Weekly Theme Wrap (Dec 21 – Dec 24)
4 trading days · top 10 themes — most persistent is EV / Battery at 2 days (weekly avg. +19.8%). Best single day this week: Dec 21, +23.2%.
Average change over the period
EV / Battery led the week of Dec 21 to Dec 24, with an average change of 19.84% across 2 strong days. Its best session came on Dec 23, at 21.41%.
Autonomous Driving stayed strong for 2 days in a row, with an average change of 18.34%. Dhautoware and InfoBank led, and a news headline linked the move to “Apple Car” interest.
The biggest single-day move was COVID (Treatments & Vaccines) at 23.23% on Dec 21, led by Ilyang Pharmaceutical.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| EV / Battery | 2d | +19.8% | 2020-12-23 (+21.4%) | recurred | Myoung Shin Industry, Sebang Global Battery |
| Autonomous Driving | 2d | +18.3% | 2020-12-23 (+18.9%) | running | Dhautoware, InfoBank |
| Semiconductor Majors (Fabrication) | 2d | +4.5% | 2020-12-24 (+6.2%) | running | DB HiTek |
| COVID (Treatments & Vaccines) | 1d | +23.2% | 2020-12-21 (+23.2%) | new | Ilyang Pharmaceutical |
| Political Ties (Ahn Cheol-soo) | 1d | +18.8% | 2020-12-21 (+18.8%) | recurred | Camus Engineering & Construction |
| Pharma & Biotech | 1d | +17.3% | 2020-12-21 (+17.3%) | recurred | Ilyang Pharmaceutical |
| Semiconductor Equipment, Materials & Components | 1d | +5.5% | 2020-12-23 (+5.5%) | recurred | SK Materials |
| Construction Majors / Construction (Small & Mid Cap) | 1d | +4.6% | 2020-12-24 (+4.6%) | recurred | Camus Engineering & Construction |
| Travel / Casinos / Airlines & Low-Cost Carriers / Duty Free / Retail Distribution / Department Stores | 1d | +3.9% | 2020-12-24 (+3.9%) | new | VenueG |
| 5G / Telecom Equipment | 1d | +3.0% | 2020-12-23 (+3.0%) | recurred | RF Materials |
Related News by Theme
- EV / Battery (2020-12-23) LG전자, 전기차 부품 진출 소식에 상한가 — 이투데이 (Korean)
- Autonomous Driving (2020-12-23) [특징주]‘애플카’ 수혜주 찾기 나선 투자자들…인포뱅크 등 이틀 연속 상한가 — 서울경제 (Korean)
- Semiconductor Majors (Fabrication) (2020-12-24) [특징주] 파운드리 수요 폭주·환율 반등…DB하이텍 20% 급등 — 헤럴드경제 (Korean)
- COVID (Treatments & Vaccines) (2020-12-21) [이시각 상한가] 일양약품(▲18900) - 21일 오후 14시37분 — 이투데이 (Korean)
- Political Ties (Ahn Cheol-soo) (2020-12-21) [이시각 상한가] 까뮤이앤씨(▲615) - 21일 오전 9시12분 — 이투데이 (Korean)
What to Watch Next Week
Semiconductor Majors (Fabrication) finished the week strong, with a best change of 6.2% on Dec 24, led by DB HiTek. Next, watch whether the run in Autonomous Driving continues.
Smaller themes also appeared, including Construction Majors / Construction (Small & Mid Cap) at 4.59% and 5G / Telecom Equipment at 3.05%. Next week will show whether these moves spread or fade.
Theme heatmap
| 12-21 | 12-22 | 12-23 | 12-24 | |
|---|---|---|---|---|
| EV / Battery | +18.3 | +21.4 | ||
| Autonomous Driving | +17.8 | +18.9 | ||
| Semiconductor Majors (Fabrication) | +2.7 | +6.2 | ||
| COVID (Treatments & Vaccines) | +23.2 | |||
| Political Ties (Ahn Cheol-soo) | +18.8 | |||
| Pharma & Biotech | +17.3 | |||
| Semiconductor Equipment, Materials & Components | +5.5 | |||
| Construction Majors / Construction (Small & Mid Cap) | +4.6 | |||
| Travel / Casinos / Airlines & Low-Cost Carriers / Duty Free / Retail Distribution / Department Stores | +3.9 | |||
| 5G / Telecom Equipment | +3.0 |