Weekly Theme Wrap (Nov 2 – Nov 6)
5 trading days · top 10 themes — most persistent is Solar at 3 days (weekly avg. +9.2%). Best single day this week: Nov 4, +15.2%.
Average change over the period
Renewables led the week of Nov 2 to Nov 6. Solar was strong on 3 days and peaked at 15.19% on Nov 4. Wind also logged 3 strong days.
Energy Storage (ESS) posted an average change of 10.44%, and Kumyang Green Power was a leader in all three energy themes. Battery hit 15.11% on its one strong day.
Chip themes came back as well. Semiconductor Equipment posted an average change of 9.2% and peaked at 10.82% on Nov 2. HBM (High Bandwidth Memory) also had 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Solar | 3d | +9.2% | 2026-11-04 (+15.2%) | running | OCI Holdings Company, Kumyang Green Power, Dae Myoung Energy |
| Wind | 3d | +7.9% | 2026-11-04 (+12.7%) | running | Kumyang Green Power, Nearthlab, Dae Myoung Energy |
| Energy Storage (ESS) | 2d | +10.4% | 2026-11-04 (+13.3%) | recurred | Kumyang Green Power, Hyosung Heavy Industries |
| Semiconductor Equipment | 2d | +9.2% | 2026-11-02 (+10.8%) | recurred | Wot, Koses |
| Post-War Reconstruction (Ukraine, Middle East) | 2d | +8.5% | 2026-11-04 (+11.1%) | recurred | GS Engineering & Construction, DaedongMetal |
| Political Ties (Han Dong-hoon) | 2d | +6.7% | 2026-11-02 (+6.9%) | recurred | Dcksung, Artist Company |
| HBM (High Bandwidth Memory) | 2d | +5.8% | 2026-11-02 (+8.0%) | recurred | Wot, PSK Holdings |
| Semiconductor Substrates (FC-BGA, MLB) | 2d | +5.7% | 2026-11-04 (+7.2%) | recurred | Simmtech Holdings, Korea Circuit |
| Construction Equipment | 2d | +4.7% | 2026-11-04 (+5.6%) | recurred | HD Construction Equipment, DaedongMetal |
| Battery | 1d | +15.1% | 2026-11-04 (+15.1%) | recurred | Sangsinenergydisplayprecision |
Related News by Theme
- Solar (2026-11-04) [급등락주 짚어보기] 대명에너지·케이엔알시스템 ‘上’…신재생·로봇 호재 — 이투데이 (Korean)
- Wind (2026-11-04) [급등락주 짚어보기] 대명에너지·케이엔알시스템 ‘上’…신재생·로봇 호재 — 이투데이 (Korean)
- Post-War Reconstruction (Ukraine, Middle East) (2026-11-04) [특징주] 농기계 수출 확대 기대감에 관련株 ‘대동금속·대동기어’ 30%↑ — 뉴스핌 (Korean)
What to Watch Next Week
The open question for next week is whether Solar and Wind keep their streaks going. Both ended the week tagged running, while the other eight themes were tagged recurred.
Post-War Reconstruction (Ukraine, Middle East) peaked at 11.08% on Nov 4. That day’s news tied DaedongMetal to hopes of higher farm machinery exports.
Theme heatmap
| 11-02 | 11-03 | 11-04 | 11-05 | 11-06 | |
|---|---|---|---|---|---|
| Solar | +7.3 | +15.2 | +5.1 | ||
| Wind | +7.4 | +12.7 | +3.7 | ||
| Energy Storage (ESS) | +7.5 | +13.3 | |||
| Semiconductor Equipment | +10.8 | +7.6 | |||
| Post-War Reconstruction (Ukraine, Middle East) | +5.8 | +11.1 | |||
| Political Ties (Han Dong-hoon) | +6.9 | +6.4 | |||
| HBM (High Bandwidth Memory) | +8.0 | +3.5 | |||
| Semiconductor Substrates (FC-BGA, MLB) | +4.2 | +7.2 | |||
| Construction Equipment | +3.7 | +5.6 | |||
| Battery | +15.1 |