Weekly Theme Wrap (Jan 8 – Jan 12)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +7.4%). Best single day this week: Jan 11, +14.9%.
Average change over the period
Robotics led the week of Jan 8 to Jan 12. Robotics (Industrial & Collaborative) was strong on 3 days, with an average change of 7.44%.
AI & Robotics also had 3 strong days and an average change of 7.25%, peaking at 11.61% on Jan 8. Robostar led both robotics themes.
The biggest single move came in Crypto & Bitcoin, with a best change of 14.91% on Jan 11. That day KBS reported that the U.S. had approved a Bitcoin spot ETF.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 3d | +7.4% | 2024-01-10 (+9.2%) | running | Robostar, Elensys, Kornic Automation |
| AI & Robotics | 3d | +7.2% | 2024-01-08 (+11.6%) | recurred | Robostar, Everybot |
| Defense & War | 3d | +3.8% | 2024-01-10 (+6.5%) | recurred | B.U Technology, COTS Technology |
| Crypto & Bitcoin | 2d | +10.3% | 2024-01-11 (+14.9%) | recurred | Woori Technology Investment |
| Metaverse & VR | 2d | +8.5% | 2024-01-09 (+10.8%) | recurred | Daesung Private Equity |
| Semiconductor Equipment | 2d | +7.3% | 2024-01-08 (+7.5%) | running | - |
| Shipping | 2d | +6.4% | 2024-01-12 (+10.2%) | recurred | Heung-a Shipping |
| Virtual Reality (VR) | 2d | +5.5% | 2024-01-09 (+6.2%) | recurred | Dongwoon Anatech |
| Semiconductor Materials & Components | 2d | +4.9% | 2024-01-09 (+6.8%) | running | - |
| Augmented Reality (AR) | 2d | +4.7% | 2024-01-09 (+5.5%) | recurred | Dmoa |
Related News by Theme
- Defense & War (2024-01-10) [리포트 브리핑]한화시스템, ‘대한민국 방위산업의 미래를 그린다’ 목표가 22,000원 - 한국투자증권 — 뉴스핌 (Korean)
- Crypto & Bitcoin (2024-01-11) 미국,비트코인 현물ETF 승인…“가상화폐 승인은 아냐” — KBS (Korean)
What to Watch Next Week
Defense & War was strong on 3 days, with an average change of 3.81%. B.U Technology and COTS Technology led the theme, and next week will show whether that strength continues.
Late in the week, Shipping peaked at 10.21% on Jan 12, led by Heung-a Shipping. Semiconductor Equipment posted an average change of 7.3% over 2 strong days.
Theme heatmap
| 01-08 | 01-09 | 01-10 | 01-11 | 01-12 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +9.2 | +6.3 | +6.8 | ||
| AI & Robotics | +11.6 | +5.9 | +4.3 | ||
| Defense & War | +2.1 | +6.5 | +2.8 | ||
| Crypto & Bitcoin | +5.8 | +14.9 | |||
| Metaverse & VR | +10.8 | +6.3 | |||
| Semiconductor Equipment | +7.5 | +7.1 | |||
| Shipping | +2.7 | +10.2 | |||
| Virtual Reality (VR) | +6.2 | +4.9 | |||
| Semiconductor Materials & Components | +3.0 | +6.8 | |||
| Augmented Reality (AR) | +5.5 | +3.8 |