Jul 1: 8 Strong Themes — Holding Companies, Convenience Stores
8 strong themes — 2 running · 6 recurred. Top: Holding Companies +14.2%.
Strong themes8
Top change+14.2%
LeaderCROWNHAITAI Holdings
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 |
|---|---|---|---|
| Holding Companies | CROWNHAITAI Holdings | +21.19% | |
| Convenience Stores | Lotte | +8.45% | |
| Food | Insan | +11.40% | |
| Inter-Korean Economic Cooperation | In the F | +16.99% | |
| Seafood & Fishing | Sajo Sea Food | +13.64% | |
| Water Resources | CSA Cosmic | +18.12% | |
| Local Currency Vouchers | coocon | +6.56% | |
| Retail Distribution | E-mart | +11.36% |
Holding Companies led the Jul 1 session with an average change of 14.24%, and all 10 of its stocks rose. The theme has now run for a 3-day streak, in an episode that began on Jun 27.
HS Hyosung posted the top gain at 29.93%, while leader CROWNHAITAI Holdings rose 21.19%. Hanwha added 15.38% and SK gained 9.54%.
Consumer names followed. Convenience Stores had an average change of 6.43% and Food 6.42%, both returning after gaps of 22 and 11 days. E-mart’s 11.36% gain led Retail Distribution.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Holding Companies | 3 days running | +14.2% | 10/10 | CROWNHAITAI Holdings |
| 2 | Convenience Stores | recurred after 22 days | +6.4% | 5/5 | Lotte |
| 3 | Food | recurred after 11 days | +6.4% | 10/10 | Insan |
| 4 | Inter-Korean Economic Cooperation | 2 days running | +5.3% | 10/10 | In the F |
| 5 | Seafood & Fishing | recurred after 358 days | +5.2% | 10/10 | Sajo Sea Food |
| 6 | Water Resources | recurred after 50 days | +4.5% | 10/10 | CSA Cosmic |
| 7 | Local Currency Vouchers | recurred after 13 days | +4.2% | 4/4 | coocon |
| 8 | Retail Distribution | recurred after 11 days | +3.9% | 10/10 | E-mart |
Theme by Theme
1. Holding Companies (3 days running)
- Episode: started 2025-06-27, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Hyosung 487570 | +29.9% | 91,600 | |
CROWNHAITAI Holdings 005740 | +21.2% | 9,780 | ★ |
Seoyon 007860 | +15.6% | 11,440 | |
Hanwha 000880 | +15.4% | 108,800 | |
Wonik Holdings 030530 | +12.2% | 6,140 | |
Poongsan Holdings 005810 | +12.1% | 51,400 | |
SK 034730 | +9.5% | 224,000 | |
Harim Holdings 003380 | +9.0% | 10,430 | |
Kyungdong Invest 012320 | +8.9% | 67,100 | |
Hanjin Heavy Ind. & Const. Holdings 003480 | +8.5% | 5,610 |
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2. Convenience Stores (recurred after 22 days)
- Episode: started 2025-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
E-mart 139480 | +11.4% | 95,100 | |
Lotte 004990 | +8.4% | 30,150 | ★ |
Yoosung T&S 024800 | +5.4% | 3,025 | |
BGF retail 282330 | +4.3% | 126,200 | |
GS Retail 007070 | +2.6% | 17,090 |
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3. Food (recurred after 11 days)
- Episode: started 2025-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Insan 277410 | +11.4% | 1,564 | ★ |
Dongwon F & B 049770 | +7.1% | 45,000 | |
Hitejinro Holdings 000140 | +6.6% | 11,130 | |
Lotte Chilsung Beverage 005300 | +6.2% | 126,600 | |
Boratr 250000 | +5.9% | 10,720 | |
Kyochon Food&beverage 339770 | +5.7% | 5,580 | |
Daesang 001680 | +5.5% | 23,100 | |
Sajodongaone 008040 | +5.3% | 1,195 | |
Dong Suh Companies 026960 | +5.3% | 29,900 | |
TS 001790 | +5.2% | 3,020 |
4. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2025-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
In the F 014990 | +17.0% | 1,432 | ★ |
Good People 033340 | +7.7% | 1,657 | |
J.estina 026040 | +5.6% | 3,130 | |
Shinwon 009270 | +4.8% | 1,787 | |
Codes Combine 047770 | +4.1% | 1,886 | |
Ananti 025980 | +3.9% | 10,780 | |
Namhae Chemical 025860 | +2.9% | 8,060 | |
Ilshin Stone 007110 | +2.9% | 2,465 | |
Jaeyoung Solutec 049630 | +2.7% | 873 | |
GC Biopharma 006280 | +1.9% | 128,700 |
5. Seafood & Fishing (recurred after 358 days)
- Episode: started 2025-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sajo Sea Food 014710 | +13.6% | 10,000 | ★ |
Sajo Industries 007160 | +8.5% | 68,900 | |
Dongwon Industries 006040 | +7.7% | 50,900 | |
Silla SG 025870 | +6.8% | 6,120 | |
Oyang 006090 | +4.4% | 10,850 | |
Sajodaerim 003960 | +4.3% | 44,850 | |
CJ Seafood 011150 | +3.0% | 3,085 | |
Silla 004970 | +2.1% | 10,190 | |
Dongwon Fisheries 030720 | +1.5% | 6,060 | |
Hansung Enterprise 003680 | +0.2% | 5,110 |
6. Water Resources (recurred after 50 days)
- Episode: started 2025-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CSA Cosmic 083660 | +18.1% | 2,770 | ★ |
KG Chemical 001390 | +5.9% | 4,875 | |
Samsung E&A 028050 | +3.6% | 22,900 | |
KolonGlobal 003070 | +3.4% | 10,420 | |
VitzroSys 054220 | +3.3% | 348 | |
Welcron Hantec 076080 | +3.0% | 1,639 | |
Nuvotec 060260 | +2.4% | 1,652 | |
Envioneer 317870 | +1.9% | 14,230 | |
NatureandEnvironment 043910 | +1.9% | 745 | |
Yooshin Engineering 054930 | +1.9% | 24,400 |
7. Local Currency Vouchers (recurred after 13 days)
- Episode: started 2025-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
coocon 294570 | +6.6% | 29,250 | ★ |
Uracle 088340 | +4.6% | 20,800 | |
WebCash 053580 | +3.8% | 17,470 | |
Kona I 052400 | +2.0% | 62,200 |
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8. Retail Distribution (recurred after 11 days)
- Episode: started 2025-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
E-mart 139480 | +11.4% | 95,100 | ★ |
Hanwha Galleria 452260 | +4.7% | 1,319 | |
Lotte Shopping 023530 | +4.5% | 77,500 | |
BGF retail 282330 | +4.3% | 126,200 | |
Savezone I&C 067830 | +3.4% | 2,780 | |
GS Retail 007070 | +2.6% | 17,090 | |
LOTTE Himart 071840 | +2.5% | 8,670 | |
Gradiant 035080 | +2.1% | 14,520 | |
Hyundai Department Store 069960 | +2.0% | 77,100 | |
Shinsegae 004170 | +1.9% | 192,000 |
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Closing Thoughts
Inter-Korean Economic Cooperation extended its run to a 2-day streak with an average change of 5.35%, led by In the F at 16.99%. One point to track is whether that streak continues.
Seafood & Fishing returned after a gap of 358 days with an average change of 5.22%. Retail headlines on Jul 1 pointed to expected consumption coupons, another thread to follow.