Weekly Theme Wrap (Mar 27 – Mar 31)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +9.5%). Best single day this week: Mar 29, +22.4%.
Average change over the period
Semiconductor themes led the week of Mar 27 to Mar 31. Semiconductor Equipment was strong on 3 days, with an average change of 9.53% and a best day on Mar 29.
Battery had the highest average change, 20.29%, across 2 strong days, led by Enplus. Lithium followed with an average change of 15.79%, and Enplus was again among its leaders.
OLED Displays averaged 14.77% and peaked at 20.3% on Mar 28. Space & Aerospace and Wind were each strong on 3 days, at averages of 4.53% and 3.91%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +9.5% | 2023-03-29 (+11.0%) | running | Russell, Justem, Pemtron |
| Semiconductor Materials & Components | 3d | +8.2% | 2023-03-29 (+10.7%) | running | Nepes, GO Element, Foosung |
| Space & Aerospace | 3d | +4.5% | 2023-03-28 (+7.3%) | running | Sewon E&c, Isupetasys, Intellian Technologies |
| Wind | 3d | +3.9% | 2023-03-28 (+4.8%) | recurred | POSCO Holdings, SK D&D, Dongkuk Industries Company |
| Battery | 2d | +20.3% | 2023-03-29 (+22.4%) | recurred | Enplus |
| Lithium | 2d | +15.8% | 2023-03-27 (+17.5%) | recurred | Enplus, Posco M-tech |
| OLED Displays | 2d | +14.8% | 2023-03-28 (+20.3%) | running | Yas, Invenia |
| AI & Robotics | 2d | +8.2% | 2023-03-30 (+11.3%) | recurred | Robostar, SP Systems |
| System Semiconductors | 2d | +7.6% | 2023-03-30 (+11.6%) | recurred | Mirai Semiconductors, Jhcos |
| Robotics (Industrial & Collaborative) | 2d | +5.8% | 2023-03-30 (+8.9%) | recurred | Shinsung Delta Tech, SP Systems |
Related News by Theme
- Semiconductor Materials & Components (2023-03-29) [장중수급포착] 후성, 외국인/기관 동시 순매수… 주가 +15.04% — 뉴스핌 (Korean)
- Space & Aerospace (2023-03-28) [특징주]이수페타시스, 2분기 PCB 업황 개선…이익 증가 전망에↑ — 아시아경제 (Korean)
- Wind (2023-03-28) [특징주] SK디앤디, 올해 실적 성장 전망에 22.5%↑ — 이투데이 (Korean)
- Battery (2023-03-29) 이아이디, 자회사 이큐셀 2차전지 사업 고속 성장..‘급등’ — 뉴스핌 (Korean)
What to Watch Next Week
Four themes were strong on 3 days, and three of them are tagged running in the data. One question is whether Semiconductor Materials & Components, which averaged 8.25%, keeps that run going.
Robotics themes came back late in the week, and AI & Robotics peaked at 11.3% on Mar 30. System Semiconductors also had its best day that session, at 11.64%.
Theme heatmap
| 03-27 | 03-28 | 03-29 | 03-30 | 03-31 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +7.6 | +11.0 | +10.0 | ||
| Semiconductor Materials & Components | +6.1 | +10.7 | +7.9 | ||
| Space & Aerospace | +7.3 | +3.9 | +2.4 | ||
| Wind | +4.8 | +3.7 | +3.2 | ||
| Battery | +18.2 | +22.4 | |||
| Lithium | +17.5 | +14.1 | |||
| OLED Displays | +20.3 | +9.2 | |||
| AI & Robotics | +5.2 | +11.3 | |||
| System Semiconductors | +3.5 | +11.6 | |||
| Robotics (Industrial & Collaborative) | +2.6 | +8.9 |