Jul 2: 5 Strong Themes — Summer Season, Dehumidifiers

July 2, 2025 · #Summer Season #Dehumidifiers #Battery (Sodium-Ion) #Casinos #Shipping

5 strong themes — 5 recurred. Top: Summer Season +7.9%.

Strong themes5 Top change+7.9% LeaderAutech

Average change by strong theme

Average change of member stocks, by theme · descending
Summer Season
+7.9%
Dehumidifiers
+6.5%
Battery (Sodium-Ion)
+4.8%
Casinos
+2.4%
Shipping
+1.6%

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 -
ThemeLeaderChangeTrend
Summer SeasonAutech+14.58%
DehumidifiersPaseco+21.08%
Battery (Sodium-Ion)Zaigle+9.56%
CasinosGrand Korea Leisure+4.26%
ShippingHeung-a Shipping+2.91%

On 2025-07-02, Summer Season led the session’s strong themes with an average change of 7.91%. All 10 of its stocks closed higher, and Paseco jumped 21.08%.

Dehumidifiers returned after a gap of 373 days, with all 7 stocks up and an average change of 6.45%. Headlines that day tied Paseco’s rise to record heat.

Battery (Sodium-Ion) posted an average change of 4.79%, with Zaigle as its leader. Aekyung Chemical was the group’s top gainer at 16.62%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Summer Seasonrecurred after 2 days+7.9%10/10Autech
2Dehumidifiersrecurred after 373 days+6.5%7/7Paseco
3Battery (Sodium-Ion)recurred after 65 days+4.8%7/7Zaigle
4Casinosrecurred after 14 days+2.4%5/5Grand Korea Leisure
5Shippingrecurred after 9 days+1.6%4/4Heung-a Shipping

Theme by Theme

1. Summer Season (recurred after 2 days)

StockChangeCloseLeader
Paseco 037070+21.1%9,650
Autech 067170+14.6%2,750★
Winix 044340+10.2%7,750
Shinil Electronics 002700+6.0%1,617
SCD 042110+5.3%1,500
Taekyung Chemical 006890+5.0%11,910
Lotte Chilsung Beverage 005300+4.4%132,200
Essen Tech 043340+4.4%545
Coway 021240+4.2%101,900
HanWool & Jeju 276730+3.8%2,180

2. Dehumidifiers (recurred after 373 days)

StockChangeCloseLeader
Paseco 037070+21.1%9,650★
Winix 044340+10.2%7,750
Shinil Electronics 002700+6.0%1,617
Coway 021240+4.2%101,900
Cuckoo Homesys 284740+1.5%26,500
LG Electronics 066570+1.1%76,200
Samsung Electronics 005930+1.0%60,800

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3. Battery (Sodium-Ion) (recurred after 65 days)

StockChangeCloseLeader
Aekyung Chemical 161000+16.6%12,280
Zaigle 234920+9.6%5,500★
Megatouch 446540+3.7%4,165
LG Energy Solution 373220+1.7%302,500
Ecopro BM 247540+1.2%103,200
Samsung SDI 006400+0.5%179,000
Ecopro 086520+0.3%45,650

4. Casinos (recurred after 14 days)

StockChangeCloseLeader
Grand Korea Leisure 114090+4.3%15,410★
Paradise 034230+2.9%15,090
Kangwon Land 035250+2.6%18,920
TOVISCo 051360+1.5%15,810
Lotte Tour Development 032350+0.5%17,400

5. Shipping (recurred after 9 days)

StockChangeCloseLeader
Heung-a Shipping 003280+2.9%1,802★
KSS Line 044450+2.0%9,860
STX Green Logis 465770+1.4%8,730
HMM 011200+0.2%23,350

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Closing Thoughts

Casinos posted an average change of 2.35%, led by Grand Korea Leisure at 4.26%. The data shows the episode running to 2025-07-07, a span of 6 days.

Shipping posted an average change of 1.62%, led by Heung-a Shipping at 2.91%. Every theme here is on a streak of 1, so the open question is whether the moves continue.