Weekly Theme Wrap (Nov 4 – Nov 8)
5 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +7.3%). Best single day this week: Nov 6, +19.8%.
Average change over the period
Defense & War was the most persistent theme from Nov 4 to Nov 8, with 4 strong days. Its average change was 7.28%, led by SatrecInitiative and Wavice.
Ukraine Reconstruction had the week’s largest single-day move, 19.75% on Nov 6. DYD and Sambu Construction led, with an average change of 10.67% over 3 strong days.
Battery had the highest average change at 13.16%, led by Zaigle. Telecom Equipment and Space & Aerospace (Nuri Rocket, Satellites) both had their best day on Nov 7.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 4d | +7.3% | 2024-11-07 (+13.3%) | running | SatrecInitiative, Wavice, Genohco |
| Ukraine Reconstruction | 3d | +10.7% | 2024-11-06 (+19.8%) | recurred | DYD, Sambu Construction |
| Beauty & Cosmetics | 3d | +8.7% | 2024-11-04 (+12.8%) | recurred | Naturecell, Organic Tea Cosmetics Holdings, Kolmar Holdings |
| Lithium | 3d | +7.6% | 2024-11-05 (+9.2%) | recurred | Hydro Lithium |
| Battery | 2d | +13.2% | 2024-11-08 (+13.4%) | recurred | Zaigle |
| Telecom Equipment | 2d | +11.6% | 2024-11-07 (+14.3%) | running | Asia Pacific Satellite lnc, HanWool Materials Science |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +10.2% | 2024-11-07 (+17.0%) | recurred | Asia Pacific Satellite lnc, Lumir |
| Travel | 2d | +7.3% | 2024-11-04 (+11.9%) | running | Very Good Tour |
| Inter-Korean Economic Cooperation | 2d | +7.1% | 2024-11-06 (+11.7%) | running | Sambu Construction |
| Construction Equipment | 2d | +6.6% | 2024-11-06 (+11.7%) | recurred | Junjin Construction & Robot, Hyundai Everdigm |
Related News by Theme
- Defense & War (2024-11-07) 제노코, 최대주주 변경 수반 주식양수도 계약 체결 — 이데일리 (Korean)
- Ukraine Reconstruction (2024-11-06) [트럼프 재집권] 우크라이나 재건株 ‘에스와이틸텍’ 상한가…남북경협·희토류 관련주 ‘강세’ — 뉴스핌 (Korean)
- Beauty & Cosmetics (2024-11-04) [특징주] 네이처셀, 급락 딛고 다시 ‘상한가’ — EBN (Korean)
- Lithium (2024-11-05) [특징주]하이드로리튬, ‘수산화리튬 생산’ 배터리 사업 본격화에 ↑ — 이데일리 (Korean)
- Battery (2024-11-08) 미국 금리인하 훈풍 한국 증시까지…2차전지·바이오 강세 — 머니투데이 (Korean)
What to Watch Next Week
The open question for next week is whether Beauty & Cosmetics and Lithium extend runs of 3 strong days each, averaging 8.68% and 7.62%. Naturecell and Hydro Lithium led them.
The next sessions will also show whether Telecom Equipment, Travel and Inter-Korean Economic Cooperation keep going after 2 strong days each.
Theme heatmap
| 11-04 | 11-05 | 11-06 | 11-07 | 11-08 | |
|---|---|---|---|---|---|
| Defense & War | +3.6 | +6.2 | +13.3 | +6.0 | |
| Ukraine Reconstruction | +5.1 | +19.7 | +7.2 | ||
| Beauty & Cosmetics | +12.8 | +7.0 | +6.2 | ||
| Lithium | +7.4 | +9.2 | +6.3 | ||
| Battery | +12.9 | +13.4 | |||
| Telecom Equipment | +14.3 | +9.0 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +3.3 | +17.0 | |||
| Travel | +11.9 | +2.7 | |||
| Inter-Korean Economic Cooperation | +2.5 | +11.7 | |||
| Construction Equipment | +11.7 | +1.4 |