Weekly Theme Wrap (Jan 2 – Jan 6)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +6.7%). Best single day this week: Jan 4, +10.8%.
Average change over the period
Chip names set the tone for the first week of 2023. Semiconductor Equipment stayed strong on 3 days, with an average change of 6.7% and a best day of 9.34% on Jan 4.
Semiconductor Materials & Components also ran 3 strong days, averaging 4.69%. Banks matched that streak, led by KB Financial Group and Jeju Bank, with an average change of 3.29%.
The sharpest single-day moves came from smaller themes. Drones posted 10.76% on Jan 4 via JCH Systems, and Cloud Computing hit 10.04% on Jan 6.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +6.7% | 2023-01-04 (+9.3%) | recurred | Mirae, RS Automation, PSK Holdings |
| Semiconductor Materials & Components | 3d | +4.7% | 2023-01-04 (+6.7%) | recurred | Micro Contact Solution, GO Element, Haesung DS |
| Banks | 3d | +3.3% | 2023-01-05 (+5.7%) | running | KB Financial Group, Jeju Bank |
| Cloud Computing | 2d | +7.2% | 2023-01-06 (+10.0%) | recurred | SGA Solutions, Commax |
| Battery | 2d | +5.2% | 2023-01-06 (+5.8%) | recurred | Chemtros, Powernet Technologies |
| Construction Majors | 2d | +5.2% | 2023-01-06 (+6.0%) | recurred | GS Engineering & Construction, Daewoo Engineering & Construction |
| EV | 2d | +4.8% | 2023-01-06 (+5.5%) | recurred | Samwha Electric, L&F |
| Semiconductor Majors (Fabrication) | 2d | +4.6% | 2023-01-04 (+5.9%) | recurred | DB HiTek, SK hynix |
| Car Majors | 2d | +2.8% | 2023-01-02 (+3.2%) | recurred | HL Mando, Hanon Systems |
| Drones | 1d | +10.8% | 2023-01-04 (+10.8%) | recurred | JCH Systems |
Related News by Theme
- Banks (2023-01-05) [장중수급포착] 제주은행, 외국인 31.42만 주 대량 순매수… 주가 +5.02% — 뉴스핌 (Korean)
- Cloud Computing (2023-01-06) [급등락주 짚어보기] 코맥스ㆍ카이노스메드 상한가 — 이투데이 (Korean)
What to Watch Next Week
Several themes resurfaced on Jan 6, including Battery, EV and Construction Majors, which averaged 5.15%. Whether that breadth carries over is the open question.
Banks were the only theme flagged as a consecutive run, with Jeju Bank’s foreign net buying noted in Jan 5 news. The chip groups’ 3-day streaks are the other thread to follow.
Theme heatmap
| 01-02 | 01-03 | 01-04 | 01-05 | 01-06 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +4.7 | +9.3 | +6.0 | ||
| Semiconductor Materials & Components | +3.4 | +6.7 | +4.0 | ||
| Banks | +1.8 | +5.7 | +2.5 | ||
| Cloud Computing | +4.3 | +10.0 | |||
| Battery | +4.6 | +5.9 | |||
| Construction Majors | +4.3 | +6.0 | |||
| EV | +4.1 | +5.4 | |||
| Semiconductor Majors (Fabrication) | +5.9 | +3.3 | |||
| Car Majors | +3.2 | +2.3 | |||
| Drones | +10.8 |