Weekly Theme Wrap (Jan 19 – Jan 23)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +20.2%). Best single day this week: Jan 23, +26.2%.
Average change over the period
Robotics (Industrial & Collaborative) led the Jan 19–23 week with an average change of 20.23%. It was strong on 3 days, with a best day of 24.8% on Jan 21.
Space & Aerospace (Nuri Rocket, Satellites) followed with an average change of 13.41% and a best day of 19.03% on Jan 20. Leader Sensorview also topped SpaceX, which averaged 7.34%.
Shorter bursts came from Stablecoins, with a best day of 26.24% on Jan 23, and Auto Parts, which averaged 16.64%. Both were strong on 2 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 3d | +20.2% | 2026-01-21 (+24.8%) | running | CP System, Haisung Aero-Robotics, Hyulim ROBOT |
| Space & Aerospace (Nuri Rocket, Satellites) | 3d | +13.4% | 2026-01-20 (+19.0%) | running | Duksanhimetal, Sensorview, Contec |
| SpaceX | 3d | +7.3% | 2026-01-23 (+7.8%) | recurred | Sensorview, Sphere |
| Securities Brokers | 3d | +5.2% | 2026-01-23 (+9.6%) | running | Bookook Securities, Shinyoung Securities, KIWOOM Securities |
| Semiconductor Majors (Fabrication) | 3d | +2.6% | 2026-01-21 (+4.8%) | running | DB HiTek |
| Auto Parts | 2d | +16.6% | 2026-01-21 (+17.0%) | recurred | TPC, Korea Movenex |
| Stablecoins | 2d | +15.6% | 2026-01-23 (+26.2%) | recurred | kakaopay, Hecto Financial |
| Battery | 2d | +15.4% | 2026-01-22 (+23.6%) | recurred | Cenotec, Hannong Chemicals |
| Nuclear | 2d | +15.2% | 2026-01-20 (+22.8%) | running | Bosung Power Technology, Woori Technology, Incorporation |
| Defense & War | 2d | +14.3% | 2026-01-20 (+14.9%) | running | Woori Technology, Incorporation |
Related News by Theme
- Robotics (Industrial & Collaborative) (2026-01-21) [급등수사본부] 다관절·협동로봇·SW까지 풀 라인업 보유 ‘유일로보틱스’ vs 플랜트 신설·유지보수 필수인 화공기기 설계·제작 ‘한텍’ — 머니투데이 (Korean)
- Space & Aerospace (Nuri Rocket, Satellites) (2026-01-20) [장중수급포착] 컨텍, 외국인/기관 동시 순매수… 주가 +24.65% — 뉴스핌 (Korean)
- SpaceX (2026-01-23) 미래에셋증권, 스페이스X 수혜 기대감에 15% 급등 [특징주] — 쿠키뉴스 (Korean)
- Semiconductor Majors (Fabrication) (2026-01-21) [장중수급포착] DB하이텍, 외국인/기관 동시 순매수… 주가 +4.13% — 뉴스핌 (Korean)
What to Watch Next Week
Five themes logged 3 strong days, including Securities Brokers at an average change of 5.17%. Whether those runs extend past Jan 23 is the first thing to track.
Woori Technology, Incorporation led both Nuclear, averaging 15.22%, and Defense & War, averaging 14.29%. Whether that overlap holds is one to track next week.
Theme heatmap
| 01-19 | 01-20 | 01-21 | 01-22 | 01-23 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +24.6 | +11.3 | +24.8 | ||
| Space & Aerospace (Nuri Rocket, Satellites) | +10.2 | +19.0 | +11.0 | ||
| SpaceX | +7.2 | +7.0 | +7.8 | ||
| Securities Brokers | +3.4 | +2.5 | +9.6 | ||
| Semiconductor Majors (Fabrication) | +0.6 | +4.8 | +2.3 | ||
| Auto Parts | +16.3 | +17.0 | |||
| Stablecoins | +4.9 | +26.2 | |||
| Battery | +7.2 | +23.6 | |||
| Nuclear | +7.7 | +22.8 | |||
| Defense & War | +13.7 | +14.9 |