Weekly Theme Wrap (Mar 4 – Mar 8)
5 trading days · top 10 themes — most persistent is CXL (Compute Express Link) at 4 days (weekly avg. +4.3%). Best single day this week: Mar 7, +16.9%.
Average change over the period
Chip themes led the week of Mar 4 to Mar 8. CXL (Compute Express Link) stayed strong for 4 days, the longest run of any theme, with an average change of 4.32%.
Battery posted the week’s highest average change at 13.49%, with a best day of 16.95% on Mar 7. Semiconductor Equipment came next with an average change of 8.99%.
Semiconductor Materials & Components had a best day of 11.87% on Mar 8. Lake Materials led that theme and also led Battery (Solid-State).
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| CXL (Compute Express Link) | 4d | +4.3% | 2024-03-04 (+5.7%) | running | Exicon, Qualitas Semiconductor, Quality Reliability Technology |
| Semiconductor Equipment | 3d | +9.0% | 2024-03-04 (+11.4%) | running | GlobalStandardTechnology, N2tech, JNB |
| Semiconductor Materials & Components | 3d | +8.5% | 2024-03-08 (+11.9%) | running | Duksan Techopia, Lake Materials |
| Battery (Solid-State) | 3d | +7.1% | 2024-03-07 (+8.6%) | running | Lake Materials, meerecompanyIncorporated, Hannong Chemicals |
| Superconductors | 3d | +5.9% | 2024-03-06 (+7.7%) | recurred | SuNAM, Korea Cable T.V Chung-buk System |
| Pharma | 3d | +5.7% | 2024-03-08 (+9.6%) | running | Dae Hwa Pharm, Aprogen Biologics, Yuyu Pharma |
| Biosimilars | 3d | +4.8% | 2024-03-08 (+9.1%) | running | Binex, Boryung, Aprogen |
| Battery | 2d | +13.5% | 2024-03-07 (+16.9%) | running | Samjin LND, Philenergy |
| Cancer Immunotherapy | 2d | +7.0% | 2024-03-06 (+9.0%) | running | Y-Biologics |
| Gene Therapy & Genomics | 2d | +6.6% | 2024-03-08 (+6.7%) | recurred | Bioneercorporation, Olipass |
Related News by Theme
- CXL (Compute Express Link) (2024-03-04) [특징주]퀄리타스반도체, AI 속도 책임질 기술력…10배 성장 칩렛 시장도 대응 — 아시아경제 (Korean)
- Semiconductor Equipment (2024-03-04) AI랠리에 어깨 펴는 반도체 장비주 — 파이낸셜뉴스 (Korean)
- Semiconductor Materials & Components (2024-03-08) [장중수급포착] 레이크머티리얼즈, 기관 94,000주 대량 순매수… 주가 +25.64% — 뉴스핌 (Korean)
- Battery (Solid-State) (2024-03-07) 삼성SDI·LG엔솔 차세대 배터리 로드맵 공개에 2차전지株 ‘강세’ — 서울경제 (Korean)
- Superconductors (2024-03-06) [특징주] 신성델타테크 등 초전도체 관련주, PCPOSOS 발표 후 약세 — 이투데이 (Korean)
What to Watch Next Week
Superconductors came back as a recurring theme, with an average change of 5.92% and a best day of 7.66% on Mar 6. Gene Therapy & Genomics also recurred, averaging 6.57%.
Next week will show whether runs in Pharma, Biosimilars and Cancer Immunotherapy continue. Pharma led that group with a best day of 9.6% on Mar 8.
Theme heatmap
| 03-04 | 03-05 | 03-06 | 03-07 | 03-08 | |
|---|---|---|---|---|---|
| CXL (Compute Express Link) | +5.7 | +5.7 | +3.6 | +2.3 | |
| Semiconductor Equipment | +11.4 | +8.3 | +7.2 | ||
| Semiconductor Materials & Components | +9.6 | +3.9 | +11.9 | ||
| Battery (Solid-State) | +5.1 | +8.6 | +7.6 | ||
| Superconductors | +2.9 | +7.7 | +7.2 | ||
| Pharma | +4.2 | +3.4 | +9.6 | ||
| Biosimilars | +2.9 | +2.4 | +9.1 | ||
| Battery | +17.0 | +10.0 | |||
| Cancer Immunotherapy | +9.0 | +5.0 | |||
| Gene Therapy & Genomics | +6.4 | +6.7 |