Weekly Theme Wrap (May 11 – May 15)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +21.9%). Best single day this week: May 11, +38.7%.
Average change over the period
Robotics set the tone for the week of May 11 to May 15. Robotics (Industrial & Collaborative) led with an average change of 21.89%, peaking at 38.74% on May 11.
Chip names also ran hot. Semiconductor Equipment averaged 17.63%, led by Device and Xavis, while HBM (High Bandwidth Memory) averaged 9.92%.
Three themes were strong on 3 days: the two robot groups and Metals (Non-Ferrous), which averaged 4.53%. Beauty & Cosmetics averaged 9.27%, led by Beautyskin and J2kbio.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 3d | +21.9% | 2026-05-11 (+38.7%) | recurred | Cosmo Robotics, TPC |
| Physical AI & Humanoid Robots | 3d | +7.6% | 2026-05-11 (+10.4%) | recurred | LG Electronics, SBB Tech, Hyundai Mobis |
| Metals (Non-Ferrous) | 3d | +4.5% | 2026-05-14 (+6.0%) | running | Daechang, Leeku Industrial, Tplex |
| Semiconductor Equipment | 2d | +17.6% | 2026-05-13 (+21.9%) | recurred | Device, Xavis |
| HBM (High Bandwidth Memory) | 2d | +9.9% | 2026-05-13 (+10.7%) | recurred | Laserssel, Mirai Semiconductors |
| Beauty & Cosmetics | 2d | +9.3% | 2026-05-14 (+10.1%) | recurred | Beautyskin, J2kbio |
| Car Majors | 2d | +8.9% | 2026-05-13 (+8.9%) | recurred | Hanon Systems, Hyundai Mobis |
| Semiconductor Majors (Fabrication) | 2d | +8.4% | 2026-05-11 (+9.6%) | recurred | DB HiTek |
| AI & Robotics | 2d | +7.9% | 2026-05-13 (+11.2%) | recurred | RoboRobo, Udmtek |
| Smart Factory | 2d | +4.3% | 2026-05-13 (+6.0%) | recurred | LG, TPC Robotics |
Related News by Theme
- Robotics (Industrial & Collaborative) (2026-05-11) [ET특징주] 코스모로보틱스, 상장 첫날 ‘따따블’ 터치 — 전자신문 (Korean)
- Physical AI & Humanoid Robots (2026-05-11) [장중수급포착] 에스비비테크, 외국인/기관 동시 순매수… 주가 +28.35% — 뉴스핌 (Korean)
- Metals (Non-Ferrous) (2026-05-14) [장중수급포착] 티플랙스, 외국인/기관 동시 순매수… 주가 +19.44% — 뉴스핌 (Korean)
What to Watch Next Week
The next question is whether robot-related strength spreads further. Physical AI & Humanoid Robots averaged 7.6%, and AI & Robotics averaged 7.9%.
Car Majors averaged 8.86%, led by Hanon Systems and Hyundai Mobis. The next test is whether recurring themes like this return after May 15.
Theme heatmap
| 05-11 | 05-12 | 05-13 | 05-14 | 05-15 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +38.7 | +14.8 | +12.1 | ||
| Physical AI & Humanoid Robots | +10.4 | +8.7 | +3.7 | ||
| Metals (Non-Ferrous) | +1.7 | +5.8 | +6.0 | ||
| Semiconductor Equipment | +13.4 | +21.9 | |||
| HBM (High Bandwidth Memory) | +9.2 | +10.7 | |||
| Beauty & Cosmetics | +8.5 | +10.0 | |||
| Car Majors | +8.8 | +8.9 | |||
| Semiconductor Majors (Fabrication) | +9.6 | +7.1 | |||
| AI & Robotics | +11.2 | +4.6 | |||
| Smart Factory | +6.0 | +2.7 |