Weekly Theme Wrap (Oct 31 – Nov 4)
5 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +4.9%). Best single day this week: Nov 1, +17.2%.
Average change over the period
Defense & War was the week’s most persistent theme, strong on 4 days between Oct 31 and Nov 4. Its average change was 4.91%, peaking at 7.22% on Nov 4.
Nuclear posted the highest average change at 11.3%, led by KEPCO Engineering & Construction Company. Its best day was Nov 1, with a change of 17.16%.
NEOM City was strong on 3 days, with a best change of 14.58% on Nov 3 and an average change of 9.09%. Dohwa Engineering, Yooshin Engineering and In the F led the group.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 4d | +4.9% | 2022-11-04 (+7.2%) | running | Kuk Young G M, Victek, Woori Technology, Incorporation |
| NEOM City | 3d | +9.1% | 2022-11-03 (+14.6%) | running | Dohwa Engineering, Yooshin Engineering, In the F |
| Nuclear | 2d | +11.3% | 2022-11-01 (+17.2%) | recurred | KEPCO Engineering & Construction Company |
| Battery | 2d | +7.6% | 2022-11-01 (+8.2%) | recurred | Sama Aluminium, A.f.w |
| UAM (Urban Air Mobility) | 2d | +3.9% | 2022-11-01 (+5.9%) | running | Vessel, Hizeaero |
| Battery Recycling (Related) | 2d | +2.8% | 2022-11-03 (+3.1%) | recurred | Sebitchem, Welcron Hantec |
| Games | 1d | +9.3% | 2022-11-02 (+9.3%) | recurred | Wemade Max |
| Beauty & Cosmetics | 1d | +7.5% | 2022-11-04 (+7.5%) | recurred | Aekyung Industrial |
| Semiconductor Equipment | 1d | +7.4% | 2022-10-31 (+7.4%) | recurred | Withtech |
| Animal Feed | 1d | +7.0% | 2022-10-31 (+7.0%) | recurred | Hanil Feed |
Related News by Theme
- Defense & War (2022-11-04) 국영지앤엠 주가 2%↑…라온건설과 38억 규모 PL창호공사 계약 소식에 강세 — 아주경제 (Korean)
- NEOM City (2022-11-03) “사우디 큰손 드디어 온다”…네옴시티 수혜주 ‘들썩’ — 한국경제 (Korean)
- Nuclear (2022-11-01) [테마동향] 1일, 원자력발전(+10.76%), 국내상장 중국기업(+9.28%) 관련주 테마 상승…통신(-1.38%), 금(-0.79%) 관련주 테마 하락 — 이투데이 (Korean)
- Battery (2022-11-01) [특징주] 에이에프더블류, 2차전지 핵심 부품 독점공급…삼성SDI 분기 매출 5조↑ — 서울경제 (Korean)
- UAM (Urban Air Mobility) (2022-11-01) [특징주]베셀, 보잉CEO 방한 현대차와 ‘UAM협력’… 현대차와 컨소시엄 부각↑ — 아시아경제 (Korean)
What to Watch Next Week
Three themes ended the week on unbroken streaks: Defense & War, NEOM City and UAM (Urban Air Mobility). The open question is whether those streaks continue.
Battery and Battery Recycling (Related) each had 2 strong days, with average changes of 7.6% and 2.81%. The next question is whether battery names stay active.
Theme heatmap
| 10-31 | 11-01 | 11-02 | 11-03 | 11-04 | |
|---|---|---|---|---|---|
| Defense & War | +6.0 | +3.5 | +2.9 | +7.2 | |
| NEOM City | +10.8 | +1.9 | +14.6 | ||
| Nuclear | +17.2 | +5.4 | |||
| Battery | +8.2 | +7.0 | |||
| UAM (Urban Air Mobility) | +5.9 | +2.0 | |||
| Battery Recycling (Related) | +2.5 | +3.1 | |||
| Games | +9.3 | ||||
| Beauty & Cosmetics | +7.6 | ||||
| Semiconductor Equipment | +7.4 | ||||
| Animal Feed | +7.0 |