Weekly Theme Wrap (Sep 1 – Sep 5)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +8.2%). Best single day this week: Sep 2, +11.4%.
Average change over the period
Every theme on this week’s list stayed strong for 3 days between Sep 1 and Sep 5. Robotics (Industrial & Collaborative) led the group with an average change of 8.18%.
Smart Factory followed with an average change of 6.73%, peaking at 8.97% on Sep 2. Hyundai Movex and Kornic Automation appeared among the leaders of both automation themes.
Chip names also moved higher. Semiconductor Equipment posted an average change of 5.95%, while Semiconductor Majors (Fabrication) managed a milder 1.43%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 3d | +8.2% | 2025-09-02 (+11.4%) | running | KPF, Kornic Automation, Hyundai Movex |
| Smart Factory | 3d | +6.7% | 2025-09-02 (+9.0%) | running | ISAAC Engineering, Kornic Automation, Hyundai Movex |
| Semiconductor Equipment | 3d | +6.0% | 2025-09-04 (+6.3%) | running | Russell, Exicon, Union Semiconductor Equipment Co.,ltd; |
| AI & Robotics | 3d | +5.6% | 2025-09-02 (+8.6%) | running | Russell, Moadata, Simplatform |
| GLP-1 & Obesity Drugs | 3d | +5.2% | 2025-09-02 (+8.6%) | running | KoBioLabs, OliX Pharmaceuticals, G2gbio |
| Pharma | 3d | +4.9% | 2025-09-02 (+6.0%) | running | Wsi, ChoA Pharmaceutical, Hwail Pharm |
| Semiconductor Materials & Components | 3d | +4.2% | 2025-09-05 (+4.9%) | running | ISC, Tiger Elec, Hansol IONES |
| HBM (High Bandwidth Memory) | 3d | +3.2% | 2025-09-04 (+4.3%) | running | Di, UniTest, Quality Reliability Technology |
| Biosimilars | 3d | +2.9% | 2025-09-03 (+3.1%) | running | Binex, Prestige BioPharma, Hanall Biopharma |
| Semiconductor Majors (Fabrication) | 3d | +1.4% | 2025-09-02 (+2.0%) | running | SK hynix, Samsung Electronics |
Related News by Theme
- Robotics (Industrial & Collaborative) (2025-09-02) [특징주]현대무벡스, 가장 빠른 수주 성장 기대 — 아시아경제 (Korean)
- Smart Factory (2025-09-02) [특징주] 스마트팩토리株, 노란봉투법 시행 앞두고 줄상승 — 뉴스핌 (Korean)
- Semiconductor Equipment (2025-09-04) SK證 “유니셈, P4효과에 4분기 실적 반등할 것…목표주가 29.4%↑” — 아주경제 (Korean)
- GLP-1 & Obesity Drugs (2025-09-02) 비만치료제株, 글로벌 협력·특허 호재에 급등…만약 투자금이 부족하다면? — 이데일리 (Korean)
What to Watch Next Week
All themes ended the week tagged running, which marks streaks still running. One open question is whether Robotics (Industrial & Collaborative) can follow up on its 11.39% best day on Sep 2.
Healthcare themes are also worth tracking. GLP-1 & Obesity Drugs averaged 5.15% and Pharma 4.87%, while HBM (High Bandwidth Memory) peaked at 4.35% on Sep 4.
Theme heatmap
| 09-01 | 09-02 | 09-03 | 09-04 | 09-05 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +11.4 | +3.6 | +9.5 | ||
| Smart Factory | +9.0 | +3.5 | +7.8 | ||
| Semiconductor Equipment | +6.0 | +6.3 | +5.5 | ||
| AI & Robotics | +8.6 | +3.9 | +4.4 | ||
| GLP-1 & Obesity Drugs | +8.6 | +3.3 | +3.6 | ||
| Pharma | +6.0 | +4.9 | +3.8 | ||
| Semiconductor Materials & Components | +3.2 | +4.3 | +4.9 | ||
| HBM (High Bandwidth Memory) | +2.6 | +4.3 | +2.8 | ||
| Biosimilars | +2.9 | +3.1 | +2.6 | ||
| Semiconductor Majors (Fabrication) | +2.0 | +0.7 | +1.6 |