May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics

May 12, 2025 · #Political Ties (Kim Moon-soo) #AI & Robotics #Holding Companies #Autonomous Driving #Semiconductor Equipment #Ukraine Reconstruction #Political Ties (Lee Jae-myung) #Education & E-Learning

8 strong themes — 1 running · 7 recurred. Top: Political Ties (Kim Moon-soo) +30.0%.

Strong themes8 Top change+30.0% LeaderPyung Hwa Holdings

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Kim Moon-soo)
+30.0%
AI & Robotics
+12.7%
Holding Companies
+9.7%
Autonomous Driving
+9.3%
Semiconductor Equipment
+8.7%
Ukraine Reconstruction
+8.7%
Political Ties (Lee Jae-myung)
+8.7%
Education & E-Learning
+8.4%

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)Pyung Hwa Holdings+30.00%
AI & RoboticsYujin Robot+29.96%
Holding CompaniesPyung Hwa Holdings+30.00%
Autonomous DrivingYujin Robot+29.96%
Semiconductor EquipmentJT+9.31%
Ukraine ReconstructionFreeMs+18.53%
Political Ties (Lee Jae-myung)Hyungji Global+19.04%
Education & E-LearningThe Willbes &+29.97%

Eight themes advanced on 2025-05-12, and every stock listed under each one closed higher. Political Ties (Kim Moon-soo) led with an average change of 29.97%, with all 6 of its stocks up.

Pyung Hwa Holdings gained 30.0% and led both that theme and Holding Companies. Pyung Hwa Industrial rose 29.99% and Sewon 29.97%.

AI & Robotics was the only theme with a streak of 2, posting an average change of 12.72%. Leader Yujin Robot rose 29.96% and also led Autonomous Driving.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Kim Moon-soo)recurred after 5 days+30.0%6/6Pyung Hwa Holdings
2AI & Robotics2 days running+12.7%10/10Yujin Robot
3Holding Companiesrecurred after 32 days+9.7%10/10Pyung Hwa Holdings
4Autonomous Drivingrecurred after 14 days+9.3%10/10Yujin Robot
5Semiconductor Equipmentrecurred after 4 days+8.7%10/10JT
6Ukraine Reconstructionrecurred after 20 days+8.7%10/10FreeMs
7Political Ties (Lee Jae-myung)recurred after 5 days+8.7%10/10Hyungji Global
8Education & E-Learningrecurred after 27 days+8.4%10/10The Willbes &

Theme by Theme

1. Political Ties (Kim Moon-soo) (recurred after 5 days)

StockChangeCloseLeader
Pyung Hwa Holdings 010770+30.0%11,570★
Pyung Hwa Industrial 090080+30.0%2,085
Sewon 024830+30.0%10,190
Hansol HomeDeco 025750+30.0%941
Daeyoung Packaging 014160+30.0%1,887
Valofe 331520+29.9%821

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2. AI & Robotics (2 days running)

StockChangeCloseLeader
Yujin Robot 056080+30.0%9,630★
Becu AI 148780+29.9%1,589
CrowdWorks 355390+21.8%16,950
ESTaid 239340+13.7%2,870
VAIV company 301300+8.0%5,230
Moadata 288980+6.5%1,275
Udmtek 389680+5.0%755
Wsi 299170+4.2%2,025
Pie 452450+4.1%8,110
Angel Robotics 455900+4.1%24,200

3. Holding Companies (recurred after 32 days)

StockChangeCloseLeader
Pyung Hwa Holdings 010770+30.0%11,570★
DL Holdings 000210+11.4%37,250
Cuckoo Holdings 192400+9.7%26,500
Nexen 005720+8.9%5,300
Hyundai G.F. Holdings 005440+7.0%5,970
GS P&L 499790+6.8%22,850
Golfzon Holdings 121440+6.2%5,160
Dongkuk Holdings 001230+6.1%7,490
Harim Holdings 003380+5.6%6,450
Hanjinkal 180640+5.6%89,200

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4. Autonomous Driving (recurred after 14 days)

StockChangeCloseLeader
Yujin Robot 056080+30.0%9,630★
Furonteer 370090+10.4%17,750
LG Innotek 011070+7.9%149,500
MDS Tech 086960+7.9%1,237
Samsung Electro-mechanics 009150+7.3%125,800
Chips&Media 094360+6.7%17,890
Qualitas Semiconductor 432720+6.1%15,770
Optrontec 082210+6.0%1,794
Sos Lab 464080+5.1%10,850
Samsung Electronics 005930+5.1%57,600

5. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
Iste 212710+12.9%10,900
Tokai Carbon Korea 064760+9.8%94,200
JT 089790+9.3%4,460★
KoMi 183300+8.7%61,300
EO Technics 039030+8.5%126,800
GnBS eco 382800+8.1%4,215
Koses 089890+7.9%7,940
HanaMicron 067310+7.5%11,830
Tfe 425420+7.4%17,620
HANMI Semiconductor 042700+7.2%83,000

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6. Ukraine Reconstruction (recurred after 20 days)

StockChangeCloseLeader
FreeMs 053160+18.5%10,940★
SY Steel Tech 365330+14.1%6,080
Polaris AI 039980+11.9%2,950
DaedongGear 008830+7.9%21,800
SG 255220+7.7%2,675
Hyundai Engineering & Construction 000720+7.3%44,200
DASAN Networks 039560+5.2%2,840
DRB Industrial 163560+5.0%7,300
HD Hyundai Infracore 042670+4.8%8,870
Hyundai Everdigm 041440+4.7%9,000

7. Political Ties (Lee Jae-myung) (recurred after 5 days)

StockChangeCloseLeader
Hyungji Global 308100+19.0%7,440★
FreeMs 053160+18.5%10,940
Vivien 002070+8.5%896
HYUNGJI Innovation and Creative 011080+8.2%2,505
Hyungji Elite 093240+7.5%2,650
Enex 011090+7.4%860
Softcamp 258790+7.0%1,320
Eagon Holdings 039020+4.2%4,255
CS 065770+3.7%1,755
Koyj 121850+3.1%1,364

8. Education & E-Learning (recurred after 27 days)

StockChangeCloseLeader
The Willbes & 008600+30.0%915★
YBM Net 057030+22.3%5,510
Ibkimyoung 339950+5.3%2,675
i-Scream Media 461300+5.0%16,530
MegaMD 133750+4.7%2,460
Day1 Company 373160+4.1%7,310
Visang Education 100220+3.6%5,430
Woongjin Thinkbig 095720+3.3%1,647
RoboRobo 215100+3.1%4,550
BITComputer 032850+2.3%5,420

Closing Thoughts

Semiconductor Equipment averaged 8.74% with JT as leader, and its episode is recorded through 2025-05-14. Holding Companies returned after a gap of 32 days, the longest among the themes.

Political Ties (Lee Jae-myung) and Ukraine Reconstruction both posted an average change of 8.71%, and FreeMs rose 18.53% in each. Whether these one-day themes show up again is the next thing to watch.