Weekly Theme Wrap (Mar 20 – Mar 24)
5 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +15.9%). Best single day this week: Mar 22, +18.7%.
Average change over the period
Battery led the week of Mar 20 to Mar 24, strong on 3 days with an average change of 15.95%. Its best day came on Mar 22, with a best change of 18.66%.
Lithium posted an average change of 9.98% over 3 strong days, while Battery Recycling averaged 4.21%. Kwangmu was among the leaders of both Battery and Lithium.
Chip themes bunched up on Mar 24. Semiconductor Equipment had its best change that day at 18.53%, and System Semiconductors reached 15.8%. Semiconductor Majors (Fabrication) peaked at 10.27%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 3d | +15.9% | 2023-03-22 (+18.7%) | running | Kwangmu, Isu Chemical, Hannong Chemicals |
| Lithium | 3d | +10.0% | 2023-03-21 (+14.1%) | running | Kangwon Energy, Kwangmu |
| OLED Displays | 3d | +7.4% | 2023-03-24 (+9.5%) | recurred | HB Technology, Sunic System, Jusung Engineering |
| Battery Recycling | 3d | +4.2% | 2023-03-23 (+5.5%) | running | DA Technology, Ecopro |
| Semiconductor Equipment | 2d | +12.5% | 2023-03-24 (+18.5%) | recurred | HPSP, Justem |
| System Semiconductors | 2d | +11.4% | 2023-03-24 (+15.8%) | recurred | Gaonchips, Jhcos |
| Semiconductor Materials & Components | 2d | +6.6% | 2023-03-24 (+8.9%) | recurred | LTC, Ji-tech |
| Beauty & Cosmetics | 2d | +6.1% | 2023-03-20 (+8.6%) | recurred | Sewon E&c, Outin Futures |
| Semiconductor Majors (Fabrication) | 2d | +6.1% | 2023-03-24 (+10.3%) | recurred | DB HiTek, SK hynix |
| Autonomous Driving | 2d | +5.1% | 2023-03-23 (+6.3%) | running | DA Technology, Telechips |
Related News by Theme
- Battery (2023-03-22) 코스피, 외인·기관 순매수에 2400선 회복…2차전지株 ‘강세’ — 한국경제 (Korean)
- Lithium (2023-03-21) [클릭! 이 종목] 리튬 관련주 강원에너지 상한가 — 디지털타임스 (Korean)
- OLED Displays (2023-03-24) 피엔에이치테크, 강세…“애플 아이패드 OLED 수혜 기대” — 매일경제 (Korean)
- Battery Recycling (2023-03-23) [특징주]파워로직스, 폐배터리 원료로 배터리 63만개 생산..수산화리튬 확보 가능 소식에↑ — 파이낸셜뉴스 (Korean)
- Semiconductor Equipment (2023-03-24) [fnRASSI]오늘의 상한가, 저스템 30.0% ↑ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Battery, Lithium, Battery Recycling and Autonomous Driving all ended the week marked running. The semiconductor themes and OLED Displays were marked recurred.
OLED Displays also had its best day on Mar 24, at 9.46%. The data can’t yet show whether the late-week moves in chips and displays will carry into next week.
Theme heatmap
| 03-20 | 03-21 | 03-22 | 03-23 | 03-24 | |
|---|---|---|---|---|---|
| Battery | +14.6 | +18.7 | +14.6 | ||
| Lithium | +6.5 | +14.1 | +9.3 | ||
| OLED Displays | +5.1 | +7.7 | +9.5 | ||
| Battery Recycling | +3.7 | +3.5 | +5.5 | ||
| Semiconductor Equipment | +6.5 | +18.5 | |||
| System Semiconductors | +7.0 | +15.8 | |||
| Semiconductor Materials & Components | +4.3 | +8.9 | |||
| Beauty & Cosmetics | +8.5 | +3.7 | |||
| Semiconductor Majors (Fabrication) | +1.9 | +10.3 | |||
| Autonomous Driving | +4.0 | +6.3 |