Weekly Theme Wrap (Feb 17 – Feb 21)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +10.2%). Best single day this week: Feb 19, +16.7%.
Average change over the period
Semiconductor Equipment led the week of Feb 17 to Feb 21, staying strong for 3 days with an average change of 10.17%. Its best day came on Feb 19 with a change of 11.82%.
Battery posted the highest average change of 12.79% over 2 strong days, peaking at 16.73% on Feb 19. Dongwha Enterprise and Yujin Technology led the theme.
Chip strength was broad: Semiconductor Materials & Components averaged 7.33% and Semiconductor Majors (Fabrication) 2.77%, both strong for 3 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +10.2% | 2025-02-19 (+11.8%) | running | Iste, Wonik Holdings, Genesem |
| Semiconductor Materials & Components | 3d | +7.3% | 2025-02-19 (+9.3%) | running | Doosan, Micro Contact Solution, Megatouch |
| Steel Majors | 3d | +3.7% | 2025-02-21 (+6.0%) | running | Posco Steeleon, Hyundai Steel Company |
| Semiconductor Majors (Fabrication) | 3d | +2.8% | 2025-02-19 (+3.6%) | running | DB HiTek, SK hynix |
| Battery | 2d | +12.8% | 2025-02-19 (+16.7%) | running | Dongwha Enterprise, Yujin Technology |
| Auto Parts | 2d | +7.9% | 2025-02-21 (+9.3%) | recurred | Motivelink, Samsung Climate Control |
| Defense & War | 2d | +7.2% | 2025-02-18 (+9.5%) | running | STX Engine, Hanwha Aerospace |
| HBM (High Bandwidth Memory) | 2d | +5.9% | 2025-02-19 (+6.4%) | running | Genesem |
| Power Equipment | 2d | +5.6% | 2025-02-18 (+6.6%) | running | LS ELECTRIC, SemyungElectricMachinery |
| Shipbuilding Equipment | 2d | +4.3% | 2025-02-18 (+4.9%) | running | STX Engine, Hankuk Carbon |
Related News by Theme
- Battery (2025-02-19) LG에너지솔루션, 도요타 러브콜에 4%↑…2차전지 株 동반 상승 — 머니투데이 (Korean)
What to Watch Next Week
Steel Majors stayed strong for 3 days and had its best day on Feb 21 at 5.98%, the final session of the week. Auto Parts also peaked on Feb 21 at 9.33% after re-emerging.
Defense & War, Power Equipment and Shipbuilding Equipment logged 2 strong days each, with STX Engine leading in both defense and shipbuilding.
Theme heatmap
| 02-17 | 02-18 | 02-19 | 02-20 | 02-21 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +9.7 | +9.0 | +11.8 | ||
| Semiconductor Materials & Components | +7.7 | +5.0 | +9.3 | ||
| Steel Majors | +2.8 | +2.3 | +6.0 | ||
| Semiconductor Majors (Fabrication) | +2.6 | +2.1 | +3.6 | ||
| Battery | +16.7 | +8.8 | |||
| Auto Parts | +6.5 | +9.3 | |||
| Defense & War | +4.8 | +9.5 | |||
| HBM (High Bandwidth Memory) | +5.3 | +6.4 | |||
| Power Equipment | +4.7 | +6.6 | |||
| Shipbuilding Equipment | +4.9 | +3.7 |