May 2025 Theme Wrap — The Monthly Theme Map
19 trading days · 98 recurring themes · top 15 themes — most persistent is Nuclear at 8 days (monthly avg. +7.1%). Best single day this month: May 29, +17.9%.
Average change over the period
In May 2025, Nuclear and Semiconductor Equipment led the theme board, each strong on 8 days. Nuclear peaked on May 23 with a best change of 16.59%.
Holding Companies had the month’s biggest single-day move, a best change of 17.88% on May 29.
By average change, COVID (Diagnostics, Treatments, Vaccines) led at 10.79%, ahead of Holding Companies at 9.86%.
98 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Nuclear | 8d | +7.1% | 2025-05-23 (+16.6%) | Kwang Myung Electric, Kumyang Green Power, Doosan Enerbility |
| Semiconductor Equipment | 8d | +5.5% | 2025-05-12 (+8.7%) | KohYoungTechnology, Di, Raon Robotics |
| Pharma | 7d | +7.1% | 2025-05-22 (+13.9%) | Kukjeon, Green Lifescience, Sam Chun Dang Pharm |
| Shipbuilding Equipment | 7d | +6.5% | 2025-05-21 (+10.1%) | KS Industry, Medicox, Samyoung M-tek C0 |
| Power Equipment | 7d | +4.8% | 2025-05-20 (+6.9%) | LS Marine Solution, Gaon Cable, Kwang Myung Electric |
| Construction Majors | 7d | +4.8% | 2025-05-23 (+7.3%) | DL E&c, GS Engineering & Construction, Samsung C&T |
| Semiconductor Materials & Components | 7d | +4.5% | 2025-05-12 (+7.2%) | Doosan, Micro2nano, Megatouch |
| Shipbuilding | 7d | +3.6% | 2025-05-27 (+8.3%) | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Semiconductor Majors (Fabrication) | 7d | +2.1% | 2025-05-12 (+3.6%) | SK hynix, Samsung Electronics |
| COVID (Diagnostics, Treatments, Vaccines) | 6d | +10.8% | 2025-05-19 (+14.0%) | Daewoong, Cellid, Sugentech |
| Holding Companies | 6d | +9.9% | 2025-05-29 (+17.9%) | Daewoong, Kolon, Pyung Hwa Holdings |
| AI & Robotics | 6d | +9.0% | 2025-05-14 (+13.1%) | Becu AI, Yujin Robot, ESTaid |
| Wind | 6d | +7.5% | 2025-05-14 (+13.5%) | Dae Myoung Energy, CS Bearing, Cnplus |
| HBM (High Bandwidth Memory) | 6d | +3.8% | 2025-05-12 (+5.9%) | KohYoungTechnology, Mirai Semiconductors, Auros Technology |
| Electric Cables | 6d | +2.8% | 2025-05-20 (+4.9%) | KBI Metal, LS Marine Solution, LS Eco Energy |
What to Watch Next Month
Pharma, Construction Majors and HBM (High Bandwidth Memory) ended May with an occurrence status of running.
Shipbuilding, Wind and Electric Cables were tagged recurred instead. The open question is whether these themes stay active after the 2025-05-30 session.
Theme heatmap
| 05-02 | 05-07 | 05-08 | 05-09 | 05-12 | 05-13 | 05-14 | 05-15 | 05-16 | 05-19 | 05-20 | 05-21 | 05-22 | 05-23 | 05-26 | 05-27 | 05-28 | 05-29 | 05-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuclear | +2.7 | +4.7 | +5.3 | +9.8 | +5.4 | +16.6 | +5.3 | +7.3 | |||||||||||
| Semiconductor Equipment | +5.2 | +6.8 | +8.7 | +4.3 | +6.2 | +3.2 | +4.9 | +4.6 | |||||||||||
| Pharma | +4.0 | +7.8 | +13.9 | +9.3 | +4.4 | +5.4 | +5.0 | ||||||||||||
| Shipbuilding Equipment | +2.1 | +4.4 | +9.4 | +10.1 | +8.0 | +7.4 | +4.2 | ||||||||||||
| Power Equipment | +3.1 | +3.6 | +4.7 | +6.9 | +3.4 | +6.7 | +5.6 | ||||||||||||
| Construction Majors | +3.8 | +5.5 | +4.7 | +7.3 | +4.1 | +3.9 | +4.0 | ||||||||||||
| Semiconductor Materials & Components | +4.9 | +3.1 | +7.2 | +2.9 | +3.7 | +6.4 | +3.5 | ||||||||||||
| Shipbuilding | +1.5 | +1.4 | +3.1 | +3.8 | +4.1 | +8.3 | +2.8 | ||||||||||||
| Semiconductor Majors (Fabrication) | +2.5 | +3.6 | +1.6 | +2.3 | +1.1 | +2.7 | +1.1 | ||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +14.0 | +10.4 | +9.4 | +10.3 | +9.9 | +10.8 | |||||||||||||
| Holding Companies | +9.7 | +9.5 | +5.6 | +7.1 | +9.4 | +17.9 | |||||||||||||
| AI & Robotics | +10.5 | +12.7 | +13.1 | +3.1 | +8.4 | +6.1 | |||||||||||||
| Wind | +4.7 | +13.5 | +6.3 | +9.1 | +9.0 | +2.7 | |||||||||||||
| HBM (High Bandwidth Memory) | +3.0 | +5.9 | +2.7 | +4.5 | +4.5 | +2.0 | |||||||||||||
| Electric Cables | +2.2 | +1.6 | +4.1 | +4.9 | +1.6 | +2.4 |