Weekly Theme Wrap (Mar 30 – Apr 3)
5 trading days · top 10 themes — most persistent is Metals (Non-Ferrous) at 4 days (weekly avg. +6.8%). Best single day this week: Apr 1, +28.4%.
Average change over the period
Telecom themes led the week of Mar 30 to Apr 3. 5G posted the week’s top one-day gain, 28.43% on Apr 1.
Telecom Equipment averaged 22.18%, the highest of any theme. Korea Advanced Materials was a leader in it, 5G and Optical Communications.
Metals (Non-Ferrous) was the most persistent theme, strong on 4 days with an average change of 6.84%. Defense & War peaked at 18.24% on Apr 1.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Metals (Non-Ferrous) | 4d | +6.8% | 2026-03-31 (+15.9%) | running | Namsun Aluminium, Irem, Choil Aluminum |
| Defense & War | 3d | +13.4% | 2026-04-01 (+18.2%) | running | TAIHAN Fiberoptics, Victek |
| Solar | 3d | +11.7% | 2026-04-03 (+17.5%) | recurred | Agent AI, Shinsung E&g |
| Nuclear | 3d | +10.3% | 2026-04-01 (+13.1%) | recurred | Kangwon Energy, Daewoo Engineering & Construction, Taewoong |
| Wind | 3d | +8.6% | 2026-04-03 (+13.5%) | recurred | SK eternix, Kumyang Green Power, Dae Myoung Energy |
| Shipping | 3d | +6.9% | 2026-03-31 (+9.3%) | recurred | STX Green Logis, Heung-a Shipping |
| Telecom Equipment | 2d | +22.2% | 2026-04-01 (+27.6%) | recurred | OE Solutions, Korea Advanced Materials |
| 5G | 2d | +21.4% | 2026-04-01 (+28.4%) | recurred | Eluon, Korea Advanced Materials |
| Optical Communications | 2d | +16.6% | 2026-04-01 (+22.8%) | recurred | Mercury, Korea Advanced Materials |
| Semiconductor Equipment | 2d | +13.8% | 2026-04-01 (+18.2%) | recurred | Gigalane, Shinsung E&g |
Related News by Theme
- Defense & War (2026-04-01) [장중수급포착] 대한광통신, 외국인/기관 동시 순매수… 주가 +29.97% — 뉴스핌 (Korean)
- Solar (2026-04-03) [장중수급포착] 신성이엔지, 외국인/기관 동시 순매수… 주가 +26.18% — 뉴스핌 (Korean)
- Nuclear (2026-04-01) [장중수급포착] 대우건설, 외국인/기관 동시 순매수… 주가 +17.75% — 뉴스핌 (Korean)
- Wind (2026-04-03) [장중수급포착] SK이터닉스, 외국인/기관 동시 순매수… 주가 +19.82% — 뉴스핌 (Korean)
What to Watch Next Week
Nuclear, Wind, Solar and Shipping were each strong on 3 days. Solar peaked at 17.48% on Apr 3, the week’s final session.
The open question is whether telecom momentum lasts beyond its 2 strong days. Wind also peaked on Apr 3, at 13.53%.
Theme heatmap
| 03-30 | 03-31 | 04-01 | 04-02 | 04-03 | |
|---|---|---|---|---|---|
| Metals (Non-Ferrous) | +2.9 | +15.9 | +3.2 | +5.3 | |
| Defense & War | +18.2 | +7.1 | +14.9 | ||
| Solar | +12.3 | +5.2 | +17.5 | ||
| Nuclear | +7.2 | +13.1 | +10.5 | ||
| Wind | +8.0 | +4.3 | +13.5 | ||
| Shipping | +2.4 | +9.3 | +9.1 | ||
| Telecom Equipment | +27.6 | +16.7 | |||
| 5G | +28.4 | +14.3 | |||
| Optical Communications | +22.8 | +10.5 | |||
| Semiconductor Equipment | +18.2 | +9.4 |