Weekly Theme Wrap (Dec 7 – Dec 11)
5 trading days · top 10 themes — most persistent is Media & Content at 2 days (weekly avg. +9.5%). Best single day this week: Dec 8, +18.6%.
Average change over the period
In the week of Dec 7 to Dec 11, ten themes posted strong days. Political Ties (Lee Jae-myung) made the biggest single move, with a best change of 18.58% on Dec 8.
Six themes were strong on two days, led by Media & Content at an average change of 9.52%. Astory and Wysiwyg Studios led that theme, which peaked at 14.57% on Dec 8.
Remote Work & Smart Work followed at an average change of 9.18%, and Construction Majors / Construction (Small & Mid Cap) at 9.03%. COVID (Negative-Pressure Wards & Ambulances) hit 17.56% on Dec 7.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Media & Content | 2d | +9.5% | 2020-12-08 (+14.6%) | running | Astory, Wysiwyg Studios |
| Remote Work & Smart Work | 2d | +9.2% | 2020-12-11 (+13.0%) | recurred | Softcamp, ECSTELECOMCo |
| Construction Majors / Construction (Small & Mid Cap) | 2d | +9.0% | 2020-12-10 (+12.9%) | running | HL D&I Halla, Namkwang Engineering & Construction |
| Carbon Emission Credits | 2d | +6.3% | 2020-12-11 (+8.6%) | running | Green Chemical, Hansol HomeDeco |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +5.9% | 2020-12-10 (+8.5%) | running | Smotronic, EcoSimplex |
| Cement & Ready-Mix Concrete | 2d | +4.0% | 2020-12-10 (+4.7%) | running | HC BoKwang Industry, Ssangyongc&e |
| Political Ties (Lee Jae-myung) | 1d | +18.6% | 2020-12-08 (+18.6%) | recurred | DongshinEngineering&Construction |
| COVID (Negative-Pressure Wards & Ambulances) | 1d | +17.6% | 2020-12-07 (+17.6%) | running | SY |
| Cold Chain Logistics | 1d | +17.3% | 2020-12-08 (+17.3%) | recurred | ilShinbiobase |
| COVID (Diagnostics) | 1d | +12.1% | 2020-12-07 (+12.1%) | recurred | Access Bio |
Related News by Theme
- Media & Content (2020-12-08) [테마 특징주 PICK5] - 동신건설, 에이스토리, 프리엠스… — 매일경제 (Korean)
- Construction Majors / Construction (Small & Mid Cap) (2020-12-10) [급등주 PICK5] - 백금T&A, 남광토건, 현대바이오… — 매일경제 (Korean)
- Carbon Emission Credits (2020-12-11) 온실가스 관련株 급등…문 대통령 “탄소중립 실현해야” — 한국경제 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2020-12-10) 현대家 정대선, 코스닥 상장사 우수AMS 인수설…주가
환호— 매일경제 (Korean)
What to Watch Next Week
Five of the six two-day themes were tagged running, while Remote Work & Smart Work was tagged recurred. Carbon Emission Credits peaked at 8.62% on Dec 11, the week’s final session.
Hydrogen (Fuel Cells, Vehicles) and Cement & Ready-Mix Concrete both peaked on Dec 10, at 8.53% and 4.68%. The open question is whether these runs carry into next week.
Theme heatmap
| 12-07 | 12-08 | 12-09 | 12-10 | 12-11 | |
|---|---|---|---|---|---|
| Media & Content | +14.6 | +4.5 | |||
| Remote Work & Smart Work | +5.3 | +13.0 | |||
| Construction Majors / Construction (Small & Mid Cap) | +12.9 | +5.1 | |||
| Carbon Emission Credits | +3.9 | +8.6 | |||
| Hydrogen (Fuel Cells, Vehicles) | +8.5 | +3.3 | |||
| Cement & Ready-Mix Concrete | +4.7 | +3.3 | |||
| Political Ties (Lee Jae-myung) | +18.6 | ||||
| COVID (Negative-Pressure Wards & Ambulances) | +17.6 | ||||
| Cold Chain Logistics | +17.3 | ||||
| COVID (Diagnostics) | +12.1 |