Weekly Theme Wrap (Mar 23 – Mar 27)
5 trading days · top 10 themes — most persistent is Telecom Equipment at 4 days (weekly avg. +20.4%). Best single day this week: Mar 24, +27.1%.
Average change over the period
Telecom names set the pace from Mar 23 to Mar 27. Telecom Equipment led with an average change of 20.44% across four strong days.
Optical Communications also ran strong on four days, peaking at 16.48% on Mar 25. Woori-Net led in both groups, alongside Gigalane in Telecom Equipment.
Beyond telecom, Plastic Alternatives & Biodegradables averaged 14.23% across three strong days. Defense & War logged 16.74% on its single strong day, led by ITM Semiconductor.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Telecom Equipment | 4d | +20.4% | 2026-03-24 (+27.1%) | recurred | Gigalane, Oneul E&m, Wiable |
| Optical Communications | 4d | +11.0% | 2026-03-25 (+16.5%) | recurred | Lightron Fiber-optic Devices, Woori-Net, Korea Advanced Materials |
| Plastic Alternatives & Biodegradables | 3d | +14.2% | 2026-03-23 (+18.5%) | recurred | Samryoong, Samyang Packaging, Serim B&G |
| 5G | 2d | +14.1% | 2026-03-23 (+14.3%) | recurred | Gigalane, Oneul E&m |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +12.7% | 2026-03-24 (+14.0%) | running | Kencoa Aerospace, Fiberpro |
| Semiconductor Equipment | 2d | +12.2% | 2026-03-24 (+12.7%) | running | Gigalane |
| Semiconductor Materials & Components | 2d | +11.3% | 2026-03-25 (+13.2%) | running | HLB innoVation, HVM |
| SpaceX | 2d | +10.2% | 2026-03-25 (+14.2%) | running | Aju IB Investment, HVM |
| Defense & War | 1d | +16.7% | 2026-03-25 (+16.7%) | recurred | ITM Semiconductor |
| Venture Capital | 1d | +11.1% | 2026-03-27 (+11.1%) | recurred | SV Investment |
Related News by Theme
- Telecom Equipment (2026-03-24) [특징주] 美 투자 확대 수혜 기대에…통신장비株 ‘에이스테크·한국첨단소재’ 30%↑ — 뉴스핌 (Korean)
- Optical Communications (2026-03-25) [특징주] 광통신 테마주 일제 강세…AT&T발 투자 기대감에 업종 11% 급등 — 뉴스핌 (Korean)
- Space & Aerospace (Nuri Rocket, Satellites) (2026-03-24) [장중수급포착] 파이버프로, 외국인/기관 동시 순매수… 주가 +15.26% — 뉴스핌 (Korean)
What to Watch Next Week
Several themes ended the week still on a run. Space & Aerospace (Nuri Rocket, Satellites), Semiconductor Equipment and SpaceX were all marked as consecutive, each with two strong days.
After Telecom Equipment peaked at 27.05% on Mar 24, the open question is whether the telecom move continues. Venture Capital, led by SV Investment, closed the week with 11.05% on Mar 27.
Theme heatmap
| 03-23 | 03-24 | 03-25 | 03-26 | 03-27 | |
|---|---|---|---|---|---|
| Telecom Equipment | +14.6 | +27.0 | +26.2 | +13.9 | |
| Optical Communications | +10.0 | +14.2 | +16.5 | +3.5 | |
| Plastic Alternatives & Biodegradables | +18.5 | +7.6 | +16.6 | ||
| 5G | +14.3 | +13.9 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +14.0 | +11.4 | |||
| Semiconductor Equipment | +12.7 | +11.7 | |||
| Semiconductor Materials & Components | +9.3 | +13.3 | |||
| SpaceX | +6.2 | +14.2 | |||
| Defense & War | +16.7 | ||||
| Venture Capital | +11.0 |