THEME MAP
Follow the stories
moving Korean money.
Korean equities trade on themes. Polaris groups the companies, catalysts, and risks behind each move.
TRENDING TODAY
Today's themes
01+5.8%
AI Semiconductors
HBM demand and memory pricing
LeadersSK hynix · Samsung ElectronicsOpen all 5 stocks →02+4.6%
Defense & Aerospace
European order backlog
LeadersHanwha Aerospace · LIG Nex1Open all 5 stocks →03+3.9%
Shipbuilding
LNG carriers and naval exports
LeadersHD Hyundai Heavy Industries · HD Korea Shipbuilding & Offshore EngineeringOpen all 5 stocks →04+2.4%
Beauty & Cosmetics
U.S. channel expansion
LeadersCosmax · AmorepacificOpen all 5 stocks →FULL THEME DIRECTORY
All Korean market themes
01+5.8%
AI Semiconductors
HBM demand and memory pricing
LeadersSK hynix · Samsung ElectronicsOpen all 5 stocks →02+4.6%
Defense & Aerospace
European order backlog
LeadersHanwha Aerospace · LIG Nex1Open all 5 stocks →03+3.9%
Shipbuilding
LNG carriers and naval exports
LeadersHD Hyundai Heavy Industries · HD Korea Shipbuilding & Offshore EngineeringOpen all 5 stocks →04+2.4%
Beauty & Cosmetics
U.S. channel expansion
LeadersCosmax · AmorepacificOpen all 5 stocks →05-3.2%
Secondary Batteries
EV demand and inventory reset
LeadersLG Energy Solution · Samsung SDIOpen all 5 stocks →06-0.8%
Biotech & CDMO
Capacity versus valuation
LeadersSamsung Biologics · CelltrionOpen all 5 stocks →07+1.7%
Autos & Robotics
Hybrids, U.S. production and automation
LeadersHyundai Motor · KiaOpen all 5 stocks →08+0.6%
Internet Platforms
AI search and commerce monetization
LeadersNAVER · KakaoOpen all 5 stocks →09+1.1%
Financial Value
Capital returns and valuation reform
LeadersKB Financial Group · Shinhan Financial GroupOpen all 5 stocks →10+2.8%
Power Grid
Data-center electricity investment
LeadersLS ELECTRIC · Hyosung Heavy IndustriesOpen all 5 stocks →11+0.9%
Entertainment
Touring, IP and fandom platforms
LeadersHYBE · JYP EntertainmentOpen all 5 stocks →12+1.5%
Food & Consumer
Global K-food distribution
LeadersCJ CheilJedang · Samyang FoodsOpen all 5 stocks →