Weekly Theme Wrap (Dec 26 – Dec 28)
3 trading days · top 10 themes — most persistent is Political Ties (Han Dong-hoon) at 2 days (weekly avg. +8.2%). Best single day this week: Dec 28, +11.0%.
Average change over the period
Over Dec 26 to Dec 28, Political Ties (Han Dong-hoon) was strong on 2 days, with an average change of 8.2%. Its best day, Dec 26, saw 10.63%, led by Daesang Holdings and Dt&cro.
Health care themes ran together. Cancer Immunotherapy averaged 7.84%, while Biosimilars and Pharma averaged 4.8% and 4.65%. Hanall Biopharma was a leader in all three.
Among single-day movers, Auto Parts posted 10.98% on Dec 28 via DaedongMetal. Lithium rose 8.31% on Dec 27, led by Posco M-tech.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Han Dong-hoon) | 2d | +8.2% | 2023-12-26 (+10.6%) | recurred | Daesang Holdings, Dt&cro |
| Cancer Immunotherapy | 2d | +7.8% | 2023-12-26 (+8.6%) | running | Y-Biologics, Hanall Biopharma |
| Biosimilars | 2d | +4.8% | 2023-12-26 (+5.6%) | running | PharmAbcine, Hanall Biopharma |
| Pharma | 2d | +4.7% | 2023-12-27 (+5.5%) | running | Ahn-gook Pharmaceutical, Hanall Biopharma |
| STO (Security Token Offering) | 2d | +3.4% | 2023-12-28 (+4.3%) | running | GalaxiaMoneytree, Galaxia SM |
| Auto Parts | 1d | +11.0% | 2023-12-28 (+11.0%) | recurred | DaedongMetal |
| Lithium | 1d | +8.3% | 2023-12-27 (+8.3%) | recurred | Posco M-tech |
| Semiconductor Equipment | 1d | +6.5% | 2023-12-27 (+6.5%) | recurred | Nepes Ark |
| Infant & Child Products | 1d | +5.5% | 2023-12-26 (+5.5%) | recurred | Sonokong |
| Semiconductor Materials & Components | 1d | +4.4% | 2023-12-27 (+4.4%) | recurred | Lake Materials |
Related News by Theme
- Political Ties (Han Dong-hoon) (2023-12-26) [특징주] 디티앤씨알오·원익큐브, 한동훈 비대위원장 취임 앞두고 상한가 — 헤럴드경제 (Korean)
- Cancer Immunotherapy (2023-12-26) [장중수급포착] 와이바이오로직스, 외국인/기관 동시 순매수… 주가 +15.41% — 뉴스핌 (Korean)
- Biosimilars (2023-12-26) [급등락주 짚어보기] 무상증자 소룩스·최대주주 변경 파멥신 상한가 — 이투데이 (Korean)
- Pharma (2023-12-27) [특징주]한올바이오파마, 29조 시총 ‘Argenx’ 역전 눈앞…시총보다 큰 3.7조 ‘바토클리맙’ — 아시아경제 (Korean)
- STO (Security Token Offering) (2023-12-28) [특징주]‘조각투자’ 관련 MOU 체결, 갤럭시아머니트리 강세 — 아시아경제 (Korean)
What to Watch Next Week
STO (Security Token Offering) stayed strong for 2 days, peaking at 4.26% on Dec 28. GalaxiaMoneytree and Galaxia SM led, after news of a fractional-investment MOU.
Chip names also moved on Dec 27, with Semiconductor Equipment at 6.47% and Semiconductor Materials & Components at 4.37%. Whether these one-day moves repeat is the open question.
Theme heatmap
| 12-26 | 12-27 | 12-28 | |
|---|---|---|---|
| Political Ties (Han Dong-hoon) | +10.6 | +5.8 | |
| Cancer Immunotherapy | +8.6 | +7.1 | |
| Biosimilars | +5.6 | +4.0 | |
| Pharma | +3.8 | +5.5 | |
| STO (Security Token Offering) | +2.6 | +4.3 | |
| Auto Parts | +11.0 | ||
| Lithium | +8.3 | ||
| Semiconductor Equipment | +6.5 | ||
| Infant & Child Products | +5.5 | ||
| Semiconductor Materials & Components | +4.4 |