Apr 30: 7 Strong Themes — Political Ties (Lee Jae-myung), Construction (Small & Mid Cap)

April 30, 2025 · #Political Ties (Lee Jae-myung) #Construction (Small & Mid Cap) #Beauty & Cosmetics #Local Currency Vouchers #Securities Brokers #Music & Entertainment #Construction Majors

7 strong themes — 4 running · 3 recurred. Top: Political Ties (Lee Jae-myung) +19.4%.

Strong themes7 Top change+19.4% LeaderHyungji Global

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+19.4%
Construction (Small & Mid Cap)
+7.8%
Beauty & Cosmetics
+6.5%
Local Currency Vouchers
+5.1%
Securities Brokers
+4.0%
Music & Entertainment
+2.8%
Construction Majors
+1.9%

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)Hyungji Global+30.00%
Construction (Small & Mid Cap)Sangji Construction+29.98%
Beauty & CosmeticsASTech+14.15%
Local Currency VouchersKona I+9.22%
Securities BrokersMirae Asset Securities+9.02%
Music & EntertainmentCube Entertainment+2.19%
Construction MajorsDL E&c+2.36%

On 2025-04-30, all seven strong themes closed with every listed stock higher. Political Ties (Lee Jae-myung) led with an average change of 19.38% across 10 stocks.

The theme returned after a 21-day gap, with Hyungji Global up 30.0% as its leader. HYUNGJI Innovation and Creative rose 29.94% and Hyungji Elite 27.64%.

Construction (Small & Mid Cap) followed at 7.81%, led by Sangji Construction at 29.98%. Beauty & Cosmetics extended to a streak of 3 with an average change of 6.55%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)recurred after 21 days+19.4%10/10Hyungji Global
2Construction (Small & Mid Cap)recurred after 29 days+7.8%10/10Sangji Construction
3Beauty & Cosmetics3 days running+6.5%10/10ASTech
4Local Currency Vouchers2 days running+5.1%4/4Kona I
5Securities Brokers2 days running+4.0%10/10Mirae Asset Securities
6Music & Entertainment4 days running+2.8%9/9Cube Entertainment
7Construction Majorsrecurred after 15 days+1.9%5/5DL E&c

Theme by Theme

1. Political Ties (Lee Jae-myung) (recurred after 21 days)

StockChangeCloseLeader
Hyungji Global 308100+30.0%6,760★
HYUNGJI Innovation and Creative 011080+29.9%1,966
Hyungji Elite 093240+27.6%2,655
Orientbio 002630+25.0%1,645
Orient Precision Industries 065500+22.1%11,650
DongshinEngineering&Construction 025950+17.1%51,000
Ilsung Construction 013360+12.4%3,350
Atec 045660+12.3%29,250
Kona I 052400+9.2%39,100
Dgenx 113810+8.0%1,576

2. Construction (Small & Mid Cap) (recurred after 29 days)

StockChangeCloseLeader
Sangji Construction 042940+30.0%31,000★
DongshinEngineering&Construction 025950+17.1%51,000
Ilsung Construction 013360+12.4%3,350
Kye-ryong Construction Industrial 013580+6.9%25,550
KD 044180+3.6%779
Woowon Development 046940+2.9%3,015
Samil Enterprise 002290+1.9%3,685
KUMHO Engineering & Construction 002990+1.8%3,050
DYD 219550+0.9%643
KCC Engineering & Construction 021320+0.5%4,360

3. Beauty & Cosmetics (3 days running)

StockChangeCloseLeader
ASTech 453860+14.2%23,800★
InkredibleBuzz 064090+11.6%4,380
Hankook Cosmetics Manufacturing 003350+7.3%55,600
Coway 021240+6.2%87,700
Dongsung Pharmaceutical 002210+5.8%3,720
J2kbio 420570+5.4%11,730
The Lamy 032860+4.1%1,513
Heng Sheng Holding Group 900270+4.0%236
Englewood Lab 950140+3.6%10,730
Neopharm 092730+3.4%13,730

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4. Local Currency Vouchers (2 days running)

StockChangeCloseLeader
Kona I 052400+9.2%39,100★
WebCash 053580+5.6%12,360
GalaxiaMoneytree 094480+4.2%8,370
Uracle 088340+1.4%21,300

5. Securities Brokers (2 days running)

StockChangeCloseLeader
Mirae Asset Securities 006800+9.0%11,850★
Shinyoung Securities 001720+4.7%89,300
Samsung Securities 016360+4.6%52,200
NH Investment & Securities 005940+3.7%15,350
Eugene Investment & Securities 001200+3.5%2,770
KIWOOM Securities 039490+3.5%137,000
Korea Investment Holdings 071050+3.2%83,000
LS Securities 078020+2.6%4,000
Hyundai Motor Securities 001500+2.5%6,540
Daishin Securities 003540+2.1%17,930

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6. Music & Entertainment (4 days running)

StockChangeCloseLeader
Hybe 352820+5.5%267,000
ContentreeJoongAng 036420+4.6%9,600
SM Culture & Contents 048550+2.7%1,470
Studio Dragon 253450+2.7%51,200
SM Entertainment 041510+2.6%123,900
Cube Entertainment 182360+2.2%19,620★
CJ ENM 035760+2.0%61,700
Dear U 376300+1.4%47,550
Artist Studio 200350+1.2%17,000

7. Construction Majors (recurred after 15 days)

StockChangeCloseLeader
Samsung C&T 028260+2.9%122,400
DL E&c 375500+2.4%43,450★
GS Engineering & Construction 006360+2.2%18,250
Hyundai Engineering & Construction 000720+1.1%41,600
Daewoo Engineering & Construction 047040+0.7%3,545

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Closing Thoughts

Music & Entertainment has the longest active run, with a streak of 4 and an average change of 2.77%. Securities Brokers and Local Currency Vouchers each logged a streak of 2.

Construction Majors rose 1.87% on average as news flagged DL E&c’s first-quarter results. The next question is whether the themes that reappeared on 2025-04-30 carry past that single day.