Weekly Theme Wrap (Mar 4 – Mar 7)
4 trading days · top 10 themes — most persistent is Defense & War at 4 days (weekly avg. +10.3%). Best single day this week: Mar 4, +19.0%.
Average change over the period
Defense & War led the week of Mar 4 to Mar 7, strong on all 4 days in the data. Its best change was 18.96% on Mar 4, against an average change of 10.34%.
HJ Shipbuilding & Construction was a leader in three themes: Defense & War, Shipbuilding and LNG (Liquefied Natural Gas). Shipbuilding peaked at 11.06% on Mar 4.
Steel (Small & Mid Cap) had the highest average change, 11.2%, with a best change of 16.0% on Mar 5. Steel Majors was strong for 3 days, led by SeAH Steel and Posco Steeleon.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 4d | +10.3% | 2025-03-04 (+19.0%) | running | HJ Shipbuilding & Construction, Daesung Hi-Tech, Fiberpro |
| Shipbuilding | 3d | +6.8% | 2025-03-04 (+11.1%) | recurred | HJ Shipbuilding & Construction, Hanwha Ocean |
| Steel Majors | 3d | +3.7% | 2025-03-06 (+4.0%) | running | SeAH Steel, Posco Steeleon |
| Steel (Small & Mid Cap) | 2d | +11.2% | 2025-03-05 (+16.0%) | running | Nexteel, Histeel |
| Quantum Cryptography & Computing | 2d | +8.6% | 2025-03-05 (+9.2%) | recurred | Ictk, Korea Advanced Materials |
| LNG (Liquefied Natural Gas) | 2d | +7.8% | 2025-03-05 (+9.2%) | running | HJ Shipbuilding & Construction, KoreaGas |
| Beauty & Cosmetics | 2d | +7.5% | 2025-03-06 (+8.1%) | running | InkredibleBuzz, J2kbio |
| Political Ties (Lee Jae-myung) | 2d | +6.8% | 2025-03-05 (+8.7%) | running | Orient Precision Industries, HYUNGJI Innovation and Creative |
| Cybersecurity | 2d | +5.9% | 2025-03-05 (+7.7%) | recurred | Ictk, Hanssak |
| Shipbuilding Equipment | 2d | +5.7% | 2025-03-05 (+6.3%) | running | Il Seung, T. K |
Related News by Theme
- Defense & War (2025-03-04) [특징주] 현대로템 9%대 상승…방위산업 장기 호황 기대감 강세 — 아시아경제 (Korean)
- Steel Majors (2025-03-06) [특징주]세아제강 신고가…“알래스카 LNG개발 최대 수혜주” — 아시아경제 (Korean)
What to Watch Next Week
Ictk led both Quantum Cryptography & Computing and Cybersecurity, each strong for 2 days. Quantum Cryptography & Computing peaked at 9.24% on Mar 5.
Beauty & Cosmetics and Political Ties (Lee Jae-myung) each had 2 strong days, with average changes of 7.49% and 6.85%. Shipbuilding Equipment, led by Il Seung and T. K, averaged a 5.67% change.
Theme heatmap
| 03-04 | 03-05 | 03-06 | 03-07 | |
|---|---|---|---|---|
| Defense & War | +19.0 | +8.7 | +7.0 | +6.7 |
| Shipbuilding | +11.1 | +6.4 | +2.9 | |
| Steel Majors | +3.5 | +3.6 | +4.0 | |
| Steel (Small & Mid Cap) | +6.4 | +16.0 | ||
| Quantum Cryptography & Computing | +9.2 | +7.9 | ||
| LNG (Liquefied Natural Gas) | +6.4 | +9.2 | ||
| Beauty & Cosmetics | +6.9 | +8.1 | ||
| Political Ties (Lee Jae-myung) | +8.7 | +5.0 | ||
| Cybersecurity | +7.7 | +4.0 | ||
| Shipbuilding Equipment | +5.0 | +6.3 |