Weekly Theme Wrap (Jan 5 – Jan 9)
5 trading days · top 10 themes — most persistent is Shipbuilding at 5 days (weekly avg. +3.6%). Best single day this week: Jan 9, +22.1%.
Average change over the period
Shipbuilding was strong on all five days from Jan 5 to Jan 9, with a best change of 5.47% on Jan 9. Shipbuilding Equipment followed with four strong days.
The sharpest moves came in smaller themes. Auto Parts posted the week’s top single-day gain of 22.06% on Jan 9. Defense & War had an average change of 12.71%.
Semiconductor Equipment and Space & Aerospace (Nuri Rocket, Satellites) both peaked on Jan 5, with Green Optics among the leaders of each. Semiconductor Majors (Fabrication) averaged 2.8%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 5d | +3.6% | 2026-01-09 (+5.5%) | running | HD Hyundai Heavy Industries, Dongil Steelux, Samsung Heavy Industries |
| Shipbuilding Equipment | 4d | +6.6% | 2026-01-09 (+10.6%) | running | Bumhan Fuel Cell, Sammi Metal Products, S&SYS |
| Defense & War | 3d | +12.7% | 2026-01-09 (+15.7%) | running | Sensorview, SolDefense, Formetal |
| Semiconductor Equipment | 3d | +12.3% | 2026-01-05 (+14.6%) | recurred | Green Optics, Dawon Nexview, The Codi |
| Space & Aerospace (Nuri Rocket, Satellites) | 3d | +11.5% | 2026-01-05 (+12.6%) | recurred | Green Optics, Genohco, Contec |
| Semiconductor Majors (Fabrication) | 3d | +2.8% | 2026-01-05 (+4.1%) | running | SK hynix, Samsung Electronics |
| Auto Parts | 2d | +18.1% | 2026-01-09 (+22.1%) | running | Mobase Electronics, Ewon Comfortech |
| Robotics (Industrial & Collaborative) | 2d | +13.6% | 2026-01-09 (+16.1%) | recurred | Keyang Electric Machinery, PJ Electronics |
| Autonomous Driving | 2d | +10.3% | 2026-01-07 (+14.2%) | running | Dhautoware, Sekonix |
| Semiconductor Materials & Components | 2d | +6.1% | 2026-01-05 (+7.2%) | running | Samt, OKins Electronics |
Related News by Theme
- Shipbuilding (2026-01-09) [특징주] 삼성중공업, MSRA 취득 준비 소식에 강세 — 메트로경제 (Korean)
- Space & Aerospace (Nuri Rocket, Satellites) (2026-01-05) 컨텍, 우주청 심우주 지상국 사업 우협대상자 선정…고부가 공공·국제 사업 연속 수주 — 이데일리 (Korean)
What to Watch Next Week
Shipbuilding, Shipbuilding Equipment and Defense & War all posted their best day on Jan 9, the week’s final session. The open question is whether that momentum carries into next week.
Robotics (Industrial & Collaborative) and Auto Parts also peaked on Jan 9, at 16.12% and 22.06%. Each had only two strong days, so it is not yet clear whether those moves will continue.
Theme heatmap
| 01-05 | 01-06 | 01-07 | 01-08 | 01-09 | |
|---|---|---|---|---|---|
| Shipbuilding | +1.9 | +3.0 | +2.8 | +5.0 | +5.5 |
| Shipbuilding Equipment | +5.7 | +5.6 | +4.3 | +10.6 | |
| Defense & War | +10.8 | +11.6 | +15.7 | ||
| Semiconductor Equipment | +14.6 | +12.0 | +10.5 | ||
| Space & Aerospace (Nuri Rocket, Satellites) | +12.6 | +11.6 | +10.2 | ||
| Semiconductor Majors (Fabrication) | +4.1 | +2.4 | +1.9 | ||
| Auto Parts | +14.2 | +22.1 | |||
| Robotics (Industrial & Collaborative) | +11.0 | +16.1 | |||
| Autonomous Driving | +6.4 | +14.2 | |||
| Semiconductor Materials & Components | +7.2 | +4.9 |