Weekly Theme Wrap (Jan 18 – Jan 22)
5 trading days · top 10 themes — most persistent is Autonomous Driving at 2 days (weekly avg. +10.1%). Best single day this week: Jan 21, +17.1%.
Average change over the period
Autonomous Driving led Jan 18 to Jan 22, strong on 2 days with an average change of 10.05%. Dasan DMC and Korea Electric Terminal were the leaders.
Semiconductors also held up for 2 days, peaking at 11.61% on Jan 20 behind Signetics and Intekplus. EV averaged 8.74%, led by Nuin Tek.
The biggest single-day move came from Space & Aerospace at 17.15% on Jan 21, led by SatrecInitiative. Car Majors / Auto Parts (17.11%) and Media & Content / Film (17.06%) followed on Jan 20.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Autonomous Driving | 2d | +10.1% | 2021-01-20 (+11.4%) | running | Dasan DMC, Korea Electric Terminal |
| Semiconductors | 2d | +9.9% | 2021-01-20 (+11.6%) | recurred | Signetics, Intekplus |
| EV | 2d | +8.7% | 2021-01-19 (+9.3%) | running | Nuin Tek |
| Steel Majors / Steel (Small & Mid Cap) | 2d | +4.6% | 2021-01-19 (+5.1%) | recurred | Kyeong Nam Steel, Hyundai BNG Steel |
| Space & Aerospace | 1d | +17.1% | 2021-01-21 (+17.1%) | recurred | SatrecInitiative |
| Car Majors / Auto Parts | 1d | +17.1% | 2021-01-20 (+17.1%) | recurred | Guyoung Technology |
| Media & Content / Film | 1d | +17.1% | 2021-01-20 (+17.1%) | new | Keyeast |
| Auto Parts | 1d | +16.0% | 2021-01-19 (+16.0%) | recurred | SL |
| Space & Aerospace / Aircraft Components | 1d | +13.8% | 2021-01-18 (+13.8%) | new | Kencoa Aerospace |
| Media & Content / Mobile Content | 1d | +13.2% | 2021-01-19 (+13.2%) | new | KidariStudio |
Related News by Theme
- Autonomous Driving (2021-01-20) 자율주행차 관련株 랠리…‘애플카’ 기대감? — 한국경제 (Korean)
- Semiconductors (2021-01-20) [클릭 e종목]“인텍플러스, 검사장비 수주 확대 기대…목표가 20%↑” — 아시아경제 (Korean)
- Space & Aerospace (2021-01-21) [특징주]쎄트렉아이, 항공우주산업 기대감 VI·52주 신고가 — 아시아경제 (Korean)
What to Watch Next Week
The first question for next week is whether the running runs in Autonomous Driving and EV go beyond 2 days. Steel Majors / Steel (Small & Mid Cap) also had 2 strong days, averaging 4.57%.
Media & Content / Film, Space & Aerospace / Aircraft Components and Media & Content / Mobile Content were tagged new this week. Each had only 1 strong day, so it is not yet clear whether the moves will continue.
Theme heatmap
| 01-18 | 01-19 | 01-20 | 01-21 | 01-22 | |
|---|---|---|---|---|---|
| Autonomous Driving | +11.4 | +8.7 | |||
| Semiconductors | +11.6 | +8.3 | |||
| EV | +9.3 | +8.1 | |||
| Steel Majors / Steel (Small & Mid Cap) | +5.1 | +4.0 | |||
| Space & Aerospace | +17.2 | ||||
| Car Majors / Auto Parts | +17.1 | ||||
| Media & Content / Film | +17.1 | ||||
| Auto Parts | +16.0 | ||||
| Space & Aerospace / Aircraft Components | +13.8 | ||||
| Media & Content / Mobile Content | +13.2 |