Weekly Theme Wrap (Nov 27 – Dec 1)
5 trading days · top 10 themes — most persistent is System Semiconductors at 3 days (weekly avg. +8.4%). Best single day this week: Nov 27, +15.3%.
Average change over the period
Semiconductors led the week of Nov 27 to Dec 1, with four chip themes strong on 3 days each. System Semiconductors had the week’s biggest single-day move, 15.28% on Nov 27.
Qualitas Semiconductor and Telechips led that group, which averaged 8.41%. Semiconductor Equipment followed at 6.44%, and Yest made the news on a reported HBM equipment order.
Outside chips, STO (Security-Type Token Issuance) posted the week’s highest average change, 8.83%, across 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| System Semiconductors | 3d | +8.4% | 2023-11-27 (+15.3%) | recurred | Qualitas Semiconductor, Telechips |
| Semiconductor Equipment | 3d | +6.4% | 2023-11-27 (+7.2%) | recurred | Nepes Ark, Yest, Zeus |
| Semiconductor Materials & Components | 3d | +5.4% | 2023-11-30 (+7.0%) | recurred | Megatouch, LTC |
| Games | 3d | +4.4% | 2023-12-01 (+5.2%) | recurred | Neorigin, Wemade Max |
| Defense & War | 3d | +4.0% | 2023-12-01 (+5.7%) | recurred | SNT Dynamics, S Connect, Hanwha Ocean |
| Semiconductor Majors (Fabrication) | 3d | +2.8% | 2023-11-27 (+4.2%) | recurred | DB HiTek, Samsung Electronics |
| STO (Security-Type Token Issuance) | 2d | +8.8% | 2023-11-29 (+12.7%) | recurred | GalaxiaMoneytree, SeoulAuction |
| Battery | 2d | +5.8% | 2023-11-29 (+6.3%) | running | Megatouch, L&F |
| Pharma | 2d | +5.7% | 2023-11-27 (+7.3%) | recurred | Kukje Pharma |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +5.1% | 2023-12-01 (+7.2%) | recurred | Cellid, Sugentech |
Related News by Theme
- System Semiconductors (2023-11-27) [장중수급포착] 퀄리타스반도체, 외국인 68,000주 대량 순매수… 주가 +21.32% — 뉴스핌 (Korean)
- Semiconductor Equipment (2023-11-27) “123억 규모 HBM 제조 장비 수주”…예스티, 주가 14% ‘급등’ — 한국경제 (Korean)
What to Watch Next Week
Defense & War and Games were each strong on 3 days and peaked on Dec 1, at 5.67% and 5.17% respectively. The open question is whether that late-week strength carries into next week.
Battery was the only theme on a continuing streak, averaging 5.75%. Pharma and COVID (Diagnostics, Treatments, Vaccines) also had 2 strong days each.
Theme heatmap
| 11-27 | 11-28 | 11-29 | 11-30 | 12-01 | |
|---|---|---|---|---|---|
| System Semiconductors | +15.3 | +5.1 | +4.9 | ||
| Semiconductor Equipment | +7.3 | +5.4 | +6.6 | ||
| Semiconductor Materials & Components | +5.3 | +3.9 | +7.0 | ||
| Games | +4.1 | +4.0 | +5.2 | ||
| Defense & War | +3.2 | +3.0 | +5.7 | ||
| Semiconductor Majors (Fabrication) | +4.2 | +1.1 | +3.1 | ||
| STO (Security-Type Token Issuance) | +12.7 | +5.0 | |||
| Battery | +5.2 | +6.3 | |||
| Pharma | +7.3 | +4.1 | |||
| COVID (Diagnostics, Treatments, Vaccines) | +3.0 | +7.2 |