Weekly Theme Wrap (Jan 25 – Jan 27)
3 trading days · top 10 themes — most persistent is Battery at 3 days (weekly avg. +5.4%). Best single day this week: Jan 25, +17.4%.
Average change over the period
Battery was strong on all 3 days from Jan 25 to Jan 27, with an average change of 5.38%. EV matched that streak at 5.0%, and HT Robotics led both themes.
The sharpest moves came from AI & Robotics, with an average change of 14.16% and a best day of 17.39% on Jan 25. ChatGPT & AI Chatbots followed at 9.33%.
One-day bursts also stood out, as Natural Gas Utilities rose 12.98% on Jan 26, led by Daesung Energy. Political Ties (Ahn Cheol-soo) gained 12.01% on Jan 25, led by Ahnlab.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Battery | 3d | +5.4% | 2023-01-26 (+6.9%) | running | HT Robotics, Daesung Hi-Tech, Avaco |
| EV | 3d | +5.0% | 2023-01-26 (+6.2%) | running | HT Robotics, Samwha Electronics, L&F |
| AI & Robotics | 2d | +14.2% | 2023-01-25 (+17.4%) | recurred | LaonPeople, Rainbow Robotics |
| ChatGPT & AI Chatbots | 2d | +9.3% | 2023-01-25 (+10.5%) | recurred | Konan Technology Incorporation |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +5.1% | 2023-01-26 (+6.4%) | running | Samwha Electronics, Pungguk Ethanol |
| Aesthetic Devices | 2d | +2.3% | 2023-01-26 (+2.9%) | running | VIOL Medical, Ilooda |
| Natural Gas Utilities | 1d | +13.0% | 2023-01-26 (+13.0%) | recurred | Daesung Energy |
| Political Ties (Ahn Cheol-soo) | 1d | +12.0% | 2023-01-25 (+12.0%) | recurred | Ahnlab |
| Semiconductor Equipment | 1d | +10.1% | 2023-01-25 (+10.1%) | recurred | Fine Semitech |
| Semiconductor Materials & Components | 1d | +9.7% | 2023-01-25 (+9.7%) | recurred | Fine Semitech |
Related News by Theme
- Battery (2023-01-26) 테슬라, 작년 4Q 실적 예상치 넘자…국내 2차전지주 강세 — 이데일리 (Korean)
- EV (2023-01-26) 최대실적 현대차 올해도 ‘꽃길’…SUV 전기차로 질주 — 매일경제 (Korean)
- AI & Robotics (2023-01-25) [fnRASSI]레인보우로보틱스, 코난테크놀로지 등 20종목 52주 신고가 경신 — 파이낸셜뉴스 (Korean)
- ChatGPT & AI Chatbots (2023-01-25) 코난테크놀로지 ‘또’ 급등…‘신고가’ 경신 — 머니투데이 (Korean)
- Hydrogen (Fuel Cells, Vehicles) (2023-01-26) [특징주]풍국주정, 삼성전자 등 주요 반도체 기업 EUV노광장비 도입..필수 핵심소재 탄산가스 부각↑ — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Four themes ended the week on a continuing streak, including Hydrogen (Fuel Cells, Vehicles) with an average change of 5.08%. Whether they extend past Jan 27 is open.
Semiconductor Equipment (10.07%) and Semiconductor Materials & Components (9.72%) each had one strong day on Jan 25, both led by Fine Semitech. Whether they recur remains open.
Theme heatmap
| 01-25 | 01-26 | 01-27 | |
|---|---|---|---|
| Battery | +4.9 | +6.9 | +4.3 |
| EV | +6.0 | +6.2 | +2.8 |
| AI & Robotics | +17.4 | +10.9 | |
| ChatGPT & AI Chatbots | +10.5 | +8.1 | |
| Hydrogen (Fuel Cells, Vehicles) | +3.8 | +6.4 | |
| Aesthetic Devices | +2.9 | +1.7 | |
| Natural Gas Utilities | +13.0 | ||
| Political Ties (Ahn Cheol-soo) | +12.0 | ||
| Semiconductor Equipment | +10.1 | ||
| Semiconductor Materials & Components | +9.7 |