Weekly Theme Wrap (Jan 28 – Jan 31)
4 trading days · top 6 themes — most persistent is Battery / EV at 2 days (weekly avg. +11.0%). Best single day this week: Jan 28, +29.8%.
Average change over the period
Six themes ran strong in the week of Jan 28 to Jan 31. The biggest single-day move came from Vaccines / MERS & Coronavirus / Masks, up 29.83% on Jan 28, led by Paru.
Battery / EV was the only theme that was strong on two days, with an average change of 11.01%. Its best day was Jan 29 at 15.19%, led by Samwha Electric and CTR Mobility.
Political themes also featured. Political Ties (Yoon Suk-yeol) appeared as a new theme on Jan 31, gaining 24.93% via iCRAFTCo, while Political Ties (Lee Nak-yon) rose 5.63% through TK Chemical.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery / EV | 2d | +11.0% | 2020-01-29 (+15.2%) | running | Samwha Electric, CTR Mobility |
| Vaccines / MERS & Coronavirus / Masks | 1d | +29.8% | 2020-01-28 (+29.8%) | running | Paru |
| Political Ties (Yoon Suk-yeol) | 1d | +24.9% | 2020-01-31 (+24.9%) | new | iCRAFTCo |
| Masks | 1d | +21.6% | 2020-01-31 (+21.6%) | recurred | Welcron |
| Political Ties (Lee Nak-yon) | 1d | +5.6% | 2020-01-29 (+5.6%) | recurred | TK Chemical |
| iPhone Supply Chain | 1d | +5.4% | 2020-01-29 (+5.4%) | new | Derkwoo Electronics |
Related News by Theme
- Battery / EV (2020-01-29) [강세 토픽] 2차전지 - 소재·부품 테마, 코스모화학 +15.60%, 아이티엠반도체 +8.15% — 조선일보 (Korean)
- Vaccines / MERS & Coronavirus / Masks (2020-01-28) ‘파루’ 상한가↑ 도달, 2019.3Q, 매출액 127억(+21.7%), 영업이익 6억(흑자전환) — 한국경제 (Korean)
- Political Ties (Yoon Suk-yeol) (2020-01-31) [특징주] 윤석열, 대선주자 지지율 2위 소식에 테마주 동반 급등 — 매일경제 (Korean)
- Masks (2020-01-31) 웰크론, +29.90% 상한가 — 조선일보 (Korean)
- Political Ties (Lee Nak-yon) (2020-01-29) 티케이케미칼, +18.18% VI 발동 — 조선일보 (Korean)
What to Watch Next Week
Masks returned on Jan 31 with a 21.61% gain led by Welcron, after the Vaccines / MERS & Coronavirus / Masks move on Jan 28. One thing to follow is whether health-related themes keep showing up.
iPhone Supply Chain was also new, up 5.4% via Derkwoo Electronics on Jan 29. Watch whether Battery / EV stays strong beyond its two strong days this week.
Theme heatmap
| 01-28 | 01-29 | 01-30 | 01-31 | |
|---|---|---|---|---|
| Battery / EV | +15.2 | +6.8 | ||
| Vaccines / MERS & Coronavirus / Masks | +29.8 | |||
| Political Ties (Yoon Suk-yeol) | +24.9 | |||
| Masks | +21.6 | |||
| Political Ties (Lee Nak-yon) | +5.6 | |||
| iPhone Supply Chain | +5.4 |