Weekly Theme Wrap (Jan 20 – Jan 24)
5 trading days · top 10 themes — most persistent is Space & Aerospace (Nuri Rocket, Satellites) at 3 days (weekly avg. +7.8%). Best single day this week: Jan 24, +11.2%.
Average change over the period
Space & Aerospace (Nuri Rocket, Satellites) was the most persistent theme from Jan 20 to Jan 24, strong on 3 days. It posted an average change of 7.75%, led by Lumir and Kencoa Aerospace.
Semiconductor Equipment had the week’s highest average change at 8.88%, led by KohYoungTechnology and Dit. Its best day was Jan 20, with a 9.0% move.
Defense & War logged the week’s top single-day move, 11.23% on Jan 24. Battery followed with 10.89% on Jan 20, led by A.f.w and Korchip.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Space & Aerospace (Nuri Rocket, Satellites) | 3d | +7.8% | 2025-01-24 (+9.7%) | recurred | Lumir, Kencoa Aerospace |
| Semiconductor Equipment | 2d | +8.9% | 2025-01-20 (+9.0%) | recurred | KohYoungTechnology, Dit |
| Battery | 2d | +8.6% | 2025-01-20 (+10.9%) | recurred | A.f.w, Korchip |
| Defense & War | 2d | +7.1% | 2025-01-24 (+11.2%) | recurred | Kencoa Aerospace, Formetal |
| EV | 2d | +6.5% | 2025-01-20 (+9.6%) | recurred | Solus Advanced Materials, Woory Industrial |
| Shipbuilding Equipment | 2d | +6.2% | 2025-01-21 (+8.6%) | running | Daechang Solution, Finebesteel |
| Robotics (Industrial & Collaborative) | 2d | +5.6% | 2025-01-24 (+6.9%) | recurred | Samhyun, Higen RNM |
| Power Equipment | 2d | +5.5% | 2025-01-22 (+6.2%) | recurred | Iljin Electric |
| Pipe Fittings & Valves | 2d | +5.3% | 2025-01-20 (+9.0%) | recurred | Hy-lok, Hansun Engineering |
| Construction Equipment | 2d | +4.9% | 2025-01-22 (+6.4%) | recurred | HD Construction Equipment, Doosan Bobcat |
Related News by Theme
- Semiconductor Equipment (2025-01-20) 고영, 뇌수술용 의료로봇 미국 FDA 인허가 획득…주가 상한가 — 머니투데이 (Korean)
- Battery (2025-01-20) 피엔티, 1400억원 규모 2차전지 장비 공급…주가 5%대 강세 — 머니투데이 (Korean)
What to Watch Next Week
Shipbuilding Equipment was the only theme flagged as a consecutive run, with a best day of 8.58% on Jan 21. The other nine themes were recurrences rather than continuations.
Space & Aerospace (Nuri Rocket, Satellites) and Defense & War both peaked on Jan 24, and both list Kencoa Aerospace as a leader. Whether that overlap continues is a point to track.
Theme heatmap
| 01-20 | 01-21 | 01-22 | 01-23 | 01-24 | |
|---|---|---|---|---|---|
| Space & Aerospace (Nuri Rocket, Satellites) | +6.0 | +7.5 | +9.7 | ||
| Semiconductor Equipment | +9.0 | +8.8 | |||
| Battery | +10.9 | +6.2 | |||
| Defense & War | +2.9 | +11.2 | |||
| EV | +9.6 | +3.4 | |||
| Shipbuilding Equipment | +3.9 | +8.6 | |||
| Robotics (Industrial & Collaborative) | +4.4 | +6.9 | |||
| Power Equipment | +6.3 | +4.8 | |||
| Pipe Fittings & Valves | +9.0 | +1.6 | |||
| Construction Equipment | +6.4 | +3.4 |