Weekly Theme Wrap (Oct 27 – Oct 31)
5 trading days · top 10 themes — most persistent is Semiconductor Majors (Fabrication) at 3 days (weekly avg. +3.2%). Best single day this week: Oct 29, +21.9%.
Average change over the period
Telecom Equipment led the week of Oct 27 to Oct 31, with an average change of 14.0% and a best day of 20.95% on Oct 29. Its leaders were Lightron Fiber-optic Devices and Ace Technologies.
Semiconductor Majors (Fabrication) was the most persistent theme, strong on 3 days with an average change of 3.24%. SK hynix and Samsung Electronics led, with a best day of 4.05% on Oct 29.
Power Equipment and Electric Cables rose, with LS Marine Solution among the leaders of each. Pharma posted an average change of 11.32%, with its best day on Oct 27.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 3d | +3.2% | 2025-10-29 (+4.0%) | running | SK hynix, Samsung Electronics |
| Telecom Equipment | 2d | +14.0% | 2025-10-29 (+20.9%) | running | Lightron Fiber-optic Devices, Ace Technologies |
| Pharma | 2d | +11.3% | 2025-10-27 (+13.2%) | recurred | Green Lifescience, Samik Pharm |
| AI & Robotics | 2d | +7.7% | 2025-10-31 (+9.0%) | recurred | T-Robotics |
| Power Equipment | 2d | +7.2% | 2025-10-29 (+8.8%) | running | LS Marine Solution, GnCenergy |
| Electric Cables | 2d | +5.2% | 2025-10-29 (+5.9%) | running | LS Marine Solution, Gaon Cable |
| Car Majors | 2d | +3.0% | 2025-10-31 (+5.1%) | running | Hyundai Motor |
| 5G | 1d | +21.9% | 2025-10-29 (+21.9%) | recurred | Lightron Fiber-optic Devices |
| Robotics (Industrial & Collaborative) | 1d | +14.8% | 2025-10-31 (+14.8%) | recurred | Pim Korea |
| Beauty & Cosmetics | 1d | +13.2% | 2025-10-30 (+13.2%) | recurred | Coloray International Investment |
Related News by Theme
- Semiconductor Majors (Fabrication) (2025-10-29) 반도체 초호황 SK하이닉스 … 청주공장 증설 기대감 — 충청타임즈 (Korean)
- Telecom Equipment (2025-10-29) 통신장비株, 젠슨황 ‘차세대 네트워크 장비 개발’ 발표에 동반 강세[특징주] — 이데일리 (Korean)
- Pharma (2025-10-27) 삼익제약, 코스닥 상장 첫날 상한가 [Why 바이오] — 서울경제 (Korean)
- Power Equipment (2025-10-29) [장중수급포착] 지엔씨에너지, 외국인/기관 동시 순매수… 주가 +22.52% — 뉴스핌 (Korean)
What to Watch Next Week
Single-day spikes stood out: 5G rose 21.94% on Oct 29, and Robotics (Industrial & Collaborative) gained 14.81% on Oct 31. Next week will show whether such moves recur.
Semiconductor Majors (Fabrication), Power Equipment and Electric Cables showed up as strong on consecutive days. Car Majors was also on a run, with a 5.06% best day on Oct 31.
Theme heatmap
| 10-27 | 10-28 | 10-29 | 10-30 | 10-31 | |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +3.0 | +4.1 | +2.7 | ||
| Telecom Equipment | +20.9 | +7.1 | |||
| Pharma | +13.2 | +9.5 | |||
| AI & Robotics | +6.5 | +9.0 | |||
| Power Equipment | +5.6 | +8.8 | |||
| Electric Cables | +4.6 | +5.9 | |||
| Car Majors | +0.8 | +5.1 | |||
| 5G | +21.9 | ||||
| Robotics (Industrial & Collaborative) | +14.8 | ||||
| Beauty & Cosmetics | +13.2 |