Weekly Theme Wrap (Nov 28 – Dec 2)
5 trading days · top 10 themes — most persistent is Currency & ATM Systems (incl. CBDC) at 1 day (weekly avg. +18.6%). Best single day this week: Dec 1, +18.6%.
Average change over the period
Every theme on this week’s list had a single strong day between Nov 28 and Dec 2. Currency & ATM Systems (incl. CBDC) led with an average change of 18.58% on Dec 1.
Hannet drove that move, and a same-day Korean news report noted it hit the daily upper limit. Next came Korea-Listed Chinese Companies at 17.1% on Nov 28.
A Korean news report tied that jump to the upcoming launch of the Shenzhen-Hong Kong Stock Connect. Beauty & Cosmetics rose 6.52% on Nov 29, led by Cosmax.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | 1d | +18.6% | 2016-12-01 (+18.6%) | recurred | Hannet |
| Korea-Listed Chinese Companies | 1d | +17.1% | 2016-11-28 (+17.1%) | recurred | Cayman Golden Century Wheel Group |
| Beauty & Cosmetics | 1d | +6.5% | 2016-11-29 (+6.5%) | recurred | Cosmax |
| Shipbuilding | 1d | +5.9% | 2016-12-01 (+5.9%) | recurred | Samsung Heavy Industries |
| Petrochemicals | 1d | +5.3% | 2016-12-01 (+5.3%) | recurred | Lotte Chemical |
| Food | 1d | +5.1% | 2016-11-29 (+5.1%) | recurred | Nongshim |
| Power Equipment | 1d | +4.5% | 2016-11-30 (+4.5%) | recurred | Cheryong Industrial |
| Construction Majors | 1d | +3.6% | 2016-12-01 (+3.6%) | recurred | GS Engineering & Construction |
| Car Majors | 1d | +2.1% | 2016-12-02 (+2.1%) | recurred | Hanon Systems |
| Oil Refining | 1d | +1.2% | 2016-12-01 (+1.2%) | recurred | SK Innovation |
Related News by Theme
- Currency & ATM Systems (incl. CBDC) (2016-12-01) [이시각 상한가] 한네트(▲1220) - 1일 오후 15시5분 — 이투데이 (Korean)
- Korea-Listed Chinese Companies (2016-11-28) 선강퉁 내달 5일 시행…국내 상장 중국기업 ‘급등’ — 이데일리 (Korean)
- Beauty & Cosmetics (2016-11-29) [특징주] 코스맥스, 日 납품계약 소식에 4.59%↑ — 파이낸셜뉴스 (Korean)
- Shipbuilding (2016-12-01) “내년 해양플랜트 뜬다”… 삼성重 최대 혜택, 조선 업황 개선 가능성↑ — 헤럴드경제 (Korean)
What to Watch Next Week
Every theme this week is tagged as recurring, but none, not even Currency & ATM Systems (incl. CBDC), stayed strong past one day. Next week’s data will show whether any can extend a run.
On Dec 1, Shipbuilding gained 5.9% as a Korean news report pointed to a possible offshore plant recovery next year. It named Samsung Heavy Industries as a main beneficiary.
Theme heatmap
| 11-28 | 11-29 | 11-30 | 12-01 | 12-02 | |
|---|---|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | +18.6 | ||||
| Korea-Listed Chinese Companies | +17.1 | ||||
| Beauty & Cosmetics | +6.5 | ||||
| Shipbuilding | +5.9 | ||||
| Petrochemicals | +5.3 | ||||
| Food | +5.1 | ||||
| Power Equipment | +4.5 | ||||
| Construction Majors | +3.6 | ||||
| Car Majors | +2.1 | ||||
| Oil Refining | +1.2 |