Weekly Theme Wrap (Feb 24 – Feb 28)

February 28, 2025 · #Beauty & Cosmetics #Battery #Ukraine Reconstruction #Quantum Cryptography & Computing #Rare Earths & Rare Metals #EV #Fashion & Clothing #Aesthetic Devices #COVID (Diagnostics) #Political Ties (Lee Jae-myung)

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +10.1%). Best single day this week: Feb 26, +16.9%.

Trading days5d Most days strong3d weekly avg.+10.1% LeaderBL Pharmtech

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+10.1%
Battery
+15.9%
Ukraine Reconstruction
+5.7%
Quantum Cryptography & Computing
+4.9%
Rare Earths & Rare Metals
+3.8%
EV
+10.1%
Fashion & Clothing
+9.5%
Aesthetic Devices
+8.7%
COVID (Diagnostics)
+8.7%
Political Ties (Lee Jae-myung)
+8.5%

Battery led the week of Feb 24 to Feb 28 with an average change of 15.88%. Its best day came on Feb 26, when the theme rose 16.86%, with Mot and KNS out front.

Beauty & Cosmetics was the most persistent theme, strong on 3 days with an average change of 10.09%. BL Pharmtech and J2kbio led, and the theme peaked at 16.51% on Feb 27.

Ukraine Reconstruction posted an average change of 5.66%, led by DaedongGear and DYD. One-day bursts came from EV at 10.07% and Fashion & Clothing at 9.48%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+10.1%2025-02-27 (+16.5%)runningBL Pharmtech, J2kbio
Battery2d+15.9%2025-02-26 (+16.9%)recurredMot, KNS
Ukraine Reconstruction2d+5.7%2025-02-26 (+7.3%)recurredDaedongGear, DYD
Quantum Cryptography & Computing2d+4.9%2025-02-25 (+7.5%)runningHanWool Materials Science
Rare Earths & Rare Metals2d+3.8%2025-02-26 (+5.4%)recurredCenotec
EV1d+10.1%2025-02-26 (+10.1%)recurredEgtronics
Fashion & Clothing1d+9.5%2025-02-25 (+9.5%)recurredWonpungMulsan
Aesthetic Devices1d+8.7%2025-02-27 (+8.7%)recurredLaseroptek
COVID (Diagnostics)1d+8.7%2025-02-24 (+8.7%)recurredMedicox
Political Ties (Lee Jae-myung)1d+8.5%2025-02-24 (+8.5%)recurredOrient Precision Industries

What to Watch Next Week

Beauty & Cosmetics and Quantum Cryptography & Computing were flagged as continuing streaks. The latter peaked at 7.5% on Feb 25, with HanWool Materials Science in front.

Most other themes, including Battery and Rare Earths & Rare Metals, were recurrences. Whether they extend beyond one or two strong days is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
02-2402-2502-2602-2702-28
Beauty & Cosmetics+6.5+16.5+7.2
Battery+14.9+16.9
Ukraine Reconstruction+4.0+7.3
Quantum Cryptography & Computing+7.5+2.2
Rare Earths & Rare Metals+5.4+2.1
EV+10.1
Fashion & Clothing+9.5
Aesthetic Devices+8.7
COVID (Diagnostics)+8.7
Political Ties (Lee Jae-myung)+8.5
Down UpBlank = not in that day's strong list