Weekly Theme Wrap (Nov 30 – Dec 4)
5 trading days · top 6 themes — most persistent is Nuclear at 1 day (weekly avg. +13.5%). Best single day this week: Dec 3, +13.5%.
Average change over the period
Six themes had a strong session between Nov 30 and Dec 4, and each was strong on only one day. Nuclear led with an average change of 13.49% on Dec 3, driven by Woori Technology, Incorporation.
Political-ties names were also active. Political Ties (Moon Jae-in) rose 10.8% on Dec 4, led by Metacare. Political Ties (Ahn Cheol-soo) gained 9.63% on Nov 30.
Solar climbed 10.41% on Dec 2, led by Woongjin Energy. A Korean news report tied the move to the Paris climate conference.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Nuclear | 1d | +13.5% | 2015-12-03 (+13.5%) | recurred | Woori Technology, Incorporation |
| Political Ties (Moon Jae-in) | 1d | +10.8% | 2015-12-04 (+10.8%) | recurred | Metacare |
| Solar | 1d | +10.4% | 2015-12-02 (+10.4%) | recurred | Woongjin Energy |
| Political Ties (Ahn Cheol-soo) | 1d | +9.6% | 2015-11-30 (+9.6%) | recurred | Korea Robot Manufacturing |
| Internet-Only Banks | 1d | +4.8% | 2015-11-30 (+4.8%) | recurred | Inzisoft |
| Korea-China FTA | 1d | +3.0% | 2015-12-01 (+3.0%) | new | SBW |
Related News by Theme
- Solar (2015-12-02) [특징주]파리 기후협약 총회에 태양광주 웅진에너지 급등 — 파이낸셜뉴스 (Korean)
- Internet-Only Banks (2015-11-30) [특징주] 인터넷은행 관련주 희비 엇갈려… 카카오 ↑ 인터파크 ↓ — 브릿지경제 (Korean)
What to Watch Next Week
Korea-China FTA was the only new theme of the week, gaining 2.96% on Dec 1 with SBW as its leader. The other five themes had all appeared before.
Internet-Only Banks added 4.8% on Nov 30, led by Inzisoft. A same-day Korean news report described mixed moves among related stocks. The open question is whether these themes come back.
Theme heatmap
| 11-30 | 12-01 | 12-02 | 12-03 | 12-04 | |
|---|---|---|---|---|---|
| Nuclear | +13.5 | ||||
| Political Ties (Moon Jae-in) | +10.8 | ||||
| Solar | +10.4 | ||||
| Political Ties (Ahn Cheol-soo) | +9.6 | ||||
| Internet-Only Banks | +4.8 | ||||
| Korea-China FTA | +3.0 |