Weekly Theme Wrap (Nov 28 – Dec 2)
5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 4 days (weekly avg. +7.3%). Best single day this week: Nov 29, +13.0%.
Average change over the period
Between Nov 28 and Dec 2, Beauty & Cosmetics stood out, strong on 4 days with an average change of 7.28%. Its best day was Nov 29, at 12.97%.
Duty Free was strong on 3 days, peaking at 3.55% on Dec 2. Travel, Casinos and Airlines & Low-Cost Carriers all had their best day on Nov 29.
A Nov 29 headline linked the cosmetics and casino gains to China easing COVID lockdowns. Elsewhere, Media & Content posted an average change of 5.38%, led by Copus Korea and Keyeast.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Beauty & Cosmetics | 4d | +7.3% | 2022-11-29 (+13.0%) | running | Byon, Cosnine, Yonwoo |
| Duty Free | 3d | +2.9% | 2022-12-02 (+3.5%) | running | JTC, Global Tax Free, Tonymoly |
| Media & Content | 2d | +5.4% | 2022-12-01 (+6.1%) | recurred | Copus Korea, Keyeast |
| Space & Aerospace | 2d | +4.4% | 2022-11-29 (+5.3%) | running | Asia Pacific Satellite lnc, Vitzro Tech |
| Banks | 2d | +3.9% | 2022-11-29 (+4.7%) | running | Jeju Bank |
| Virtual Reality (VR) | 2d | +3.6% | 2022-12-02 (+4.0%) | running | Namuga, Dexter studios |
| Travel | 2d | +3.4% | 2022-11-29 (+4.0%) | recurred | Lotte Tour Development, Very Good Tour |
| Airlines & Low-Cost Carriers | 2d | +3.2% | 2022-11-29 (+3.8%) | recurred | Asiana Airlines, Jejuair |
| Casinos | 2d | +2.5% | 2022-11-29 (+4.1%) | recurred | Lotte Tour Development |
| Cement & Ready-Mix Concrete | 2d | +2.2% | 2022-11-30 (+2.5%) | running | Mohenz, Sungshin Cement |
Related News by Theme
- Beauty & Cosmetics (2022-11-29) 백지혁명에 놀란 중국,코로나 봉쇄 완화…화장품·카지노株 10% 껑충 — 서울경제 (Korean)
- Banks (2022-11-29) [장중수급포착] 제주은행, 기관 5일 연속 순매수행진… 주가 +11.45% — 뉴스핌 (Korean)
What to Watch Next Week
Next, watch whether Beauty & Cosmetics keeps its streak; the theme was still marked as continuing at week’s end. Duty Free, Space & Aerospace and Banks carried the same continuing tag.
Banks is another thread: a Nov 29 report tied Jeju Bank to 5 straight days of institutional net buying. Cement & Ready-Mix Concrete had an average change of 2.2%.
Theme heatmap
| 11-28 | 11-29 | 11-30 | 12-01 | 12-02 | |
|---|---|---|---|---|---|
| Beauty & Cosmetics | +13.0 | +3.6 | +5.6 | +6.9 | |
| Duty Free | +3.2 | +2.0 | +3.6 | ||
| Media & Content | +4.7 | +6.1 | |||
| Space & Aerospace | +3.5 | +5.3 | |||
| Banks | +4.7 | +3.0 | |||
| Virtual Reality (VR) | +3.2 | +4.0 | |||
| Travel | +4.0 | +2.8 | |||
| Airlines & Low-Cost Carriers | +3.8 | +2.6 | |||
| Casinos | +4.1 | +0.9 | |||
| Cement & Ready-Mix Concrete | +1.9 | +2.5 |