Weekly Theme Wrap (Dec 23 – Dec 27)
4 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +7.0%). Best single day this week: Dec 27, +18.4%.
Average change over the period
Semiconductor Equipment led the week of Dec 23 to Dec 27, strong on 3 of 4 trading days. It posted an average change of 6.96%, peaking at 10.47% on Dec 23.
The sharpest single move came from Quantum Cryptography, up 18.38% on Dec 27. Korea Computer & Systems and Korea Advanced Materials led it to an average change of 11.58%.
Robotics (Industrial & Collaborative) averaged 9.14% and was strong on consecutive days. AI & Robotics followed at 6.89%, and both peaked on Dec 26.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +7.0% | 2024-12-23 (+10.5%) | recurred | Laserssel, Apact, GnBS eco |
| Semiconductor Majors (Fabrication) | 3d | +1.2% | 2024-12-27 (+1.4%) | recurred | DB HiTek, SK hynix |
| Quantum Cryptography | 2d | +11.6% | 2024-12-27 (+18.4%) | recurred | Korea Computer & Systems, Korea Advanced Materials |
| Robotics (Industrial & Collaborative) | 2d | +9.1% | 2024-12-26 (+9.9%) | running | Samhyun, Clobot |
| AI & Robotics | 2d | +6.9% | 2024-12-26 (+7.4%) | running | LaonPeople, Maum.ai |
| Shipbuilding | 2d | +5.7% | 2024-12-23 (+7.1%) | recurred | HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Semiconductor Materials & Components | 2d | +5.2% | 2024-12-23 (+6.1%) | recurred | Micro2nano, Welkeeps Hitech |
| Shipbuilding Equipment | 2d | +4.0% | 2024-12-23 (+4.4%) | recurred | Oriental Precision & Engineering, Hanwha Engine |
| HBM (High Bandwidth Memory) | 1d | +9.6% | 2024-12-23 (+9.6%) | recurred | Laserssel |
| Space & Aerospace (Nuri Rocket, Satellites) | 1d | +8.8% | 2024-12-23 (+8.8%) | recurred | Lumir |
Related News by Theme
- Semiconductor Majors (Fabrication) (2024-12-27) [이수연의 TOP10] 테슬라도 HBM에 관심 SK하이닉스 중심 밸류체인 투자할 때? — 머니투데이 (Korean)
What to Watch Next Week
Semiconductor Majors (Fabrication), led by DB HiTek and SK hynix, held strong on 3 days at a modest 1.23% average. Its best day was the last session, Dec 27.
Shipbuilding averaged 5.74% and peaked on Dec 23, as did Shipbuilding Equipment. HBM (High Bandwidth Memory) had a single strong day at 9.63%, led by Laserssel.
Theme heatmap
| 12-23 | 12-24 | 12-26 | 12-27 | |
|---|---|---|---|---|
| Semiconductor Equipment | +10.5 | +4.1 | +6.4 | |
| Semiconductor Majors (Fabrication) | +0.9 | +1.4 | +1.4 | |
| Quantum Cryptography | +4.8 | +18.4 | ||
| Robotics (Industrial & Collaborative) | +8.3 | +9.9 | ||
| AI & Robotics | +6.4 | +7.4 | ||
| Shipbuilding | +7.1 | +4.4 | ||
| Semiconductor Materials & Components | +6.1 | +4.2 | ||
| Shipbuilding Equipment | +4.4 | +3.6 | ||
| HBM (High Bandwidth Memory) | +9.6 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +8.8 |