May 7: 8 Strong Themes — Local Currency Vouchers, Political Ties (Lee Jae-myung)
8 strong themes — 3 running · 5 recurred. Top: Local Currency Vouchers +20.4%.
Strong themes8
Top change+20.4%
LeaderWebCash
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 |
|---|---|---|---|
| Local Currency Vouchers | WebCash | +29.95% | |
| Political Ties (Lee Jae-myung) | Orientbio | +29.99% | |
| Political Ties (Kim Moon-soo) | Pyung Hwa Holdings | +29.93% | |
| Defense & War | Pyung Hwa Industrial | +17.15% | |
| Hydrogen (Fuel Cells, Vehicles) | Pyung Hwa Holdings | +29.93% | |
| Cybersecurity | PLANTYNETCo | +16.41% | |
| Airlines & Low-Cost Carriers | Air Busan | +7.09% | |
| Shipbuilding Equipment | KS Industry | +7.84% |
Political themes drove the May 7 session. Local Currency Vouchers led with an average change of 20.36%, and all 5 of its stocks rose, led by WebCash at 29.95%.
Political Ties (Lee Jae-myung) averaged 17.63%, with all 10 stocks up and Orientbio leading at 29.99%. Political Ties (Kim Moon-soo) returned after a 29-day gap at 13.33%.
Pyung Hwa Holdings rose 29.93%, leading both Political Ties (Kim Moon-soo) and Hydrogen (Fuel Cells, Vehicles).
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Local Currency Vouchers | recurred after 7 days | +20.4% | 5/5 | WebCash |
| 2 | Political Ties (Lee Jae-myung) | recurred after 7 days | +17.6% | 10/10 | Orientbio |
| 3 | Political Ties (Kim Moon-soo) | recurred after 29 days | +13.3% | 5/5 | Pyung Hwa Holdings |
| 4 | Defense & War | 2 days running | +10.7% | 10/10 | Pyung Hwa Industrial |
| 5 | Hydrogen (Fuel Cells, Vehicles) | recurred after 14 days | +9.5% | 9/9 | Pyung Hwa Holdings |
| 6 | Cybersecurity | 2 days running | +5.8% | 9/9 | PLANTYNETCo |
| 7 | Airlines & Low-Cost Carriers | recurred after 20 days | +4.9% | 8/8 | Air Busan |
| 8 | Shipbuilding Equipment | 2 days running | +4.4% | 10/10 | KS Industry |
Theme by Theme
1. Local Currency Vouchers (recurred after 7 days)
- Episode: started 2025-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
WebCash 053580 | +29.9% | 15,100 | ★ |
Kona I 052400 | +29.9% | 46,950 | |
Uracle 088340 | +20.1% | 24,450 | |
coocon 294570 | +17.4% | 22,850 | |
GalaxiaMoneytree 094480 | +4.4% | 8,530 |
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2. Political Ties (Lee Jae-myung) (recurred after 7 days)
- Episode: started 2025-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Orientbio 002630 | +30.0% | 1,790 | ★ |
Kona I 052400 | +29.9% | 46,950 | |
Orient Precision Industries 065500 | +24.4% | 12,270 | |
DongshinEngineering&Construction 025950 | +15.7% | 50,400 | |
Ilsung Construction 013360 | +14.8% | 3,380 | |
HYUNGJI Innovation and Creative 011080 | +14.0% | 2,650 | |
Hyungji Elite 093240 | +12.9% | 2,710 | |
Atec 045660 | +12.1% | 29,200 | |
Hyungji Global 308100 | +11.6% | 6,830 | |
Enex 011090 | +10.9% | 781 |
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3. Political Ties (Kim Moon-soo) (recurred after 29 days)
- Episode: started 2025-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pyung Hwa Holdings 010770 | +29.9% | 5,860 | ★ |
Pyung Hwa Industrial 090080 | +17.1% | 1,243 | |
Daeyoung Packaging 014160 | +12.8% | 1,335 | |
