Weekly Theme Wrap (Mar 9 – Mar 13)
5 trading days · top 10 themes — most persistent is Telecom Equipment at 4 days (weekly avg. +18.5%). Best single day this week: Mar 11, +28.8%.
Average change over the period
Telecom Equipment led the week of 2026-03-09 to 2026-03-13. It was strong on 4 days, with an average change of 18.54% and a best-day change of 26.69% on Mar 11.
Nuclear was also strong on 4 days, with an average change of 10.22% and a best-day change of 14.11% on Mar 10. Leaders included Daechang Solution and Bosung Power Technology.
5G posted the week’s biggest single-day move, 28.83% on Mar 11, with an average change of 24.3%. OE Solutions and Eluon led the theme.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Telecom Equipment | 4d | +18.5% | 2026-03-11 (+26.7%) | running | LiComm, Mercury, Solid |
| Nuclear | 4d | +10.2% | 2026-03-10 (+14.1%) | running | Daewoo Engineering & Construction, Daechang Solution, Bosung Power Technology |
| 5G | 2d | +24.3% | 2026-03-11 (+28.8%) | running | OE Solutions, Eluon |
| Semiconductor Equipment | 2d | +16.6% | 2026-03-10 (+20.7%) | running | The Codi |
| Semiconductor Materials & Components | 2d | +12.0% | 2026-03-10 (+12.8%) | running | HVM, MKElectron |
| Optical Communications | 2d | +8.2% | 2026-03-12 (+10.8%) | running | LiComm, Mercury |
| Shipbuilding Equipment | 2d | +7.9% | 2026-03-12 (+8.4%) | running | Oriental Precision & Engineering, TMC |
| Natural Gas Utilities | 2d | +6.8% | 2026-03-09 (+12.2%) | recurred | Daesung Energy, Gse |
| Pharma | 2d | +6.7% | 2026-03-13 (+8.3%) | recurred | ChoA Pharmaceutical, Polaris AI Pharma |
| Fertilizers | 2d | +5.5% | 2026-03-09 (+7.9%) | recurred | Chobi |
Related News by Theme
- Telecom Equipment (2026-03-11) “내후년까지 빅사이클 진입”…통신장비주 상한가 쏟아져 — 한국경제 (Korean)
- Nuclear (2026-03-10) “차세대 원전 시장 뚫었다” 대창솔루션, 캐나다 SMR 부품 수주 — 한국경제 (Korean)
- Semiconductor Materials & Components (2026-03-10) [장중수급포착] 에이치브이엠, 외국인 7일 연속 순매수행진… 주가 +13.03% — 뉴스핌 (Korean)
What to Watch Next Week
Seven of the ten themes extended consecutive runs, including Semiconductor Equipment at an average change of 16.59% and Optical Communications at 8.19%.
Natural Gas Utilities, Pharma and Fertilizers came back after a break rather than running in a streak. Next week shows whether these streaks and returning themes carry on past Mar 13.
Theme heatmap
| 03-09 | 03-10 | 03-11 | 03-12 | 03-13 | |
|---|---|---|---|---|---|
| Telecom Equipment | +20.2 | +26.7 | +16.8 | +10.4 | |
| Nuclear | +14.1 | +7.5 | +11.5 | +7.8 | |
| 5G | +19.8 | +28.8 | |||
| Semiconductor Equipment | +20.7 | +12.5 | |||
| Semiconductor Materials & Components | +12.8 | +11.2 | |||
| Optical Communications | +10.8 | +5.6 | |||
| Shipbuilding Equipment | +7.4 | +8.4 | |||
| Natural Gas Utilities | +12.2 | +1.4 | |||
| Pharma | +5.1 | +8.3 | |||
| Fertilizers | +7.9 | +3.0 |