Feb 20: 8 Strong Themes — Music & Recordings, Political Ties (Kim Moon-soo)
8 strong themes — 1 running · 6 recurred · 1 new. Top: Music & Recordings +13.2%.
Strong themes8
Top change+13.2%
LeaderFantagio
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Music & Recordings | Fantagio | +29.90% | |
| Political Ties (Kim Moon-soo) | Pyung Hwa Holdings | +29.96% | |
| Beauty & Cosmetics | BL Pharmtech | +29.85% | |
| Battery | Dongwha Enterprise | +21.63% | |
| Mobile Games | Staco Link | +26.68% | - |
| Duty Free | Tonymoly | +16.85% | |
| Travel | SM Culture & Contents | +11.36% | |
| Shipping | STX Green Logis | +5.72% |
On Feb 20, all seven strong themes closed with every listed stock higher. Music & Recordings led with an average change of 13.2%, and all 9 of its stocks rose.
The new Political Ties (Kim Moon-soo) theme averaged 12.04%, led by Pyung Hwa Holdings at 29.96%. Beauty & Cosmetics followed at 10.16%, with BL Pharmtech up 29.85%.
Same-day headlines tied the cosmetics, entertainment and travel moves to hopes of Hallyu-ban being lifted. Battery was the only theme on a streak of 2, with an average change of 8.84%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Music & Recordings | recurred after 37 days | +13.2% | 9/9 | Fantagio |
| 2 | Political Ties (Kim Moon-soo) | new | +12.0% | 5/5 | Pyung Hwa Holdings |
| 3 | Beauty & Cosmetics | recurred after 16 days | +10.2% | 9/9 | BL Pharmtech |
| 4 | Battery | 2 days running | +8.8% | 9/9 | Dongwha Enterprise |
| 5 | Mobile Games | recurred after 10 days | +7.3% | 10/10 | Staco Link |
| 6 | Duty Free | recurred after 79 days | +5.3% | 6/6 | Tonymoly |
| 7 | Travel | recurred after 3 days | +4.0% | 8/8 | SM Culture & Contents |
| 8 | Shipping | recurred after 36 days | +4.0% | 6/6 | STX Green Logis |
Theme by Theme
1. Music & Recordings (recurred after 37 days)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fantagio 032800 | +29.9% | 656 | ★ |
YG PLUS 037270 | +29.9% | 5,480 | |
RBW 361570 | +18.7% | 3,010 | |
YG Entertainment 122870 | +13.2% | 60,200 | |
NHN Bugs 104200 | +9.3% | 3,060 | |
CJ ENM 035760 | +7.8% | 60,600 | |
SM Entertainment 041510 | +5.1% | 101,400 | |
FNC Entertainment 173940 | +2.8% | 2,940 | |
Dreamus Company 060570 | +2.1% | 1,812 |
2. Political Ties (Kim Moon-soo) (new)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pyung Hwa Holdings 010770 | +30.0% | 4,945 | ★ |
Pyung Hwa Industrial 090080 | +14.3% | 1,327 | |
Valofe 331520 | +9.3% | 1,011 | |
Hansol HomeDeco 025750 | +5.4% | 1,015 | |
Daeyoung Packaging 014160 | +1.3% | 1,609 |
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3. Beauty & Cosmetics (recurred after 16 days)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BL Pharmtech 065170 | +29.9% | 3,110 | ★ |
Tonymoly 214420 | +16.9% | 7,420 | |
Hankook Cosmetics Manufacturing 003350 | +9.1% | 49,750 | |
Globon 019660 | +7.5% | 1,108 | |
LG H&H 051900 | +6.2% | 335,000 | |
Hankook Cosmetics 123690 | +5.6% | 6,760 | |
Jolse 018700 | +5.5% | 894 | |
Genic 123330 | +5.5% | 24,000 | |
Beautyskin 406820 | +5.3% | 12,690 |
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4. Battery (2 days running)
- Episode: started 2025-02-19, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongwha Enterprise 025900 | +21.6% | 13,160 | ★ |
Zaigle 234920 | +14.0% | 4,000 | |
Enchem 348370 | +13.3% | 127,000 | |
Yujin Technology 240600 | +9.1% | 6,240 | |
Soulbrain Holdings 036830 | +4.8% | 37,800 | |
Sama Aluminium 006110 | +4.8% | 32,950 | |
HYTC 148930 | +4.5% | 3,960 | |
POSCO Holdings 005490 | +3.9% | 268,500 | |
Apro 262260 | +3.6% | 5,390 |
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5. Mobile Games (recurred after 10 days)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Staco Link 060240 | +26.7% | 508 | ★ |
Valofe 331520 | +9.3% | 1,011 | |
Mr. Blue 207760 | +8.2% | 1,143 | |
Devsisters 194480 | +5.7% | 36,250 | |
Actoz Soft 052790 | +5.7% | 7,450 | |
JoyCity 067000 | +5.5% | 1,674 | |
NEXON Games 225570 | +3.1% | 14,190 | |
NHN 181710 | +3.0% | 20,200 | |
Me2on 201490 | +2.9% | 1,759 | |
Wemade Play 123420 | +2.8% | 8,090 |
6. Duty Free (recurred after 79 days)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tonymoly 214420 | +16.9% | 7,420 | ★ |
Shinsegae 004170 | +5.0% | 148,800 | |
Hotel Shilla 008770 | +4.5% | 41,800 | |
Hyundai Department Store 069960 | +3.3% | 56,000 | |
HDC Holdings 012630 | +1.2% | 13,280 | |
JTC 950170 | +1.1% | 5,030 |
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7. Travel (recurred after 3 days)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Culture & Contents 048550 | +11.4% | 1,578 | ★ |
Very Good Tour 094850 | +6.6% | 5,850 | |
Modetournetwork 080160 | +4.6% | 10,250 | |
Yellow Balloon Tour 104620 | +4.5% | 5,120 | |
Sejoong 039310 | +1.5% | 1,716 | |
Lotte Tour Development 032350 | +1.4% | 7,940 | |
Hanatour Service 039130 | +1.2% | 57,200 | |
Gradiant 035080 | +0.9% | 12,890 |
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8. Shipping (recurred after 36 days)
- Episode: started 2025-02-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KSS Line 044450 | +6.4% | 9,000 | |
STX Green Logis 465770 | +5.7% | 9,240 | ★ |
Heung-a Shipping 003280 | +4.7% | 1,821 | |
Pan Ocean 028670 | +3.0% | 3,745 | |
HMM 011200 | +2.4% | 18,730 | |
Korea Line 005880 | +1.6% | 1,774 |
Closing Thoughts
Battery began its run on 2025-02-19 and extended it to 2 days. The next test is whether the six one-day themes hold beyond Feb 20.
Duty Free posted an average change of 5.33%, even as headlines said high exchange rates were hurting duty-free sales. Its gap of 79 days was the longest of the session.