Weekly Theme Wrap (Jan 6 – Jan 10)
5 trading days · top 10 themes — most persistent is Defense & War at 2 days (weekly avg. +18.1%). Best single day this week: Jan 8, +28.7%.
Average change over the period
Defense & War led the week of Jan 6 to Jan 10 with an average change of 18.09%. Its best day was Jan 8 at 28.72%, led by Speco and HanilForgingIndustrial.
The largest single-day move came from Petroleum Retail / LPG (Liquefied Petroleum Gas) / Shale Gas, a new theme that rose 26.12% on Jan 6. HeunguOil was its only leader.
Cybersecurity gained 17.07% on Jan 7 behind SSR. North Korea followed with 16.75% on Jan 9, led by Samryoong.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 2d | +18.1% | 2020-01-08 (+28.7%) | recurred | Speco, HanilForgingIndustrial |
| China Consumer | 2d | +5.8% | 2020-01-10 (+5.9%) | recurred | VT, Hankook Cosmetics |
| Petroleum Retail / LPG (Liquefied Petroleum Gas) / Shale Gas | 1d | +26.1% | 2020-01-06 (+26.1%) | new | HeunguOil |
| Cybersecurity | 1d | +17.1% | 2020-01-07 (+17.1%) | recurred | SSR |
| North Korea | 1d | +16.8% | 2020-01-09 (+16.8%) | recurred | Samryoong |
| AI & Robotics | 1d | +12.4% | 2020-01-07 (+12.4%) | recurred | Datasolution |
| Hydrogen / EV | 1d | +10.2% | 2020-01-10 (+10.2%) | recurred | Unick |
| Pharma & Biotech | 1d | +8.7% | 2020-01-07 (+8.7%) | recurred | SillaJen |
| Venture Capital | 1d | +6.8% | 2020-01-10 (+6.8%) | recurred | Atinum Investment |
| Vaccines, Diagnostics & Epidemic Control / Masks | 1d | +5.8% | 2020-01-09 (+5.8%) | new | Chasys |
Related News by Theme
- Defense & War (2020-01-08) [강세 토픽] 방위산업 테마, 퍼스텍 +19.87%, 빅텍 +16.43% — 조선일보 (Korean)
- China Consumer (2020-01-10) ‘브이티지엠피’ 10% 이상 상승, 주가 상승 중, 단기간 골든크로스 형성 — 한국경제 (Korean)
- Petroleum Retail / LPG (Liquefied Petroleum Gas) / Shale Gas (2020-01-06) 석유화학株 연일 상한가…대구 흥구석유 29.93%↑ — 매일신문 (Korean)
- North Korea (2020-01-09) ‘삼륭물산’ 상한가↑ 도달, 주가 60일 이평선 상회, 단기·중기 이평선 역배열 — 한국경제 (Korean)
What to Watch Next Week
China Consumer was the only theme besides defense to post two strong days. It peaked at 5.88% on Jan 10, with VT and Hankook Cosmetics leading.
Vaccines, Diagnostics & Epidemic Control / Masks was new this week at 5.83% via Chasys. Next week’s data will show whether it and the other new entry come back.
Theme heatmap
| 01-06 | 01-07 | 01-08 | 01-09 | 01-10 | |
|---|---|---|---|---|---|
| Defense & War | +7.5 | +28.7 | |||
| China Consumer | +5.6 | +5.9 | |||
| Petroleum Retail / LPG (Liquefied Petroleum Gas) / Shale Gas | +26.1 | ||||
| Cybersecurity | +17.1 | ||||
| North Korea | +16.8 | ||||
| AI & Robotics | +12.4 | ||||
| Hydrogen / EV | +10.2 | ||||
| Pharma & Biotech | +8.6 | ||||
| Venture Capital | +6.8 | ||||
| Vaccines, Diagnostics & Epidemic Control / Masks | +5.8 |