Weekly Theme Wrap (Nov 20 – Nov 24)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 2 days (weekly avg. +18.7%). Best single day this week: Nov 24, +33.4%.
Average change over the period
Semiconductor Equipment led the week of Nov 20 to Nov 24 with an average change of 18.68%. Its best day was Nov 24, with a best change of 33.39%, and Wot and Kctech led the theme.
No other theme came close. Food ranked next with an average change of 5.49%, followed by Hydrogen (Fuel Cells, Vehicles) at 5.1%.
All ten themes were strong on two days each. Shipbuilding had an average change of 4.37%, and Hanwha Ocean also led in Defense & War.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 2d | +18.7% | 2023-11-24 (+33.4%) | recurred | Wot, Kctech |
| Food | 2d | +5.5% | 2023-11-20 (+8.8%) | recurred | Newtree, Bifido |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +5.1% | 2023-11-20 (+5.2%) | recurred | Doosan Fuel Cell |
| Shipbuilding | 2d | +4.4% | 2023-11-20 (+5.5%) | recurred | Hanwha Ocean |
| GLP-1 & Obesity Drugs | 2d | +4.3% | 2023-11-23 (+4.7%) | recurred | Inventage Lab, Peptron |
| AI & Robotics | 2d | +4.2% | 2023-11-24 (+5.0%) | recurred | Everybot, WISE iTech |
| Semiconductor Materials & Components | 2d | +3.7% | 2023-11-24 (+4.2%) | recurred | HLB innoVation, Kctech |
| Shipbuilding Equipment | 2d | +3.6% | 2023-11-20 (+4.6%) | recurred | HD-Hyundai Marine Engine, Samyung ENC |
| Wind | 2d | +3.4% | 2023-11-20 (+4.0%) | recurred | Woorim Power Train Solution, Unison |
| Defense & War | 2d | +2.6% | 2023-11-23 (+3.1%) | running | COTS Technology, Hanwha Ocean |
Related News by Theme
- Shipbuilding (2023-11-20) 급등하는 국제유가에 ‘방긋’ 조선주, 피크아웃 우려 털어내나 — 머니투데이 (Korean)
- GLP-1 & Obesity Drugs (2023-11-23) [특징주]올리패스, 근육에서 지방 태워주는 비만치료제 순항…“건강한 체형 유지효과” — 아시아경제 (Korean)
What to Watch Next Week
Nine of the ten themes were marked as recurring. Defense & War was the only theme marked as continuing.
Kctech led both Semiconductor Equipment and Semiconductor Materials & Components, which had an average change of 3.69%. The next sessions will show whether that overlap holds.
Theme heatmap
| 11-20 | 11-21 | 11-22 | 11-23 | 11-24 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +4.0 | +33.4 | |||
| Food | +8.8 | +2.2 | |||
| Hydrogen (Fuel Cells, Vehicles) | +5.2 | +5.0 | |||
| Shipbuilding | +5.5 | +3.2 | |||
| GLP-1 & Obesity Drugs | +3.9 | +4.7 | |||
| AI & Robotics | +3.5 | +5.0 | |||
| Semiconductor Materials & Components | +3.2 | +4.2 | |||
| Shipbuilding Equipment | +4.6 | +2.6 | |||
| Wind | +4.0 | +2.8 | |||
| Defense & War | +2.2 | +3.1 |