Weekly Theme Wrap (Nov 18 – Nov 22)

November 22, 2024 · #AI & Robotics #Autonomous Driving #ChatGPT & AI Chatbots #Beauty & Cosmetics #Nuclear #Robotics (Industrial & Collaborative) #Defense & War #Shipbuilding Equipment #Semiconductor Equipment #Oil Refining

5 trading days · top 10 themes — most persistent is AI & Robotics at 3 days (weekly avg. +8.4%). Best single day this week: Nov 18, +14.9%.

Trading days5d Most days strong3d weekly avg.+8.4% LeaderKAON Group

Average change over the period

Average change of member stocks, by theme · descending
AI & Robotics
+8.4%
Autonomous Driving
+11.6%
ChatGPT & AI Chatbots
+9.8%
Beauty & Cosmetics
+7.7%
Nuclear
+7.4%
Robotics (Industrial & Collaborative)
+7.1%
Defense & War
+6.7%
Shipbuilding Equipment
+5.4%
Semiconductor Equipment
+4.8%
Oil Refining
+4.8%

Autonomous Driving led the week of Nov 18 to Nov 22 with an average change of 11.63%. Its best day, Nov 18, brought a 14.94% move, with Sos Lab and InfoBank as leaders.

AI & Robotics was the most persistent theme, strong on 3 days with an average change of 8.38%. KAON Group and Saltlux led, with the best day on Nov 19 at 8.89%.

ChatGPT & AI Chatbots averaged 9.84%, peaking at 10.18% on Nov 22 with SPSoft and InfoBank leading. A news item that day cited growing Microsoft-related sales at SPSoft.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
AI & Robotics3d+8.4%2024-11-19 (+8.9%)recurredKAON Group, Saltlux
Autonomous Driving2d+11.6%2024-11-18 (+14.9%)runningSos Lab, InfoBank
ChatGPT & AI Chatbots2d+9.8%2024-11-22 (+10.2%)recurredSPSoft, InfoBank
Beauty & Cosmetics2d+7.7%2024-11-22 (+7.8%)recurredHLB Global, Globon
Nuclear2d+7.4%2024-11-22 (+8.8%)recurredBhi, Sung Kwang Bend
Robotics (Industrial & Collaborative)2d+7.1%2024-11-19 (+7.9%)recurredShinsung Delta Tech, Higen RNM
Defense & War2d+6.7%2024-11-22 (+7.1%)recurredHJ Shipbuilding & Construction, HanilForgingIndustrial
Shipbuilding Equipment2d+5.4%2024-11-20 (+6.8%)runningMedicox, Il Seung
Semiconductor Equipment2d+4.8%2024-11-22 (+5.3%)runningWonik Holdings, Park Systems
Oil Refining2d+4.8%2024-11-19 (+5.6%)runningSK Innovation

What to Watch Next Week

Nov 22 was the best day for several themes, including Nuclear at 8.81% and Beauty & Cosmetics at 7.76%. A report that day noted foreign net buying of 78,149 shares in Sung Kwang Bend.

Autonomous Driving, Shipbuilding Equipment, Semiconductor Equipment and Oil Refining were all marked as consecutive runs. The next thing to watch is whether those streaks continue into next week.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-1811-1911-2011-2111-22
AI & Robotics+8.1+8.9+8.2
Autonomous Driving+14.9+8.3
ChatGPT & AI Chatbots+9.5+10.2
Beauty & Cosmetics+7.6+7.8
Nuclear+6.0+8.8
Robotics (Industrial & Collaborative)+7.9+6.3
Defense & War+6.4+7.1
Shipbuilding Equipment+4.1+6.8
Semiconductor Equipment+4.2+5.4
Oil Refining+3.9+5.6
Down UpBlank = not in that day's strong list