Weekly Theme Wrap (May 26 – May 30)

May 30, 2025 · #COVID (Diagnostics, Treatments, Vaccines) #Holding Companies #Pharma #Shipbuilding Equipment #Power Equipment #Shipbuilding #Construction Majors #Construction (Small & Mid Cap) #Steel (Small & Mid Cap) #Steel Majors

5 trading days · top 10 themes — most persistent is COVID (Diagnostics, Treatments, Vaccines) at 4 days (weekly avg. +10.1%). Best single day this week: May 29, +17.9%.

Trading days5d Most days strong4d weekly avg.+10.1% LeaderDaewoong

Average change over the period

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+10.1%
Holding Companies
+10.0%
Pharma
+6.0%
Shipbuilding Equipment
+6.5%
Power Equipment
+5.2%
Shipbuilding
+5.1%
Construction Majors
+4.0%
Construction (Small & Mid Cap)
+3.5%
Steel (Small & Mid Cap)
+3.4%
Steel Majors
+2.6%

The week of 2025-05-26 to 2025-05-30 was led by COVID (Diagnostics, Treatments, Vaccines), strong on 4 days with an average change of 10.1%. Its best day was May 30, up 10.78%.

Holding Companies posted an average change of 9.99%, with the week’s top single-day move of 17.88% on May 29. Daewoong appeared among the leaders of both top themes.

Pharma was strong on 4 days with an average change of 6.04%. Shipbuilding, construction and steel themes each logged 3 strong days. Shipbuilding Equipment averaged 6.53%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
COVID (Diagnostics, Treatments, Vaccines)4d+10.1%2025-05-30 (+10.8%)runningDaewoong, Cellid, Shinpoong Pharmaceutical
Holding Companies4d+10.0%2025-05-29 (+17.9%)runningDaewoong, Kolon, Hanjinkal
Pharma4d+6.0%2025-05-26 (+9.3%)runningKukjeon, Green Lifescience
Shipbuilding Equipment3d+6.5%2025-05-26 (+8.0%)recurredTaewoong, Hyundai HYMS, Finebesteel
Power Equipment3d+5.2%2025-05-27 (+6.7%)recurredKwang Myung Electric, Bosung Power Technology, TC Materials
Shipbuilding3d+5.1%2025-05-27 (+8.3%)recurredHD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, Samsung Heavy Industries
Construction Majors3d+4.0%2025-05-26 (+4.1%)runningGS Engineering & Construction, Hyundai Engineering & Construction
Construction (Small & Mid Cap)3d+3.5%2025-05-29 (+5.3%)runningKye-ryong Construction Industrial, Sangji Construction, Ilsung Construction
Steel (Small & Mid Cap)3d+3.4%2025-05-26 (+4.2%)runningKBI Dong Yang Steel Pipe, TCC Steel, Histeel
Steel Majors3d+2.6%2025-05-28 (+3.7%)runningDongkuk Steel Mill, SeAH Besteel Holdings, Hyundai Steel Company

What to Watch Next Week

Shipbuilding Equipment, Power Equipment and Shipbuilding returned as recurring themes rather than continuous ones. TC Materials drew headlines on May 27 with a 30.00% upper-limit close.

The next sessions will show whether the COVID (Diagnostics, Treatments, Vaccines) streak, linked in news to a renewed spread in Asia, extends past May 30.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
05-2605-2705-2805-2905-30
COVID (Diagnostics, Treatments, Vaccines)+9.4+10.3+9.9+10.8
Holding Companies+5.6+7.1+9.4+17.9
Pharma+9.3+4.4+5.4+5.0
Shipbuilding Equipment+8.0+7.4+4.2
Power Equipment+3.4+6.7+5.6
Shipbuilding+4.1+8.3+2.8
Construction Majors+4.1+3.9+4.0
Construction (Small & Mid Cap)+2.7+2.5+5.4
Steel (Small & Mid Cap)+4.3+2.9+3.1
Steel Majors+2.3+3.7+1.9
Down UpBlank = not in that day's strong list