Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital

April 10, 2025 · #Carbon Credits & CCUS #Venture Capital #Robotics (Industrial & Collaborative) #AI & Robotics #Defense & War #Holding Companies #Crypto & Bitcoin #iPhone Supply Chain

8 strong themes — 8 recurred. Top: Carbon Credits & CCUS +16.1%.

Strong themes8 Top change+16.1% LeaderGreen Chemical

Average change by strong theme

Average change of member stocks, by theme · descending
Carbon Credits & CCUS
+16.1%
Venture Capital
+14.4%
Robotics (Industrial & Collaborative)
+13.1%
AI & Robotics
+12.5%
Defense & War
+12.1%
Holding Companies
+11.4%
Crypto & Bitcoin
+10.9%
iPhone Supply Chain
+10.8%

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
Carbon Credits & CCUSGreen Chemical+30.00%
Venture CapitalLindeman Asia Investment+29.93%
Robotics (Industrial & Collaborative)Wonik Holdings+22.15%
AI & RoboticsESTaid+30.00%
Defense & WarCatis+29.85%
Holding CompaniesWonik Holdings+22.15%
Crypto & BitcoinInbiogen+29.94%
iPhone Supply ChainITM Semiconductor+17.68%

Every theme in the 2025-04-10 session closed with all of its listed stocks higher. Carbon Credits & CCUS led with an average change of 16.15%, with 9 of its 9 stocks up.

Venture Capital followed with an average change of 14.44%, led by Lindeman Asia Investment at 29.93%. Robotics (Industrial & Collaborative) averaged 13.06%.

Crypto & Bitcoin returned after a gap of 56 days, as headlines covered a Trump tariff pause. iPhone Supply Chain came back after 50 days, with SK hynix up 11.03%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Carbon Credits & CCUSrecurred after 14 days+16.1%9/9Green Chemical
2Venture Capitalrecurred after 57 days+14.4%10/10Lindeman Asia Investment
3Robotics (Industrial & Collaborative)recurred after 8 days+13.1%10/10Wonik Holdings
4AI & Roboticsrecurred after 3 days+12.5%8/8ESTaid
5Defense & Warrecurred after 8 days+12.1%10/10Catis
6Holding Companiesrecurred after 2 days+11.4%10/10Wonik Holdings
7Crypto & Bitcoinrecurred after 56 days+10.9%10/10Inbiogen
8iPhone Supply Chainrecurred after 50 days+10.8%10/10ITM Semiconductor

Theme by Theme

1. Carbon Credits & CCUS (recurred after 14 days)

StockChangeCloseLeader
Green Chemical 083420+30.0%7,540★
Airrane 163280+29.8%22,400
Chemtros 220260+19.1%4,395
Ecoeye 448280+17.1%24,350
Foosung 093370+13.6%4,350
Ecopro HN 383310+10.3%26,200
Ecopro 086520+9.6%52,400
Unid 014830+8.9%77,200
TKG Huchems 069260+7.0%15,380

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2. Venture Capital (recurred after 57 days)

StockChangeCloseLeader
Lindeman Asia Investment 277070+29.9%6,100★
GMI Venture 019570+29.8%318
Daesung Private Equity 027830+16.5%2,645
T.S.Investment 246690+14.8%1,390
NAU IB Capital 293580+11.4%1,263
Capstone Partners 452300+9.4%2,900
Aju IB Investment 027360+8.9%2,095
Atinum Investment 021080+8.1%2,260
LB Investment 309960+7.8%3,720
SBI Investment KOREA 019550+7.7%669

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3. Robotics (Industrial & Collaborative) (recurred after 8 days)

StockChangeCloseLeader
Wonik Holdings 030530+22.1%3,970★
Dae-il 092200+17.2%4,260
Samhyun 437730+14.4%9,910
Doosan 000150+13.3%281,500
KNR Systems 199430+11.6%6,950
SBB Tech 389500+10.9%19,550
Shinsung Delta Tech 065350+10.8%57,500
SP Systems 317830+10.4%7,620
Samick THK 004380+10.1%9,380
Cymechs 160980+9.8%10,450

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4. AI & Robotics (recurred after 3 days)

StockChangeCloseLeader
ESTaid 239340+30.0%1,755★
CrowdWorks 355390+14.4%15,050
Becu AI 148780+11.4%1,253
Pie 452450+9.5%7,700
Everybot 270660+9.1%13,070
Angel Robotics 455900+9.0%21,400
Nepes 033640+8.6%6,920
Curexo 060280+8.3%7,700

5. Defense & War (recurred after 8 days)

StockChangeCloseLeader
Catis 140430+29.9%3,545★
RF Systems 474610+15.5%4,720
Samhyun 437730+14.4%9,910
SatrecInitiative 099320+9.2%42,250
Wavice 289930+9.1%7,350
HD Korea Shipbuilding & Offshore Engineering 009540+8.9%213,000
Hanwha Systems 272210+8.6%34,050
Daeyang Electric 108380+8.5%15,950
Speco 013810+8.5%3,515
Kencoa Aerospace 274090+8.4%10,890

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6. Holding Companies (recurred after 2 days)

StockChangeCloseLeader
Wonik Holdings 030530+22.1%3,970★
SK Square 402340+14.0%85,700
Doosan 000150+13.3%281,500
LS 006260+10.3%106,400
Hwaseung Enterprise 241590+10.2%8,110
Ecopro 086520+9.6%52,400
HD Korea Shipbuilding & Offshore Engineering 009540+8.9%213,000
LVMC Holdings 900140+8.7%1,755
Soulbrain Holdings 036830+8.7%27,550
Hanjinkal 180640+8.5%80,400

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7. Crypto & Bitcoin (recurred after 56 days)

StockChangeCloseLeader
Inbiogen 101140+29.9%6,900★
T.S.Investment 246690+14.8%1,390
T Scientific 057680+10.0%801
JCH Systems 033320+9.1%4,920
Atinum Investment 021080+8.1%2,260
Wemade 112040+8.0%29,600
SBI Investment KOREA 019550+7.7%669
Kakao 035720+7.7%40,000
Woori Technology Investment 041190+7.5%6,010
Danal 064260+6.5%2,635

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8. iPhone Supply Chain (recurred after 50 days)

StockChangeCloseLeader
ITM Semiconductor 084850+17.7%11,450★
LG Display 034220+11.2%8,030
SK hynix 000660+11.0%183,200
LG Chem 051910+10.8%225,500
Derkwoo Electronics 263600+10.5%4,150
LG Innotek 011070+10.5%134,800
Ndfos 238090+9.7%2,065
Interflex 051370+8.8%7,820
Protec 053610+8.7%21,800
Samsung Electro-mechanics 009150+8.7%119,000

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Closing Thoughts

Every theme here has a streak of 1, so each episode lasted just one day. The next data point is whether Carbon Credits & CCUS or Venture Capital rise again in the following session.

Wonik Holdings led both Robotics (Industrial & Collaborative) and Holding Companies. Defense & War averaged 12.1%, led by Catis at 29.85%.