Weekly Theme Wrap (Jun 2 – Jun 5)

June 5, 2025 · #AI & Robotics #Wind #Food #Semiconductor Majors (Fabrication) #Local Currency Vouchers #Holding Companies #Inter-Korean Economic Cooperation #Nuclear #Securities Brokers #Beauty & Cosmetics

3 trading days · top 10 themes — most persistent is AI & Robotics at 2 days (weekly avg. +12.8%). Best single day this week: Jun 4, +18.0%.

Trading days3d Most days strong2d weekly avg.+12.8% LeaderBecu AI

Average change over the period

Average change of member stocks, by theme · descending
AI & Robotics
+12.8%
Wind
+6.5%
Food
+6.0%
Semiconductor Majors (Fabrication)
+3.1%
Local Currency Vouchers
+16.7%
Holding Companies
+15.0%
Inter-Korean Economic Cooperation
+11.0%
Nuclear
+10.8%
Securities Brokers
+10.4%
Beauty & Cosmetics
+9.5%

AI & Robotics led the week of 2025-06-02 to 2025-06-05. It was strong on 2 days with an average change of 12.75%, and Becu AI and CrowdWorks led the theme.

Single-day spikes also stood out, led by Local Currency Vouchers at 16.72% on Jun 4. Holding Companies followed at 15.03% the same day, led by Hanwha.

Steadier gains came from Wind, Food and Semiconductor Majors (Fabrication), each strong on 2 days. Their average changes were 6.49%, 6.0% and 3.15%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
AI & Robotics2d+12.8%2025-06-04 (+18.0%)runningBecu AI, CrowdWorks
Wind2d+6.5%2025-06-05 (+8.0%)runningLS Marine Solution, KEPCO Engineering & Construction Company
Food2d+6.0%2025-06-02 (+6.4%)runningNovarex, Hitejinro Holdings
Semiconductor Majors (Fabrication)2d+3.1%2025-06-02 (+3.7%)runningDB HiTek, SK hynix
Local Currency Vouchers1d+16.7%2025-06-04 (+16.7%)recurredKona I
Holding Companies1d+15.0%2025-06-04 (+15.0%)recurredHanwha
Inter-Korean Economic Cooperation1d+11.0%2025-06-05 (+11.0%)recurredGood People
Nuclear1d+10.8%2025-06-05 (+10.8%)recurredSung Kwang Bend
Securities Brokers1d+10.4%2025-06-04 (+10.4%)recurredBookook Securities
Beauty & Cosmetics1d+9.5%2025-06-02 (+9.5%)runningNaturalendo Tech

What to Watch Next Week

The four themes strong on 2 days are tagged running. Most one-day movers, including Nuclear at 10.82%, are tagged recurred. Whether those tags hold next week is the open question.

Moves on Jun 5 included Inter-Korean Economic Cooperation at 10.96% and Wind at 7.96%. News linked Novarex’s new high to hopes for record earnings.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0206-0406-05
AI & Robotics+7.5+18.0
Wind+5.0+8.0
Food+6.4+5.6
Semiconductor Majors (Fabrication)+3.7+2.6
Local Currency Vouchers+16.7
Holding Companies+15.0
Inter-Korean Economic Cooperation+11.0
Nuclear+10.8
Securities Brokers+10.5
Beauty & Cosmetics+9.5
Down UpBlank = not in that day's strong list