Weekly Theme Wrap (Aug 25 – Aug 29)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +6.0%). Best single day this week: Aug 29, +15.5%.
Average change over the period
Semiconductor Equipment was the most persistent theme in the week of Aug 25 to Aug 29, strong on 4 days. Its best day, Aug 26, brought a change of 6.7%.
The biggest single-day jump came in Shipbuilding Equipment, up 15.52% on Aug 29. Robotics (Industrial & Collaborative) followed with 14.51% on Aug 25.
GLP-1 & Obesity Drugs posted the highest average change, at 10.65%, over 2 strong days. Robotics (Industrial & Collaborative) averaged 10.5% and Shipbuilding Equipment 10.37%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +6.0% | 2025-08-26 (+6.7%) | running | Russell, Wonik Holdings, Intekplus |
| Robotics (Industrial & Collaborative) | 3d | +10.5% | 2025-08-25 (+14.5%) | recurred | Russell, SP Systems, Kornic Automation |
| Shipbuilding Equipment | 3d | +10.4% | 2025-08-29 (+15.5%) | running | Bumhan Fuel Cell, Samyoung M-tek C0, Hyundai HYMS |
| Semiconductor Majors (Fabrication) | 3d | +1.8% | 2025-08-26 (+3.0%) | recurred | DB HiTek, SK hynix |
| GLP-1 & Obesity Drugs | 2d | +10.7% | 2025-08-27 (+13.0%) | recurred | Inventage Lab, G2gbio |
| Holding Companies | 2d | +7.6% | 2025-08-28 (+8.8%) | recurred | Wonik Holdings, Kolmar Holdings |
| AI & Robotics | 2d | +7.1% | 2025-08-25 (+8.9%) | running | Robotis, YoungWoo DSP |
| Shipbuilding | 2d | +6.6% | 2025-08-29 (+7.0%) | recurred | HJ Shipbuilding & Construction, HD Hyundai Mipo |
| Securities Brokers | 2d | +5.3% | 2025-08-28 (+6.2%) | recurred | Bookook Securities, Sangsangininvestment&securities |
| iPhone Supply Chain | 2d | +3.3% | 2025-08-25 (+3.9%) | recurred | Duk San Neolux, BHCo |
Related News by Theme
- Semiconductor Equipment (2025-08-26) [장중수급포착] 원익홀딩스, 외국인/기관 동시 순매수… 주가 +10.36% — 뉴스핌 (Korean)
- Robotics (Industrial & Collaborative) (2025-08-25) [포토뉴스] ‘노란봉투법’ 국회 통과…로봇주 급등 — 매일신문 (Korean)
- Shipbuilding Equipment (2025-08-29) 살 주식이 조선·조선기자재株 밖에 없다…HJ중공업 20% 급등 [줍줍 리포트] — 서울경제 (Korean)
- GLP-1 & Obesity Drugs (2025-08-27) 네오크레마, 비만치료제 보조제품 수요 급증에 ‘52주 신고가’[특징주] — 이데일리 (Korean)
What to Watch Next Week
Three themes carry a running (consecutive) tag: Semiconductor Equipment, Shipbuilding Equipment and AI & Robotics. Whether those runs extend is the open question.
Russell appeared as a leader in both Semiconductor Equipment and Robotics (Industrial & Collaborative). Semiconductor Majors (Fabrication) averaged only 1.83%.
Theme heatmap
| 08-25 | 08-26 | 08-27 | 08-28 | 08-29 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +6.7 | +5.3 | +5.7 | +6.2 | |
| Robotics (Industrial & Collaborative) | +14.5 | +11.9 | +5.1 | ||
| Shipbuilding Equipment | +9.0 | +6.6 | +15.5 | ||
| Semiconductor Majors (Fabrication) | +2.1 | +3.0 | +0.4 | ||
| GLP-1 & Obesity Drugs | +8.3 | +13.0 | |||
| Holding Companies | +6.4 | +8.9 | |||
| AI & Robotics | +8.9 | +5.2 | |||
| Shipbuilding | +6.1 | +7.0 | |||
| Securities Brokers | +4.4 | +6.2 | |||
| iPhone Supply Chain | +3.9 | +2.8 |