Apr 3: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo)

April 3, 2025 · #Political Ties (Lee Jae-myung) #Political Ties (Kim Moon-soo) #Political Ties (Lee Jun-seok) #Pharma #Employment & Recruiting #Baby & Birth Rate #COVID (Diagnostics, Treatments, Vaccines) #Cancer Immunotherapy

8 strong themes — 1 running · 7 recurred. Top: Political Ties (Lee Jae-myung) +19.2%.

Strong themes8 Top change+19.2% LeaderSoftcamp

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+19.2%
Political Ties (Kim Moon-soo)
+11.7%
Political Ties (Lee Jun-seok)
+7.3%
Pharma
+4.4%
Employment & Recruiting
+3.9%
Baby & Birth Rate
+3.6%
COVID (Diagnostics, Treatments, Vaccines)
+3.5%
Cancer Immunotherapy
+3.2%

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 -
ThemeLeaderChangeTrend
Political Ties (Lee Jae-myung)Softcamp+30.00%
Political Ties (Kim Moon-soo)Pyung Hwa Holdings+29.88%
Political Ties (Lee Jun-seok)NextEye+10.66%
PharmaJeil Pharmaceutical+6.73%
Employment & RecruitingWanted Lab+12.55%
Baby & Birth RateERCOHS Agricultural+20.00%
COVID (Diagnostics, Treatments, Vaccines)Jeil Pharmaceutical+6.73%
Cancer ImmunotherapyNeoImmuneTech+8.51%

On Apr 3, political themes led the session. Political Ties (Lee Jae-myung) posted an average change of 19.23%, with all 4 stocks up, extending its streak to 3.

Softcamp rose 30.0% and Enex 29.97% in that group. Political Ties (Kim Moon-soo) returned with an average change of 11.68%, led by Pyung Hwa Holdings at 29.88%.

Pharma reappeared after a gap of 16 days, with all 10 stocks higher and an average change of 4.43%. Jeil Pharmaceutical led at 6.73%, and Samsung Biologics gained 6.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)3 days running+19.2%4/4Softcamp
2Political Ties (Kim Moon-soo)recurred after 2 days+11.7%5/5Pyung Hwa Holdings
3Political Ties (Lee Jun-seok)recurred after 2 days+7.3%3/3NextEye
4Pharmarecurred after 16 days+4.4%10/10Jeil Pharmaceutical
5Employment & Recruitingrecurred after 2 days+3.9%8/8Wanted Lab
6Baby & Birth Raterecurred after 2 days+3.6%10/10ERCOHS Agricultural
7COVID (Diagnostics, Treatments, Vaccines)recurred after 36 days+3.5%10/10Jeil Pharmaceutical
8Cancer Immunotherapyrecurred after 16 days+3.2%9/9NeoImmuneTech

Theme by Theme

1. Political Ties (Lee Jae-myung) (3 days running)

StockChangeCloseLeader
Softcamp 258790+30.0%1,612★
Enex 011090+30.0%915
Kona I 052400+12.4%31,750
HYUNGJI Innovation and Creative 011080+4.6%2,860

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2. Political Ties (Kim Moon-soo) (recurred after 2 days)

StockChangeCloseLeader
Pyung Hwa Holdings 010770+29.9%7,650★
Pyung Hwa Industrial 090080+21.5%1,335
Daeyoung Packaging 014160+5.0%1,421
Hansol HomeDeco 025750+1.7%851
Valofe 331520+0.4%841

3. Political Ties (Lee Jun-seok) (recurred after 2 days)

StockChangeCloseLeader
NextEye 137940+10.7%467★
SAMBO Industrial 009620+9.9%2,225
YBM Net 057030+1.2%3,705

4. Pharma (recurred after 16 days)

StockChangeCloseLeader
Jeil Pharmaceutical 271980+6.7%14,440★
Samsung Biologics 207940+6.0%1,113,000
Cellbion 308430+5.6%18,300
SK biopharmaceuticals 326030+5.2%104,900
Daewoong Pharma 069620+4.9%118,900
Sam Chun Dang Pharm 000250+4.7%183,400
Yuhan 000100+3.4%110,300
Hanmi Pharm 128940+2.7%231,000
CMG Pharmaceutical 058820+2.6%2,000
Hanall Biopharma 009420+2.4%27,350

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5. Employment & Recruiting (recurred after 2 days)

StockChangeCloseLeader
Wanted Lab 376980+12.6%6,190★
Daesung Private Equity 027830+6.2%1,989
Openknowl 440320+3.2%7,400
Saramin 143240+3.1%16,000
Ibkimyoung 339950+2.7%2,080
MegaMD 133750+1.9%2,120
DSC Investment 241520+1.4%4,315
T.S.Investment 246690+0.4%1,064

6. Baby & Birth Rate (recurred after 2 days)

StockChangeCloseLeader
ERCOHS Agricultural 435570+20.0%9,060★
Agabang&company 013990+3.7%5,580
Zero to Seven 159580+3.2%5,010
Episode Company 317530+2.0%6,520
Samick Musical Instruments 002450+1.8%1,165
Heng Sheng Holding Group 900270+1.7%237
Ggumbi 407400+1.3%7,990
Medience 014100+1.1%2,695
Samsung Publishing 068290+0.9%15,120
SAMG Entertainment 419530+0.4%28,200

7. COVID (Diagnostics, Treatments, Vaccines) (recurred after 36 days)

StockChangeCloseLeader
Micro Digital 305090+7.4%9,400
Jeil Pharmaceutical 271980+6.7%14,440★
Daewoong Pharma 069620+4.9%118,900
Osangjaiel 053980+2.8%3,085
NGeneBio 354200+2.5%1,687
EyeGene 185490+2.3%3,085
Komipharm International 041960+2.3%4,215
Celltrion 068270+2.2%173,500
LigaChem Biosciences 141080+2.0%96,200
Boditech Med 206640+1.9%16,190

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8. Cancer Immunotherapy (recurred after 16 days)

StockChangeCloseLeader
NeoImmuneTech 950220+8.5%1,109★
ViGenCell 308080+6.4%3,060
ABL Bio 298380+4.8%34,600
Yuhan 000100+3.4%110,300
Y-Biologics 338840+2.1%5,950
Ahn-gook Pharmaceutical 001540+1.7%6,490
GI Innovation 358570+1.2%13,060
HLB 028300+0.5%57,000
The Codi 224060+0.5%3,085

Closing Thoughts

The next question is whether Political Ties (Lee Jae-myung) extends its 3-day run. Political Ties (Lee Jun-seok) also returned after a 2-day gap, posting an average change of 7.26%.

Employment & Recruiting, Baby & Birth Rate and Cancer Immunotherapy also rose, with every stock up. Wanted Lab gained 12.55% and ERCOHS Agricultural 20.0%.