Aug 10: 7 Strong Themes — Beauty & Cosmetics, Duty Free
7 strong themes — 7 recurred. Top: Beauty & Cosmetics +29.9%.
Strong themes7
Top change+29.9%
LeaderBeautyskin
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Beauty & Cosmetics | Beautyskin | +30.00% | |
| Duty Free | Tonymoly | +29.94% | |
| Casinos | Lotte Tour Development | +29.99% | |
| Travel | Lotte Tour Development | +29.99% | |
| Airlines & Low-Cost Carriers | Air Busan | +12.16% | |
| Natural Gas Utilities | Daesung Energy | +4.91% | |
| LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +1.13% |
Beauty & Cosmetics led the Aug 10 session with an average change of 29.88%, and all 9 stocks in the theme rose. Headlines linked the move to China resuming group tours.
Beautyskin led at 30.0%, with Tonymoly and It’s Hanbul both up 29.94%. Coreana Cosmetics saw the heaviest volume at 7834611 shares.
The same story lifted Duty Free by an average of 14.07%, Casinos by 13.71% and Travel by 9.39%. Lotte Tour Development jumped 29.99% and led both Casinos and Travel.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 3 days | +29.9% | 9/9 | Beautyskin |
| 2 | Duty Free | recurred after 6 days | +14.1% | 8/8 | Tonymoly |
| 3 | Casinos | recurred after 6 days | +13.7% | 6/6 | Lotte Tour Development |
| 4 | Travel | recurred after 6 days | +9.4% | 9/9 | Lotte Tour Development |
| 5 | Airlines & Low-Cost Carriers | recurred after 2 days | +6.4% | 8/8 | Air Busan |
| 6 | Natural Gas Utilities | recurred after 92 days | +4.0% | 8/8 | Daesung Energy |
| 7 | LPG (Liquefied Petroleum Gas) | recurred after 3 days | +1.3% | 7/7 | Joong Ang Enervis |
Theme by Theme
1. Beauty & Cosmetics (recurred after 3 days)
- Episode: started 2023-08-10, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Beautyskin 406820 | +30.0% | 7,479 | ★ |
Tonymoly 214420 | +29.9% | 6,120 | |
It’s Hanbul 226320 | +29.9% | 16,580 | |
Coreana Cosmetics 027050 | +29.9% | 3,430 | |
Hankook Cosmetics 123690 | +29.9% | 7,470 | |
Leaders Cosmetics 016100 | +29.9% | 3,150 | |
Hankook Cosmetics Manufacturing 003350 | +29.9% | 6,130 | |
Manyo Factory 439090 | +29.9% | 35,650 | |
Organic Tea Cosmetics Holdings 900300 | +29.6% | 103,000 |
Related news
- [오늘 장 필수요소] 중국발 호재에 들썩이는 여행·화장품株…반등세 이어갈까? — 머니투데이 (Korean)
2. Duty Free (recurred after 6 days)
- Episode: started 2023-08-10, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Tonymoly 214420 | +29.9% | 6,120 | ★ |
Hotel Shilla 008770 | +17.3% | 86,800 | |
JTC 950170 | +17.2% | 4,430 | |
Global Tax Free 204620 | +15.6% | 4,060 | |
Hyundai Department Store 069960 | +15.4% | 65,200 | |
Shinsegae 004170 | +9.3% | 211,000 | |
KoreaInformation&Communication 025770 | +6.3% | 9,070 | |
HDC Holdings 012630 | +1.5% | 6,000 |
Related news
- “신세계, 면세점 호조에 하반기 실적개선…삼성증권, 목표가↑” [오늘, 이 종목] — 매일경제 (Korean)
- 따이궁 다시 몰려오나…중국, 단체관광 허용에 화장품·면세점주 급등 — 머니투데이 (Korean)
- “800만 유커, 그리웠어” 화장품·면세점·카지노 ‘上,上,上’ — 머니투데이 (Korean)
3. Casinos (recurred after 6 days)
- Episode: started 2023-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Tour Development 032350 | +30.0% | 13,350 | ★ |
Grand Korea Leisure 114090 | +20.4% | 15,900 | |
Paradise 034230 | +18.1% | 17,070 | |
Kortek 052330 | +5.5% | 8,260 | |
TOVISCo 051360 | +4.4% | 16,080 | |
Kangwon Land 035250 | +3.8% | 16,680 |
Related news
- ‘주가 1/3토막’ 6년째 버티던 개미들…“유커 온다” 카지노株 들썩 — 머니투데이 (Korean)
- “800만 유커, 그리웠어” 화장품·면세점·카지노 ‘上,上,上’ — 머니투데이 (Korean)
4. Travel (recurred after 6 days)
- Episode: started 2023-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Tour Development 032350 | +30.0% | 13,350 | ★ |
Yellow Balloon Tour 104620 | +17.4% | 8,300 | |
Hanatour Service 039130 | +10.0% | 52,800 | |
Very Good Tour 094850 | +9.5% | 9,450 | |
Modetournetwork 080160 | +6.6% | 16,740 | |
Gradiant 035080 | +4.5% | 15,340 | |
RedcapTour 038390 | +3.9% | 8,165 | |
SM Culture & Contents 048550 | +2.1% | 2,380 | |
Sejoong 039310 | +0.4% | 2,315 |
Related news
- 아시아증시, 대체로 상승…중국 단체여행 재개 영향 — 이투데이 (Korean)
5. Airlines & Low-Cost Carriers (recurred after 2 days)
- Episode: started 2023-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Air Busan 298690 | +12.2% | 3,320 | ★ |
Asiana Airlines 020560 | +9.4% | 12,200 | |
Jin Air 272450 | +6.7% | 15,210 | |
AK Holdings 006840 | +6.3% | 20,200 | |
Tway Holdings Incorporation 004870 | +5.7% | 573 | |
Hanjinkal 180640 | +4.5% | 49,250 | |
Jejuair 089590 | +3.6% | 13,490 | |
Korean Air Lines 003490 | +2.9% | 24,850 |
Related news
- [중국증시 마감]4일 만에 상승…해외 단체관광 확대에 항공, 여행주↑ — 아주경제 (Korean)
6. Natural Gas Utilities (recurred after 92 days)
- Episode: started 2023-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +7.6% | 3,330 | |
Samchully 004690 | +5.4% | 121,400 | |
Seoul City Gas 017390 | +5.0% | 73,400 | |
Daesung Energy 117580 | +4.9% | 7,690 | ★ |
Daesung Holdings 016710 | +4.9% | 15,510 | |
KoreaGas 036460 | +2.3% | 26,400 | |
Kyungdong City Gas 267290 | +1.7% | 20,100 | |
Inchon City Gas 034590 | +0.2% | 25,600 |
7. LPG (Liquefied Petroleum Gas) (recurred after 3 days)
- Episode: started 2023-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Industrial 128820 | +3.2% | 4,090 | |
S-Oil 010950 | +1.4% | 78,600 | |
HeunguOil 024060 | +1.3% | 5,360 | |
Joong Ang Enervis 000440 | +1.1% | 18,810 | ★ |
Kukdong Oil & Chemicals 014530 | +1.1% | 4,310 | |
E1 017940 | +1.1% | 57,800 | |
SK Gas 018670 | +0.1% | 124,400 |
Closing Thoughts
Beyond tourism, Airlines & Low-Cost Carriers averaged 6.42%, led by Air Busan at 12.16%. Natural Gas Utilities reappeared after a 92-day gap.
Episode data runs Beauty & Cosmetics and Duty Free through Aug 14, while Casinos and Travel show a one-day episode. The open question is whether the China tour story lasts beyond that.