Weekly Theme Wrap (Oct 29 – Nov 2)
5 trading days · top 10 themes — most persistent is Cannabis at 2 days (weekly avg. +8.5%). Best single day this week: Nov 2, +22.9%.
Average change over the period
Water Resources led the week of Oct 29 to Nov 2, posting a change of 22.86% on Nov 2 behind Welcron Hantec. Camera Modules & Parts followed with 17.7% on Oct 31.
Cannabis and Airlines & Low-Cost Carriers were the only themes strong on two days. Cannabis, led by Phionx and Biovill, averaged a change of 8.48%.
Airlines & Low-Cost Carriers, led by Jejuair and Hanjinkal, averaged a change of 6.32%. MLCC (Multilayer Ceramic Capacitors) posted a change of 12.49% via Samwha Capacitor.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Cannabis | 2d | +8.5% | 2018-11-01 (+11.4%) | recurred | Phionx, Biovill |
| Airlines & Low-Cost Carriers | 2d | +6.3% | 2018-11-02 (+6.5%) | recurred | Jejuair, Hanjinkal |
| Water Resources | 1d | +22.9% | 2018-11-02 (+22.9%) | new | Welcron Hantec |
| Camera Modules & Parts | 1d | +17.7% | 2018-10-31 (+17.7%) | recurred | CoAsia CM |
| MLCC (Multilayer Ceramic Capacitors) | 1d | +12.5% | 2018-11-01 (+12.5%) | recurred | Samwha Capacitor |
| Securities Brokers | 1d | +9.1% | 2018-11-02 (+9.1%) | recurred | NH Investment & Securities |
| Wind | 1d | +8.1% | 2018-10-30 (+8.1%) | recurred | Unison |
| Solar | 1d | +7.7% | 2018-10-30 (+7.7%) | recurred | Dawonsys |
| China Consumer | 1d | +7.1% | 2018-11-02 (+7.1%) | new | Coloray International Investment |
| Semiconductor Majors (Fabrication) / Semiconductor Equipment, Materials & Components | 1d | +6.9% | 2018-11-02 (+6.9%) | new | Union Semiconductor Equipment Co.,ltd; |
Related News by Theme
- Cannabis (2018-11-01) [이시각 상한가] 바이오빌(▲580) - 1일 오후 14시35분 — 이투데이 (Korean)
- Airlines & Low-Cost Carriers (2018-11-02) 유가 Down·원화값 Up…항공株 이륙 준비 완료 — 매일경제 (Korean)
- Water Resources (2018-11-02) [이시각 상한가] 웰크론한텍(▲540) - 2일 오후 13시16분 — 이투데이 (Korean)
- Camera Modules & Parts (2018-10-31) [한경로보뉴스] ‘텔루스’ 상한가↑ 도달, 전일 보다 거래량 급증, 거래 폭발. 1,057.6만주 거래중 — 한국경제 (Korean)
- MLCC (Multilayer Ceramic Capacitors) (2018-11-01) [종목+]삼성전기, 깜짝실적에 주가도↑…MLCC로 공매도 극복 — 한국경제 (Korean)
What to Watch Next Week
Cannabis and Airlines & Low-Cost Carriers both recurred this week, each strong on 2 days. Whether that streak extends into the following week is the next thing the data will show.
Water Resources and China Consumer appeared as new themes, with China Consumer at a change of 7.07% on Nov 2. Whether either returns will show in next week’s data.
Theme heatmap
| 10-29 | 10-30 | 10-31 | 11-01 | 11-02 | |
|---|---|---|---|---|---|
| Cannabis | +5.5 | +11.4 | |||
| Airlines & Low-Cost Carriers | +6.1 | +6.5 | |||
| Water Resources | +22.9 | ||||
| Camera Modules & Parts | +17.7 | ||||
| MLCC (Multilayer Ceramic Capacitors) | +12.5 | ||||
| Securities Brokers | +9.1 | ||||
| Wind | +8.1 | ||||
| Solar | +7.7 | ||||
| China Consumer | +7.1 | ||||
| Semiconductor Majors (Fabrication) / Semiconductor Equipment, Materials & Components | +6.9 |