Nov 2024 Theme Wrap — The Monthly Theme Map
21 trading days · 91 recurring themes · top 15 themes — most persistent is Ukraine Reconstruction at 9 days (monthly avg. +9.6%). Best single day this month: Nov 6, +19.8%.
Average change over the period
Ukraine Reconstruction led November 2024 with 9 strong days and an average change of 9.56%. Its best day was Nov 6, with a change of 19.75%.
AI & Robotics matched that 9-day run with an average change of 8.26%. Its best day was Nov 27, with a change of 12.76%.
Defense & War logged 8 strong days with an average change of 6.82%. Battery posted a higher average of 9.55% across 7 days.
91 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Ukraine Reconstruction | 9d | +9.6% | 2024-11-06 (+19.8%) | TYM, DaedongMetal, DYD |
| AI & Robotics | 9d | +8.3% | 2024-11-27 (+12.8%) | KAON Group, RoboRobo, Linkgenesis |
| Defense & War | 8d | +6.8% | 2024-11-07 (+13.3%) | HJ Shipbuilding & Construction, Samhyun, SatrecInitiative |
| Battery | 7d | +9.6% | 2024-11-08 (+13.4%) | NanoTIM, Nara Mold And Die, Zaigle |
| Inter-Korean Economic Cooperation | 7d | +8.2% | 2024-11-12 (+13.1%) | Namkwang Engineering & Construction, Sambu Construction, In the F |
| Beauty & Cosmetics | 7d | +7.8% | 2024-11-04 (+12.8%) | HLB Global, Globon, Naturecell |
| ChatGPT & AI Chatbots | 6d | +9.3% | 2024-11-27 (+15.2%) | SPSoft, ESTsoft, InfoBank |
| Space & Aerospace (Nuri Rocket, Satellites) | 6d | +7.7% | 2024-11-07 (+17.0%) | Asia Pacific Satellite lnc, LK Samyang, Lumir |
| Lithium | 6d | +6.0% | 2024-11-05 (+9.2%) | Kumyang, Chunbo, Hydro Lithium |
| Shipbuilding | 6d | +5.5% | 2024-11-07 (+11.0%) | HJ Shipbuilding & Construction, Hanwha Ocean, HD Hyundai Mipo |
| Construction Equipment | 6d | +5.4% | 2024-11-06 (+11.7%) | DaedongMetal, Junjin Construction & Robot, Hyundai Everdigm |
| Crypto & Bitcoin | 6d | +5.0% | 2024-11-06 (+7.4%) | GalaxiaMoneytree, Bitplanet, Com2uS Holdings |
| Semiconductor Majors (Fabrication) | 6d | +2.9% | 2024-11-15 (+5.1%) | SK hynix, Samsung Electronics |
| Robotics (Industrial & Collaborative) | 5d | +6.7% | 2024-11-13 (+8.4%) | Dae-il, Shinsung Delta Tech, Clobot |
| Nuclear | 5d | +5.8% | 2024-11-22 (+8.8%) | Dt&C, Bhi, Sung Kwang Bend |
What to Watch Next Month
ChatGPT & AI Chatbots and AI & Robotics both peaked on Nov 27 and carried a running status. The chatbot theme’s best change was 15.2%.
Semiconductor Majors (Fabrication), led by SK hynix and Samsung Electronics, also stayed running with an average change of 2.91%. Nuclear’s best day came on Nov 22.
Theme heatmap
| 11-01 | 11-04 | 11-05 | 11-06 | 11-07 | 11-08 | 11-11 | 11-12 | 11-13 | 11-14 | 11-15 | 11-18 | 11-19 | 11-20 | 11-21 | 11-22 | 11-25 | 11-26 | 11-27 | 11-28 | 11-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ukraine Reconstruction | +5.1 | +19.7 | +7.2 | +9.0 | +8.8 | +4.4 | +15.8 | +9.7 | +6.4 | ||||||||||||
| AI & Robotics | +7.8 | +3.5 | +9.3 | +5.4 | +8.1 | +8.9 | +8.2 | +10.5 | +12.8 | ||||||||||||
| Defense & War | +5.5 | +3.6 | +6.2 | +13.3 | +6.0 | +6.5 | +6.4 | +7.1 | |||||||||||||
| Battery | +12.9 | +13.4 | +4.3 | +9.4 | +10.3 | +7.1 | +9.4 | ||||||||||||||
| Inter-Korean Economic Cooperation | +2.5 | +11.7 | +8.0 | +13.1 | +4.7 | +5.9 | +11.5 | ||||||||||||||
| Beauty & Cosmetics | +5.4 | +12.8 | +7.0 | +6.2 | +8.0 | +7.6 | +7.8 | ||||||||||||||
| ChatGPT & AI Chatbots | +8.9 | +4.2 | +9.5 | +10.2 | +7.8 | +15.2 | |||||||||||||||
| Space & Aerospace (Nuri Rocket, Satellites) | +3.3 | +17.0 | +9.4 | +10.3 | +3.1 | +3.0 | |||||||||||||||
| Lithium | +7.4 | +9.2 | +6.3 | +5.0 | +4.6 | +3.4 | |||||||||||||||
| Shipbuilding | +11.0 | +4.0 | +6.5 | +3.2 | +2.7 | +5.6 | |||||||||||||||
| Construction Equipment | +11.7 | +1.4 | +2.5 | +6.4 | +5.4 | +5.1 | |||||||||||||||
| Crypto & Bitcoin | +7.4 | +7.1 | +5.8 | +3.0 | +4.3 | +2.5 | |||||||||||||||
| Semiconductor Majors (Fabrication) | +2.5 | +1.6 | +5.1 | +2.0 | +4.7 | +1.6 | |||||||||||||||
| Robotics (Industrial & Collaborative) | +3.3 | +8.4 | +7.6 | +7.9 | +6.3 | ||||||||||||||||
| Nuclear | +2.1 | +7.1 | +5.2 | +6.0 | +8.8 |