Weekly Theme Wrap (Mar 25 – Mar 29)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +8.8%). Best single day this week: Mar 26, +13.7%.
Average change over the period
Semiconductor themes led the week of Mar 25 to Mar 29. Semiconductor Equipment was strong on 4 days, with an average change of 8.85% and a best day of 9.9% on Mar 28.
Semiconductor Majors (Fabrication), led by SK hynix and Samsung Electronics, was also strong on 4 days with an average change of 2.14%. Its best day was Mar 26 at 3.21%.
Outside chips, Cybersecurity had the largest single move, 13.7% on Mar 26, led by Sands Lab. Battery followed at 10.91% on Mar 27, and Beauty & Cosmetics averaged 6.1%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +8.8% | 2024-03-28 (+9.9%) | running | Di, Mirae, Yest |
| Semiconductor Majors (Fabrication) | 4d | +2.1% | 2024-03-26 (+3.2%) | running | SK hynix, Samsung Electronics |
| HBM (High Bandwidth Memory) | 2d | +8.3% | 2024-03-28 (+9.0%) | running | Ycchem, Winpac |
| Semiconductor Materials & Components | 2d | +6.2% | 2024-03-29 (+7.6%) | recurred | HLB innoVation, LTC |
| Beauty & Cosmetics | 2d | +6.1% | 2024-03-27 (+6.5%) | running | Naturecell, Aekyung Industrial |
| OLED Displays | 2d | +4.8% | 2024-03-29 (+4.9%) | recurred | DONGAELTEKCo, Point Engineering |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +4.7% | 2024-03-28 (+6.2%) | recurred | SatrecInitiative, Hanwha Aerospace |
| AI & Robotics | 2d | +3.4% | 2024-03-29 (+5.2%) | running | Advanced Digital Chips |
| Cybersecurity | 1d | +13.7% | 2024-03-26 (+13.7%) | recurred | Sands Lab |
| Battery | 1d | +10.9% | 2024-03-27 (+10.9%) | recurred | Solus Advanced Materials |
Related News by Theme
- Semiconductor Equipment (2024-03-28) [특징주] 미래산업, 반도체 검사장비 공략 베트남 법인 설립 소식에 강세 — 이투데이 (Korean)
- Semiconductor Majors (Fabrication) (2024-03-26) 삼성전자, 2년3개월만에 장중 8만원 돌파…SK하이닉스 18만원 육박 [특징주] — 매일경제 (Korean)
- HBM (High Bandwidth Memory) (2024-03-28) [경이로운 소문] 삼성, 美서 차세대 메모리 CXL·HBM 공개…관련주 폭등 임박? — 머니투데이 (Korean)
- Semiconductor Materials & Components (2024-03-29) [장중수급포착] 엘티씨, 기관 19,000주 대량 순매수… 주가 +14.05% — 뉴스핌 (Korean)
- Beauty & Cosmetics (2024-03-27) [장중수급포착] 네이처셀, 기관 6일 연속 순매수행진… 주가 +28.32% — 뉴스핌 (Korean)
What to Watch Next Week
HBM (High Bandwidth Memory) posted an average change of 8.32% over 2 days, with its best day on Mar 28. Semiconductor Materials & Components came back with a best day of 7.64% on Mar 29.
Next week, the question is whether the semiconductor run that lasted 4 days carries on. Space & Aerospace (Nuri Rocket, Satellites) and OLED Displays were each strong on 2 days.
Theme heatmap
| 03-25 | 03-26 | 03-27 | 03-28 | 03-29 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +7.1 | +8.8 | +9.9 | +9.6 | |
| Semiconductor Majors (Fabrication) | +3.2 | +1.8 | +1.2 | +2.3 | |
| HBM (High Bandwidth Memory) | +7.6 | +9.0 | |||
| Semiconductor Materials & Components | +4.7 | +7.6 | |||
| Beauty & Cosmetics | +6.5 | +5.7 | |||
| OLED Displays | +4.6 | +4.9 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +3.2 | +6.2 | |||
| AI & Robotics | +1.6 | +5.2 | |||
| Cybersecurity | +13.7 | ||||
| Battery | +10.9 |