Weekly Theme Wrap (May 7 – May 9)

May 9, 2025 · #Defense & War #Local Currency Vouchers #Political Ties (Lee Jae-myung) #Political Ties (Kim Moon-soo) #Beauty & Cosmetics #AI & Robotics #Hydrogen (Fuel Cells, Vehicles) #GLP-1 & Obesity Drugs #Medical Devices #Dental Care & Implants

3 trading days · top 10 themes — most persistent is Defense & War at 2 days (weekly avg. +8.3%). Best single day this week: May 7, +20.4%.

Trading days3d Most days strong2d weekly avg.+8.3% LeaderPyung Hwa Industrial

Average change over the period

Average change of member stocks, by theme · descending
Defense & War
+8.3%
Local Currency Vouchers
+20.4%
Political Ties (Lee Jae-myung)
+17.6%
Political Ties (Kim Moon-soo)
+13.3%
Beauty & Cosmetics
+12.6%
AI & Robotics
+10.5%
Hydrogen (Fuel Cells, Vehicles)
+9.5%
GLP-1 & Obesity Drugs
+9.4%
Medical Devices
+9.4%
Dental Care & Implants
+8.8%

The May 7 to May 9 week was led by Defense & War, the only theme strong on two days. It posted an average change of 8.28%, with Pyung Hwa Industrial in front.

Political themes surged on May 7. Local Currency Vouchers posted an average change of 20.36% via WebCash, while Political Ties (Lee Jae-myung) gained 17.63% on Orientbio.

Political Ties (Kim Moon-soo) added 13.33% on May 7 through Pyung Hwa Holdings. On May 8, Beauty & Cosmetics rose 12.6% behind Apr.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Defense & War2d+8.3%2025-05-07 (+10.7%)runningPyung Hwa Industrial
Local Currency Vouchers1d+20.4%2025-05-07 (+20.4%)recurredWebCash
Political Ties (Lee Jae-myung)1d+17.6%2025-05-07 (+17.6%)recurredOrientbio
Political Ties (Kim Moon-soo)1d+13.3%2025-05-07 (+13.3%)recurredPyung Hwa Holdings
Beauty & Cosmetics1d+12.6%2025-05-08 (+12.6%)recurredApr
AI & Robotics1d+10.5%2025-05-09 (+10.5%)recurredESTaid
Hydrogen (Fuel Cells, Vehicles)1d+9.5%2025-05-07 (+9.5%)recurredPyung Hwa Holdings
GLP-1 & Obesity Drugs1d+9.4%2025-05-08 (+9.4%)recurredBluemtec
Medical Devices1d+9.4%2025-05-08 (+9.4%)recurredMetabiomed
Dental Care & Implants1d+8.8%2025-05-08 (+8.8%)recurredMetabiomed

What to Watch Next Week

The next question is whether Defense & War stays strong for more than two days. AI & Robotics closed the week on May 9 at 10.53%, led by ESTaid.

Pyung Hwa Holdings also led Hydrogen (Fuel Cells, Vehicles) at 9.52%, so it showed up in two themes. On May 8, health themes moved together, and Metabiomed led two of them.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-0705-0805-09
Defense & War+10.6+5.9
Local Currency Vouchers+20.4
Political Ties (Lee Jae-myung)+17.6
Political Ties (Kim Moon-soo)+13.3
Beauty & Cosmetics+12.6
AI & Robotics+10.5
Hydrogen (Fuel Cells, Vehicles)+9.5
GLP-1 & Obesity Drugs+9.4
Medical Devices+9.4
Dental Care & Implants+8.8
Down UpBlank = not in that day's strong list