May 2: 8 Strong Themes — Political Ties (Han Duck-soo), Beauty & Cosmetics
8 strong themes — 1 running · 6 recurred · 1 new. Top: Political Ties (Han Duck-soo) +13.7%.
Strong themes8
Top change+13.7%
LeaderIljeong Industrial
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 |
|---|---|---|---|
| Political Ties (Han Duck-soo) | Iljeong Industrial | +30.00% | - |
| Beauty & Cosmetics | NextEye | +18.08% | |
| Defense & War | Formetal | +29.93% | |
| Semiconductor Equipment | Pamtek | +17.95% | |
| Semiconductor Materials & Components | Micro2nano | +15.90% | |
| Cybersecurity | Genians | +6.78% | |
| Power Equipment | Bosung Power Technology | +1.53% | |
| HBM (High Bandwidth Memory) | KohYoungTechnology | +4.28% |
Political Ties (Han Duck-soo) debuted as the top theme on 2025-05-02, with all 7 stocks up for an average change of 13.71%. Leader Iljeong Industrial rose 30.0%.
Beauty & Cosmetics extended its streak to 4, with all 8 stocks rising for an average change of 9.9%. NextEye led the group with a gain of 18.08%.
Defense & War returned after a 15-day gap with an average change of 6.95%. Formetal led, up 29.93%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Han Duck-soo) | new | +13.7% | 7/7 | Iljeong Industrial |
| 2 | Beauty & Cosmetics | 4 days running | +9.9% | 8/8 | NextEye |
| 3 | Defense & War | recurred after 15 days | +7.0% | 9/9 | Formetal |
| 4 | Semiconductor Equipment | recurred after 7 days | +5.2% | 10/10 | Pamtek |
| 5 | Semiconductor Materials & Components | recurred after 7 days | +5.0% | 10/10 | Micro2nano |
| 6 | Cybersecurity | recurred after 4 days | +3.4% | 10/10 | Genians |
| 7 | Power Equipment | recurred after 3 days | +3.1% | 10/10 | Bosung Power Technology |
| 8 | HBM (High Bandwidth Memory) | recurred after 15 days | +3.0% | 10/10 | KohYoungTechnology |
Theme by Theme
1. Political Ties (Han Duck-soo) (new)
- Episode: started 2025-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljeong Industrial 008500 | +30.0% | 31,850 | ★ |
i-Scream Edu 289010 | +21.0% | 6,160 | |
Taeyoung Engineering & Construction 009410 | +15.1% | 3,310 | |
Sigong Tech 020710 | +12.3% | 8,790 | |
Daesung Private Equity 027830 | +8.8% | 2,890 | |
TS 001790 | +5.1% | 3,580 | |
TY Holdings 363280 | +3.6% | 2,745 |
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2. Beauty & Cosmetics (4 days running)
- Episode: started 2025-04-28, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
NextEye 137940 | +18.1% | 764 | ★ |
Raphas 214260 | +15.0% | 19,810 | |
NFC 265740 | +10.5% | 6,400 | |
Pharmicell 005690 | +9.9% | 11,600 | |
CSA Cosmic 083660 | +7.2% | 1,200 | |
Dongsung Pharmaceutical 002210 | +6.7% | 3,970 | |
Heng Sheng Holding Group 900270 | +5.9% | 250 | |
Naturecell 007390 | +5.7% | 27,700 |
3. Defense & War (recurred after 15 days)
- Episode: started 2025-05-02, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Formetal 119500 | +29.9% | 3,950 | ★ |
Hanwha Systems 272210 | +6.9% | 41,700 | |
SatrecInitiative 099320 | +5.0% | 47,300 | |
MNC Solution 484870 | +4.0% | 103,400 | |
Kisan Telecom 035460 | +3.9% | 2,250 | |
Kuk Young G M 006050 | +3.6% | 1,363 | |
Firstec 010820 | +3.5% | 3,710 | |
