Jun 5: 8 Strong Themes — Inter-Korean Economic Cooperation, Nuclear

June 5, 2025 · #Inter-Korean Economic Cooperation #Nuclear #Wind #Baby & Birth Rate #Glass Substrates #Life Insurance #Power Equipment #Internet Majors

8 strong themes — 1 running · 7 recurred. Top: Inter-Korean Economic Cooperation +11.0%.

Strong themes8 Top change+11.0% LeaderGood People

Average change by strong theme

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+11.0%
Nuclear
+10.8%
Wind
+8.0%
Baby & Birth Rate
+7.6%
Glass Substrates
+6.4%
Life Insurance
+6.0%
Power Equipment
+5.2%
Internet Majors
+4.8%

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
Inter-Korean Economic CooperationGood People+20.65%
NuclearSung Kwang Bend+25.65%
WindKEPCO Engineering & Construction Company+19.80%
Baby & Birth RateERCOHS Agricultural+29.96%
Glass SubstratesHBL+6.51%
Life InsuranceMIRAE ASSET Life Insurance+7.60%
Power EquipmentKorea Electronic Power Industrial Development+11.84%
Internet MajorsKakao+6.49%

Inter-Korean Economic Cooperation led the 2025-06-05 session with an average change of 10.96%, and all 10 of its stocks rose. It came back after a 65-day gap, with Good People as its leader.

Nuclear came in close behind with an average change of 10.82%, led by Sung Kwang Bend at 25.65%. KEPCO Engineering & Construction Company rose 19.8% and also led Wind.

Wind posted an average change of 7.96% and is the only theme on a 2-day streak. Doosan Enerbility rose 7.62% and appeared in Nuclear, Wind and Power Equipment.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Inter-Korean Economic Cooperationrecurred after 65 days+11.0%10/10Good People
2Nuclearrecurred after 7 days+10.8%10/10Sung Kwang Bend
3Wind2 days running+8.0%10/10KEPCO Engineering & Construction Company
4Baby & Birth Raterecurred after 7 days+7.6%10/10ERCOHS Agricultural
5Glass Substratesrecurred after 10 days+6.4%10/10HBL
6Life Insurancerecurred after 184 days+6.0%5/5MIRAE ASSET Life Insurance
7Power Equipmentrecurred after 7 days+5.2%10/10Korea Electronic Power Industrial Development
8Internet Majorsrecurred after 125 days+4.8%2/2Kakao

Theme by Theme

1. Inter-Korean Economic Cooperation (recurred after 65 days)

StockChangeCloseLeader
J.estina 026040+29.9%2,625
Good People 033340+20.6%1,151★
Ilshin Stone 007110+18.8%2,655
In the F 014990+12.9%1,129
Jahwa Electronics 033240+7.0%12,770
Namkwang Engineering & Construction 001260+5.6%9,500
GC Biopharma 006280+4.5%134,300
Shinwon 009270+4.5%1,878
Chobi 001550+3.0%13,510
Jaeyoung Solutec 049630+2.8%885

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2. Nuclear (recurred after 7 days)

StockChangeCloseLeader
Sung Kwang Bend 014620+25.6%34,050★
KEPCO Engineering & Construction Company 052690+19.8%73,200
T. K 023160+13.7%21,650
Korea Electronic Power Industrial Development 130660+11.8%12,750
Doosan Enerbility 034020+7.6%45,900
Hanshin Machinery 011700+6.8%3,390
Woojin 105840+6.5%9,630
Hy-lok 013030+5.8%30,000
KEPCO Plant Service & Engineering 051600+5.3%44,450
Geumhwa PSC 036190+5.1%30,700

3. Wind (2 days running)

StockChangeCloseLeader
KEPCO Engineering & Construction Company 052690+19.8%73,200★
Dae Myoung Energy 389260+14.3%27,500
Unison 018000+12.9%1,645
Doosan Enerbility 034020+7.6%45,900
Samyoung M-tek C0 054540+4.7%5,330
POSCO Holdings 005490+4.7%257,000
LS 006260+4.2%180,500
Taewoong 044490+4.2%28,550
Woori Technology, Incorporation 032820+4.1%2,280
Daechang Solution 096350+3.0%412

4. Baby & Birth Rate (recurred after 7 days)

StockChangeCloseLeader
ERCOHS Agricultural 435570+30.0%17,960★
Ggumbi 407400+11.6%8,400
Agabang&company 013990+9.0%5,960
Episode Company 317530+7.0%4,835
Zero to Seven 159580+5.6%5,070
Medience 014100+3.8%2,200
KleanNara 004540+2.9%2,280
Woongjin Thinkbig 095720+2.8%1,726
Toebox Korea 215480+2.0%2,510
YeaRimDang Publishing 036000+1.2%2,945

5. Glass Substrates (recurred after 10 days)

StockChangeCloseLeader
Ycchem 112290+14.2%26,150
Samsung Electro-mechanics 009150+8.5%132,000
CHEMTRONICSCo 089010+6.5%24,550
HBL 452190+6.5%5,560★
SKC 011790+5.7%95,400
Philoptics 161580+5.6%37,600
Taesung 323280+5.1%23,750
Pie 452450+4.7%8,950
C&G Hi Tech 264660+3.9%13,530
HB Technology 078150+3.8%1,988

6. Life Insurance (recurred after 184 days)

StockChangeCloseLeader
Samsung Life Insurance 032830+10.8%120,500
MIRAE ASSET Life Insurance 085620+7.6%6,510★
Tongyang Life Insurance 082640+6.4%6,160
Hanwha Life Insurance 088350+3.4%3,185
Korean Reinsurance Company 003690+1.6%9,650

7. Power Equipment (recurred after 7 days)

StockChangeCloseLeader
Korea Electronic Power Industrial Development 130660+11.8%12,750★
Doosan Enerbility 034020+7.6%45,900
KEPCO Plant Service & Engineering 051600+5.3%44,450
Geumhwa PSC 036190+5.1%30,700
Seojeon Electric Machinery 189860+4.8%4,265
LS 006260+4.2%180,500
BioSmart 038460+4.0%3,670
Bosung Power Technology 006910+3.7%3,110
Taihan Cable & Solution 001440+2.8%13,660
G2Power 388050+2.5%9,310

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8. Internet Majors (recurred after 125 days)

StockChangeCloseLeader
Kakao 035720+6.5%44,300★
NAVER 035420+3.1%191,200

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Closing Thoughts

Life Insurance returned after 184 days and Internet Majors after 125 days. Kakao rose 6.49% as news cited an expected OpenAI collaboration.

The data shows episodes for Nuclear and Baby & Birth Rate running to Jun 9. Baby & Birth Rate posted an average change of 7.58%, led by ERCOHS Agricultural at 29.96%.