Weekly Theme Wrap (Apr 7 – Apr 11)
5 trading days · top 10 themes — most persistent is Shipbuilding at 4 days (weekly avg. +6.0%). Best single day this week: Apr 7, +17.4%.
Average change over the period
Shipbuilding was the most persistent theme of the Apr 7 to Apr 11 week, strong on 4 days. It averaged a 5.95% change, with its best day of 7.45% on Apr 10.
Shipbuilding Equipment was strong on 3 days, with an average change of 8.38% and a best day of 10.19% on Apr 11. Leaders included Sejin Heavy Industries and Hanwha Engine.
Political Ties (Kim Moon-soo) had the highest average change, 14.21%, over 2 strong days. Political Ties (Lee Jae-myung) was strong on 3 days, peaking at 13.91% on Apr 7.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Shipbuilding | 4d | +6.0% | 2025-04-10 (+7.5%) | running | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Political Ties (Lee Jae-myung) | 3d | +8.9% | 2025-04-07 (+13.9%) | running | CS, Sigong Tech, Kona I |
| Shipbuilding Equipment | 3d | +8.4% | 2025-04-11 (+10.2%) | running | Sejin Heavy Industries, Hanwha Engine, Hyundai HYMS |
| Political Ties (Kim Moon-soo) | 2d | +14.2% | 2025-04-08 (+15.8%) | running | Daeyoung Packaging, Pyung Hwa Holdings |
| Employment & Recruiting | 2d | +11.7% | 2025-04-07 (+17.4%) | running | Day1 Company, Wanted Lab |
| AI & Robotics | 2d | +11.6% | 2025-04-10 (+12.5%) | recurred | WISE iTech, ESTaid |
| Baby & Birth Rate | 2d | +9.5% | 2025-04-07 (+11.3%) | running | ERCOHS Agricultural |
| Medical AI | 2d | +9.0% | 2025-04-11 (+13.7%) | recurred | Bistos, Oncocross |
| Holding Companies | 2d | +8.5% | 2025-04-10 (+11.4%) | recurred | Wonik Holdings, Pyung Hwa Holdings |
| ChatGPT & AI Chatbots | 2d | +6.5% | 2025-04-07 (+7.8%) | recurred | Saltlux, ESTsoft |
Related News by Theme
- Shipbuilding (2025-04-10) 방산업 훈풍 탄 K조선, 캐파 경쟁 필리핀까지 넓힌다 [시그널] — 서울경제 (Korean)
- Shipbuilding Equipment (2025-04-11) [특징주] 현대힘스, 트럼프 동맹국 선박 구매 시사…조선사 수혜 기대감에 상승세 — 이투데이 (Korean)
- Political Ties (Kim Moon-soo) (2025-04-08) [서울데이터랩]금일 코스닥 거래량 1위 대영포장 상한가 기록 거래대금 883억 돌파 — 서울신문 (Korean)
- Employment & Recruiting (2025-04-07) [특징주] 조기 대선 정국에 저출생·일자리 정책 관련株 강세…에르코스·원티드랩 상한가 — 아주경제 (Korean)
What to Watch Next Week
Most themes on the list were tagged as continuing streaks, including Shipbuilding and both Political Ties themes. Whether those streaks extend into the next week is the open question.
Medical AI, Holding Companies and the two AI themes were tagged as recurrences rather than streaks. Employment & Recruiting logged the largest single-day move, 17.36% on Apr 7.
Theme heatmap
| 04-07 | 04-08 | 04-09 | 04-10 | 04-11 | |
|---|---|---|---|---|---|
| Shipbuilding | +6.7 | +2.2 | +7.5 | +7.4 | |
| Political Ties (Lee Jae-myung) | +13.9 | +7.9 | +5.0 | ||
| Shipbuilding Equipment | +6.5 | +8.4 | +10.2 | ||
| Political Ties (Kim Moon-soo) | +12.6 | +15.8 | |||
| Employment & Recruiting | +17.4 | +6.1 | |||
| AI & Robotics | +10.6 | +12.5 | |||
| Baby & Birth Rate | +11.3 | +7.7 | |||
| Medical AI | +4.2 | +13.7 | |||
| Holding Companies | +5.5 | +11.4 | |||
| ChatGPT & AI Chatbots | +7.8 | +5.2 |