Weekly Theme Wrap (Nov 22 – Nov 26)
5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 2 days (weekly avg. +7.0%). Best single day this week: Nov 23, +19.1%.
Average change over the period
Smart Grid led the week of 2021-11-22 to 2021-11-26 with a 19.05% jump on Nov 23, carried by Omnisystem. It was the theme’s only strong day of the week.
5G / Telecom Equipment stood out for breadth, strong on 2 days with an average change of 6.99%. Its best day was Nov 24 at 7.5%, led by CS and Solid.
Financials also showed up, with Property & Casualty Insurance and Banks each strong on 2 days, averaging 2.18% and 1.38%. Both peaked on Nov 24.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | 2d | +7.0% | 2021-11-24 (+7.5%) | recurred | CS, Solid |
| Property & Casualty Insurance | 2d | +2.2% | 2021-11-24 (+2.5%) | running | Meritz Fire & Marine Insurance, Hyundaimarine&fireinsurance |
| Banks | 2d | +1.4% | 2021-11-24 (+1.4%) | running | KB Financial Group, Shinhan Financial Group |
| Smart Grid | 1d | +19.1% | 2021-11-23 (+19.1%) | recurred | Omnisystem |
| COVID / mRNA | 1d | +13.3% | 2021-11-26 (+13.3%) | new | Mediana |
| Games / Mobile Games | 1d | +12.8% | 2021-11-26 (+12.8%) | recurred | Com2uS Holdings |
| Political Ties (Lee Jae-myung) | 1d | +11.2% | 2021-11-22 (+11.2%) | recurred | FreeMs |
| Semiconductors | 1d | +10.9% | 2021-11-22 (+10.9%) | running | Jeju Semiconductor |
| Music & Entertainment | 1d | +9.6% | 2021-11-25 (+9.6%) | recurred | Bucket Studio |
| Rivian | 1d | +9.3% | 2021-11-24 (+9.3%) | recurred | Ecocab |
Related News by Theme
- 5G / Telecom Equipment (2021-11-24) 이젠 5G 장비까지 메타버스 관련주…쏠리드·케이엠더블유 등 급등 — 매일경제 (Korean)
- Property & Casualty Insurance (2021-11-24) 메리츠화재 주가 4%↑…“3분기 순이익 전년비 59% 증가한 1754억” — 아주경제 (Korean)
- Smart Grid (2021-11-23) [오후장 급등주 분석] 마인즈랩, 옴니시스템, 케이카… — 매일경제 (Korean)
- COVID / mRNA (2021-11-26) [이시각 상한가] 메디아나(▲1540) - 26일 오후 15시7분 — 이투데이 (Korean)
What to Watch Next Week
Late-week movers set up next week: COVID / mRNA jumped 13.31% on Nov 26 in its first appearance, and Games / Mobile Games added 12.8%. The open question is whether either repeats.
The 2-day streaks in Banks and Property & Casualty Insurance will also show whether they extend past Nov 26.
Theme heatmap
| 11-22 | 11-23 | 11-24 | 11-25 | 11-26 | |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | +6.5 | +7.5 | |||
| Property & Casualty Insurance | +1.8 | +2.6 | |||
| Banks | +1.3 | +1.4 | |||
| Smart Grid | +19.1 | ||||
| COVID / mRNA | +13.3 | ||||
| Games / Mobile Games | +12.8 | ||||
| Political Ties (Lee Jae-myung) | +11.2 | ||||
| Semiconductors | +10.9 | ||||
| Music & Entertainment | +9.6 | ||||
| Rivian | +9.3 |