Weekly Theme Wrap (Jan 22 – Jan 26)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +13.0%). Best single day this week: Jan 22, +14.9%.
Average change over the period
Semiconductor Equipment led the week of Jan 22 to Jan 26, strong on 3 days with an average change of 12.99%. Its best day came on Jan 22 at 14.88%.
Chip themes dominated the list. HBM (High Bandwidth Memory) also logged 3 strong days at an average change of 6.7%, while Semiconductor Materials & Components averaged 8.44%.
Outside chips, Webtoons peaked at 11.81% on Jan 24. Camera Modules & Parts reached 10.25% on Jan 26, with Namuga and LaonPeople leading.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +13.0% | 2024-01-22 (+14.9%) | running | Neosem, Koses |
| HBM (High Bandwidth Memory) | 3d | +6.7% | 2024-01-22 (+7.7%) | running | Imt, Auros Technology, Zeus |
| Semiconductor Materials & Components | 2d | +8.4% | 2024-01-22 (+10.4%) | recurred | LTC, OKins Electronics |
| Camera Modules & Parts | 2d | +7.9% | 2024-01-26 (+10.2%) | recurred | Namuga, LaonPeople |
| Webtoons | 2d | +7.6% | 2024-01-24 (+11.8%) | running | Mr. Blue, Ankey Ax |
| Mobile Games | 2d | +6.5% | 2024-01-24 (+8.2%) | running | Mr. Blue |
| Games | 2d | +4.5% | 2024-01-24 (+4.6%) | running | Actoz Soft, JoyCity |
| On-Device AI | 2d | +4.3% | 2024-01-22 (+7.0%) | recurred | Jeju Semiconductor, Quality Reliability Technology |
| Life Insurance | 2d | +2.2% | 2024-01-23 (+3.1%) | recurred | Samsung Life Insurance, Hanwha Life Insurance |
| Oil Refining | 2d | +1.8% | 2024-01-23 (+1.9%) | recurred | GS Holdings, SK Innovation |
Related News by Theme
- Semiconductor Equipment (2024-01-22) [장중수급포착] 네오셈, 외국인 27.71만 주 대량 순매수… 주가 +15.52% — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2024-01-22) [장중수급포착] 제우스, 외국인 66,543주 대량 순매수… 주가 +27.05% — 뉴스핌 (Korean)
- Semiconductor Materials & Components (2024-01-22) [장중수급포착] 오킨스전자, 외국인 28.98만 주 대량 순매수… 주가 +23.22% — 뉴스핌 (Korean)
- Camera Modules & Parts (2024-01-26) XR 부품주 강세…나무가 장중 신고가 기록 — 뉴스핌 (Korean)
- Webtoons (2024-01-24) “한국은 웹툰 종주국”···장관 한 마디에 웹툰株 급등[특징주] — 매일경제 (Korean)
What to Watch Next Week
Five themes closed the week on consecutive runs, including Semiconductor Equipment and HBM (High Bandwidth Memory). Whether those streaks extend past Jan 26 is the next test.
Financial and energy themes moved less, with Life Insurance at an average change of 2.19% and Oil Refining at 1.83%. Whether that gap to the chip themes narrows is the next question.
Theme heatmap
| 01-22 | 01-23 | 01-24 | 01-25 | 01-26 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +14.9 | +11.3 | +12.8 | ||
| HBM (High Bandwidth Memory) | +7.7 | +6.3 | +6.1 | ||
| Semiconductor Materials & Components | +10.4 | +6.4 | |||
| Camera Modules & Parts | +5.5 | +10.2 | |||
| Webtoons | +3.4 | +11.8 | |||
| Mobile Games | +4.9 | +8.2 | |||
| Games | +4.3 | +4.6 | |||
| On-Device AI | +7.0 | +1.6 | |||
| Life Insurance | +3.1 | +1.2 | |||
| Oil Refining | +1.9 | +1.7 |