Weekly Theme Wrap (Nov 10 – Nov 14)
5 trading days · top 10 themes — most persistent is Holding Companies at 3 days (weekly avg. +8.7%). Best single day this week: Nov 12, +14.1%.
Average change over the period
Holding Companies led the week of Nov 10 to Nov 14. It was strong on 3 days with an average change of 8.74%, and its best day, Nov 10, brought a 10.62% gain, led by HS Hyosung.
Cancer Immunotherapy had the highest average change of the week at 12.38%, led by ABL Bio. Its best day was Nov 12, with a move of 14.07%.
Nov 12 was the busiest day. Battery peaked at 13.95% and GLP-1 & Obesity Drugs at 8.97%. Pharma and Biosimilars also peaked that day, and each was strong on 3 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Holding Companies | 3d | +8.7% | 2025-11-10 (+10.6%) | running | HS Hyosung, Daewoong, Hyosung |
| Pharma | 3d | +5.9% | 2025-11-12 (+7.8%) | running | Green Lifescience, Wsi |
| Biosimilars | 3d | +4.5% | 2025-11-12 (+5.5%) | running | Daewoong Pharma, Aprogen |
| Cancer Immunotherapy | 2d | +12.4% | 2025-11-12 (+14.1%) | running | ABL Bio |
| Battery | 2d | +9.9% | 2025-11-12 (+13.9%) | running | Lotte Energy Materials, Solus Advanced Materials |
| GLP-1 & Obesity Drugs | 2d | +7.5% | 2025-11-12 (+9.0%) | recurred | OliX Pharmaceuticals, G2gbio |
| Semiconductor Materials & Components | 2d | +7.0% | 2025-11-13 (+7.3%) | recurred | Worldexindustry&trading, Hana Materials |
| Securities Brokers | 2d | +6.8% | 2025-11-10 (+8.0%) | recurred | Bookook Securities, Sangsangininvestment&securities |
| Semiconductor Majors (Fabrication) | 2d | +6.6% | 2025-11-10 (+7.7%) | running | DB HiTek |
| Semiconductor Equipment | 2d | +6.6% | 2025-11-13 (+6.7%) | recurred | Device, Asflow |
Related News by Theme
- Holding Companies (2025-11-10) 美셧다운 해제 기대·배당소득 최고세율 완화…코스피 4000선 회복, 금융·지주사株 강세 [투자360] — 헤럴드경제 (Korean)
- Biosimilars (2025-11-12) [장중수급포착] 대웅제약, 외국인/기관 동시 순매수… 주가 +10.62% — 뉴스핌 (Korean)
- Cancer Immunotherapy (2025-11-12) [투자 핫플레이스] 면역항암제, 알러지치료제 탁월한 임상 결과 달성 ‘지아이이노베이션’ — 머니투데이 (Korean)
- Battery (2025-11-12) [급등락주 짚어보기] 솔루스첨단소재ㆍ세종텔레콤ㆍ서진오토모티브ㆍ에이비엘바이오 등 ‘상한가’ — 이투데이 (Korean)
What to Watch Next Week
Next, watch whether chip themes keep their momentum. Semiconductor Equipment had an average change of 6.6% and Semiconductor Materials & Components 6.96%, and both peaked on Nov 13.
Securities Brokers posted an average change of 6.82% and Semiconductor Majors (Fabrication) 6.63%. Both had their best day on Nov 10, so it will help to see if that strength carries forward.
Theme heatmap
| 11-10 | 11-11 | 11-12 | 11-13 | 11-14 | |
|---|---|---|---|---|---|
| Holding Companies | +10.6 | +7.5 | +8.1 | ||
| Pharma | +7.8 | +5.0 | +5.0 | ||
| Biosimilars | +5.5 | +5.2 | +2.8 | ||
| Cancer Immunotherapy | +14.1 | +10.7 | |||
| Battery | +5.8 | +13.9 | |||
| GLP-1 & Obesity Drugs | +6.1 | +9.0 | |||
| Semiconductor Materials & Components | +6.6 | +7.3 | |||
| Securities Brokers | +8.0 | +5.7 | |||
| Semiconductor Majors (Fabrication) | +7.7 | +5.6 | |||
| Semiconductor Equipment | +6.5 | +6.7 |