Weekly Theme Wrap (Jan 13 – Jan 17)

January 17, 2025 · #Power Equipment #Electric Cables #Battery #Nuclear #Semiconductor Equipment #Medical Devices #Glass Substrates #Semiconductor Materials & Components #EV #Shipbuilding Equipment

5 trading days · top 10 themes — most persistent is Power Equipment at 4 days (weekly avg. +8.6%). Best single day this week: Jan 13, +13.8%.

Trading days5d Most days strong4d weekly avg.+8.6% LeaderSanil Electric

Average change over the period

Average change of member stocks, by theme · descending
Power Equipment
+8.6%
Electric Cables
+6.1%
Battery
+10.1%
Nuclear
+8.7%
Semiconductor Equipment
+7.7%
Medical Devices
+7.5%
Glass Substrates
+6.4%
Semiconductor Materials & Components
+6.0%
EV
+5.9%
Shipbuilding Equipment
+5.9%

Power Equipment led the week of Jan 13 to Jan 17, strong on 4 of 5 trading days with an average change of 8.64%. Its best day was Jan 13, at 13.77%.

Electric Cables followed with 3 strong days and an average change of 6.11%, peaking at 9.18% on Jan 17. Leaders included LS Eco Energy, Dawon Cable and Iljin Electric.

Battery posted the highest average change in the group, 10.11%, over 2 strong days. Nuclear and Medical Devices also had 2 strong days, averaging 8.69% and 7.52%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Power Equipment4d+8.6%2025-01-13 (+13.8%)runningSanil Electric, Seojeon Electric Machinery, SemyungElectricMachinery
Electric Cables3d+6.1%2025-01-17 (+9.2%)recurredLS Eco Energy, Dawon Cable, Iljin Electric
Battery2d+10.1%2025-01-16 (+10.2%)recurredDaejooElectronicMaterials, A.f.w
Nuclear2d+8.7%2025-01-17 (+9.9%)recurredSeojeon Electric Machinery
Semiconductor Equipment2d+7.7%2025-01-17 (+9.2%)runningC&G Hi Tech, Imt
Medical Devices2d+7.5%2025-01-14 (+10.5%)runningOsang Healthcare, T&L
Glass Substrates2d+6.4%2025-01-17 (+9.0%)recurredC&G Hi Tech, Philoptics
Semiconductor Materials & Components2d+6.0%2025-01-17 (+6.0%)runningRam Technology, HanaMicron
EV2d+5.9%2025-01-14 (+6.1%)recurredL&F, Higen RNM
Shipbuilding Equipment2d+5.9%2025-01-15 (+7.2%)runningCape Industries, Hyundai HYMS

What to Watch Next Week

Power Equipment, Semiconductor Equipment and Medical Devices closed the week flagged running (continuing). Seojeon Electric Machinery led both Power Equipment and Nuclear.

Electric Cables, Battery and Nuclear were flagged recurred (recurring). Electric Cables and Nuclear both had their best day on Jan 17, the final session.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-1301-1401-1501-1601-17
Power Equipment+13.8+5.0+4.9+10.9
Electric Cables+6.6+2.6+9.2
Battery+10.0+10.2
Nuclear+7.5+9.9
Semiconductor Equipment+6.2+9.2
Medical Devices+4.6+10.5
Glass Substrates+3.8+9.0
Semiconductor Materials & Components+5.9+6.1
EV+6.1+5.7
Shipbuilding Equipment+4.6+7.2
Down UpBlank = not in that day's strong list