Weekly Theme Wrap (Oct 30 – Nov 3)
5 trading days · top 10 themes — most persistent is Battery at 4 days (weekly avg. +8.8%). Best single day this week: Nov 2, +13.7%.
Average change over the period
Battery led the week, strong on 4 days with an average change of 8.78%. Its best day was Nov 2, with a change of 12.83%.
Semiconductor Equipment averaged 8.89% and posted the week’s top best-day move, 13.72%, on Nov 2. Semiconductor Materials & Components peaked at 13.57% that day.
AI & Robotics had the highest average change, 10.25%, over 2 strong days. Its best day was Nov 3, at 12.96%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 4d | +8.8% | 2023-11-02 (+12.8%) | running | Isu Specialty Chemical, Top Material, Tapex |
| Semiconductor Equipment | 3d | +8.9% | 2023-11-02 (+13.7%) | running | Fine Semitech, Wot |
| Semiconductor Materials & Components | 3d | +7.8% | 2023-11-02 (+13.6%) | running | BCnC, Ji-tech, Purit |
| EV | 3d | +6.0% | 2023-11-02 (+7.9%) | running | Amogreentech, L&F, Korea Electric Terminal |
| Semiconductor Majors (Fabrication) | 3d | +2.8% | 2023-11-02 (+4.1%) | running | DB HiTek, SK hynix |
| AI & Robotics | 2d | +10.2% | 2023-11-03 (+13.0%) | recurred | Everybot, Konan Technology Incorporation |
| Robotics (Industrial & Collaborative) | 2d | +8.2% | 2023-10-30 (+9.3%) | recurred | Doosan Robotics, RS Automation |
| Games | 2d | +5.1% | 2023-11-03 (+5.6%) | recurred | Sonokong, Wemade Max |
| Shipbuilding Equipment | 2d | +2.8% | 2023-11-03 (+3.8%) | recurred | Medicox |
| Shipbuilding | 2d | +1.8% | 2023-11-03 (+2.6%) | recurred | HD Hyundai Heavy Industries, Samsung Heavy Industries |
Related News by Theme
- Battery (2023-11-02) 美비둘기 날갯짓에 반도체·2차전지 ‘쑥’…연말 랠리 가능할까? — 머니투데이 (Korean)
What to Watch Next Week
Battery, EV and the three semiconductor themes ended the week on consecutive strong runs. Whether those streaks continue past Nov 3 is the first thing to track.
The robotics, Games and Shipbuilding themes came back as recurrences, not streaks. Shipbuilding had an average change of 1.84%, led by HD Hyundai Heavy Industries.
Theme heatmap
| 10-30 | 10-31 | 11-01 | 11-02 | 11-03 | |
|---|---|---|---|---|---|
| Battery | +5.7 | +7.4 | +12.8 | +9.2 | |
| Semiconductor Equipment | +3.6 | +9.3 | +13.7 | ||
| Semiconductor Materials & Components | +4.7 | +5.0 | +13.6 | ||
| EV | +3.3 | +7.9 | +6.9 | ||
| Semiconductor Majors (Fabrication) | +2.0 | +2.2 | +4.1 | ||
| AI & Robotics | +7.5 | +13.0 | |||
| Robotics (Industrial & Collaborative) | +9.3 | +7.2 | |||
| Games | +4.6 | +5.6 | |||
| Shipbuilding Equipment | +1.9 | +3.8 | |||
| Shipbuilding | +1.1 | +2.6 |