Weekly Theme Wrap (Jan 31 – Jan 31)

January 31, 2025 · #Robotics (Industrial & Collaborative) #ChatGPT & AI Chatbots #Cybersecurity #Korea-Listed Chinese Companies #Political Ties (Oh Se-hoon) #Internet Majors #Games #Shipbuilding

1 trading day · top 8 themes — most persistent is Robotics (Industrial & Collaborative) at 1 day (weekly avg. +15.7%). Best single day this week: Jan 31, +15.7%.

Trading days1d Most days strong1d weekly avg.+15.7% LeaderRaon Robotics

Average change over the period

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+15.7%
ChatGPT & AI Chatbots
+15.1%
Cybersecurity
+10.2%
Korea-Listed Chinese Companies
+10.0%
Political Ties (Oh Se-hoon)
+9.2%
Internet Majors
+6.7%
Games
+5.8%
Shipbuilding
+1.6%

The week came down to one session, Jan 31, with eight themes posting strong moves. Robotics (Industrial & Collaborative) led with an average change of 15.68%, driven by Raon Robotics.

ChatGPT & AI Chatbots followed at 15.11%, led by Flitto, the only theme with a news headline. Cybersecurity averaged 10.16% on CyberOne.

Korea-Listed Chinese Companies averaged 10.03% via Fidelix, and Political Ties (Oh Se-hoon) 9.17% via Chinyang Chemical. Shipbuilding was the mildest at 1.58%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Robotics (Industrial & Collaborative)1d+15.7%2025-01-31 (+15.7%)runningRaon Robotics
ChatGPT & AI Chatbots1d+15.1%2025-01-31 (+15.1%)recurredFlitto
Cybersecurity1d+10.2%2025-01-31 (+10.2%)recurredCyberOne
Korea-Listed Chinese Companies1d+10.0%2025-01-31 (+10.0%)recurredFidelix
Political Ties (Oh Se-hoon)1d+9.2%2025-01-31 (+9.2%)recurredChinyang Chemical
Internet Majors1d+6.7%2025-01-31 (+6.7%)recurredKakao
Games1d+5.8%2025-01-31 (+5.8%)recurredStaco Link
Shipbuilding1d+1.6%2025-01-31 (+1.6%)recurredHanwha Ocean

What to Watch Next Week

Every theme logged one strong day, since the window holds only Jan 31. Robotics carries the running tag, while the other seven are marked recurred.

Internet Majors averaged 6.7% on Kakao, and Games 5.83% on Staco Link. Whether these mid-tier moves repeat in coming sessions is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-31
Robotics (Industrial & Collaborative)+15.7
ChatGPT & AI Chatbots+15.1
Cybersecurity+10.2
Korea-Listed Chinese Companies+10.0
Political Ties (Oh Se-hoon)+9.2
Internet Majors+6.7
Games+5.8
Shipbuilding+1.6
Down UpBlank = not in that day's strong list