Weekly Theme Wrap (Nov 12 – Nov 16)
5 trading days · top 10 themes — most persistent is China Consumer at 2 days (weekly avg. +5.3%). Best single day this week: Nov 15, +10.5%.
Average change over the period
Five themes stayed strong on two separate days during the week of Nov 12 to Nov 16. China Consumer had the highest average change of that group at 5.26%, led by Shinsegae International.
The week’s biggest one-day theme move was China Consumer at 10.52% on Nov 15. Pharma & Biotech followed with an average change of 4.59%, led by Samsung Biologics and Celltrion.
Single-day moves were sharper. Airlines & Low-Cost Carriers rose 9.04% on Nov 14 with Hanjinkal, and Dementia gained 7.92% the same day with HLB Pharmaceutical.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| China Consumer | 2d | +5.3% | 2018-11-15 (+10.5%) | running | Shinsegae International |
| Pharma & Biotech | 2d | +4.6% | 2018-11-13 (+6.7%) | recurred | Samsung Biologics, Celltrion |
| North Korea | 2d | +4.3% | 2018-11-15 (+6.7%) | running | Cenotec, Uneco |
| Cannabis | 2d | +3.0% | 2018-11-13 (+6.0%) | recurred | Biovill |
| Shipbuilding | 2d | +1.9% | 2018-11-12 (+3.8%) | recurred | Hanwha Ocean |
| Airlines & Low-Cost Carriers | 1d | +9.0% | 2018-11-14 (+9.0%) | recurred | Hanjinkal |
| Flexible Displays / OLED Displays / Foldable Phones | 1d | +8.3% | 2018-11-12 (+8.3%) | new | Sunic System |
| Dementia | 1d | +7.9% | 2018-11-14 (+7.9%) | recurred | HLB Pharmaceutical |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +6.9% | 2018-11-15 (+6.9%) | recurred | Pyung Hwa Industrial |
| Property & Casualty Insurance | 1d | +6.8% | 2018-11-12 (+6.8%) | recurred | Meritz Fire & Marine Insurance |
Related News by Theme
- China Consumer (2018-11-15) [한경로보뉴스] ‘신세계인터내셔날’ 5% 이상 상승, 최근 5일간 기관 대량 순매수 — 한국경제 (Korean)
- Pharma & Biotech (2018-11-13) D-1 ‘삼성바이오로직스 시나리오별 대응방법’ 전격 공개! 제약바이오 위기를 기회로 — 서울경제 (Korean)
- North Korea (2018-11-15) 에코마이스터, 3.65% 오르며 체결강도 강세 지속(139%) — 서울경제 (Korean)
- Cannabis (2018-11-13) 바이오빌, 현재가 5.29% 급등 — 서울경제 (Korean)
- Shipbuilding (2018-11-12) 대우조선해양, 5.74% 오르며 체결강도 강세 지속(135%) — 서울경제 (Korean)
What to Watch Next Week
Flexible Displays / OLED Displays / Foldable Phones was the week’s new theme, gaining 8.27% on Nov 12 with Sunic System. Next week will show whether it appears again.
China Consumer and North Korea were both on consecutive runs. North Korea, led by Cenotec and Uneco, had its best day at 6.73% on Nov 15.
Theme heatmap
| 11-12 | 11-13 | 11-14 | 11-15 | 11-16 | |
|---|---|---|---|---|---|
| China Consumer | +10.5 | +0.0 | |||
| Pharma & Biotech | +6.7 | +2.5 | |||
| North Korea | +1.9 | +6.7 | |||
| Cannabis | +6.0 | +0.0 | |||
| Shipbuilding | +3.7 | +0.0 | |||
| Airlines & Low-Cost Carriers | +9.0 | ||||
| Flexible Displays / OLED Displays / Foldable Phones | +8.3 | ||||
| Dementia | +7.9 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +6.9 | ||||
| Property & Casualty Insurance | +6.9 |