Weekly Theme Wrap (Jan 4 – Jan 8)
5 trading days · top 10 themes — most persistent is Crypto & Bitcoin at 3 days (weekly avg. +9.8%). Best single day this week: Jan 7, +22.3%.
Average change over the period
Political Ties (Lee Jae-myung) led the week of Jan 4 to Jan 8 with an average change of 16.13%. Its best day was Jan 7, with a move of 22.26%.
Crypto & Bitcoin was the most persistent theme, strong on 3 days. It posted an average change of 9.82%, with its best day at 11.69% on Jan 6.
Shipping was strong on 2 days with an average change of 11.59%, led by HMM and Korea Line. Battery / EV also appeared twice, led by SK Innovation.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Crypto & Bitcoin | 3d | +9.8% | 2021-01-06 (+11.7%) | recurred | Iokenm, Wizit |
| Political Ties (Lee Jae-myung) | 2d | +16.1% | 2021-01-07 (+22.3%) | recurred | Soosan Int, FreeMs |
| Shipping | 2d | +11.6% | 2021-01-05 (+13.2%) | running | HMM, Korea Line |
| Battery / EV | 2d | +9.7% | 2021-01-04 (+12.7%) | recurred | SK Innovation, Cosmochemical |
| Integrated Logistics | 1d | +17.5% | 2021-01-05 (+17.5%) | recurred | Hansol Logistics |
| Car Majors / Auto Parts / Autonomous Driving / EV / Battery | 1d | +17.5% | 2021-01-08 (+17.5%) | new | Ranix |
| Life Insurance / Property & Casualty Insurance | 1d | +17.2% | 2021-01-07 (+17.2%) | recurred | Hanwha Life Insurance |
| Railways | 1d | +17.2% | 2021-01-04 (+17.2%) | recurred | Dawon Cable |
| Car Majors / Auto Parts | 1d | +15.4% | 2021-01-04 (+15.4%) | recurred | Hyundai Wia |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +12.2% | 2021-01-08 (+12.2%) | recurred | Nuin Tek |
Related News by Theme
- Political Ties (Lee Jae-myung) (2021-01-07) [이시각 상한가] 수산아이앤티(▲5250) - 7일 오전 9시2분 — 이투데이 (Korean)
- Shipping (2021-01-05) [장중수급포착] 대한해운, 외국인 45.06만 주 대량 순매수… 주가 +6.46% — 뉴스핌 (Korean)
- Integrated Logistics (2021-01-05) [특징주]한솔로지스틱스, 삼성SDI 성장 수혜로 상한가 — 대한경제 (Korean)
What to Watch Next Week
The open question is whether this week’s one-day themes repeat. Integrated Logistics and Car Majors / Auto Parts / Autonomous Driving / EV / Battery each hit 17.48%, and the second was new on Jan 8.
Life Insurance / Property & Casualty Insurance (17.22%), Railways (17.2%) and Hydrogen (Fuel Cells, Vehicles) (12.18%) each had one strong day. The thing to watch is whether any of them comes back.
Theme heatmap
| 01-04 | 01-05 | 01-06 | 01-07 | 01-08 | |
|---|---|---|---|---|---|
| Crypto & Bitcoin | +7.2 | +11.7 | +10.6 | ||
| Political Ties (Lee Jae-myung) | +10.0 | +22.3 | |||
| Shipping | +10.0 | +13.2 | |||
| Battery / EV | +12.7 | +6.8 | |||
| Integrated Logistics | +17.5 | ||||
| Car Majors / Auto Parts / Autonomous Driving / EV / Battery | +17.5 | ||||
| Life Insurance / Property & Casualty Insurance | +17.2 | ||||
| Railways | +17.2 | ||||
| Car Majors / Auto Parts | +15.4 | ||||
| Hydrogen (Fuel Cells, Vehicles) | +12.2 |