Weekly Theme Wrap (Mar 24 – Mar 28)

March 28, 2025 · #Political Ties (Lee Jae-myung) #Auto Parts #EV #Afforestation #Agriculture #Music & Entertainment #Car Majors #Disaster Safety (Earthquake, Fire) #Modular Housing #Beauty & Cosmetics

5 trading days · top 10 themes — most persistent is Political Ties (Lee Jae-myung) at 2 days (weekly avg. +21.8%). Best single day this week: Mar 26, +29.8%.

Trading days5d Most days strong2d weekly avg.+21.8% LeaderHYUNGJI Innovation and Creative

Average change over the period

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+21.8%
Auto Parts
+8.4%
EV
+8.0%
Afforestation
+7.6%
Agriculture
+6.3%
Music & Entertainment
+3.2%
Car Majors
+3.1%
Disaster Safety (Earthquake, Fire)
+2.8%
Modular Housing
+14.1%
Beauty & Cosmetics
+9.6%

Political Ties (Lee Jae-myung) led Mar 24 to Mar 28 with an average change of 21.81%. It peaked on Mar 26 at 29.81%, led by HYUNGJI Innovation and Creative and Hyungji Global.

Auto Parts and EV each stayed strong for 2 days, and both peaked on Mar 25. MS Autotech Company appeared among the leaders of both themes.

Modular Housing had one strong day, Mar 27, with an average change of 14.1%. Beauty & Cosmetics also had a single strong day on Mar 24 at 9.59%, led by Naturecell.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Political Ties (Lee Jae-myung)2d+21.8%2025-03-26 (+29.8%)runningHYUNGJI Innovation and Creative, Hyungji Global
Auto Parts2d+8.4%2025-03-25 (+8.9%)runningMotivelink, MS Autotech Company
EV2d+8.0%2025-03-25 (+8.1%)runningRothwell International, MS Autotech Company
Afforestation2d+7.6%2025-03-26 (+8.5%)recurredDongshinEngineering&Construction, HyosungONBCo
Agriculture2d+6.3%2025-03-27 (+7.3%)runningNousbo, Asia Seed
Music & Entertainment2d+3.2%2025-03-24 (+4.3%)runningAscendio
Car Majors2d+3.1%2025-03-24 (+4.5%)runningHL Mando, Hyundai Wia
Disaster Safety (Earthquake, Fire)2d+2.8%2025-03-26 (+3.1%)runningIncon, Paratech
Modular Housing1d+14.1%2025-03-27 (+14.1%)recurredNatureandEnvironment
Beauty & Cosmetics1d+9.6%2025-03-24 (+9.6%)runningNaturecell

What to Watch Next Week

Agriculture peaked on Mar 27 at 7.33%, so one open question is whether its 2-day run extends past Mar 28. Afforestation also logged 2 strong days, with an average change of 7.57%.

Car Majors, led by HL Mando and Hyundai Wia, had an average change of 3.09% across 2 strong days. Disaster Safety (Earthquake, Fire) followed at 2.75%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2403-2503-2603-2703-28
Political Ties (Lee Jae-myung)+29.8+13.8
Auto Parts+8.0+8.9
EV+8.1+7.9
Afforestation+8.5+6.6
Agriculture+7.3+5.2
Music & Entertainment+4.3+2.2
Car Majors+4.5+1.7
Disaster Safety (Earthquake, Fire)+3.1+2.4
Modular Housing+14.1
Beauty & Cosmetics+9.6
Down UpBlank = not in that day's strong list