2021-12-27 (+8.2%) | recurred | TuksuConstruction |
| Battery / EV | 1d | +7.7% | 2021-12-28 (+7.7%) | recurred | Ecopro |
Related News by Theme
- Political Ties (Lee Jae-myung) (2021-12-30) [특징주] ‘이재명 관련주 상승세’ 동신건설, 19.21%↑ — 전자신문 (Korean)
- Foldable Phones / Galaxy Supply Chain (2021-12-30) 삼전·SK하이닉스 대형주 따라 반도체 장비·폴더블폰株 훈풍 — 이데일리 (Korean)
- AI & Robotics (2021-12-27) [이시각 상한가] 퍼스텍(▲665) - 27일 오전 11시18분 — 이투데이 (Korean)
- Metaverse & VR (2021-12-29) 비트나인 주가 19%↑…“헬로마켓 지분 22% 인수” — 아주경제 (Korean)
What to Watch Next Week
Political names were active at year-end. Political Ties (Ahn Cheol-soo) rose 15.28% on Dec 30, the same day Political Ties (Lee Jae-myung) hit its best change of 9.87%.
Gaming also moved: Games / Mobile Games rose 11.89% on Neowiz. The new Games / Mobile Games / Metaverse & VR / NFTs theme gained 10.77% on Com2uS Holdings.
Theme heatmap
| 12-27 | 12-28 | 12-29 | 12-30 | |
|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | +4.8 | +9.9 | ||
| Foldable Phones / Galaxy Supply Chain | +4.7 | +5.9 | ||
| COVID (Pfizer) | +20.7 | |||
| AI & Robotics | +16.5 | |||
| Metaverse & VR | +15.9 | |||
| Political Ties (Ahn Cheol-soo) | +15.3 | |||
| Games / Mobile Games | +11.9 | |||
| Games / Mobile Games / Metaverse & VR / NFTs | +10.8 | |||
| Undersea Tunnels & Underground Roads | +8.2 | |||
| Battery / EV | +7.7 |