Weekly Theme Wrap (Sep 14 – Sep 18)
5 trading days · top 10 themes — most persistent is 5G at 4 days (weekly avg. +10.8%). Best single day this week: Sep 15, +17.3%.
Average change over the period
Communications names led the week of Sep 14 to Sep 18. 5G was strong on 4 days, with an average change of 10.84%.
Optical Communications was also strong on 4 days, with a best daily change of 10.7% on Sep 16. Telecom Equipment and Semiconductor Equipment each logged 3 strong days.
The highest average belonged to Cybersecurity at 15.12%, led by Kornic Automation. Robotics (Industrial & Collaborative) posted the top single-day move of 17.26% on Sep 15.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| 5G | 4d | +10.8% | 2026-09-16 (+15.9%) | running | Sensorview, Ace Technologies, Wooriro |
| Optical Communications | 4d | +8.8% | 2026-09-16 (+10.7%) | running | VISSEM Electronics, Sungho Electronics, Korea Advanced Materials |
| Defense & War | 3d | +10.0% | 2026-09-17 (+13.6%) | running | Vitzro Tech, Catis, Kencoa Aerospace |
| Telecom Equipment | 3d | +9.7% | 2026-09-14 (+12.4%) | running | Sensorview, Wooriro, Korea Advanced Materials |
| Semiconductor Equipment | 3d | +8.9% | 2026-09-16 (+11.6%) | running | Gigalane, Laserssel, Gis |
| Power Equipment | 3d | +8.5% | 2026-09-18 (+13.3%) | running | LS Eco Energy, Vitzro Tech, Seondo Electric |
| Semiconductor Materials & Components | 3d | +8.4% | 2026-09-16 (+9.7%) | running | Pharmicell, Hanyang Digitech, Haesung DS |
| Electric Cables | 3d | +6.3% | 2026-09-18 (+11.5%) | running | KBI Metal, LS Eco Energy, Gaon Cable |
| Cybersecurity | 2d | +15.1% | 2026-09-15 (+16.7%) | running | Kornic Automation |
| Robotics (Industrial & Collaborative) | 2d | +12.6% | 2026-09-15 (+17.3%) | recurred | Keyang Electric Machinery, Kornic Automation |
Related News by Theme
- Optical Communications (2026-09-16) [특징주]빛샘전자 또 급등…광통신주로 몰리는 매수세 — 남도일보 (Korean)
- Defense & War (2026-09-17) [퇴근길 애프터 시황] 한화엔진 10%대 급등…비츠로테크 ‘上’ — 아주경제 (Korean)
- Telecom Equipment (2026-09-14) [특징주] AI 데이터센터 수혜 광통신株 연일 강세…한국첨단소재 ‘상한가’ — 뉴스핌 (Korean)
- Semiconductor Equipment (2026-09-16) [장중수급포착] 기가레인, 외국인 5일 연속 순매수행진… 주가 +29.91% — 뉴스핌 (Korean)
What to Watch Next Week
Every theme except Robotics carried a consecutive streak into Sep 18. Power Equipment and Electric Cables both had their best day on Sep 18.
Defense & War peaked at 13.59% on Sep 17. Vitzro Tech appeared among leaders there and in Power Equipment. Whether such overlaps persist is the next thing to track.
Theme heatmap
| 09-14 | 09-15 | 09-16 | 09-17 | 09-18 | |
|---|---|---|---|---|---|
| 5G | +9.5 | +15.9 | +6.8 | +11.2 | |
| Optical Communications | +10.6 | +10.7 | +4.1 | +9.8 | |
| Defense & War | +6.4 | +13.6 | +9.9 | ||
| Telecom Equipment | +12.4 | +6.7 | +9.9 | ||
| Semiconductor Equipment | +11.6 | +8.5 | +6.7 | ||
| Power Equipment | +4.9 | +7.3 | +13.4 | ||
| Semiconductor Materials & Components | +9.7 | +9.2 | +6.4 | ||
| Electric Cables | +5.1 | +2.3 | +11.5 | ||
| Cybersecurity | +13.5 | +16.7 | |||
| Robotics (Industrial & Collaborative) | +17.3 | +8.0 |