Weekly Theme Wrap (Mar 11 – Mar 15)
5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +11.1%). Best single day this week: Mar 12, +16.3%.
Average change over the period
For the week of Mar 11 to Mar 15, Battery led the board with three strong days and an average change of 11.06%. Its best day was Mar 12, when the theme rose 13.88%.
Semiconductor Equipment had the week’s highest average change at 12.01%, peaking at 16.34% on Mar 12. Apact and Exicon led the move.
Nuclear and Power Equipment each stayed strong for three days, and Taihan Cable & Solution led both. Shipbuilding and Shipbuilding Equipment both peaked on Mar 14.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 3d | +11.1% | 2024-03-12 (+13.9%) | running | Shinsung ST, Philoptics, Hannong Chemicals |
| Nuclear | 3d | +6.4% | 2024-03-11 (+8.5%) | recurred | Taihan Cable & Solution, Aprogen, WOOJIN Ntec |
| Power Equipment | 3d | +4.0% | 2024-03-14 (+4.5%) | running | Gaon Cable, Taihan Cable & Solution, Doosan Enerbility |
| Semiconductor Equipment | 2d | +12.0% | 2024-03-12 (+16.3%) | recurred | Apact, Exicon |
| System Semiconductors | 2d | +8.8% | 2024-03-12 (+12.0%) | recurred | Ajinextek, Zaram Technology |
| Ukraine Reconstruction | 2d | +8.7% | 2024-03-15 (+9.8%) | recurred | SG, DAEMO Engineering |
| Shipbuilding Equipment | 2d | +7.6% | 2024-03-14 (+10.0%) | recurred | Daechang Solution, Hyundai HYMS |
| Shipbuilding | 2d | +6.0% | 2024-03-14 (+8.1%) | recurred | Samsung Heavy Industries, Hanwha Ocean |
| EV | 2d | +5.0% | 2024-03-12 (+5.4%) | running | Samsung SDI, Samwha Electric |
| Glass Substrates | 2d | +4.6% | 2024-03-14 (+4.7%) | running | SKC, Philoptics |
Related News by Theme
- Battery (2024-03-12) [특징주] 다시 뛰는 2차전지株…전고체·생산·소재 등 동반 ‘강세’ — 헤럴드경제 (Korean)
- Nuclear (2024-03-11) [급등락주 짚어보기] 자람테크놀로지?우진엔텍 등 3종목 ‘상한가’ — 이투데이 (Korean)
- Power Equipment (2024-03-14) [특징주] 전선·전력설비株 강세…외국인·기관 순매수 — 아주경제 (Korean)
- Semiconductor Equipment (2024-03-12) [장중수급포착] 엑시콘, 외국인 28,243주 대량 순매수… 주가 +13.80% — 뉴스핌 (Korean)
- System Semiconductors (2024-03-12) [특징주] 자람테크놀로지, 뉴로모픽 기반 AI 반도체 세계 최초 개발 소식에 이틀 연속 ‘上’ — 아주경제 (Korean)
What to Watch Next Week
Battery, Power Equipment, EV and Glass Substrates were all on continuing runs at the end of the week. Philoptics led in both Battery and Glass Substrates.
Ukraine Reconstruction had its best day on Mar 15, rising 9.81%, led by SG and DAEMO Engineering. The coming sessions will show whether that late-week strength holds.
Theme heatmap
| 03-11 | 03-12 | 03-13 | 03-14 | 03-15 | |
|---|---|---|---|---|---|
| Battery | +10.6 | +13.9 | +8.7 | ||
| Nuclear | +8.5 | +3.4 | +7.3 | ||
| Power Equipment | +3.3 | +4.2 | +4.5 | ||
| Semiconductor Equipment | +16.3 | +7.7 | |||
| System Semiconductors | +12.0 | +5.5 | |||
| Ukraine Reconstruction | +7.5 | +9.8 | |||
| Shipbuilding Equipment | +5.2 | +10.0 | |||
| Shipbuilding | +3.9 | +8.1 | |||
| EV | +5.4 | +4.6 | |||
| Glass Substrates | +4.5 | +4.7 |