Weekly Theme Wrap (Dec 2 – Dec 6)
5 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 3 days (weekly avg. +22.1%). Best single day this week: Dec 4, +29.9%.
Average change over the period
Political theme stocks dominated the week of Dec 2 to Dec 6. Political Ties (Lee Jae-myung) led with an average change of 22.1% across 3 strong days.
Political Ties (Han Dong-hoon) followed with an average change of 16.03%, also peaking on Dec 4. Political Ties (Ahn Cheol-soo) averaged 7.83%.
Chip names also stood out, with Semiconductor Equipment averaging 10.48% and peaking on Dec 5. Battery averaged 9.81%, led by Korea Zinc and Sama Aluminium.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | 3d | +22.1% | 2024-12-04 (+29.9%) | running | CS, DongshinEngineering&Construction, Orient Precision Industries |
| Political Ties (Han Dong-hoon) | 2d | +16.0% | 2024-12-04 (+21.1%) | recurred | Daesang Holdings, Dt&cro |
| Semiconductor Equipment | 2d | +10.5% | 2024-12-05 (+11.1%) | recurred | Auros Technology, Withtech |
| Battery | 2d | +9.8% | 2024-12-03 (+10.1%) | running | Korea Zinc, Sama Aluminium |
| Political Ties (Ahn Cheol-soo) | 2d | +7.8% | 2024-12-04 (+10.7%) | recurred | Sunny Electronics, S Net Systems |
| HBM (High Bandwidth Memory) | 2d | +7.3% | 2024-12-05 (+9.4%) | recurred | Imt, Auros Technology |
| Crypto & Bitcoin | 2d | +7.2% | 2024-12-05 (+9.6%) | recurred | Neowiz Holdings, JCH Systems |
| EV | 2d | +7.1% | 2024-12-03 (+9.2%) | running | Enchem, Kostecsys |
| Political Ties (Oh Se-hoon) | 2d | +7.1% | 2024-12-04 (+7.8%) | recurred | Hankuk Steel Wire |
| Semiconductor Materials & Components | 2d | +5.3% | 2024-12-05 (+6.5%) | recurred | Duksan Techopia, Welkeeps Hitech |
Related News by Theme
- Battery (2024-12-03) [오후의쟁점] 정부 “美 HBM 수출 통제, 韓 영향 적어” ‘반도체’ / 쏟아지는 미국發 소식 ‘2차전지’ — 머니투데이 (Korean)
What to Watch Next Week
Readers may watch whether political themes hold after their shared Dec 4 peak. Political Ties (Lee Jae-myung) was strong on 3 days, the most of any theme this week.
On the chip side, HBM (High Bandwidth Memory) and Semiconductor Materials & Components both peaked on Dec 5. Their average changes were 7.35% and 5.32%, respectively.
Theme heatmap
| 12-02 | 12-03 | 12-04 | 12-05 | 12-06 | |
|---|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | +29.9 | +15.1 | +21.2 | ||
| Political Ties (Han Dong-hoon) | +21.1 | +10.9 | |||
| Semiconductor Equipment | +9.9 | +11.1 | |||
| Battery | +9.5 | +10.1 | |||
| Political Ties (Ahn Cheol-soo) | +10.7 | +5.0 | |||
| HBM (High Bandwidth Memory) | +5.3 | +9.4 | |||
| Crypto & Bitcoin | +4.7 | +9.6 | |||
| EV | +5.0 | +9.2 | |||
| Political Ties (Oh Se-hoon) | +7.8 | +6.3 | |||
| Semiconductor Materials & Components | +4.2 | +6.5 |