Weekly Theme Wrap (Mar 15 – Mar 19)
5 trading days · top 10 themes — most persistent is Currency & ATM Systems (incl. CBDC) at 3 days (weekly avg. +11.0%). Best single day this week: Mar 17, +17.3%.
Average change over the period
Currency & ATM Systems (incl. CBDC) led the week, staying strong on 3 days with an average change of 10.98%. Logisys and Korea Computer Terminal were its leaders.
Crypto & Bitcoin came next with an average change of 9.49%, peaking at 11.05% on Mar 18. FSN and Woori Technology Investment led the move.
The biggest single-day jump came from Animal Feed, up 17.27% on Mar 17 with Woosung leading. COVID (Nafamostat) posted 16.43% the same day, led by CKD Bio.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | 3d | +11.0% | 2021-03-16 (+15.3%) | recurred | Logisys, Korea Computer Terminal |
| Crypto & Bitcoin | 2d | +9.5% | 2021-03-18 (+11.1%) | running | FSN, Woori Technology Investment |
| Rare Earths & Rare Metals | 2d | +8.8% | 2021-03-15 (+12.9%) | recurred | Union |
| Semiconductors | 2d | +5.4% | 2021-03-16 (+5.5%) | recurred | LEENO Industrial, Hansol IONES |
| Animal Feed | 1d | +17.3% | 2021-03-17 (+17.3%) | recurred | Woosung |
| COVID (Nafamostat) | 1d | +16.4% | 2021-03-17 (+16.4%) | recurred | CKD Bio |
| Political Ties (Oh Se-hoon) | 1d | +14.1% | 2021-03-15 (+14.1%) | recurred | Chin Yang Industry |
| Nuclear | 1d | +10.3% | 2021-03-17 (+10.3%) | recurred | Enertork |
| Market Kurly | 1d | +9.6% | 2021-03-15 (+9.6%) | running | KC Feed |
| 5G / Telecom Equipment | 1d | +8.6% | 2021-03-16 (+8.6%) | recurred | Gigalane |
Related News by Theme
- Currency & ATM Systems (incl. CBDC) (2021-03-16) 청송사랑화폐, 구매한도 상향↑ — 환경일보 (Korean)
- Crypto & Bitcoin (2021-03-18) [특징주] 모건스탠리 월가 최초 비트코인 펀드 내놓는다…가상화폐 관련주 강세 — 서울경제 (Korean)
- Rare Earths & Rare Metals (2021-03-15) ‘희토류 관련주’ 유니온·유니온멀티리얼·티플랙스 주가 급등 배경은? — 아시아투데이 (Korean)
- Semiconductors (2021-03-16) [장중수급포착] 리노공업, 외국인/기관 동시 순매수… 주가 +6.12% — 뉴스핌 (Korean)
- Animal Feed (2021-03-17) 곡물가격 급등에 사료 관련주 화색…우성사료·고려산업·사조동아원·현대사료 등 강세 — 아주경제 (Korean)
What to Watch Next Week
Rare Earths & Rare Metals returned this week, peaking at 12.9% on Mar 15 with Union leading. One question is whether recurring themes like this one show up again.
Crypto & Bitcoin and Market Kurly both extended consecutive runs. Next week will show whether those streaks continue, along with Semiconductors, which averaged 5.43%.
Theme heatmap
| 03-15 | 03-16 | 03-17 | 03-18 | 03-19 | |
|---|---|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | +15.3 | +6.3 | +11.4 | ||
| Crypto & Bitcoin | +11.1 | +7.9 | |||
| Rare Earths & Rare Metals | +12.9 | +4.6 | |||
| Semiconductors | +5.5 | +5.4 | |||
| Animal Feed | +17.3 | ||||
| COVID (Nafamostat) | +16.4 | ||||
| Political Ties (Oh Se-hoon) | +14.1 | ||||
| Nuclear | +10.3 | ||||
| Market Kurly | +9.6 | ||||
| 5G / Telecom Equipment | +8.6 |