Korea Aerospace Industries 047810 | +3.0% | 85,300 | |
Hanwha Aerospace 012450 | +2.6% | 818,000 |
4. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2025-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pamtek 271830 | +17.9% | 1,820 | ★ |
GigaVis 420770 | +6.2% | 26,750 | |
KohYoungTechnology 098460 | +4.3% | 14,390 | |
Systems Technology 039440 | +4.2% | 20,700 | |
PSK Holdings 031980 | +3.8% | 35,700 | |
Tes 095610 | +3.7% | 20,900 | |
Auros Technology 322310 | +3.4% | 22,800 | |
Protec 053610 | +2.9% | 24,650 | |
Tse 131290 | +2.8% | 42,150 | |
EO Technics 039030 | +2.8% | 118,500 |
5. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2025-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro2nano 424980 | +15.9% | 8,600 | ★ |
Doosan 000150 | +9.9% | 333,500 | |
ISC 095340 | +4.5% | 51,800 | |
3S Korea 060310 | +3.5% | 2,400 | |
Megatouch 446540 | +3.4% | 4,430 | |
Hana Materials 166090 | +2.9% | 28,600 | |
Dongjin Semichem 005290 | +2.7% | 29,950 | |
HLB innoVation 024850 | +2.4% | 2,155 | |
Soulbrain 357780 | +2.3% | 178,000 | |
LK Chem 489500 | +2.0% | 25,500 |
6. Cybersecurity (recurred after 4 days)
- Episode: started 2025-05-02, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Genians 263860 | +6.8% | 18,590 | ★ |
CyberOne 356890 | +5.5% | 4,570 | |
Piolink 170790 | +3.7% | 7,930 | |
Inspien 465480 | +3.7% | 8,500 | |
Korea Electronic Certification Authority 041460 | +3.5% | 3,665 | |
Bitplanet 049470 | +3.1% | 400 | |
Ranix 317120 | +2.2% | 2,365 | |
Hecto Innovation 214180 | +2.1% | 12,050 | |
Initech 053350 | +2.0% | 8,700 | |
S-1 012750 | +1.6% | 64,500 |
7. Power Equipment (recurred after 3 days)
- Episode: started 2025-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sanil Electric 062040 | +5.7% | 57,600 | |
HD Hyundai Electric 267260 | +5.0% | 323,000 | |
Iljin Electric 103590 | +4.8% | 26,400 | |
Hyosung Heavy Industries 298040 | +3.6% | 507,000 | |
LS ELECTRIC 010120 | +3.4% | 210,500 | |
Winners Elec 479960 | +3.4% | 19,980 | |
Bosung Power Technology 006910 | +1.5% | 2,985 | ★ |
Cheryong Electric 033100 | +1.3% | 31,550 | |
Taihan Cable & Solution 001440 | +1.1% | 11,760 | |
VitzroSys 054220 | +0.9% | 330 |
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8. HBM (High Bandwidth Memory) (recurred after 15 days)
- Episode: started 2025-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +4.8% | 186,000 | |
KohYoungTechnology 098460 | +4.3% | 14,390 | ★ |
Systems Technology 039440 | +4.2% | 20,700 | |
PSK Holdings 031980 | +3.8% | 35,700 | |
Auros Technology 322310 | +3.4% | 22,800 | |
EO Technics 039030 | +2.8% | 118,500 | |
Openedges Technology 394280 | +1.8% | 12,830 | |
Laserssel 412350 | +1.6% | 3,200 | |
Quality Reliability Technology 405100 | +1.5% | 12,230 | |
Techwing 089030 | +1.5% | 34,400 |
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Closing Thoughts
Political Ties (Han Duck-soo) is a one-day episode so far, while Beauty & Cosmetics carries a streak of 4. Whether either continues is the next data point.
Chip themes rose broadly: Semiconductor Equipment averaged 5.2% and HBM (High Bandwidth Memory) 2.96%, with SK hynix up 4.79%.