Weekly Theme Wrap (Nov 7 – Nov 11)
5 trading days · top 10 themes — most persistent is Semiconductor Majors (Fabrication) at 3 days (weekly avg. +2.5%). Best single day this week: Nov 10, +13.0%.
Average change over the period
Ten themes stood out from Nov 7 to Nov 11, and four of them were chip-related. Semiconductor Majors (Fabrication) was strong on 3 days, more than any other theme.
Hydrogen (Fuel Cells, Vehicles) had the week’s largest average change, at 12.81%. Its best day was Nov 10 at 13.0%, led by SY Dong-a and Pyung Hwa Holdings.
Semiconductor Equipment averaged 7.04%, led by Asflow and Tes. Beauty & Cosmetics averaged 6.92% behind Sunjin Beauty Science, and Nuclear averaged 5.96% led by Bhi.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 3d | +2.5% | 2022-11-11 (+4.0%) | recurred | DB HiTek, SK hynix |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +12.8% | 2022-11-10 (+13.0%) | running | SY Dong-a, Pyung Hwa Holdings |
| Semiconductor Equipment | 2d | +7.0% | 2022-11-07 (+7.1%) | running | Asflow, Tes |
| Beauty & Cosmetics | 2d | +6.9% | 2022-11-08 (+7.3%) | recurred | Sunjin Beauty Science |
| Nuclear | 2d | +6.0% | 2022-11-11 (+6.3%) | recurred | Bhi |
| Semiconductor Materials & Components | 2d | +5.5% | 2022-11-08 (+6.4%) | running | Fine Semitech, Tiger Elec |
| System Semiconductors | 2d | +5.1% | 2022-11-08 (+5.8%) | running | Nextchip, ODTech |
| Airlines & Low-Cost Carriers | 2d | +4.2% | 2022-11-11 (+6.1%) | recurred | Air Busan, Jin Air |
| Securities Brokers | 2d | +3.8% | 2022-11-11 (+4.7%) | recurred | KIWOOM Securities |
| NEOM City | 2d | +3.5% | 2022-11-11 (+4.2%) | recurred | Dohwa Engineering, SeAH SPECIAL STEEL |
Related News by Theme
- Semiconductor Majors (Fabrication) (2022-11-11) [특징주] 삼성전자·SK하이닉스, 미국 CPI발 반도체주 상승에 강세 — 이투데이 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2022-11-10) [이시각 상한가] 평화홀딩스(▲950) - 10일 오전 9시5분 — 이투데이 (Korean)
- Semiconductor Equipment (2022-11-07) [장중수급포착] 테스, 외국인/기관 동시 순매수… 주가 +5.14% — 뉴스핌 (Korean)
- Nuclear (2022-11-11) 비에이치아이 주가 17%↑…“대우건설과 LNG 발전설비 공급 계약” — 아주경제 (Korean)
What to Watch Next Week
Five themes had their best day on Nov 11, including Semiconductor Majors (Fabrication), Nuclear and NEOM City. It remains to be seen whether that late-week strength carries over.
Hydrogen (Fuel Cells, Vehicles), Semiconductor Equipment and System Semiconductors were strong on consecutive days. Airlines & Low-Cost Carriers and Securities Brokers recurred.
Theme heatmap
| 11-07 | 11-08 | 11-09 | 11-10 | 11-11 | |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +1.7 | +1.8 | +4.0 | ||
| Hydrogen (Fuel Cells, Vehicles) | +12.6 | +13.0 | |||
| Semiconductor Equipment | +7.1 | +7.0 | |||
| Beauty & Cosmetics | +7.3 | +6.5 | |||
| Nuclear | +5.6 | +6.3 | |||
| Semiconductor Materials & Components | +4.6 | +6.4 | |||
| System Semiconductors | +4.4 | +5.8 | |||
| Airlines & Low-Cost Carriers | +2.2 | +6.1 | |||
| Securities Brokers | +2.9 | +4.7 | |||
| NEOM City | +2.7 | +4.2 |