Weekly Theme Wrap (Mar 4 – Mar 7)

March 7, 2025 · #Defense & War #Shipbuilding #Steel Majors #Steel (Small & Mid Cap) #Quantum Cryptography & Computing #LNG (Liquefied Natural Gas) #Beauty & Cosmetics #Political Ties (Lee Jae-myung) #Cybersecurity #Shipbuilding Equipment

4 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +10.3%). Best single day this week: Mar 4, +19.0%.

Trading days4d Most days strong4d weekly avg.+10.3% LeaderHJ Shipbuilding & Construction

Average change over the period

Average change of member stocks, by theme · descending
Defense & War
+10.3%
Shipbuilding
+6.8%
Steel Majors
+3.7%
Steel (Small & Mid Cap)
+11.2%
Quantum Cryptography & Computing
+8.6%
LNG (Liquefied Natural Gas)
+7.8%
Beauty & Cosmetics
+7.5%
Political Ties (Lee Jae-myung)
+6.8%
Cybersecurity
+5.9%
Shipbuilding Equipment
+5.7%

Defense & War led the week of Mar 4 to Mar 7, strong on all 4 days in the data. Its best change was 18.96% on Mar 4, against an average change of 10.34%.

HJ Shipbuilding & Construction was a leader in three themes: Defense & War, Shipbuilding and LNG (Liquefied Natural Gas). Shipbuilding peaked at 11.06% on Mar 4.

Steel (Small & Mid Cap) had the highest average change, 11.2%, with a best change of 16.0% on Mar 5. Steel Majors was strong for 3 days, led by SeAH Steel and Posco Steeleon.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Defense & War4d+10.3%2025-03-04 (+19.0%)runningHJ Shipbuilding & Construction, Daesung Hi-Tech, Fiberpro
Shipbuilding3d+6.8%2025-03-04 (+11.1%)recurredHJ Shipbuilding & Construction, Hanwha Ocean
Steel Majors3d+3.7%2025-03-06 (+4.0%)runningSeAH Steel, Posco Steeleon
Steel (Small & Mid Cap)2d+11.2%2025-03-05 (+16.0%)runningNexteel, Histeel
Quantum Cryptography & Computing2d+8.6%2025-03-05 (+9.2%)recurredIctk, Korea Advanced Materials
LNG (Liquefied Natural Gas)2d+7.8%2025-03-05 (+9.2%)runningHJ Shipbuilding & Construction, KoreaGas
Beauty & Cosmetics2d+7.5%2025-03-06 (+8.1%)runningInkredibleBuzz, J2kbio
Political Ties (Lee Jae-myung)2d+6.8%2025-03-05 (+8.7%)runningOrient Precision Industries, HYUNGJI Innovation and Creative
Cybersecurity2d+5.9%2025-03-05 (+7.7%)recurredIctk, Hanssak
Shipbuilding Equipment2d+5.7%2025-03-05 (+6.3%)runningIl Seung, T. K

What to Watch Next Week

Ictk led both Quantum Cryptography & Computing and Cybersecurity, each strong for 2 days. Quantum Cryptography & Computing peaked at 9.24% on Mar 5.

Beauty & Cosmetics and Political Ties (Lee Jae-myung) each had 2 strong days, with average changes of 7.49% and 6.85%. Shipbuilding Equipment, led by Il Seung and T. K, averaged a 5.67% change.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0403-0503-0603-07
Defense & War+19.0+8.7+7.0+6.7
Shipbuilding+11.1+6.4+2.9
Steel Majors+3.5+3.6+4.0
Steel (Small & Mid Cap)+6.4+16.0
Quantum Cryptography & Computing+9.2+7.9
LNG (Liquefied Natural Gas)+6.4+9.2
Beauty & Cosmetics+6.9+8.1
Political Ties (Lee Jae-myung)+8.7+5.0
Cybersecurity+7.7+4.0
Shipbuilding Equipment+5.0+6.3
Down UpBlank = not in that day's strong list