Weekly Theme Wrap (Nov 4 – Nov 8)
5 trading days · top 10 themes — most persistent is Airlines & Low-Cost Carriers at 2 days (weekly avg. +8.8%). Best single day this week: Nov 7, +29.9%.
Average change over the period
Ten themes ran hot between Nov 4 and Nov 8, and Shipping posted the sharpest move, up 29.88% on Nov 7 behind Heung-a Shipping. It logged just one strong day.
Airlines & Low-Cost Carriers was strong on two days, with an average change of 8.85%. AK Holdings and Asiana Airlines led amid Asiana acquisition expectations.
North Korea also logged two strong days, averaging 5.03% and peaking at 7.18% on Nov 6. Namkwang Engineering & Construction and Good People led the theme.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Airlines & Low-Cost Carriers | 2d | +8.8% | 2019-11-07 (+13.3%) | recurred | AK Holdings, Asiana Airlines |
| North Korea | 2d | +5.0% | 2019-11-06 (+7.2%) | running | Namkwang Engineering & Construction, Good People |
| Shipping | 1d | +29.9% | 2019-11-07 (+29.9%) | recurred | Heung-a Shipping |
| Dementia | 1d | +14.8% | 2019-11-05 (+14.8%) | new | Icure Pharmaceutical Incorporation |
| Travel | 1d | +11.5% | 2019-11-04 (+11.5%) | recurred | Modetournetwork |
| Pharma & Biotech | 1d | +11.1% | 2019-11-05 (+11.1%) | recurred | ABL Bio |
| OLED Displays | 1d | +7.8% | 2019-11-04 (+7.8%) | recurred | Icd |
| Beauty & Cosmetics / Korea-Listed Chinese Companies | 1d | +6.4% | 2019-11-08 (+6.4%) | new | Cayman Golden Century Wheel Group |
| Securities Brokers | 1d | +6.3% | 2019-11-04 (+6.3%) | recurred | Yuanta Securities Korea |
| Duty Free | 1d | +5.2% | 2019-11-06 (+5.2%) | recurred | Shinsegae |
Related News by Theme
- Airlines & Low-Cost Carriers (2019-11-07) [특징주] 아시아나항공 인수 기대감에 AK홀딩스·HDC ‘쑥’ — EBN (Korean)
- North Korea (2019-11-06) 남광토건, 7.98% 상승중… 하락 추세 중 이평선 뚫고 급등 — 뉴스핌 (Korean)
- Shipping (2019-11-07) 해운사업종내 상승종목 흥아해운 +29.90%·와이엔텍 +0.37%·대한해운 +0.23% 순 — 한라일보 (Korean)
- Dementia (2019-11-05) “글로벌 케미컬 사업 본격화”…셀트리온, 아이큐어와 치매 치료제 ‘도네페질 패치제’ 개발 박차 — 동아일보 (Korean)
- Travel (2019-11-04) [리포트 브리핑]모두투어, ‘3분기 적자전환’ 목표가 18,000원 - DB금융투자 — 뉴스핌 (Korean)
What to Watch Next Week
Dementia and Beauty & Cosmetics / Korea-Listed Chinese Companies appeared as new themes this week, with Dementia up 14.75% on Nov 5 behind Icure Pharmaceutical Incorporation. Whether they recur is one thread to follow.
Continuity is the other thread: North Korea extended a consecutive run, while Airlines & Low-Cost Carriers and Shipping both recurred after earlier appearances.
Theme heatmap
| 11-04 | 11-05 | 11-06 | 11-07 | 11-08 | |
|---|---|---|---|---|---|
| Airlines & Low-Cost Carriers | +4.4 | +13.3 | |||
| North Korea | +2.9 | +7.2 | |||
| Shipping | +29.9 | ||||
| Dementia | +14.8 | ||||
| Travel | +11.5 | ||||
| Pharma & Biotech | +11.1 | ||||
| OLED Displays | +7.8 | ||||
| Beauty & Cosmetics / Korea-Listed Chinese Companies | +6.4 | ||||
| Securities Brokers | +6.3 | ||||
| Duty Free | +5.2 |