Weekly Theme Wrap (Jan 11 – Jan 15)
5 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +13.0%). Best single day this week: Jan 12, +21.9%.
Average change over the period
Political Ties (Lee Jae-myung) led the week of Jan 11 to Jan 15, posting an average change of 13.03%. It was strong on 2 days and peaked at 15.21% on Jan 15.
The biggest single-day move came from Corrugated Board / Integrated Logistics / Paper, a new theme led by KCTC at 21.92% on Jan 12. Battery / EV / Hydrogen (Fuel Cells, Vehicles) was also new, with Samkee up 12.59% on Jan 13.
Semiconductors and Defense & War were each strong on 2 days, with averages of 8.89% and 7.11%. Both peaked on Jan 11, at 8.94% and 7.27%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | 2d | +13.0% | 2021-01-15 (+15.2%) | recurred | DongshinEngineering&Construction, TLIInc |
| Semiconductors | 2d | +8.9% | 2021-01-11 (+8.9%) | recurred | Magicmicro, Advanced Digital Chips |
| Defense & War | 2d | +7.1% | 2021-01-11 (+7.3%) | recurred | Victek, Formetal |
| Corrugated Board / Integrated Logistics / Paper | 1d | +21.9% | 2021-01-12 (+21.9%) | new | KCTC |
| Battery / EV / Hydrogen (Fuel Cells, Vehicles) | 1d | +12.6% | 2021-01-13 (+12.6%) | new | Samkee |
| Agriculture | 1d | +12.3% | 2021-01-14 (+12.3%) | recurred | Enbio |
| Media & Content | 1d | +12.0% | 2021-01-12 (+12.0%) | recurred | kt alpha |
| Car Majors / Autonomous Driving | 1d | +11.8% | 2021-01-11 (+11.8%) | new | Telechips |
| Solar | 1d | +11.8% | 2021-01-11 (+11.8%) | recurred | Nuin Tek |
| Battery | 1d | +11.5% | 2021-01-14 (+11.5%) | recurred | Tsi |
Related News by Theme
- Semiconductors (2021-01-11) 에이디칩스, ‘상한가’ 삼성전자 인텔 파운드리 수주 기대감 — 아주경제 (Korean)
- Defense & War (2021-01-11) 빅텍·스페코, ‘방산주 강세’… 김정은, 당 총비서로 추대 소식 — 아주경제 (Korean)
- Corrugated Board / Integrated Logistics / Paper (2021-01-12) KCTC, ‘코스피 하락장에도 상한가’… 쿠팡 물류 협력사 — 아주경제 (Korean)
- Battery / EV / Hydrogen (Fuel Cells, Vehicles) (2021-01-13) [이시각 상한가] 삼기(▲1470) - 13일 오후 14시51분 — 이투데이 (Korean)
What to Watch Next Week
Three themes were strong on 2 days this week, and the rest on just 1. One open question is whether Political Ties (Lee Jae-myung) keeps its run going after Jan 15.
Agriculture, Media & Content, Solar and Battery each came back for a single strong day. Next week will show if new entries like KCTC and Samkee come back.
Theme heatmap
| 01-11 | 01-12 | 01-13 | 01-14 | 01-15 | |
|---|---|---|---|---|---|
| Political Ties (Lee Jae-myung) | +10.8 | +15.2 | |||
| Semiconductors | +8.9 | +8.8 | |||
| Defense & War | +7.3 | +6.9 | |||
| Corrugated Board / Integrated Logistics / Paper | +21.9 | ||||
| Battery / EV / Hydrogen (Fuel Cells, Vehicles) | +12.6 | ||||
| Agriculture | +12.3 | ||||
| Media & Content | +12.0 | ||||
| Car Majors / Autonomous Driving | +11.8 | ||||
| Solar | +11.8 | ||||
| Battery | +11.5 |