Weekly Theme Wrap (Feb 26 – Feb 29)
4 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 3 days (weekly avg. +2.7%). Best single day this week: Feb 27, +9.2%.
Average change over the period
Semiconductor-linked themes led the week of Feb 26 to Feb 29. HBM (High Bandwidth Memory) had the highest average change, 6.94%, and peaked at 9.25% on Feb 27.
OLED Displays averaged 6.9% and topped out at 8.0% on Feb 28. Semiconductor Equipment averaged 6.38%, led by Jusung Engineering and HANMI Semiconductor.
Crypto & Bitcoin was the most persistent theme, strong on 3 days. Its average change was a modest 2.67%, with a best day of 3.42% on Feb 27.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin | 3d | +2.7% | 2024-02-27 (+3.4%) | running | FSN, Woori Technology Investment |
| HBM (High Bandwidth Memory) | 2d | +6.9% | 2024-02-27 (+9.2%) | running | Quality Reliability Technology |
| OLED Displays | 2d | +6.9% | 2024-02-28 (+8.0%) | running | Duksan Techopia, Sunic System |
| Semiconductor Equipment | 2d | +6.4% | 2024-02-28 (+8.2%) | recurred | Jusung Engineering, HANMI Semiconductor |
| Semiconductor Materials & Components | 2d | +4.8% | 2024-02-28 (+6.3%) | recurred | S&S Tech, Kctech |
| Banks | 2d | +1.7% | 2024-02-29 (+2.0%) | recurred | JB Financial Group, Jeju Bank |
| Lithium | 1d | +6.7% | 2024-02-26 (+6.7%) | recurred | Tera Science |
| AI & Robotics | 1d | +6.1% | 2024-02-28 (+6.1%) | recurred | Hyulim ROBOT |
| Shipping | 1d | +5.9% | 2024-02-29 (+5.9%) | recurred | Pan Ocean |
| Film | 1d | +5.4% | 2024-02-26 (+5.4%) | recurred | Next Entertainment World |
Related News by Theme
- Crypto & Bitcoin (2024-02-27) [리포트 브리핑]FSN, ‘에이피알 상장 최대 수혜주는?’ Not Rated - 한양증권 — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2024-02-27) [장중수급포착] 큐알티, 기관 7일 연속 순매수행진… 주가 +10.05% — 뉴스핌 (Korean)
- OLED Displays (2024-02-28) 선익시스템, 中에 ‘올레도스’ 양산 증착기 공급…“332억 규모” — 전자신문 (Korean)
- Semiconductor Equipment (2024-02-28) [장중수급포착] 주성엔지니어링, 외국인/기관 동시 순매수… 주가 +14.39% — 뉴스핌 (Korean)
- Semiconductor Materials & Components (2024-02-28) [장중수급포착] 에스앤에스텍, 기관 15.90만 주 대량 순매수… 주가 +18.00% — 뉴스핌 (Korean)
What to Watch Next Week
HBM (High Bandwidth Memory), OLED Displays and Crypto & Bitcoin all ended the week on continuing streaks. The first thing to track is whether those runs continue.
Banks were strong for 2 days with an average change of 1.74%. Lithium, Shipping and Film each had a one-day move, and it is not yet clear whether those spikes will return.
Theme heatmap
| 02-26 | 02-27 | 02-28 | 02-29 | |
|---|---|---|---|---|
| Crypto & Bitcoin | +3.4 | +1.5 | +3.0 | |
| HBM (High Bandwidth Memory) | +4.6 | +9.3 | ||
| OLED Displays | +8.0 | +5.8 | ||
| Semiconductor Equipment | +4.5 | +8.2 | ||
| Semiconductor Materials & Components | +3.2 | +6.3 | ||
| Banks | +1.5 | +2.0 | ||
| Lithium | +6.7 | |||
| AI & Robotics | +6.1 | |||
| Shipping | +5.9 | |||
| Film | +5.4 |