Weekly Theme Wrap (Oct 28 – Nov 1)
5 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +5.1%). Best single day this week: Oct 30, +10.3%.
Average change over the period
Defense & War was the steadiest theme from Oct 28 to Nov 1, strong on 4 days. It posted an average change of 5.12%, led by Samhyun, Catis and Kocom.
Semiconductor Equipment had the week’s highest average change at 8.08%, with a best day of 9.41% on Oct 31. News that day said Mirae hit the daily upper limit on improved earnings.
The biggest single-day move was Ukraine Reconstruction at 10.35% on Oct 30. DYD led both that theme and Beauty & Cosmetics, which peaked at 8.23% the same day.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 4d | +5.1% | 2024-10-31 (+6.0%) | running | Samhyun, Catis, Kocom |
| Semiconductor Equipment | 2d | +8.1% | 2024-10-31 (+9.4%) | recurred | Mirae, Withtech |
| Beauty & Cosmetics | 2d | +6.8% | 2024-10-30 (+8.2%) | recurred | DYD, Bbia |
| Ukraine Reconstruction | 2d | +6.8% | 2024-10-30 (+10.3%) | running | DYD, SC Engineering |
| Semiconductor Materials & Components | 2d | +6.4% | 2024-10-28 (+6.8%) | recurred | GO Element, Protec Mems Technology |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +5.3% | 2024-10-31 (+7.7%) | running | Contec, Kencoa Aerospace |
| Solar | 2d | +5.2% | 2024-10-28 (+8.3%) | recurred | KC Green Holdings, Dae Myoung Energy |
| HBM (High Bandwidth Memory) | 2d | +5.0% | 2024-10-31 (+5.1%) | recurred | Imt, Systems Technology |
| Currency & ATM Systems (incl. CBDC) | 2d | +4.6% | 2024-10-29 (+5.7%) | recurred | Korea Computer Terminal |
| Games | 2d | +3.6% | 2024-10-28 (+3.8%) | recurred | Shift Up, Com2us |
Related News by Theme
- Semiconductor Equipment (2024-10-31) [급등락주 짚어보기] 미래산업, 실적 개선에 ‘상한가’ — 이투데이 (Korean)
- Beauty & Cosmetics (2024-10-30) 3분기 中企 수출 5.9%↑
역대 최고…화장품 26.7%껑충— 디지털타임스 (Korean) - Ukraine Reconstruction (2024-10-30) [특징주] 현대에버다임, 윤 대통령 우크라이나 재건지원대 파견 언급에 강세 — 이투데이 (Korean)
What to Watch Next Week
Three themes ended the week tagged running: Defense & War, Ukraine Reconstruction and Space & Aerospace (Nuri Rocket, Satellites). The next test is whether those streaks extend.
Chip themes recurred, with HBM (High Bandwidth Memory) posting an average change of 4.99%. Semiconductor Equipment and Semiconductor Materials & Components were also tagged recurred.
Theme heatmap
| 10-28 | 10-29 | 10-30 | 10-31 | 11-01 | |
|---|---|---|---|---|---|
| Defense & War | +5.3 | +3.6 | +6.0 | +5.5 | |
| Semiconductor Equipment | +6.7 | +9.4 | |||
| Beauty & Cosmetics | +8.2 | +5.4 | |||
| Ukraine Reconstruction | +3.2 | +10.4 | |||
| Semiconductor Materials & Components | +6.8 | +6.0 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +3.0 | +7.7 | |||
| Solar | +8.3 | +2.1 | |||
| HBM (High Bandwidth Memory) | +4.9 | +5.1 | |||
| Currency & ATM Systems (incl. CBDC) | +5.7 | +3.5 | |||
| Games | +3.8 | +3.3 |