Weekly Theme Wrap (Nov 9 – Nov 13)
5 trading days · top 10 themes — most persistent is Banks at 2 days (weekly avg. +4.3%). Best single day this week: Nov 11, +19.3%.
Average change over the period
Banks led the week of Nov 9 to Nov 13, the only theme strong on 2 days, with an average change of 4.29%. KB Financial Group and Hana Financial Group were the leaders.
The biggest single-day move came from Political Ties (Yoon Suk-yeol), up 19.34% on Nov 11 and led by Dcksung. Shipping followed, with Shipping / Integrated Logistics up 17.82% on Nov 12.
Korea Line led two shipping themes, including Shipping / Shipbuilding / Shipbuilding Equipment at 16.16% on Nov 9. Pfizer rose 17.01% on Nov 10, led by KPX Holdings.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Banks | 2d | +4.3% | 2020-11-10 (+4.9%) | running | KB Financial Group, Hana Financial Group |
| Political Ties (Yoon Suk-yeol) | 1d | +19.3% | 2020-11-11 (+19.3%) | recurred | Dcksung |
| Shipping / Integrated Logistics | 1d | +17.8% | 2020-11-12 (+17.8%) | new | Korea Line |
| Pfizer | 1d | +17.0% | 2020-11-10 (+17.0%) | new | KPX Holdings |
| Shipping / Shipbuilding / Shipbuilding Equipment | 1d | +16.2% | 2020-11-09 (+16.2%) | new | Korea Line |
| Education & E-Learning / Remote Work & Smart Work | 1d | +13.7% | 2020-11-13 (+13.7%) | new | YBM Net |
| Wind / Solar / Battery / Hydrogen | 1d | +13.6% | 2020-11-09 (+13.6%) | new | SDN Company |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +11.9% | 2020-11-13 (+11.9%) | recurred | Humasis |
| Oil Refining | 1d | +10.7% | 2020-11-10 (+10.7%) | recurred | S-Oil |
| Petrochemicals | 1d | +10.6% | 2020-11-09 (+10.6%) | recurred | Isu Chemical |
Related News by Theme
- Banks (2020-11-10) 美은행주 랠리…코로나 백신 진전에 수익 급개선 기대 — 뉴스핌 (Korean)
- Political Ties (Yoon Suk-yeol) (2020-11-11) 윤석열 차기 대권주자 지지율 1위에 들썩이는 정치 테마주 — 세계일보 (Korean)
- Shipping / Integrated Logistics (2020-11-12) [특징주] 티케이케미칼, 에스엠상선+대한해운 인수 효과 기대감에 상승세 — 이투데이 (Korean)
- Pfizer (2020-11-10) [이시각 상한가] KPX홀딩스(▲14600) - 10일 오전 9시24분 — 이투데이 (Korean)
- Shipping / Shipbuilding / Shipbuilding Equipment (2020-11-09) 국제 해상 운임 상승에 해운·조선株 강세…대한해운 ‘상한가’ — 한국경제 (Korean)
What to Watch Next Week
Banks were the only theme tagged running, after news of a US bank rally tied to vaccine progress. The next question is whether that streak carries into the coming week.
The new theme Education & E-Learning / Remote Work & Smart Work rose 13.7% on Nov 13, and it is not yet clear whether it will return. Recurring themes such as Oil Refining, up 10.74% on Nov 10, face the same question.
Theme heatmap
| 11-09 | 11-10 | 11-11 | 11-12 | 11-13 | |
|---|---|---|---|---|---|
| Banks | +4.9 | +3.7 | |||
| Political Ties (Yoon Suk-yeol) | +19.3 | ||||
| Shipping / Integrated Logistics | +17.8 | ||||
| Pfizer | +17.0 | ||||
| Shipping / Shipbuilding / Shipbuilding Equipment | +16.2 | ||||
| Education & E-Learning / Remote Work & Smart Work | +13.7 | ||||
| Wind / Solar / Battery / Hydrogen | +13.6 | ||||
| COVID (Diagnostics, Treatments, Vaccines) | +11.9 | ||||
| Oil Refining | +10.7 | ||||
| Petrochemicals | +10.6 |