Weekly Theme Wrap (Nov 11 – Nov 15)
5 trading days · top 10 themes — most persistent is Ukraine Reconstruction at 4 days (weekly avg. +9.5%). Best single day this week: Nov 15, +15.8%.
Average change over the period
Ukraine Reconstruction led the week of Nov 11 to Nov 15, strong on 4 days. It peaked on Nov 15 with a 15.76% move, for an average change of 9.49%.
Inter-Korean Economic Cooperation was strong on 3 days, peaking at 13.13% on Nov 12. Sambu Construction led in both this theme and Ukraine Reconstruction.
Robotics names were also active. Robotics (Industrial & Collaborative) and AI & Robotics each had 3 strong days, both led by Clobot and Hyulim ROBOT.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Ukraine Reconstruction | 4d | +9.5% | 2024-11-15 (+15.8%) | running | TYM, Sambu Construction, SY Steel Tech |
| Inter-Korean Economic Cooperation | 3d | +8.6% | 2024-11-12 (+13.1%) | recurred | Namkwang Engineering & Construction, Sambu Construction, GnCenergy |
| Robotics (Industrial & Collaborative) | 3d | +6.4% | 2024-11-13 (+8.4%) | recurred | Dae-il, Clobot, Hyulim ROBOT |
| AI & Robotics | 3d | +6.1% | 2024-11-13 (+9.3%) | recurred | RoboRobo, Clobot, Hyulim ROBOT |
| Crypto & Bitcoin | 3d | +5.3% | 2024-11-11 (+7.1%) | recurred | Bitplanet, Com2uS Holdings, T Scientific |
| Modular Housing | 2d | +10.6% | 2024-11-12 (+11.6%) | recurred | Bumyang Construction |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +9.8% | 2024-11-14 (+10.3%) | recurred | LK Samyang, Contec |
| Shipbuilding | 2d | +5.3% | 2024-11-14 (+6.5%) | recurred | HJ Shipbuilding & Construction, Hanwha Ocean |
| Construction Equipment | 2d | +4.5% | 2024-11-15 (+6.4%) | recurred | Junjin Construction & Robot, Hyundai Everdigm |
| Construction (Small & Mid Cap) | 1d | +13.4% | 2024-11-14 (+13.4%) | recurred | EehwaConstruction |
Related News by Theme
- Ukraine Reconstruction (2024-11-15) [특징주] 에스와이스틸텍, 1055조 원 규모 우크라이나 재건 사업 기업 모집 소식에 강세 — 이투데이 (Korean)
- Inter-Korean Economic Cooperation (2024-11-12) [리턴즈 고래 삼총사] ‘범양건영, 퍼스텍, 지엔씨에너지’! 오늘 장 궁금종목 분석 — 머니투데이 (Korean)
- Robotics (Industrial & Collaborative) (2024-11-13) [특징주]이큐셀 최대주주 된 휴림로봇 상한가↑ — 아시아경제 (Korean)
- AI & Robotics (2024-11-13) [특징주]이큐셀 최대주주 된 휴림로봇 상한가↑ — 아시아경제 (Korean)
- Crypto & Bitcoin (2024-11-11) 가상화폐 르네상스 오나… ‘트럼프 랠리’ 탄 비트코인 8만달러 돌파 — 매일신문 (Korean)
What to Watch Next Week
Crypto & Bitcoin was strong on 3 days, with a best move of 7.12% on Nov 11. The move came as headlines reported a “Trump rally” in Bitcoin.
Construction (Small & Mid Cap) had one strong day, with a 13.42% move on Nov 14 led by EehwaConstruction. It remains to be seen whether these construction-linked themes come back next week.
Theme heatmap
| 11-11 | 11-12 | 11-13 | 11-14 | 11-15 | |
|---|---|---|---|---|---|
| Ukraine Reconstruction | +9.0 | +8.8 | +4.4 | +15.8 | |
| Inter-Korean Economic Cooperation | +8.0 | +13.1 | +4.7 | ||
| Robotics (Industrial & Collaborative) | +3.3 | +8.4 | +7.6 | ||
| AI & Robotics | +3.5 | +9.3 | +5.4 | ||
| Crypto & Bitcoin | +7.1 | +5.8 | +3.0 | ||
| Modular Housing | +11.6 | +9.5 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +9.4 | +10.3 | |||
| Shipbuilding | +4.0 | +6.5 | |||
| Construction Equipment | +2.5 | +6.4 | |||
| Construction (Small & Mid Cap) | +13.4 |