Weekly Theme Wrap (Dec 30 – Jan 3)

January 3, 2025 · #EV #Robotics (Industrial & Collaborative) #Political Ties (Lee Jae-myung) #AI & Robotics #Quantum Cryptography #Battery #Beauty & Cosmetics #Pharma #Lithium #Media & Content

3 trading days · top 10 themes — most persistent is EV at 3 days (weekly avg. +8.0%). Best single day this week: Jan 2, +26.9%.

Trading days3d Most days strong3d weekly avg.+8.0% LeaderiA

Average change over the period

Average change of member stocks, by theme · descending
EV
+8.0%
Robotics (Industrial & Collaborative)
+19.4%
Political Ties (Lee Jae-myung)
+14.4%
AI & Robotics
+12.4%
Quantum Cryptography
+11.2%
Battery
+9.0%
Beauty & Cosmetics
+7.0%
Pharma
+6.3%
Lithium
+5.1%
Media & Content
+4.1%

Robotics (Industrial & Collaborative) led the Dec 30 to Jan 3 week, with an average change of 19.44% and a best day of 26.94% on Jan 2. Its leaders were RS Automation and Higen RNM.

Political Ties (Lee Jae-myung) came next with an average change of 14.44%, peaking at 20.81% on Jan 2. AI & Robotics averaged 12.44%, led by Clobot.

EV was strong on 3 days, more than any other theme, with an average change of 7.99%. Quantum Cryptography averaged 11.2%, with its best day of 12.07% on Jan 3.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
EV3d+8.0%2025-01-03 (+9.8%)runningiA, Enchem, Higen RNM
Robotics (Industrial & Collaborative)2d+19.4%2025-01-02 (+26.9%)runningRS Automation, Higen RNM
Political Ties (Lee Jae-myung)2d+14.4%2025-01-02 (+20.8%)runningDongshinEngineering&Construction, Orientbio
AI & Robotics2d+12.4%2025-01-02 (+18.5%)runningClobot
Quantum Cryptography2d+11.2%2025-01-03 (+12.1%)recurredAton, Q.S.ICo
Battery2d+9.0%2025-01-03 (+9.8%)recurredAekyung Chemical, Finetek
Beauty & Cosmetics2d+7.0%2025-01-02 (+8.2%)runningBeautyskin, Caregen
Pharma2d+6.3%2024-12-30 (+8.0%)recurredYuyu Pharma, Hanall Biopharma
Lithium2d+5.1%2025-01-03 (+6.5%)recurredEnchem, Cosmochemical
Media & Content2d+4.1%2025-01-02 (+5.0%)runningM eighty-three, Wysiwyg Studios

What to Watch Next Week

On Jan 2, news headlines tied the robot rally to Samsung’s robot business. Higen RNM led both EV and Robotics (Industrial & Collaborative), a link to track.

Quantum Cryptography, Battery, Pharma and Lithium were marked recurred, meaning they came back after a gap. Next week will show whether Battery, which hit 9.83% on Jan 3, holds up.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-3001-0201-03
EV+5.1+9.1+9.8
Robotics (Industrial & Collaborative)+11.9+26.9
Political Ties (Lee Jae-myung)+8.1+20.8
AI & Robotics+6.3+18.5
Quantum Cryptography+10.3+12.1
Battery+8.1+9.8
Beauty & Cosmetics+8.2+5.8
Pharma+8.0+4.7
Lithium+3.7+6.5
Media & Content+3.1+5.0
Down UpBlank = not in that day's strong list