Weekly Theme Wrap (Jan 6 – Jan 10)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +10.8%). Best single day this week: Jan 6, +21.0%.
Average change over the period
Chip themes led the week of Jan 6 to Jan 10. Semiconductor Equipment was strong on 3 days, with an average change of 10.79%.
Semiconductor Materials & Components was also strong for 3 days and peaked at 8.77% on Jan 8. Six themes logged 3 strong days in all, including Beauty & Cosmetics and Shipbuilding.
The biggest single-day move came from Vaccines, Diagnostics & Epidemic Control, with a best change of 21.04% on Jan 6. It was strong on only 2 days, and Sugentech was its leader.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +10.8% | 2025-01-06 (+11.2%) | running | Apact, Auros Technology |
| Semiconductor Materials & Components | 3d | +7.4% | 2025-01-08 (+8.8%) | running | Ram Technology, Ycchem, HanaMicron |
| Beauty & Cosmetics | 3d | +6.8% | 2025-01-09 (+8.0%) | recurred | Manyo Factory, Byon, BL Pharmtech |
| Shipbuilding Equipment | 3d | +5.8% | 2025-01-10 (+6.3%) | recurred | Il Seung, Hanwha Engine, Hyundai HYMS |
| Semiconductor Majors (Fabrication) | 3d | +4.3% | 2025-01-06 (+5.3%) | running | SK hynix, Samsung Electronics |
| Shipbuilding | 3d | +3.6% | 2025-01-07 (+6.3%) | recurred | HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +15.8% | 2025-01-06 (+20.4%) | recurred | Metacare, Sugentech |
| Vaccines, Diagnostics & Epidemic Control | 2d | +11.9% | 2025-01-06 (+21.0%) | recurred | Sugentech |
| Robotics (Industrial & Collaborative) | 2d | +8.9% | 2025-01-09 (+11.7%) | running | SP Systems, Higen RNM |
| HBM (High Bandwidth Memory) | 2d | +8.2% | 2025-01-08 (+8.3%) | recurred | Auros Technology, Wot |
Related News by Theme
- Shipbuilding Equipment (2025-01-10) 경영권 매각 기대감 현대힘스 주가 급등 — 매일경제 (Korean)
- Semiconductor Majors (Fabrication) (2025-01-06) CES 기대감에 반도체주 강세…SK하이닉스, 다시
20만닉스갈까 — 디지털타임스 (Korean)
What to Watch Next Week
Shipbuilding Equipment had its best day on Jan 10, the last session, with a best change of 6.28%. A Maeil Business Newspaper report that day covered Hyundai HYMS.
Robotics (Industrial & Collaborative) and HBM (High Bandwidth Memory) were each strong for 2 days. The open question is whether the chip-led streaks continue next week.
Theme heatmap
| 01-06 | 01-07 | 01-08 | 01-09 | 01-10 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +11.3 | +10.8 | +10.3 | ||
| Semiconductor Materials & Components | +8.2 | +8.8 | +5.2 | ||
| Beauty & Cosmetics | +7.7 | +4.6 | +8.0 | ||
| Shipbuilding Equipment | +5.3 | +5.9 | +6.3 | ||
| Semiconductor Majors (Fabrication) | +5.3 | +2.5 | +5.3 | ||
| Shipbuilding | +6.3 | +2.6 | +2.1 | ||
| COVID (Diagnostics, Treatments, Vaccines) | +20.4 | +11.3 | |||
| Vaccines, Diagnostics & Epidemic Control | +21.0 | +2.8 | |||
| Robotics (Industrial & Collaborative) | +11.7 | +6.1 | |||
| HBM (High Bandwidth Memory) | +8.2 | +8.3 |