Weekly Theme Wrap (Mar 18 – Mar 22)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 4 days (weekly avg. +9.6%). Best single day this week: Mar 20, +15.1%.
Average change over the period
Robotics (Industrial & Collaborative) was strong on 4 of the week’s 5 sessions, more than any other theme. It peaked on Mar 21 at 13.12%, with an average change of 9.55%.
Chip themes moved as a group. Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory) and Semiconductor Majors (Fabrication) were each strong on 3 days.
Pharma posted the highest average change at 10.67%, peaking at 15.1% on Mar 20. Vaccines, Diagnostics & Epidemic Control followed with an average change of 10.16%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 4d | +9.6% | 2024-03-21 (+13.1%) | running | DaedongGear, Samick THK, Samhyun |
| Pharma | 3d | +10.7% | 2024-03-20 (+15.1%) | recurred | Kyung Nam Pharm, Shinpoong Pharmaceutical, ST Pharm |
| Semiconductor Equipment | 3d | +8.4% | 2024-03-20 (+11.4%) | running | GlobalStandardTechnology, Exicon, EugeneTechnology |
| Semiconductor Materials & Components | 3d | +7.2% | 2024-03-21 (+7.8%) | running | DNFCo, Tiger Elec |
| HBM (High Bandwidth Memory) | 3d | +4.5% | 2024-03-20 (+6.0%) | running | Wot, Kctech, Quality Reliability Technology |
| Semiconductor Majors (Fabrication) | 3d | +3.0% | 2024-03-21 (+4.5%) | running | SK hynix, Samsung Electronics |
| Vaccines, Diagnostics & Epidemic Control | 2d | +10.2% | 2024-03-20 (+13.3%) | recurred | Sugentech, Shinpoong Pharmaceutical |
| Gene Therapy & Genomics | 2d | +8.4% | 2024-03-21 (+9.5%) | recurred | Kolon Life Science, ToolGen |
| Battery | 2d | +6.5% | 2024-03-18 (+7.9%) | running | Shinsung Delta Tech, Isu Specialty Chemical |
| System Semiconductors | 2d | +5.5% | 2024-03-18 (+5.7%) | recurred | Signetics, I&C Technology |
Related News by Theme
- Robotics (Industrial & Collaborative) (2024-03-21) [특징주] 삼현, 코스닥 입성 첫날 100%대 상승 — 파이낸셜뉴스 (Korean)
- Pharma (2024-03-20) [장중수급포착] 경남제약, 외국인 57,469주 대량 순매수… 주가 +13.95% — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2024-03-20) 땡큐 황 사장님…“엔비디아, 삼성전자 HBM 기대 크다” 한 마디에 주가 상승 [투자360] — 헤럴드경제 (Korean)
What to Watch Next Week
Next week will show whether the chip run holds. HBM (High Bandwidth Memory) peaked at 5.96% on Mar 20, the same day as a headline on expectations for Samsung Electronics HBM.
On the healthcare side, Gene Therapy & Genomics had an average change of 8.38% across 2 strong days. The other open question is whether Pharma and related themes can repeat that strength.
Theme heatmap
| 03-18 | 03-19 | 03-20 | 03-21 | 03-22 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +7.5 | +7.0 | +13.1 | +10.5 | |
| Pharma | +8.7 | +15.1 | +8.2 | ||
| Semiconductor Equipment | +5.8 | +11.4 | +7.8 | ||
| Semiconductor Materials & Components | +7.2 | +6.7 | +7.8 | ||
| HBM (High Bandwidth Memory) | +3.8 | +6.0 | +3.9 | ||
| Semiconductor Majors (Fabrication) | +1.2 | +3.3 | +4.5 | ||
| Vaccines, Diagnostics & Epidemic Control | +13.3 | +7.0 | |||
| Gene Therapy & Genomics | +7.3 | +9.5 | |||
| Battery | +7.9 | +5.0 | |||
| System Semiconductors | +5.7 | +5.3 |