Weekly Theme Wrap (Oct 30 – Nov 3)
5 trading days · top 6 themes — most persistent is Venture Capital at 1 day (weekly avg. +19.2%). Best single day this week: Nov 3, +19.2%.
Average change over the period
Venture Capital led the week from Oct 30 to Nov 3, jumping 19.18% on Nov 3. Leader DSC Investment rose as a Korean news report cited hopes for a second venture boom.
China Consumer came next with a 10.25% gain on Oct 31, led by China Hao Ran Recycling. A same-day Korean news report tracked the stock’s sharp daily rise.
Gains were smaller further down the list. Semiconductor Equipment rose 5.27% on Oct 31 behind Cymechs. IT Majors added 3.21% on Oct 30 as Samsung SDS hit a 52-week high.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Venture Capital | 1d | +19.2% | 2017-11-03 (+19.2%) | recurred | DSC Investment |
| China Consumer | 1d | +10.2% | 2017-10-31 (+10.2%) | recurred | China Hao Ran Recycling |
| Semiconductor Equipment | 1d | +5.3% | 2017-10-31 (+5.3%) | recurred | Cymechs |
| IT Majors | 1d | +3.2% | 2017-10-30 (+3.2%) | recurred | Samsung SDS |
| Securities Brokers | 1d | +3.2% | 2017-11-01 (+3.2%) | recurred | SK Securities |
| Oil Refining | 1d | +1.9% | 2017-10-30 (+1.9%) | recurred | GS Holdings |
Related News by Theme
- Venture Capital (2017-11-03) [특징주]제2의 벤처 붐 조성…창투사 ‘급등’ — 이데일리 (Korean)
- China Consumer (2017-10-31) 차이나하오란(900090) 전일대비 12.17% — 헤럴드경제 (Korean)
- Semiconductor Equipment (2017-10-31) [ET투자뉴스]싸이맥스, “17년 yoy 3배…” 매수(유지)-골든브릿지투자증권 — 전자신문 (Korean)
- IT Majors (2017-10-30) 삼성에스디에스, 52주 신고가 — 헤럴드경제 (Korean)
- Securities Brokers (2017-11-01) 오락가락 금융정책 기조에 자기자본 불린 증권사만 허 찔렸다 — 서울경제 (Korean)
What to Watch Next Week
Each of the six themes was strong on just one day, and all of them had appeared in earlier periods. Securities Brokers gained 3.17% on Nov 1, led by SK Securities.
Oil Refining closed out the list with a 1.86% rise on Oct 30 through GS Holdings, with no news attached. The next wrap will show whether these themes come back together.
Theme heatmap
| 10-30 | 10-31 | 11-01 | 11-02 | 11-03 | |
|---|---|---|---|---|---|
| Venture Capital | +19.2 | ||||
| China Consumer | +10.3 | ||||
| Semiconductor Equipment | +5.3 | ||||
| IT Majors | +3.2 | ||||
| Securities Brokers | +3.2 | ||||
| Oil Refining | +1.9 |