Weekly Theme Wrap (Nov 17 – Nov 21)
5 trading days · top 10 themes — most persistent is Travel at 4 days (weekly avg. +4.7%). Best single day this week: Nov 17, +15.7%.
Average change over the period
Travel was the week’s most persistent theme from Nov 17 to Nov 21. It was strong on 4 days with an average change of 4.72%, and its best day was Nov 18 at 8.83%.
Casinos and Hotels & Resorts were each strong for 3 days. Lotte Tour Development led both Casinos and Travel. A Nov 20 news item tied the rally to China’s pressure on Japan.
Semiconductor Equipment posted the week’s highest average change of 11.73%, led by Green Optics and Laserssel. Its peak came on Nov 17 at 15.71%, the day Green Optics debuted.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Travel | 4d | +4.7% | 2025-11-18 (+8.8%) | running | Yellow Balloon Tour, Lotte Tour Development |
| Casinos | 3d | +4.3% | 2025-11-20 (+6.0%) | recurred | Lotte Tour Development |
| Hotels & Resorts | 3d | +3.8% | 2025-11-17 (+6.6%) | running | GS P&L, Seobu T&D, Hotel Shilla |
| Semiconductor Equipment | 2d | +11.7% | 2025-11-17 (+15.7%) | recurred | Green Optics, Laserssel |
| Beauty & Cosmetics | 2d | +6.6% | 2025-11-20 (+7.9%) | running | Bonne, Outin Futures |
| AI & Robotics | 2d | +6.5% | 2025-11-20 (+7.7%) | running | KAON Group, Angel Robotics |
| Ukraine Reconstruction | 2d | +4.1% | 2025-11-20 (+6.0%) | running | SG, DAEMO Engineering |
| Semiconductor Majors (Fabrication) | 2d | +3.8% | 2025-11-17 (+5.3%) | recurred | SK hynix, Samsung Electronics |
| Construction Equipment | 2d | +3.4% | 2025-11-20 (+4.3%) | running | DAEMO Engineering, Junjin Construction & Robot |
| Oil Refining | 2d | +2.6% | 2025-11-19 (+2.8%) | recurred | S-Oil |
Related News by Theme
- Casinos (2025-11-20) 中, 일본 때리기 본격화 … 韓 카지노·여행주 급등 — 매일경제 (Korean)
- Hotels & Resorts (2025-11-17) [ET특징주]서부T&D, 증권가 목표주가 상향에 상승세 — 전자신문 (Korean)
- Semiconductor Equipment (2025-11-17) “공모주 열풍 이어갈까”…그린광학 상장 첫날 75% 급등 [줍줍리포트] — 서울경제 (Korean)
What to Watch Next Week
Beauty & Cosmetics, AI & Robotics and Ukraine Reconstruction are each tagged as continuing streaks after 2 strong days. Beauty & Cosmetics averaged 6.59% and AI & Robotics 6.45%.
Semiconductor Majors (Fabrication) and Oil Refining showed up again as recurring themes. Whether the travel and casino run continues is the next test.
Theme heatmap
| 11-17 | 11-18 | 11-19 | 11-20 | 11-21 | |
|---|---|---|---|---|---|
| Travel | +3.3 | +8.8 | +3.4 | +3.3 | |
| Casinos | +5.4 | +1.6 | +6.0 | ||
| Hotels & Resorts | +6.6 | +3.5 | +1.3 | ||
| Semiconductor Equipment | +15.7 | +7.7 | |||
| Beauty & Cosmetics | +7.9 | +5.3 | |||
| AI & Robotics | +5.2 | +7.7 | |||
| Ukraine Reconstruction | +6.0 | +2.3 | |||
| Semiconductor Majors (Fabrication) | +5.3 | +2.3 | |||
| Construction Equipment | +4.3 | +2.5 | |||
| Oil Refining | +2.5 | +2.8 |