Valofe 331520 | +5.3% | 638 | |
Hansol HomeDeco 025750 | +1.5% | 732 |
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4. Defense & War (2 days running)
- Episode: started 2025-05-02, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Wavice 289930 | +18.8% | 10,990 | |
Pyung Hwa Industrial 090080 | +17.1% | 1,243 | ★ |
Samhyun 437730 | +13.6% | 14,980 | |
Daesung Hi-Tech 129920 | +11.9% | 4,565 | |
Hanwha Aerospace 012450 | +8.8% | 890,000 | |
Korean Air Lines 003490 | +7.9% | 22,650 | |
Huneed Technologies 005870 | +7.5% | 8,900 | |
Hanwha Systems 272210 | +7.1% | 44,650 | |
RF Systems 474610 | +7.0% | 5,350 | |
HanilForgingIndustrial 024740 | +6.8% | 2,420 |
5. Hydrogen (Fuel Cells, Vehicles) (recurred after 14 days)
- Episode: started 2025-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pyung Hwa Holdings 010770 | +29.9% | 5,860 | ★ |
Pyung Hwa Industrial 090080 | +17.1% | 1,243 | |
Mi 059090 | +9.5% | 11,060 | |
Synopex 025320 | +6.5% | 6,750 | |
Hyundai-Rotem 064350 | +6.1% | 118,300 | |
Bumhan Fuel Cell 382900 | +5.4% | 17,300 | |
Doosan Fuel Cell 336260 | +4.2% | 15,560 | |
Sang-a Frontec 089980 | +3.5% | 15,740 | |
Kolon Industries 120110 | +3.5% | 31,250 |
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- [특징주] 김문수 테마…평화홀딩스 25%대↑ — 남도일보 (Korean)
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6. Cybersecurity (2 days running)
- Episode: started 2025-05-02, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
PLANTYNETCo 075130 | +16.4% | 3,440 | ★ |
Soosan Int 050960 | +9.5% | 15,610 | |
Sands Lab 411080 | +5.0% | 8,680 | |
ESTsoft 047560 | +4.3% | 20,200 | |
Axgate 356680 | +3.9% | 7,380 | |
Pintel 291810 | +3.6% | 2,155 | |
Initech 053350 | +3.5% | 9,000 | |
RaonSecure 042510 | +3.1% | 9,920 | |
Hunesion 290270 | +2.5% | 3,645 |
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7. Airlines & Low-Cost Carriers (recurred after 20 days)
- Episode: started 2025-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Air Lines 003490 | +7.9% | 22,650 | |
Air Busan 298690 | +7.1% | 2,190 | ★ |
Jin Air 272450 | +6.9% | 9,580 | |
Hanjinkal 180640 | +5.7% | 85,400 | |
Asiana Airlines 020560 | +5.1% | 9,930 | |
Jejuair 089590 | +4.6% | 7,080 | |
Tway Holdings Incorporation 004870 | +1.4% | 706 | |
AK Holdings 006840 | +0.3% | 10,650 |
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8. Shipbuilding Equipment (2 days running)
- Episode: started 2025-05-02, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
KS Industry 101000 | +7.8% | 2,545 | ★ |
Cape Industries 064820 | +6.3% | 6,960 | |
Daeyang Electric 108380 | +5.1% | 20,200 | |
Sejin Heavy Industries 075580 | +4.6% | 9,260 | |
Medicox 054180 | +4.3% | 168 | |
HD Hyundai Marine Solution 443060 | +4.3% | 159,600 | |
Taewoong 044490 | +3.2% | 15,750 | |
Sung Kwang Bend 014620 | +3.1% | 28,600 | |
Il Seung 333430 | +2.9% | 4,860 | |
T. K 023160 | +2.6% | 21,550 |
Closing Thoughts
Three themes are on a streak of 2: Defense & War, Cybersecurity and Shipbuilding Equipment. The next data point is whether those streaks continue.
Airlines & Low-Cost Carriers returned after a 20-day gap with an average change of 4.87%. News cited a stronger won and lower oil prices, and Korean Air Lines gained 7.86%.