May 23: 8 Strong Themes — Nuclear, Fashion & Clothing

May 23, 2025 · #Nuclear #Fashion & Clothing #Construction Majors #Currency & ATM Systems (incl. CBDC) #Political Ties (Lee Jun-seok) #Robotics (Industrial & Collaborative) #Political Ties (Lee Jae-myung) #AI & Robotics

8 strong themes — 8 recurred. Top: Nuclear +16.6%.

Strong themes8 Top change+16.6% LeaderEnertork

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+16.6%
Fashion & Clothing
+9.4%
Construction Majors
+7.3%
Currency & ATM Systems (incl. CBDC)
+7.0%
Political Ties (Lee Jun-seok)
+3.9%
Robotics (Industrial & Collaborative)
+3.3%
Political Ties (Lee Jae-myung)
+3.1%
AI & Robotics
+3.1%

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
NuclearEnertork+29.85%
Fashion & ClothingHansaemk+29.94%
Construction MajorsHyundai Engineering & Construction+11.64%
Currency & ATM Systems (incl. CBDC)Korea Computer Terminal+29.85%
Political Ties (Lee Jun-seok)NextEye+6.44%
Robotics (Industrial & Collaborative)Oneul E&m+12.55%
Political Ties (Lee Jae-myung)HYUNGJI Innovation and Creative+16.63%
AI & RoboticsHyulim ROBOT+2.27%

On May 23, Nuclear led the session with an average change of 16.59%, and all 10 of its stocks closed higher. Enertork topped the group with a gain of 29.85%.

Fashion & Clothing came next with an average change of 9.41%, led by Hansaemk at 29.94%. News coverage linked the K-fashion rally to rising foreign tourist numbers.

Construction Majors rose 7.26% on average, led by Hyundai Engineering & Construction at 11.64%. In Currency & ATM Systems (incl. CBDC), Korea Computer Terminal gained 29.85%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclearrecurred after 3 days+16.6%10/10Enertork
2Fashion & Clothingrecurred after 36 days+9.4%10/10Hansaemk
3Construction Majorsrecurred after 2 days+7.3%5/5Hyundai Engineering & Construction
4Currency & ATM Systems (incl. CBDC)recurred after 11 days+7.0%7/7Korea Computer Terminal
5Political Ties (Lee Jun-seok)recurred after 46 days+3.9%3/3NextEye
6Robotics (Industrial & Collaborative)recurred after 9 days+3.3%9/9Oneul E&m
7Political Ties (Lee Jae-myung)recurred after 11 days+3.1%10/10HYUNGJI Innovation and Creative
8AI & Roboticsrecurred after 9 days+3.1%9/9Hyulim ROBOT

Theme by Theme

1. Nuclear (recurred after 3 days)

StockChangeCloseLeader
Enertork 019990+29.9%7,960★
Taewoong 044490+22.6%17,750
Hanshin Machinery 011700+19.4%3,500
SNTEnergy 100840+18.6%46,800
Seojeon Electric Machinery 189860+14.4%4,650
Soosan Industries 126720+14.3%25,150
Woori Technology, Incorporation 032820+12.4%2,360
WOOJIN Ntec 457550+12.3%21,550
Hyundai Engineering & Construction 000720+11.6%54,200
Geumhwa PSC 036190+10.4%31,300

2. Fashion & Clothing (recurred after 36 days)

StockChangeCloseLeader
Hansaemk 069640+29.9%1,558★
HYUNGJI Innovation and Creative 011080+16.6%1,915
Gamsung 036620+15.5%4,910
Great New wave Coming 065060+7.1%1,505
Pond Group 472850+5.6%7,540
Metalabs 090370+4.2%1,473
Hyungji Global 308100+4.1%5,040
The Nature Holdings 298540+4.0%11,020
Wing’s Foot 335870+3.8%2,490
F&F 383220+3.3%75,500

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3. Construction Majors (recurred after 2 days)

StockChangeCloseLeader
Hyundai Engineering & Construction 000720+11.6%54,200★
DL E&c 375500+9.1%48,200
GS Engineering & Construction 006360+7.7%20,500
Daewoo Engineering & Construction 047040+5.4%3,930
Samsung C&T 028260+2.5%142,000

4. Currency & ATM Systems (incl. CBDC) (recurred after 11 days)

StockChangeCloseLeader
Korea Computer Terminal 089150+29.9%3,415★
Poongsan 103140+6.9%61,600
Hannet 052600+6.8%4,645
Logisys 067730+3.8%3,540
kakaopay 377300+1.6%30,800
FreeMs 053160+0.2%9,140
Korea Computer & Systems 115500+0.1%10,400

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5. Political Ties (Lee Jun-seok) (recurred after 46 days)

StockChangeCloseLeader
NextEye 137940+6.4%661★
The Willbes & 008600+2.7%570
SAMBO Industrial 009620+2.6%2,150

6. Robotics (Industrial & Collaborative) (recurred after 9 days)

StockChangeCloseLeader
Oneul E&m 192410+12.6%1,300★
Doosan 000150+6.8%439,000
Hyulim ROBOT 090710+2.3%2,030
Firstec 010820+2.0%3,760
Everybot 270660+1.5%16,510
TXR Robotics 484810+1.5%15,870
Dae-il 092200+1.3%4,740
Hyundai Movex 319400+1.1%3,970
LS THiRA-UTECH 322180+0.4%5,380

7. Political Ties (Lee Jae-myung) (recurred after 11 days)

StockChangeCloseLeader
HYUNGJI Innovation and Creative 011080+16.6%1,915★
Hyungji Global 308100+4.1%5,040
Vivien 002070+2.9%949
Haatz 066130+2.3%5,080
Hyungji Elite 093240+2.0%2,040
Total Soft Bank 045340+1.0%6,150
DongshinEngineering&Construction 025950+1.0%36,450
CS 065770+0.5%1,342
Dgenx 113810+0.4%1,235
FreeMs 053160+0.2%9,140

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8. AI & Robotics (recurred after 9 days)

StockChangeCloseLeader
Pintel 291810+5.7%2,215
Maum.ai 377480+5.3%23,700
Bi Matrix 413640+5.3%12,980
Konan Technology Incorporation 402030+2.7%25,050
Hyulim ROBOT 090710+2.3%2,030★
Firstec 010820+2.0%3,760
Artist Company 321820+1.9%13,750
Everybot 270660+1.5%16,510
Emro 058970+1.2%50,100

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Closing Thoughts

Nuclear, Construction Majors and both robotics themes have episodes running through May 26. Fashion & Clothing and the two political themes were one-day episodes.

Every theme on the list closed with all of its stocks higher, and the next question is whether that breadth holds. Political Ties (Lee Jun-seok) came back after a 46-day gap, led by NextEye at 6.44%.