Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung)

April 8, 2025 · #Political Ties (Kim Moon-soo) #Political Ties (Lee Jae-myung) #Baby & Birth Rate #Rare Earths & Rare Metals #Food #Shipbuilding #Shipbuilding Equipment #Employment & Recruiting

8 strong themes — 5 running · 3 recurred. Top: Political Ties (Kim Moon-soo) +15.8%.

Strong themes8 Top change+15.8% LeaderDaeyoung Packaging

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Kim Moon-soo)
+15.8%
Political Ties (Lee Jae-myung)
+7.9%
Baby & Birth Rate
+7.8%
Rare Earths & Rare Metals
+6.9%
Food
+6.9%
Shipbuilding
+6.7%
Shipbuilding Equipment
+6.5%
Employment & Recruiting
+6.1%

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 (Kim Moon-soo)Daeyoung Packaging+29.98%
Political Ties (Lee Jae-myung)Sigong Tech+26.98%
Baby & Birth RateERCOHS Agricultural+30.00%
Rare Earths & Rare MetalsNovatech+25.97%
FoodERCOHS Agricultural+30.00%
ShipbuildingHJ Shipbuilding & Construction+11.11%
Shipbuilding EquipmentHanwha Engine+9.00%
Employment & RecruitingDay1 Company+18.73%

Political-theme stocks led the Apr 8 session. Political Ties (Kim Moon-soo) topped the board with an average change of 15.84%, and all 6 of its stocks closed higher.

Daeyoung Packaging led that group, up 29.98% on volume of 39130591 shares. Political Ties (Lee Jae-myung) came next with an average change of 7.86%, led by Sigong Tech’s 26.98% gain.

All eight strong themes closed with every member up. ERCOHS Agricultural rose 30.0% and led both Baby & Birth Rate and Food.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Kim Moon-soo)4 days running+15.8%6/6Daeyoung Packaging
2Political Ties (Lee Jae-myung)2 days running+7.9%10/10Sigong Tech
3Baby & Birth Rate4 days running+7.8%10/10ERCOHS Agricultural
4Rare Earths & Rare Metals2 days running+6.9%10/10Novatech
5Foodrecurred after 18 days+6.9%10/10ERCOHS Agricultural
6Shipbuildingrecurred after 7 days+6.7%6/6HJ Shipbuilding & Construction
7Shipbuilding Equipmentrecurred after 7 days+6.5%10/10Hanwha Engine
8Employment & Recruiting4 days running+6.1%6/6Day1 Company

Theme by Theme

1. Political Ties (Kim Moon-soo) (4 days running)

StockChangeCloseLeader
Daeyoung Packaging 014160+30.0%2,480★
Sewon 024830+30.0%11,710
Hansol HomeDeco 025750+17.4%1,153
Pyung Hwa Holdings 010770+9.6%14,160
Valofe 331520+5.8%1,003
Pyung Hwa Industrial 090080+2.3%1,841

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

StockChangeCloseLeader
Sigong Tech 020710+27.0%6,000★
Atec Mobility 224110+9.2%21,200
Hyungji Elite 093240+8.8%3,095
CS 065770+8.2%2,040
Haatz 066130+6.2%5,450
Ilsung Construction 013360+4.9%4,300
Enex 011090+4.6%957
FreeMs 053160+4.4%11,480
Total Soft Bank 045340+2.7%10,000
Dgenx 113810+2.6%1,750

3. Baby & Birth Rate (4 days running)

StockChangeCloseLeader
ERCOHS Agricultural 435570+30.0%19,890★
Toebox Korea 215480+14.3%3,000
Samick Musical Instruments 002450+11.8%1,378
Monalisa 012690+4.8%3,035
Zero to Seven 159580+3.9%6,650
SAMG Entertainment 419530+3.0%29,400
Samsung Publishing 068290+2.8%17,060
Ggumbi 407400+2.7%13,860
Daekyo 019680+2.1%2,165
KleanNara 004540+2.0%2,815

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4. Rare Earths & Rare Metals (2 days running)

StockChangeCloseLeader
Novatech 285490+26.0%22,750★
Union 000910+10.2%6,610
Woosung Materials 011300+7.1%573
Tplex 081150+6.8%3,310
Dongkuk Refractories & Steel 075970+4.4%2,585
Union Materials 047400+4.0%2,210
Green Resource 402490+3.6%12,870
Cenotec 222420+3.2%1,032
Hyundai BNG Steel 004560+2.9%10,710
EG 037370+1.1%6,230

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5. Food (recurred after 18 days)

StockChangeCloseLeader
ERCOHS Agricultural 435570+30.0%19,890★
Singsongholdings 006880+7.2%7,780
Sempio Foods Company 248170+6.1%26,850
Sajodongaone 008040+4.6%1,030
TS 001790+3.8%2,855
Milae Bioresources 218150+3.7%3,740
WooDeumGee Farm 403490+3.5%1,390
CJ Freshway 051500+3.4%23,050
MSC 009780+3.2%5,830
S&D 260970+3.1%63,000

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6. Shipbuilding (recurred after 7 days)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+11.1%6,300★
Hanwha Ocean 042660+8.3%67,700
HD Hyundai Heavy Industries 329180+6.9%294,500
HD Hyundai Mipo 010620+6.7%118,200
Samsung Heavy Industries 010140+3.9%13,220
HD Korea Shipbuilding & Offshore Engineering 009540+3.1%191,900

7. Shipbuilding Equipment (recurred after 7 days)

StockChangeCloseLeader
Hanwha Engine 082740+9.0%21,800★
Hankuk Carbon 017960+7.8%17,310
S&W 103230+7.6%3,380
HD-Hyundai Marine Engine 071970+7.2%26,700
Sejin Heavy Industries 075580+6.7%6,850
Il Seung 333430+5.9%3,780
KSP 073010+5.4%3,690
Dongbang Ship Machinery 099410+5.4%2,950
T. K 023160+5.3%20,550
Inhwa Precision 101930+5.2%33,700

8. Employment & Recruiting (4 days running)

StockChangeCloseLeader
Day1 Company 373160+18.7%9,320★
DSC Investment 241520+8.5%5,890
Daesung Private Equity 027830+5.3%2,365
T.S.Investment 246690+2.1%1,235
MegaMD 133750+2.0%2,765
Wanted Lab 376980+0.1%10,460

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Closing Thoughts

Three themes now have a streak of 4: Political Ties (Kim Moon-soo), Baby & Birth Rate and Employment & Recruiting. The next test is whether those runs continue after Apr 8.

Rare Earths & Rare Metals rose for a second straight session, with Novatech up 25.97%. Shipbuilding and Shipbuilding Equipment returned after a 7-day gap.