Weekly Theme Wrap (Nov 6 – Nov 10)

November 10, 2023 · #Pharma #Games #Agriculture #Beauty & Cosmetics #Crypto & Bitcoin #HBM (High Bandwidth Memory) #UAM (Urban Air Mobility) #Battery #Lithium #Mobile Games

5 trading days · top 10 themes — most persistent is Pharma at 3 days (weekly avg. +9.4%). Best single day this week: Nov 6, +25.1%.

Trading days5d Most days strong3d weekly avg.+9.4% LeaderKyung Nam Pharm

Average change over the period

Average change of member stocks, by theme · descending
Pharma
+9.4%
Games
+9.3%
Agriculture
+9.2%
Beauty & Cosmetics
+8.4%
Crypto & Bitcoin
+4.8%
HBM (High Bandwidth Memory)
+4.0%
UAM (Urban Air Mobility)
+3.2%
Battery
+25.1%
Lithium
+24.3%
Mobile Games
+17.5%

Battery led the week with an average change of 25.08%, driven by Ecopro BM on Nov 6. Lithium posted 24.31% the same day, led by Ecopro.

Pharma was the most persistent theme, strong on 3 days with an average change of 9.45%. Its best day was Nov 6 at 9.96%. News of a Chong Kun Dang technology export ran that day.

Games was strong on 2 days with an average change of 9.29%, peaking at 12.61% on Nov 8 with Actoz Soft and Wemade. Agriculture averaged 9.21%, led by Kyungnong and Capro.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Pharma3d+9.4%2023-11-06 (+10.0%)recurredKyung Nam Pharm, Withus Pharmaceutical, Chong Kun Dang Pharmaceutical
Games2d+9.3%2023-11-08 (+12.6%)recurredActoz Soft, Wemade
Agriculture2d+9.2%2023-11-07 (+13.5%)runningKyungnong, Capro
Beauty & Cosmetics2d+8.4%2023-11-07 (+9.0%)runningKukje Pharma, Hyundai Bioscience
Crypto & Bitcoin2d+4.8%2023-11-09 (+6.4%)runningWizit, JCH Systems
HBM (High Bandwidth Memory)2d+4.0%2023-11-10 (+4.0%)recurredPSK Holdings, HANMI Semiconductor
UAM (Urban Air Mobility)2d+3.2%2023-11-06 (+3.9%)recurredVessel, Hanwha Systems
Battery1d+25.1%2023-11-06 (+25.1%)runningEcopro BM
Lithium1d+24.3%2023-11-06 (+24.3%)runningEcopro
Mobile Games1d+17.5%2023-11-08 (+17.5%)recurredActoz Soft

What to Watch Next Week

HBM (High Bandwidth Memory) closed the week with a 4.03% move on Nov 10, led by PSK Holdings and HANMI Semiconductor. It remains to be seen whether that late strength carries into next week.

Battery, Lithium, Agriculture and Beauty & Cosmetics were all marked as consecutive (running) runs. Next week will show whether those streaks continue.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
11-0611-0711-0811-0911-10
Pharma+10.0+8.5+9.9
Games+6.0+12.6
Agriculture+5.0+13.5
Beauty & Cosmetics+7.8+9.0
Crypto & Bitcoin+6.4+3.2
HBM (High Bandwidth Memory)+4.0+4.0
UAM (Urban Air Mobility)+3.9+2.5
Battery+25.1
Lithium+24.3
Mobile Games+17.5
Down UpBlank = not in that day's strong list