Apr 2025 Theme Wrap — The Monthly Theme Map
22 trading days · 118 recurring themes · top 15 themes — most persistent is Shipbuilding at 10 days (monthly avg. +4.5%). Best single day this month: Apr 1, +29.9%.
Average change over the period
April 2025 was led by Shipbuilding, which was strong on 10 days with an average change of 4.5%. Its best session came on Apr 10, with a gain of 7.45%.
Beauty & Cosmetics and Shipbuilding Equipment followed, each with 9 strong days. Beauty & Cosmetics posted an average change of 7.73% and peaked at 10.42% on Apr 17.
Political names posted the biggest moves: Political Ties (Lee Jae-myung) hit 29.87% on Apr 1 and averaged 16.43%. AI & Robotics peaked at 19.91% on Apr 14.
118 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Shipbuilding | 10d | +4.5% | 2025-04-10 (+7.5%) | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Beauty & Cosmetics | 9d | +7.7% | 2025-04-17 (+10.4%) | Naturalendo Tech, NextEye, The Lamy |
| Shipbuilding Equipment | 9d | +5.6% | 2025-04-11 (+10.2%) | STX Engine, Samyoung M-tek C0, Sejin Heavy Industries |
| Semiconductor Equipment | 8d | +6.5% | 2025-04-23 (+9.5%) | Shinsung E&g, Imt, RS Automation |
| Semiconductor Majors (Fabrication) | 8d | +2.5% | 2025-04-10 (+8.4%) | DB HiTek, SK hynix, Samsung Electronics |
| Political Ties (Lee Jae-myung) | 7d | +16.4% | 2025-04-01 (+29.9%) | CS, DongshinEngineering&Construction, Softcamp |
| AI & Robotics | 7d | +10.1% | 2025-04-14 (+19.9%) | RoboRobo, Alchera, Obzen |
| Semiconductor Materials & Components | 7d | +6.4% | 2025-04-25 (+8.3%) | 3S Korea, Micro2nano, SAMYANG NC Chem |
| Rare Earths & Rare Metals | 7d | +4.5% | 2025-04-14 (+7.6%) | Novatech, Dongkuk Refractories & Steel, Union |
| Music & Entertainment | 7d | +3.9% | 2025-04-17 (+6.4%) | Dear U, Blitzway Entertainment, YG Entertainment |
| Baby & Birth Rate | 6d | +9.4% | 2025-04-04 (+14.8%) | KleanNara, Ggumbi, ERCOHS Agricultural |
| Political Ties (Kim Moon-soo) | 5d | +15.4% | 2025-04-04 (+20.7%) | Daeyoung Packaging, Pyung Hwa Holdings |
| Employment & Recruiting | 5d | +10.3% | 2025-04-07 (+17.4%) | Day1 Company, Openknowl, Wanted Lab |
| Political Ties (Han Dong-hoon) | 5d | +8.7% | 2025-04-04 (+15.2%) | Daesang Holdings, Dt&cro, Taeyang Metal Industrial |
| Medical AI | 5d | +7.8% | 2025-04-11 (+13.7%) | Bistos, Oncocross, Insung Information |
What to Watch Next Month
Chip themes came back: Semiconductor Equipment had 8 strong days and peaked at 9.47% on Apr 23. Semiconductor Materials & Components followed with 8.31% on Apr 25.
The data counts 118 recurrent themes for the month. The next question is whether Shipbuilding’s continuous run carries into May.
Theme heatmap
| 04-01 | 04-02 | 04-03 | 04-04 | 04-07 | 04-08 | 04-09 | 04-10 | 04-11 | 04-14 | 04-15 | 04-16 | 04-17 | 04-18 | 04-21 | 04-22 | 04-23 | 04-24 | 04-25 | 04-28 | 04-29 | 04-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shipbuilding | +3.9 | +6.7 | +2.2 | +7.5 | +7.4 | +2.2 | +2.5 | +5.5 | +5.3 | +1.7 | ||||||||||||
| Beauty & Cosmetics | +10.1 | +7.0 | +7.2 | +5.8 | +10.4 | +8.8 | +5.4 | +8.4 | +6.6 | |||||||||||||
| Shipbuilding Equipment | +6.0 | +6.5 | +8.4 | +10.2 | +5.3 | +2.9 | +4.2 | +4.8 | +2.2 | |||||||||||||
| Semiconductor Equipment | +7.1 | +5.1 | +4.8 | +8.0 | +5.5 | +3.6 | +9.5 | +8.8 | ||||||||||||||
| Semiconductor Majors (Fabrication) | +2.8 | +1.5 | +8.4 | +1.1 | +0.4 | +0.7 | +2.4 | +3.1 | ||||||||||||||
| Political Ties (Lee Jae-myung) | +29.9 | +19.7 | +19.2 | +13.9 | +7.9 | +5.0 | +19.4 | |||||||||||||||
| AI & Robotics | +8.4 | +10.6 | +12.5 | +19.9 | +7.5 | +5.3 | +6.2 | |||||||||||||||
| Semiconductor Materials & Components | +6.4 | +4.1 | +6.1 | +4.9 | +7.2 | +7.6 | +8.3 | |||||||||||||||
| Rare Earths & Rare Metals | +2.7 | +5.2 | +6.9 | +7.6 | +3.9 | +3.3 | +1.5 | |||||||||||||||
| Music & Entertainment | +2.8 | +6.4 | +3.0 | +4.7 | +2.8 | +4.6 | +2.8 | |||||||||||||||
| Baby & Birth Rate | +9.9 | +3.6 | +14.8 | +11.3 | +7.7 | +9.2 | ||||||||||||||||
| Political Ties (Kim Moon-soo) | +16.3 | +11.7 | +20.7 | +12.6 | +15.8 | |||||||||||||||||
| Employment & Recruiting | +8.1 | +3.9 | +15.8 | +17.4 | +6.1 | |||||||||||||||||
| Political Ties (Han Dong-hoon) | +10.9 | +1.4 | +15.1 | +11.7 | +4.3 | |||||||||||||||||
| Medical AI | +4.2 | +13.7 | +10.2 | +5.7 | +5.0 |