Weekly Theme Wrap (Nov 23 – Nov 27)
5 trading days · top 10 themes — most persistent is Battery / EV at 4 days (weekly avg. +6.5%). Best single day this week: Nov 26, +21.0%.
Average change over the period
The week of Nov 23 to Nov 27 was led by Battery / EV, which was strong on 4 days with an average change of 6.55%. Its best day was Nov 27 at 14.09%, with KEC among the leaders.
Single-day spikes ran larger. Crypto & Bitcoin / Venture Capital jumped 20.32% on Nov 24 via SBI Investment KOREA, and Remote Work & Smart Work hit 19.12% on Nov 26.
The biggest best-day move belonged to COVID (Negative-Pressure Wards & Ambulances) at 20.98% on Nov 26. Its average change was 12.39% across 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 4d | +6.5% | 2020-11-27 (+14.1%) | recurred | KEC, Nara Mold And Die, Shin Heung Energy & Electronics |
| COVID (Negative-Pressure Wards & Ambulances) | 2d | +12.4% | 2020-11-26 (+21.0%) | running | GH Advanced Materials, Kolmar BioTech |
| Paper / Corrugated Board | 2d | +10.3% | 2020-11-26 (+12.1%) | recurred | PaperCorea |
| Semiconductors | 2d | +6.5% | 2020-11-24 (+8.4%) | running | HLB innoVation, Nepes Ark |
| Travel | 2d | +6.3% | 2020-11-23 (+6.7%) | recurred | Sejoong, Very Good Tour |
| Oil Refining / LPG (Liquefied Petroleum Gas) | 2d | +4.1% | 2020-11-25 (+4.2%) | running | S-Oil, Joong Ang Enervis |
| Crypto & Bitcoin / Venture Capital | 1d | +20.3% | 2020-11-24 (+20.3%) | recurred | SBI Investment KOREA |
| Remote Work & Smart Work | 1d | +19.1% | 2020-11-26 (+19.1%) | recurred | ECSTELECOMCo |
| Corrugated Board / Paper | 1d | +16.9% | 2020-11-27 (+16.9%) | recurred | Shinpoong |
| Political Ties (Yoon Suk-yeol) | 1d | +16.4% | 2020-11-25 (+16.4%) | recurred | Seoyon Topmetal |
Related News by Theme
- Battery / EV (2020-11-27) “너무 올랐나”…2차전지株 동반 약세 — 한국경제 (Korean)
- COVID (Negative-Pressure Wards & Ambulances) (2020-11-26) [급등주 발굴] - 페이퍼코리아, 이씨에스, GH신소재.. — 매일경제 (Korean)
- Paper / Corrugated Board (2020-11-26) ‘외국인 매수세’ 힘입어 코스피·코스닥 ↑…포장 및 제지 관련주 오름세 — MBC (Korean)
- Semiconductors (2020-11-24) [천장 뚫은 코스피] 반도체·2차전지株↑…진단키트·교육주株는 ‘털썩’ — 뉴스핌 (Korean)
- Travel (2020-11-23) [특징주] 참좋은여행, 코로나19 이후 첫 예약 폭주 소식에 상승세 — 이투데이 (Korean)
What to Watch Next Week
In paper, Paper / Corrugated Board averaged 10.35% via PaperCorea, while Corrugated Board / Paper hit 16.88% on Nov 27 via Shinpoong. One open question is whether the two paper themes show up together again.
For Battery / EV, a Nov 27 headline read “Did it rise too much?"…Battery stocks weaken together. That was the same day the theme posted its 14.09% best change. The other open question is whether its 4-day run continues.
Theme heatmap
| 11-23 | 11-24 | 11-25 | 11-26 | 11-27 | |
|---|---|---|---|---|---|
| Battery / EV | +3.0 | +5.9 | +3.2 | +14.1 | |
| COVID (Negative-Pressure Wards & Ambulances) | +3.8 | +21.0 | |||
| Paper / Corrugated Board | +8.6 | +12.1 | |||
| Semiconductors | +4.6 | +8.4 | |||
| Travel | +6.7 | +5.8 | |||
| Oil Refining / LPG (Liquefied Petroleum Gas) | +4.0 | +4.2 | |||
| Crypto & Bitcoin / Venture Capital | +20.3 | ||||
| Remote Work & Smart Work | +19.1 | ||||
| Corrugated Board / Paper | +16.9 | ||||
| Political Ties (Yoon Suk-yeol) | +16.4 |