Weekly Theme Wrap (Jan 15 – Jan 19)
5 trading days · top 10 themes — most persistent is System Semiconductors at 3 days (weekly avg. +8.1%). Best single day this week: Jan 15, +13.1%.
Average change over the period
Chip-related themes set the tone for the week of Jan 15 to Jan 19. System Semiconductors stayed strong for 3 days, with an average change of 8.08% and its best day on Jan 19.
ChatGPT & AI Chatbots had the highest average change of any theme at 10.86%. Its best day was Jan 18, with a best change of 12.85%.
Telecom Equipment and 5G both hit a best change of 13.06% on Jan 15, with E-tron leading in each. Defense & War also stayed strong for 3 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| System Semiconductors | 3d | +8.1% | 2024-01-19 (+11.4%) | running | Gaonchips, Makus, Quality Reliability Technology |
| Defense & War | 3d | +6.5% | 2024-01-17 (+10.3%) | running | Victek, Speco |
| AI & Robotics | 3d | +6.3% | 2024-01-18 (+7.7%) | running | Everybot, CrowdWorks |
| ChatGPT & AI Chatbots | 2d | +10.9% | 2024-01-18 (+12.8%) | running | ESTsoft, Flitto |
| Telecom Equipment | 2d | +9.7% | 2024-01-15 (+13.1%) | running | VISSEM Electronics, E-tron |
| 5G | 2d | +9.3% | 2024-01-15 (+13.1%) | running | E-tron, KMW |
| Semiconductor Equipment | 2d | +7.7% | 2024-01-19 (+10.4%) | running | Techwing, HANMI Semiconductor |
| Semiconductor Materials & Components | 2d | +6.4% | 2024-01-19 (+9.2%) | running | Welkeeps Hitech, Kctech |
| Shipping | 2d | +6.1% | 2024-01-17 (+7.9%) | recurred | Korea Line, Heung-a Shipping |
| EV Charging | 2d | +4.4% | 2024-01-15 (+6.3%) | recurred | LG HelloVision |
Related News by Theme
- System Semiconductors (2024-01-19) [특징주] 매커스, 삼성·하이닉스 AI시대 ‘신개념 메모리’ PIM 본격화 한다… AMD 국내 유일 파트너 — 대한경제 (Korean)
- ChatGPT & AI Chatbots (2024-01-18) [장중수급포착] 플리토, 기관 11,000주 대량 순매수… 주가 +12.19% — 뉴스핌 (Korean)
What to Watch Next Week
Semiconductor Equipment and Semiconductor Materials & Components both posted their best change on Jan 19, the last session of the week. The open question is whether the chip strength continues past Jan 19.
Shipping and EV Charging came back as recurring themes, with average changes of 6.1% and 4.41%. It is not yet clear whether they will show up again next week.
Theme heatmap
| 01-15 | 01-16 | 01-17 | 01-18 | 01-19 | |
|---|---|---|---|---|---|
| System Semiconductors | +3.7 | +9.2 | +11.4 | ||
| Defense & War | +5.0 | +10.3 | +4.4 | ||
| AI & Robotics | +5.1 | +7.7 | +6.0 | ||
| ChatGPT & AI Chatbots | +12.9 | +8.9 | |||
| Telecom Equipment | +13.1 | +6.4 | |||
| 5G | +13.1 | +5.5 | |||
| Semiconductor Equipment | +5.0 | +10.4 | |||
| Semiconductor Materials & Components | +3.7 | +9.2 | |||
| Shipping | +4.3 | +7.9 | |||
| EV Charging | +6.3 | +2.5 |