Weekly Theme Wrap (Nov 25 – Nov 29)

November 29, 2024 · #Battery #AI & Robotics #ChatGPT & AI Chatbots #Inter-Korean Economic Cooperation #Drones #Pharma #Games #Lithium #Rare Earths & Rare Metals #Telecom Carriers

5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +8.9%). Best single day this week: Nov 27, +15.2%.

Trading days5d Most days strong3d weekly avg.+8.9% LeaderNanoTIM

Average change over the period

Average change of member stocks, by theme · descending
Battery
+8.9%
AI & Robotics
+11.6%
ChatGPT & AI Chatbots
+11.5%
Inter-Korean Economic Cooperation
+8.7%
Drones
+8.4%
Pharma
+6.1%
Games
+5.2%
Lithium
+4.0%
Rare Earths & Rare Metals
+3.9%
Telecom Carriers
+3.2%

Battery was the week’s most persistent theme, strong on 3 days with an average change of 8.91%. Its best day was Nov 25 at 10.28%, led by NanoTIM, Zaigle and Jeio.

AI themes ran hot on Nov 27. ChatGPT & AI Chatbots peaked at 15.2%, while AI & Robotics posted an average change of 11.64%.

Inter-Korean Economic Cooperation also hit 11.51% on Nov 27, and Drones reached 10.69% on Nov 26. Telecom Carriers moved more steadily, with an average change of 3.21%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Battery3d+8.9%2024-11-25 (+10.3%)recurredNanoTIM, Zaigle, Jeio
AI & Robotics2d+11.6%2024-11-27 (+12.8%)runningLinkgenesis, ESTaid
ChatGPT & AI Chatbots2d+11.5%2024-11-27 (+15.2%)runningPolaris AI, Flitto
Inter-Korean Economic Cooperation2d+8.7%2024-11-27 (+11.5%)recurredIn the F, Ilshin Stone
Drones2d+8.4%2024-11-26 (+10.7%)runningAlux, JCH Systems
Pharma2d+6.1%2024-11-28 (+7.4%)recurredCellbion, Choolip & Sciences
Games2d+5.2%2024-11-25 (+6.4%)recurredActoz Soft, ESTsoft
Lithium2d+4.0%2024-11-26 (+4.6%)recurredKumyang, Hydro Lithium
Rare Earths & Rare Metals2d+3.9%2024-11-26 (+5.1%)recurredDaewon Chemical, Samwha Electronics
Telecom Carriers2d+3.2%2024-11-27 (+4.0%)runningLG Uplus, SK Telecom

What to Watch Next Week

AI & Robotics, ChatGPT & AI Chatbots, Drones and Telecom Carriers all closed the week tagged running. The next test is whether those runs carry on.

Battery, Pharma, Lithium and Rare Earths & Rare Metals came back as recurred themes. Pharma had its best day on Nov 28 at 7.37%, so watch whether it holds up.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-2511-2611-2711-2811-29
Battery+10.3+7.1+9.4
AI & Robotics+10.5+12.8
ChatGPT & AI Chatbots+7.8+15.2
Inter-Korean Economic Cooperation+5.9+11.5
Drones+10.7+6.1
Pharma+4.8+7.4
Games+6.4+4.0
Lithium+4.6+3.4
Rare Earths & Rare Metals+5.1+2.7
Telecom Carriers+2.4+4.0
Down UpBlank = not in that day's strong list