Weekly Theme Wrap (Feb 10 – Feb 14)
5 trading days · top 10 themes — most persistent is Semiconductor Materials & Components at 3 days (weekly avg. +10.3%). Best single day this week: Feb 10, +17.4%.
Average change over the period
Chip stocks led the week from 2025-02-10 to 2025-02-14. Semiconductor Materials & Components was strong on 3 days, with an average change of 10.32%.
Semiconductor Equipment was also strong on 3 days, with an average change of 9.9%. Its best day was Feb 13, at 10.4%.
The biggest single moves came from other themes. AI & Robotics gained 17.38% on Feb 10 through WISEnut, and Defense & War had an average change of 14.57% over 2 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | 3d | +10.3% | 2025-02-14 (+12.4%) | running | SAMYANG NC Chem, HVM, Kctech |
| Semiconductor Equipment | 3d | +9.9% | 2025-02-13 (+10.4%) | running | Neosem, C&G Hi Tech, Hanwha Vision |
| Ukraine Reconstruction | 3d | +4.9% | 2025-02-13 (+9.5%) | recurred | DaedongGear, SC Engineering |
| Defense & War | 2d | +14.6% | 2025-02-12 (+15.8%) | running | Kisan Telecom, i3system |
| Shipbuilding Equipment | 2d | +6.0% | 2025-02-12 (+7.8%) | running | Hanla IMS, Hyundai HYMS |
| Shipbuilding | 2d | +5.9% | 2025-02-12 (+8.8%) | running | Hanwha Ocean |
| iPhone Supply Chain | 2d | +4.3% | 2025-02-10 (+5.6%) | recurred | Duk San Neolux, Spigen Korea |
| Metals (Non-Ferrous) | 2d | +2.5% | 2025-02-13 (+2.8%) | recurred | Leeku Industrial, PJ Metal |
| AI & Robotics | 1d | +17.4% | 2025-02-10 (+17.4%) | recurred | WISEnut |
| Venture Capital | 1d | +14.1% | 2025-02-12 (+14.1%) | recurred | DSC Investment |
Related News by Theme
- Semiconductor Equipment (2025-02-13) [탑픽전쟁] 한화비전 vs HD현대마린솔루션, 승리 전략은? — 머니투데이 (Korean)
- Defense & War (2025-02-12) “한화에어로스페이스, 실적 전망 확실·국내 방위산업 안전”…목표가↑ — 매일경제 (Korean)
What to Watch Next Week
The first question for next week is whether the chip strength continues. Semiconductor Materials & Components had its best day in the final session, Feb 14, at 12.43%.
Ukraine Reconstruction came back for 3 days, with an average change of 4.88%. Shipbuilding, led by Hanwha Ocean, had its best day on Feb 12 at 8.85%.
Theme heatmap
| 02-10 | 02-11 | 02-12 | 02-13 | 02-14 | |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | +11.8 | +6.7 | +12.4 | ||
| Semiconductor Equipment | +9.9 | +10.4 | +9.4 | ||
| Ukraine Reconstruction | +3.3 | +1.8 | +9.5 | ||
| Defense & War | +13.4 | +15.8 | |||
| Shipbuilding Equipment | +4.2 | +7.8 | |||
| Shipbuilding | +2.9 | +8.8 | |||
| iPhone Supply Chain | +5.6 | +3.1 | |||
| Metals (Non-Ferrous) | +2.2 | +2.8 | |||
| AI & Robotics | +17.4 | ||||
| Venture Capital | +14.1 |