Weekly Theme Wrap (May 7 – May 9)
3 trading days · top 10 themes — most persistent is Defense & War at 2 days (weekly avg. +8.3%). Best single day this week: May 7, +20.4%.
Average change over the period
The May 7 to May 9 week was led by Defense & War, the only theme strong on two days. It posted an average change of 8.28%, with Pyung Hwa Industrial in front.
Political themes surged on May 7. Local Currency Vouchers posted an average change of 20.36% via WebCash, while Political Ties (Lee Jae-myung) gained 17.63% on Orientbio.
Political Ties (Kim Moon-soo) added 13.33% on May 7 through Pyung Hwa Holdings. On May 8, Beauty & Cosmetics rose 12.6% behind Apr.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Defense & War | 2d | +8.3% | 2025-05-07 (+10.7%) | running | Pyung Hwa Industrial |
| Local Currency Vouchers | 1d | +20.4% | 2025-05-07 (+20.4%) | recurred | WebCash |
| Political Ties (Lee Jae-myung) | 1d | +17.6% | 2025-05-07 (+17.6%) | recurred | Orientbio |
| Political Ties (Kim Moon-soo) | 1d | +13.3% | 2025-05-07 (+13.3%) | recurred | Pyung Hwa Holdings |
| Beauty & Cosmetics | 1d | +12.6% | 2025-05-08 (+12.6%) | recurred | Apr |
| AI & Robotics | 1d | +10.5% | 2025-05-09 (+10.5%) | recurred | ESTaid |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +9.5% | 2025-05-07 (+9.5%) | recurred | Pyung Hwa Holdings |
| GLP-1 & Obesity Drugs | 1d | +9.4% | 2025-05-08 (+9.4%) | recurred | Bluemtec |
| Medical Devices | 1d | +9.4% | 2025-05-08 (+9.4%) | recurred | Metabiomed |
| Dental Care & Implants | 1d | +8.8% | 2025-05-08 (+8.8%) | recurred | Metabiomed |
Related News by Theme
- Local Currency Vouchers (2025-05-07) 웹케시, 이재명 지역화폐 대폭 확대 공약…수천억 규모 서울시 지역화폐 사업자 선정↑ [특징주] — 파이낸셜뉴스 (Korean)
- Political Ties (Lee Jae-myung) (2025-05-07) [꺼지지 않는 테마주 열풍] 관세→정치→사이버보안株…韓증시, 테마주 단타 놀이터 전락 — 아주경제 (Korean)
- Political Ties (Kim Moon-soo) (2025-05-07) [특징주] 김문수 테마…평화홀딩스 25%대↑ — 남도일보 (Korean)
- Beauty & Cosmetics (2025-05-08) 에이피알, 1분기 영업익 546억, 전년 동기 대비 97%↑ — 서울경제 (Korean)
What to Watch Next Week
The next question is whether Defense & War stays strong for more than two days. AI & Robotics closed the week on May 9 at 10.53%, led by ESTaid.
Pyung Hwa Holdings also led Hydrogen (Fuel Cells, Vehicles) at 9.52%, so it showed up in two themes. On May 8, health themes moved together, and Metabiomed led two of them.
Theme heatmap
| 05-07 | 05-08 | 05-09 | |
|---|---|---|---|
| Defense & War | +10.6 | +5.9 | |
| Local Currency Vouchers | +20.4 | ||
| Political Ties (Lee Jae-myung) | +17.6 | ||
| Political Ties (Kim Moon-soo) | +13.3 | ||
| Beauty & Cosmetics | +12.6 | ||
| AI & Robotics | +10.5 | ||
| Hydrogen (Fuel Cells, Vehicles) | +9.5 | ||
| GLP-1 & Obesity Drugs | +9.4 | ||
| Medical Devices | +9.4 | ||
| Dental Care & Implants | +8.8 |