Weekly Theme Wrap (Jan 12 – Jan 16)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 4 days (weekly avg. +14.9%). Best single day this week: Jan 14, +21.0%.
Average change over the period
Robotics (Industrial & Collaborative) led the week of Jan 12 to Jan 16 and stayed strong on 4 days. It posted an average change of 14.86%, with its best day of 17.02% on Jan 15.
Auto Parts had the highest average change at 18.91%, led by DYP and Ecocab. EV followed at 16.07%, with a best day of 20.68% on Jan 13.
Nuclear returned with a best change of 10.25% on Jan 12. Smart Factory stayed strong for 3 days, with an average change of 9.97%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 4d | +14.9% | 2026-01-15 (+17.0%) | running | Neuromeka, Russell, Ajinextek |
| Smart Factory | 3d | +10.0% | 2026-01-15 (+14.7%) | running | Ajinextek, TXR Robotics, Posco DX Company |
| Nuclear | 3d | +8.1% | 2026-01-12 (+10.2%) | recurred | Woori Technology, Incorporation, KEPCO Engineering & Construction Company, Hyundai Engineering & Construction |
| Car Majors | 3d | +4.1% | 2026-01-13 (+6.7%) | running | HL Mando, Kia, Hyundai Mobis |
| Auto Parts | 2d | +18.9% | 2026-01-14 (+21.0%) | running | DYP, Ecocab |
| EV | 2d | +16.1% | 2026-01-13 (+20.7%) | running | Samkee, Sungho Electronics |
| Semiconductor Equipment | 2d | +9.8% | 2026-01-12 (+14.3%) | recurred | Russell, Hmnex |
| Autonomous Driving | 2d | +9.7% | 2026-01-13 (+12.7%) | running | Dhautoware, Yujin Robot |
| Battery | 2d | +9.5% | 2026-01-13 (+11.6%) | running | Younghwa Tech, INNOXCorporation |
| Defense & War | 2d | +8.2% | 2026-01-12 (+10.6%) | running | Formetal, Hanwha Systems |
Related News by Theme
- Robotics (Industrial & Collaborative) (2026-01-15) 코스피 열흘 연속 상승 4,800 육박‥AI·로봇주 강세 — MBC (Korean)
- Nuclear (2026-01-12) 코스피, 미국발 훈풍에 사상 최고치 경신…현대건설 12%대 상승 — 중앙일보 (Korean)
- Car Majors (2026-01-13) [리포트 브리핑]현대모비스, ‘로봇으로 Value up’ 목표가 485,000원 - LS증권 — 뉴스핌 (Korean)
- Auto Parts (2026-01-14) [장중수급포착] 에코캡, 외국인 6일 연속 순매수행진… 주가 +8.38% — 뉴스핌 (Korean)
What to Watch Next Week
Smart Factory and Car Majors ended the week on continuing streaks. The next thing to watch is whether Robotics (Industrial & Collaborative) extends its 4-day run.
Nuclear and Semiconductor Equipment both came back after a break rather than running on consecutive days. Defense & War had an average change of 8.21% over 2 strong days.
Theme heatmap
| 01-12 | 01-13 | 01-14 | 01-15 | 01-16 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +16.7 | +13.6 | +12.2 | +17.0 | |
| Smart Factory | +6.2 | +9.0 | +14.7 | ||
| Nuclear | +10.3 | +5.6 | +8.3 | ||
| Car Majors | +6.7 | +3.0 | +2.6 | ||
| Auto Parts | +21.0 | +16.8 | |||
| EV | +11.5 | +20.7 | |||
| Semiconductor Equipment | +14.3 | +5.2 | |||
| Autonomous Driving | +12.7 | +6.6 | |||
| Battery | +7.4 | +11.6 | |||
| Defense & War | +10.6 | +5.8 |