Apr 18: 8 Strong Themes — Political Ties (Hong Joon-pyo), Sejong City Capital Relocation

April 18, 2025 · #Political Ties (Hong Joon-pyo) #Sejong City Capital Relocation #Telemedicine #GLP-1 & Obesity Drugs #Metaverse & VR #Media & Content #Nuclear #Film

8 strong themes — 7 recurred · 1 new. Top: Political Ties (Hong Joon-pyo) +18.9%.

Strong themes8 Top change+18.9% LeaderSamIl

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Hong Joon-pyo)
+18.9%
Sejong City Capital Relocation
+18.2%
Telemedicine
+7.3%
GLP-1 & Obesity Drugs
+7.1%
Metaverse & VR
+6.1%
Media & Content
+5.7%
Nuclear
+5.3%
Film
+5.1%

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 (Hong Joon-pyo)SamIl+27.44%
Sejong City Capital RelocationKye-ryong Construction Industrial+29.92%
TelemedicineInsung Information+23.96%
GLP-1 & Obesity DrugsD&D Pharmatech+16.47%
Metaverse & VRCom2uS N+5.01%
Media & Content4by4+29.89%
NuclearKEPCO Engineering & Construction Company+9.08%
Film4by4+29.89%

On 2025-04-18, all 8 strong themes closed with every member stock higher. Political Ties (Hong Joon-pyo) led with an average change of 18.94%, with all 8 stocks up.

Sejong City Capital Relocation was the only new theme, averaging 18.2% across 7 stocks. Kye-ryong Construction Industrial led it with a 29.92% gain.

Below the top two, Telemedicine averaged 7.27% as Insung Information rose 23.96%. 4by4 gained 29.89%, leading both Media & Content and Film.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Hong Joon-pyo)recurred after 11 days+18.9%8/8SamIl
2Sejong City Capital Relocationnew+18.2%7/7Kye-ryong Construction Industrial
3Telemedicinerecurred after 2 days+7.3%9/9Insung Information
4GLP-1 & Obesity Drugsrecurred after 3 days+7.1%10/10D&D Pharmatech
5Metaverse & VRrecurred after 126 days+6.1%10/10Com2uS N
6Media & Contentrecurred after 7 days+5.7%10/104by4
7Nuclearrecurred after 35 days+5.3%10/10KEPCO Engineering & Construction Company
8Filmrecurred after 7 days+5.1%8/84by4

Theme by Theme

1. Political Ties (Hong Joon-pyo) (recurred after 11 days)

StockChangeCloseLeader
Kyeong Nam Steel 039240+30.0%8,710
Hankuk Steel Wire 025550+30.0%5,160
SamIl 032280+27.4%2,740★
Humax Holdings 028080+23.6%3,980
Fine Technix 106240+12.1%1,397
Sewoo Global 013000+12.1%1,594
DSR Wire 069730+9.4%3,855
DSR 155660+7.0%4,150

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2. Sejong City Capital Relocation (new)

StockChangeCloseLeader
Kye-ryong Construction Industrial 013580+29.9%24,100★
Daejoo 003310+29.9%2,570
Plumb Fast 035200+22.3%6,010
Sungshin Cement 004980+21.5%9,260
Yura Tech 048430+12.0%13,710
Sinsin Pharmaceutical 002800+6.4%5,960
Youngbo Chemical 014440+5.4%4,995

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3. Telemedicine (recurred after 2 days)

StockChangeCloseLeader
Insung Information 033230+24.0%2,535★
Carelabs 263700+14.3%3,520
GC MediAI 032620+8.1%3,990
Bluemtec 439580+5.2%13,120
BITComputer 032850+4.8%5,400
JLK 322510+3.2%7,340
Softcen 032680+2.6%349
ezCaretech 099750+2.0%18,070
Chabiotech 085660+1.1%10,850

4. GLP-1 & Obesity Drugs (recurred after 3 days)

StockChangeCloseLeader
Icure Pharmaceutical Incorporation 175250+17.3%1,807
D&D Pharmatech 347850+16.5%59,400★
Peptron 087010+11.0%180,100
OliX Pharmaceuticals 226950+6.6%50,900
Inventage Lab 389470+6.4%22,350
Bluemtec 439580+5.2%13,120
Sam Chun Dang Pharm 000250+2.5%153,600
Shaperon 378800+2.5%3,130
Daebonglsco 078140+1.7%13,160
Hanmi Pharm 128940+1.7%239,500

5. Metaverse & VR (recurred after 126 days)

StockChangeCloseLeader
Finger 163730+13.1%12,840
Skonec Entertainment 276040+12.5%5,000
Koses 089890+6.8%7,240
Davolink 340360+6.3%1,765
Com2uS N 291230+5.0%1,740★
Bitmax 377030+3.8%1,972
Mgame 058630+3.7%5,320
iMBC 052220+3.4%4,415
Opticis 109080+3.3%9,500
Hyundai Motor 005380+3.0%187,200

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6. Media & Content (recurred after 7 days)

StockChangeCloseLeader
4by4 389140+29.9%22,250★
Victory Contents 210120+8.5%3,640
FNC Entertainment 173940+4.4%3,430
Episode Company 317530+3.1%6,650
JYP Entertainment 035900+2.9%63,300
KX Innovation 122450+2.1%3,910
Next Entertainment World 160550+1.9%2,030
ContentreeJoongAng 036420+1.7%8,440
Seoul Broadcasting System 034120+1.6%18,590
Showbox 086980+1.1%3,175

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7. Nuclear (recurred after 35 days)

StockChangeCloseLeader
KEPCO Engineering & Construction Company 052690+9.1%62,500★
Woojin 105840+6.8%7,750
WOOJIN Ntec 457550+6.4%18,530
Doosan Enerbility 034020+6.1%25,950
KEPCO Plant Service & Engineering 051600+6.0%42,250
Iljin Power 094820+4.3%9,200
Bhi 083650+4.2%21,250
Hanshin Machinery 011700+3.9%2,915
Bosung Power Technology 006910+3.5%2,845
Korea Electronic Power Industrial Development 130660+3.0%10,860

8. Film (recurred after 7 days)

StockChangeCloseLeader
4by4 389140+29.9%22,250★
Lotte Shopping 023530+3.9%64,800
Next Entertainment World 160550+1.9%2,030
ContentreeJoongAng 036420+1.7%8,440
Showbox 086980+1.1%3,175
CJ CGV 079160+0.9%4,560
Cenit 037760+0.8%1,611
Dexter studios 206560+0.6%6,450

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Closing Thoughts

Most themes were recurrences, and Metaverse & VR returned after a gap of 126 days. The Sejong City Capital Relocation episode runs from 2025-04-18 to 2025-04-21.

The next sessions will show whether the political and policy-linked themes last beyond a single day. Nuclear, back after 35 days, averaged 5.33%.