Weekly Theme Wrap (Mar 3 – Mar 6)
4 trading days · top 10 themes — most persistent is Defense & War at 3 days (weekly avg. +21.1%). Best single day this week: Mar 4, +29.9%.
Average change over the period
Defense & War topped the Mar 3 to Mar 6 week with an average change of 21.09%. It stayed strong for 3 days, led by DYC, Victek and Hanwha Systems.
LPG (Liquefied Petroleum Gas) posted the week’s best single day, 29.89% on Mar 4, as news cited Hormuz blockade fears lifting oil prices. Kukdong Oil & Chemicals and HeunguOil led.
Chip names also ran, with Semiconductor Equipment averaging 18.99% and HBM (High Bandwidth Memory) 16.07%. Both themes peaked on Mar 5, led by Dit and Techwing.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 3d | +21.1% | 2026-03-05 (+22.3%) | running | DYC, Victek, Hanwha Systems |
| LPG (Liquefied Petroleum Gas) | 3d | +18.8% | 2026-03-04 (+29.9%) | running | Kukdong Oil & Chemicals, HeunguOil |
| Semiconductor Equipment | 2d | +19.0% | 2026-03-05 (+26.7%) | running | Dit, Techwing |
| Battery | 2d | +18.2% | 2026-03-05 (+22.7%) | running | DaejooElectronicMaterials |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +17.2% | 2026-03-05 (+22.8%) | recurred | Hanwha Systems |
| EV | 2d | +16.7% | 2026-03-05 (+19.9%) | running | KEC, HanilForgingIndustrial |
| Energy Storage (ESS) | 2d | +16.3% | 2026-03-05 (+18.6%) | running | HD Hyundai Energy Solutions, Carry |
| HBM (High Bandwidth Memory) | 2d | +16.1% | 2026-03-05 (+23.8%) | running | Dit, Techwing |
| Shipping | 2d | +14.8% | 2026-03-03 (+23.1%) | recurred | Korea Line, Pan Ocean |
| Oil Refining | 2d | +10.8% | 2026-03-03 (+11.2%) | recurred | S-Oil, SK Innovation |
Related News by Theme
- Defense & War (2026-03-05) [특징주] 다시 불 뿜는 방산株…한화시스템 10%대 강세 — 이투데이 (Korean)
- LPG (Liquefied Petroleum Gas) (2026-03-04) [특징주] 호르무즈 봉쇄 우려에 유가 급등…정유·LPG주 동반 강세 — 아주경제 (Korean)
- Semiconductor Equipment (2026-03-05) [장중수급포착] 테크윙, 기관 5일 연속 순매수행진… 주가 +24.51% — 뉴스핌 (Korean)
- Battery (2026-03-05) [장중수급포착] 대주전자재료, 기관 10일 연속 순매수행진… 주가 +19.95% — 뉴스핌 (Korean)
- Space & Aerospace (Nuri Rocket, Satellites) (2026-03-05) [특징주] 다시 불 뿜는 방산株…한화시스템 10%대 강세 — 이투데이 (Korean)
What to Watch Next Week
Mar 5 was the best day for seven of the ten themes, including Battery at 22.7%. Whether that momentum carries into the next week is the first thing to track.
Oil Refining and Shipping came back after a break instead of extending a streak, averaging 10.76% and 14.77%. Another open question is whether oil-linked themes, LPG included, stay active.
Theme heatmap
| 03-03 | 03-04 | 03-05 | 03-06 | |
|---|---|---|---|---|
| Defense & War | +20.9 | +22.3 | +20.1 | |
| LPG (Liquefied Petroleum Gas) | +18.3 | +29.9 | +8.3 | |
| Semiconductor Equipment | +26.7 | +11.3 | ||
| Battery | +22.7 | +13.8 | ||
| Space & Aerospace (Nuri Rocket, Satellites) | +11.6 | +22.8 | ||
| EV | +19.9 | +13.6 | ||
| Energy Storage (ESS) | +18.7 | +13.9 | ||
| HBM (High Bandwidth Memory) | +23.8 | +8.3 | ||
| Shipping | +23.1 | +6.4 | ||
| Oil Refining | +11.2 | +10.3 |