Jan 2025 Theme Wrap — The Monthly Theme Map
18 trading days · 89 recurring themes · top 15 themes — most persistent is Power Equipment at 9 days (monthly avg. +7.0%). Best single day this month: Jan 2, +26.9%.
Average change over the period
Power Equipment and Shipbuilding led January 2025 on persistence, each strong on 9 days. Power Equipment peaked on Jan 13 with a 13.77% move and an average change of 7.0%.
The biggest single-day move belonged to Robotics (Industrial & Collaborative), up 26.94% on Jan 2. It also had the highest average change of any theme, at 11.95%.
Chip names stayed active: Semiconductor Equipment had 8 strong days and an average change of 9.58%. Its best day was Jan 6, at 11.25%.
89 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Power Equipment | 9d | +7.0% | 2025-01-13 (+13.8%) | LS Eco Energy, Gaon Cable, Sanil Electric |
| Shipbuilding | 9d | +2.9% | 2025-01-07 (+6.3%) | HD Hyundai Heavy Industries, HJ Shipbuilding & Construction, Samsung Heavy Industries |
| Semiconductor Equipment | 8d | +9.6% | 2025-01-06 (+11.2%) | KohYoungTechnology, Dit, C&G Hi Tech |
| Beauty & Cosmetics | 8d | +6.1% | 2025-01-02 (+8.2%) | Globon, DYD, Manyo Factory |
| Shipbuilding Equipment | 8d | +5.8% | 2025-01-21 (+8.6%) | Daechang Solution, Sung Kwang Bend, Il Seung |
| EV | 7d | +7.8% | 2025-01-06 (+11.2%) | Solus Advanced Materials, iA, iWIN |
| Semiconductor Materials & Components | 7d | +7.3% | 2025-01-03 (+9.4%) | Ram Technology, OKins Electronics, Ycchem |
| Semiconductor Majors (Fabrication) | 7d | +3.2% | 2025-01-06 (+5.3%) | SK hynix, Samsung Electronics |
| Robotics (Industrial & Collaborative) | 6d | +11.9% | 2025-01-02 (+26.9%) | Raon Robotics, Samhyun, SP Systems |
| Battery | 6d | +9.8% | 2025-01-06 (+11.4%) | DaejooElectronicMaterials, Aekyung Chemical, A.f.w |
| HBM (High Bandwidth Memory) | 5d | +7.7% | 2025-01-03 (+10.6%) | Imt, Auros Technology, Wot |
| Electric Cables | 5d | +5.5% | 2025-01-17 (+9.2%) | LS Eco Energy, Gaon Cable, Dawon Cable |
| Lithium | 5d | +3.8% | 2025-01-03 (+6.5%) | Kumyang, Ecopro, Cosmochemical |
| COVID (Diagnostics, Treatments, Vaccines) | 4d | +11.8% | 2025-01-06 (+20.4%) | Metacare, Sugentech, Osang Healthcare |
| Medical Devices | 4d | +7.3% | 2025-01-14 (+10.5%) | Metacare, Mekics, Osang Healthcare |
What to Watch Next Month
Shipbuilding Equipment, Robotics (Industrial & Collaborative), HBM (High Bandwidth Memory) and Medical Devices end the month with a running occurrence flag.
Another thread is whether Power Equipment and Electric Cables, which share leaders such as LS Eco Energy and Gaon Cable, keep moving together.
Theme heatmap
| 01-02 | 01-03 | 01-06 | 01-07 | 01-08 | 01-09 | 01-10 | 01-13 | 01-14 | 01-15 | 01-16 | 01-17 | 01-20 | 01-21 | 01-22 | 01-23 | 01-24 | 01-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Power Equipment | +5.9 | +5.0 | +6.5 | +13.8 | +5.0 | +4.9 | +10.9 | +6.3 | +4.8 | |||||||||
| Shipbuilding | +1.3 | +6.3 | +2.6 | +2.1 | +2.2 | +5.0 | +0.9 | +4.4 | +1.6 | |||||||||
| Semiconductor Equipment | +11.1 | +11.3 | +10.8 | +10.3 | +6.2 | +9.2 | +9.0 | +8.8 | ||||||||||
| Beauty & Cosmetics | +8.2 | +5.8 | +7.7 | +4.6 | +8.0 | +2.7 | +7.8 | +4.2 | ||||||||||
| Shipbuilding Equipment | +4.8 | +5.3 | +5.9 | +6.3 | +4.6 | +7.2 | +3.9 | +8.6 | ||||||||||
| EV | +9.1 | +9.8 | +11.2 | +6.1 | +5.7 | +9.6 | +3.4 | |||||||||||
| Semiconductor Materials & Components | +9.4 | +8.2 | +8.8 | +5.2 | +5.9 | +6.1 | +7.5 | |||||||||||
| Semiconductor Majors (Fabrication) | +2.9 | +5.3 | +2.5 | +5.3 | +3.5 | +1.3 | +1.9 | |||||||||||
| Robotics (Industrial & Collaborative) | +26.9 | +11.7 | +6.1 | +4.4 | +6.9 | +15.7 | ||||||||||||
| Battery | +9.8 | +11.4 | +10.0 | +10.2 | +10.9 | +6.2 | ||||||||||||
| HBM (High Bandwidth Memory) | +10.6 | +8.2 | +8.3 | +3.9 | +7.3 | |||||||||||||
| Electric Cables | +5.2 | +4.2 | +6.6 | +2.6 | +9.2 | |||||||||||||
| Lithium | +6.5 | +4.0 | +2.3 | +4.3 | +1.9 | |||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +8.3 | +20.4 | +11.3 | +7.2 | ||||||||||||||
| Medical Devices | +7.9 | +6.4 | +4.6 | +10.5 |