Weekly Theme Wrap (Mar 31 – Apr 4)

April 4, 2025 · #Political Ties (Lee Jae-myung) #Political Ties (Kim Moon-soo) #Baby & Birth Rate #Employment & Recruiting #Political Ties (Han Dong-hoon) #Political Ties (Lee Jun-seok) #Political Ties (Ahn Cheol-soo) #Political Ties (Hong Joon-pyo) #Political Ties (Oh Se-hoon) #Beauty & Cosmetics

5 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 3 days (weekly avg. +22.9%). Best single day this week: Apr 1, +29.9%.

Trading days5d Most days strong3d weekly avg.+22.9% LeaderDongshinEngineering&Construction

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+22.9%
Political Ties (Kim Moon-soo)
+16.2%
Baby & Birth Rate
+9.4%
Employment & Recruiting
+9.3%
Political Ties (Han Dong-hoon)
+9.2%
Political Ties (Lee Jun-seok)
+9.0%
Political Ties (Ahn Cheol-soo)
+6.4%
Political Ties (Hong Joon-pyo)
+14.2%
Political Ties (Oh Se-hoon)
+11.6%
Beauty & Cosmetics
+8.5%

Political-tie themes dominated the week of Mar 31 to Apr 4. Political Ties (Lee Jae-myung) led with an average change of 22.95%. Its best day was Apr 1, at 29.87%.

Political Ties (Kim Moon-soo) followed with an average change of 16.22%, led by Pyung Hwa Holdings. Several themes were strong on 3 days of the week.

Outside politics, Baby & Birth Rate averaged a change of 9.42%, with KleanNara, Ggumbi and ERCOHS Agricultural leading. Employment & Recruiting posted an average change of 9.28%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Lee Jae-myung)3d+22.9%2025-04-01 (+29.9%)runningDongshinEngineering&Construction, Softcamp
Political Ties (Kim Moon-soo)3d+16.2%2025-04-04 (+20.7%)runningPyung Hwa Holdings
Baby & Birth Rate3d+9.4%2025-04-04 (+14.8%)runningKleanNara, Ggumbi, ERCOHS Agricultural
Employment & Recruiting3d+9.3%2025-04-04 (+15.8%)runningOpenknowl, Wanted Lab
Political Ties (Han Dong-hoon)3d+9.2%2025-04-04 (+15.2%)runningDaesang Holdings, Dt&cro
Political Ties (Lee Jun-seok)3d+9.0%2025-04-04 (+13.3%)runningNextEye, The Willbes &
Political Ties (Ahn Cheol-soo)3d+6.4%2025-04-04 (+12.3%)runningSunny Electronics
Political Ties (Hong Joon-pyo)2d+14.2%2025-04-04 (+19.9%)recurredKyeong Nam Steel
Political Ties (Oh Se-hoon)2d+11.6%2025-04-04 (+16.9%)recurredChin Yang Industry, Chinyang Chemical
Beauty & Cosmetics2d+8.5%2025-04-01 (+10.1%)runningNaturalendo Tech, Bbia

What to Watch Next Week

Most themes closed the week on a continuing streak, with best days clustered on Apr 4. Political Ties (Hong Joon-pyo) returned after a gap, with a best change of 19.87% on Apr 4.

A Yeongnam Ilbo report on Apr 4 asked whether Baby & Birth Rate gains stemmed from the impeachment ruling. Whether that political link holds next week is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-3104-0104-0204-0304-04
Political Ties (Lee Jae-myung)+29.9+19.7+19.2
Political Ties (Kim Moon-soo)+16.3+11.7+20.7
Baby & Birth Rate+9.9+3.6+14.8
Employment & Recruiting+8.1+3.9+15.8
Political Ties (Han Dong-hoon)+10.9+1.4+15.1
Political Ties (Lee Jun-seok)+6.5+7.3+13.3
Political Ties (Ahn Cheol-soo)+5.1+1.8+12.3
Political Ties (Hong Joon-pyo)+8.5+19.9
Political Ties (Oh Se-hoon)+6.3+16.9
Beauty & Cosmetics+10.1+7.0
Down UpBlank = not in that day's strong list