Mar 2025 Theme Wrap — The Monthly Theme Map
20 trading days · 78 recurring themes · top 15 themes — most persistent is Defense & War at 13 days (monthly avg. +7.3%). Best single day this month: Mar 26, +29.8%.
Average change over the period
March 2025 was led by Defense & War, strong on 13 days with an average change of 7.29%. Its best day was Mar 4, at 18.96%.
Political Ties (Lee Jae-myung) posted the month’s top single-day move, 29.81% on Mar 26. Its average change of 11.58% was the highest of any theme.
Chip themes clustered: Semiconductor Equipment peaked at 9.46% on Mar 14, while HBM (High Bandwidth Memory) and Semiconductor Majors (Fabrication) each had 6 strong days.
78 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Defense & War | 13d | +7.3% | 2025-03-04 (+19.0%) | HJ Shipbuilding & Construction, RF Materials, Daesung Hi-Tech |
| Shipbuilding | 9d | +4.1% | 2025-03-04 (+11.1%) | HJ Shipbuilding & Construction, Samsung Heavy Industries, Hanwha Ocean |
| Quantum Cryptography & Computing | 8d | +6.8% | 2025-03-05 (+9.2%) | Ranix, Ictk, Korea Advanced Materials |
| Semiconductor Equipment | 7d | +6.5% | 2025-03-14 (+9.5%) | Iste, Imt, Wonik Holdings |
| Political Ties (Lee Jae-myung) | 6d | +11.6% | 2025-03-26 (+29.8%) | Orient Precision Industries, HYUNGJI Innovation and Creative, Hyungji Global |
| Semiconductor Materials & Components | 6d | +5.4% | 2025-03-14 (+8.2%) | DNFCo, Megatouch, Synopex |
| Cybersecurity | 6d | +4.6% | 2025-03-05 (+7.7%) | Ictk, Hanssak |
| Glass Substrates | 6d | +3.7% | 2025-03-07 (+4.1%) | Naintech, CHEMTRONICSCo |
| HBM (High Bandwidth Memory) | 6d | +3.6% | 2025-03-17 (+5.5%) | Di, Imt, YC |
| Semiconductor Majors (Fabrication) | 6d | +2.8% | 2025-03-17 (+3.9%) | DB HiTek, SK hynix |
| Battery | 5d | +9.1% | 2025-03-14 (+11.1%) | Daesung Hi-Tech, Sungwoo, CK Solution |
| Beauty & Cosmetics | 5d | +8.4% | 2025-03-17 (+13.0%) | Naturecell, DYD, BL Pharmtech |
| EV | 5d | +6.9% | 2025-03-25 (+8.1%) | Rothwell International, Motivelink, Samwha Electronics |
| Music & Entertainment | 5d | +3.3% | 2025-03-21 (+4.8%) | Ascendio |
| Auto Parts | 4d | +7.2% | 2025-03-25 (+8.9%) | Motivelink, MS Autotech Company, Orient Precision Industries |
What to Watch Next Month
Shipbuilding logged 9 strong days, second only to Defense & War. HJ Shipbuilding & Construction led both lists. Whether that overlap persists is one thread to follow.
Late-month moves came from EV and Auto Parts, which peaked on Mar 25 at 8.06% and 8.91%. Motivelink and MS Autotech Company led both.
Theme heatmap
| 03-04 | 03-05 | 03-06 | 03-07 | 03-10 | 03-11 | 03-12 | 03-13 | 03-14 | 03-17 | 03-18 | 03-19 | 03-20 | 03-21 | 03-24 | 03-25 | 03-26 | 03-27 | 03-28 | 03-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Defense & War | +19.0 | +8.7 | +7.0 | +6.7 | +6.7 | +6.7 | +6.7 | +6.7 | +7.9 | +3.8 | +5.2 | +8.0 | +1.5 | |||||||
| Shipbuilding | +11.1 | +6.4 | +2.9 | +2.9 | +2.9 | +2.9 | +2.9 | +2.9 | +2.5 | |||||||||||
| Quantum Cryptography & Computing | +9.2 | +7.9 | +7.9 | +7.9 | +7.9 | +7.9 | +2.9 | +3.1 | ||||||||||||
| Semiconductor Equipment | +5.2 | +9.5 | +7.7 | +7.6 | +3.2 | +5.8 | +6.5 | |||||||||||||
| Political Ties (Lee Jae-myung) | +8.7 | +5.0 | +7.1 | +5.1 | +29.8 | +13.8 | ||||||||||||||
| Semiconductor Materials & Components | +4.2 | +8.2 | +6.1 | +5.7 | +2.7 | +5.1 | ||||||||||||||
| Cybersecurity | +7.7 | +4.0 | +4.0 | +4.0 | +4.0 | +4.0 | ||||||||||||||
| Glass Substrates | +4.1 | +4.1 | +4.1 | +4.1 | +4.1 | +1.7 | ||||||||||||||
| HBM (High Bandwidth Memory) | +3.3 | +5.5 | +4.9 | +2.1 | +1.8 | +4.3 | ||||||||||||||
| Semiconductor Majors (Fabrication) | +3.8 | +3.9 | +1.4 | +2.6 | +2.6 | +2.8 | ||||||||||||||
| Battery | +9.4 | +11.1 | +7.3 | +8.1 | +9.5 | |||||||||||||||
| Beauty & Cosmetics | +6.9 | +8.1 | +13.0 | +4.5 | +9.6 | |||||||||||||||
| EV | +7.5 | +5.4 | +5.5 | +8.1 | +7.9 | |||||||||||||||
| Music & Entertainment | +2.1 | +2.9 | +4.8 | +4.3 | +2.2 | |||||||||||||||
| Auto Parts | +7.6 | +4.1 | +8.0 | +8.9 |