Weekly Theme Wrap (Jan 25 – Jan 29)
5 trading days · top 10 themes — most persistent is Semiconductors at 2 days (weekly avg. +16.6%). Best single day this week: Jan 26, +25.0%.
Average change over the period
Semiconductors led the week of Jan 25 to Jan 29, with an average change of 16.61% over 2 strong days. Its best day came on Jan 26 at 24.97%.
SFA Semicon and ENF Technology led the theme. A Jan 26 headline tied SFA Semicon’s limit-up move to news of a Samsung Electronics and Tesla collaboration.
AI & Robotics had the biggest one-day theme move, 20.94% on Jan 25, led by Robostar. Autonomous Driving added 11.0% the same day, led by Telechips.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductors | 2d | +16.6% | 2021-01-26 (+25.0%) | running | SFA Semicon, ENF Technology |
| Political Ties (Lee Jae-myung) | 2d | +4.8% | 2021-01-27 (+6.6%) | running | Total Soft Bank, Hyungji Elite |
| AI & Robotics | 1d | +20.9% | 2021-01-25 (+20.9%) | recurred | Robostar |
| Autonomous Driving | 1d | +11.0% | 2021-01-25 (+11.0%) | recurred | Telechips |
| Media & Content | 1d | +10.1% | 2021-01-27 (+10.1%) | recurred | Samhwa Networks |
| China Consumer | 1d | +9.6% | 2021-01-27 (+9.6%) | recurred | Samhwa Networks |
| Auto Parts | 1d | +9.2% | 2021-01-25 (+9.2%) | recurred | KB Autosys |
| Beauty & Cosmetics | 1d | +8.0% | 2021-01-25 (+8.0%) | recurred | HLB Pep |
| Corrugated Board / Paper | 1d | +7.8% | 2021-01-28 (+7.8%) | recurred | Shinpoong |
| Dental Care & Implants | 1d | +7.1% | 2021-01-25 (+7.1%) | recurred | Nibec |
Related News by Theme
- Semiconductors (2021-01-26) [막상막하] SFA반도체, 삼성전자·테슬라 협업 소식에 상한가! 전략은? — 머니투데이 (Korean)
- AI & Robotics (2021-01-25) [급등락주 짚어보기] 대한항공, 권리락 효과 ‘上’…로보스타, LG전자 로봇 수혜 — 이투데이 (Korean)
- Autonomous Driving (2021-01-25) [특징주] “車 반도체 삼성-테슬라 맞손”…텔레칩스 ‘급등’ — 뉴스핌 (Korean)
What to Watch Next Week
Political Ties (Lee Jae-myung) also had 2 strong days, with an average change of 4.75% and a best day of 6.64% on Jan 27. Total Soft Bank and Hyungji Elite led it.
The other themes moved on only one day each. Samhwa Networks led both Media & Content and China Consumer on Jan 27. The open question is whether any of these one-day themes come back.
Theme heatmap
| 01-25 | 01-26 | 01-27 | 01-28 | 01-29 | |
|---|---|---|---|---|---|
| Semiconductors | +8.2 | +25.0 | |||
| Political Ties (Lee Jae-myung) | +2.9 | +6.6 | |||
| AI & Robotics | +20.9 | ||||
| Autonomous Driving | +11.0 | ||||
| Media & Content | +10.1 | ||||
| China Consumer | +9.6 | ||||
| Auto Parts | +9.2 | ||||
| Beauty & Cosmetics | +7.9 | ||||
| Corrugated Board / Paper | +7.8 | ||||
| Dental Care & Implants | +7.1 |