Apr 2: 5 Strong Themes — Political Ties (Lee Jae-myung), AI & Robotics

April 2, 2025 · #Political Ties (Lee Jae-myung) #AI & Robotics #Beauty & Cosmetics #Robotics (Industrial & Collaborative) #Defense & War

5 strong themes — 2 running · 3 recurred. Top: Political Ties (Lee Jae-myung) +19.7%.

Strong themes5 Top change+19.7% LeaderSoftcamp

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+19.7%
AI & Robotics
+8.4%
Beauty & Cosmetics
+7.0%
Robotics (Industrial & Collaborative)
+4.5%
Defense & War
+2.8%

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
Political Ties (Lee Jae-myung)Softcamp+29.98%
AI & RoboticsUdmtek+16.06%
Beauty & CosmeticsNaturalendo Tech+14.42%
Robotics (Industrial & Collaborative)Yuilrobotics+17.18%
Defense & WarFormetal+6.01%

Political Ties (Lee Jae-myung) led the 2025-04-02 session with an average change of 19.74%. All 10 stocks in the theme rose, and leader Softcamp gained 29.98%.

AI & Robotics came back after a 7-day gap with an average change of 8.41%. Leader Udmtek rose 16.06%, and Yuilrobotics gained 17.18%.

Beauty & Cosmetics extended its streak to 2 days with an average change of 6.96%, led by Naturalendo Tech at 14.42%. In Defense & War, all 10 stocks also rose.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)2 days running+19.7%10/10Softcamp
2AI & Roboticsrecurred after 7 days+8.4%8/8Udmtek
3Beauty & Cosmetics2 days running+7.0%10/10Naturalendo Tech
4Robotics (Industrial & Collaborative)recurred after 19 days+4.5%8/8Yuilrobotics
5Defense & Warrecurred after 2 days+2.8%10/10Formetal

Theme by Theme

1. Political Ties (Lee Jae-myung) (2 days running)

StockChangeCloseLeader
Softcamp 258790+30.0%1,240★
Hyungji Global 308100+29.9%10,370
HYUNGJI Innovation and Creative 011080+29.9%2,735
Enex 011090+29.9%704
Vivien 002070+23.5%1,239
Orient Precision Industries 065500+21.6%15,890
Hyungji Elite 093240+11.1%3,600
DongshinEngineering&Construction 025950+10.6%67,600
Orientbio 002630+5.8%2,175
Atec 045660+5.0%39,050

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2. AI & Robotics (recurred after 7 days)

StockChangeCloseLeader
Yuilrobotics 388720+17.2%72,300
Simplatform 444530+16.1%12,970
Udmtek 389680+16.1%759★
Sandoll 419120+8.0%7,540
Exem 205100+2.9%1,900
Hyulim ROBOT 090710+2.7%2,040
Twim 290090+2.7%7,240
Becu AI 148780+1.6%990

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3. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
Naturalendo Tech 168330+14.4%1,619★
Aekyung Industrial 018250+11.2%16,120
Pum-tech Korea 251970+8.9%54,000
Globon 019660+5.9%902
Naturecell 007390+5.8%30,350
Silicon 2 257720+5.6%28,500
It’s Hanbul 226320+5.3%11,670
Classys 214150+4.7%60,700
Englewood Lab 950140+4.0%8,730
Sunjin Beauty Science 086710+3.9%12,150

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4. Robotics (Industrial & Collaborative) (recurred after 19 days)

StockChangeCloseLeader
Yuilrobotics 388720+17.2%72,300★
TPC 130740+6.6%1,913
Formetal 119500+6.0%3,175
Hyulim ROBOT 090710+2.7%2,040
Rainbow Robotics 277810+1.3%267,500
KNR Systems 199430+1.0%7,380
Clobot 466100+0.9%19,960
RS Automation 140670+0.8%13,640

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5. Defense & War (recurred after 2 days)

StockChangeCloseLeader
Formetal 119500+6.0%3,175★
WaveElectronics 095270+4.7%4,490
SNT Motiv 064960+2.6%27,100
Kisan Telecom 035460+2.5%2,005
Hanwha 000880+2.4%44,250
STX 011810+2.2%3,760
HJ Shipbuilding & Construction 097230+2.1%6,170
Egtronics 377330+2.0%4,825
Huneed Technologies 005870+1.8%8,610
Fiberpro 368770+1.6%6,550

Closing Thoughts

Political Ties (Lee Jae-myung) is on a 2-day streak, and its current episode runs from 2025-04-01 to 2025-04-03. It is still unclear whether the theme can repeat its 10-for-10 breadth.

Robotics (Industrial & Collaborative) returned after a 19-day gap with an average change of 4.55%, led by Yuilrobotics. Both robotics episodes began on 2025-04-02, and the next session will show whether they last.