Jul 9: 8 Strong Themes — Securities Brokers, Holding Companies
8 strong themes — 3 running · 5 recurred. Top: Securities Brokers +11.7%.
Strong themes8
Top change+11.7%
LeaderSangsangininvestment&securities
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 |
|---|---|---|---|
| Securities Brokers | Sangsangininvestment&securities | +13.15% | |
| Holding Companies | Daewoong | +15.74% | |
| Beauty & Cosmetics | New Kids On | +5.51% | - |
| Defense & War | SolDefense | +12.42% | |
| Life Insurance | Hanwha Life Insurance | +10.44% | |
| Drones | Makus | +22.09% | |
| Construction (Small & Mid Cap) | DYD | +10.39% | |
| Metals (Non-Ferrous) | Leeku Industrial | +13.91% |
Eight themes rose on 2025-07-09, and every listed stock in each of them closed higher. Securities Brokers led with an average change of 11.66%.
Holding Companies followed with an average change of 11.22%, with Lotte up 20.96%. Both leading themes extended a 2-day streak.
Beauty & Cosmetics extended its streak to 3 days with an average change of 7.65%. Defense & War returned after a 6-day gap, averaging 7.36%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | 2 days running | +11.7% | 10/10 | Sangsangininvestment&securities |
| 2 | Holding Companies | 2 days running | +11.2% | 10/10 | Daewoong |
| 3 | Beauty & Cosmetics | 3 days running | +7.7% | 10/10 | New Kids On |
| 4 | Defense & War | recurred after 6 days | +7.4% | 9/9 | SolDefense |
| 5 | Life Insurance | recurred after 27 days | +6.8% | 4/4 | Hanwha Life Insurance |
| 6 | Drones | recurred after 12 days | +6.4% | 8/8 | Makus |
| 7 | Construction (Small & Mid Cap) | recurred after 41 days | +4.5% | 10/10 | DYD |
| 8 | Metals (Non-Ferrous) | recurred after 12 days | +4.4% | 10/10 | Leeku Industrial |
Theme by Theme
1. Securities Brokers (2 days running)
- Episode: started 2025-07-08, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Bookook Securities 001270 | +29.9% | 60,600 | |
Shinyoung Securities 001720 | +17.2% | 166,400 | |
Sangsangininvestment&securities 001290 | +13.2% | 809 | ★ |
Daishin Securities 003540 | +11.0% | 30,200 | |
Yuhwa Securities 003460 | +9.7% | 3,165 | |
Hyundai Motor Securities 001500 | +9.3% | 9,430 | |
LS Securities 078020 | +7.6% | 5,550 | |
Mirae Asset Securities 006800 | +6.8% | 22,100 | |
Hanwha Investment&securities 003530 | +6.2% | 6,980 | |
Korea Investment Holdings 071050 | +5.8% | 151,800 |
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2. Holding Companies (2 days running)
- Episode: started 2025-07-08, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte 004990 | +21.0% | 35,200 | |
Daewoong 003090 | +15.7% | 27,200 | ★ |
Sempio Company 007540 | +12.0% | 51,500 | |
IDIS Holdings 054800 | +11.5% | 12,800 | |
TY Holdings 363280 | +11.3% | 4,180 | |
Hanmi Science 008930 | +8.8% | 45,550 | |
Harim Holdings 003380 | +8.8% | 10,310 | |
Haesung Industrial 034810 | +8.1% | 8,320 | |
Noroo Holdings 000320 | +7.5% | 25,000 | |
SNT Holdings 036530 | +7.5% | 58,800 |
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3. Beauty & Cosmetics (3 days running)
- Episode: started 2025-07-07, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Englewood Lab 950140 | +11.3% | 13,690 | |
DYD 219550 | +10.4% | 478 | |
GFC Life Science 388610 | +10.1% | 25,000 | |
Cosmecca Korea 241710 | +9.4% | 66,000 | |
SMCG 460870 | +7.3% | 8,830 | |
Hankook Cosmetics Manufacturing 003350 | +6.7% | 59,000 | |
Able C&C 078520 | +5.7% | 9,340 | |
New Kids On 462310 | +5.5% | 12,640 | ★ |
Coreana Cosmetics 027050 | +5.3% | 2,995 | |
VT 018290 | +4.8% | 35,950 |
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4. Defense & War (recurred after 6 days)
- Episode: started 2025-07-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SolDefense 215090 | +12.4% | 923 | ★ |
SNT Dynamics 003570 | +9.4% | 53,300 | |
Poongsan Holdings 005810 | +7.3% | 52,200 | |
COTS Technology 448710 | +7.1% | 23,500 | |
Ace Technologies 088800 | +6.6% | 2,650 | |
Hyundai-Rotem 064350 | +6.1% | 195,700 | |
MNC Solution 484870 | +6.0% | 158,000 | |
Woori Technology, Incorporation 032820 | +5.7% | 3,825 | |
SNT Motiv 064960 | +5.5% | 35,450 |
5. Life Insurance (recurred after 27 days)
- Episode: started 2025-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Life Insurance 088350 | +10.4% | 3,755 | ★ |
Korean Reinsurance Company 003690 | +7.4% | 11,280 | |
MIRAE ASSET Life Insurance 085620 | +7.4% | 7,400 | |
Samsung Life Insurance 032830 | +2.0% | 133,000 |
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- [장중수급포착] 한화생명, 외국인/기관 동시 순매수… 주가 +3.54% — 뉴스핌 (Korean)
6. Drones (recurred after 12 days)
- Episode: started 2025-07-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Makus 093520 | +22.1% | 19,790 | ★ |
Firstec 010820 | +5.2% | 3,950 | |
Hanwha Systems 272210 | +4.9% | 55,600 | |
Hanwha Aerospace 012450 | +4.3% | 850,000 | |
JCH Systems 033320 | +3.9% | 5,600 | |
SatrecInitiative 099320 | +3.9% | 46,700 | |
Alux 475580 | +3.7% | 11,340 | |
T3 Entertainment 204610 | +3.2% | 2,070 |
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7. Construction (Small & Mid Cap) (recurred after 41 days)
- Episode: started 2025-07-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DYD 219550 | +10.4% | 478 | ★ |
KCC Engineering & Construction 021320 | +7.0% | 5,850 | |
Dongbu 005960 | +4.7% | 5,540 | |
KUMHO Engineering & Construction 002990 | +4.4% | 3,580 | |
Is Dongseo 010780 | +4.0% | 22,150 | |
Samho Development 010960 | +3.3% | 3,615 | |
DongwonDevelopment 013120 | +3.2% | 3,040 | |
HL D&I Halla 014790 | +3.1% | 2,810 | |
Kye-ryong Construction Industrial 013580 | +2.7% | 20,850 | |
Seohee Construction 035890 | +2.5% | 1,972 |
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8. Metals (Non-Ferrous) (recurred after 12 days)
- Episode: started 2025-07-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Leeku Industrial 025820 | +13.9% | 5,610 | ★ |
Poongsan Holdings 005810 | +7.3% | 52,200 | |
Poongsan 103140 | +4.6% | 127,800 | |
Daechang 012800 | +4.2% | 1,446 | |
Seowon 021050 | +2.8% | 1,381 | |
Kukil Metal 060480 | +2.5% | 1,848 | |
Hwang Kum Steel & Technology 032560 | +2.3% | 6,210 | |
Daeho Al 069460 | +2.1% | 1,880 | |
Aluko 001780 | +1.9% | 2,370 | |
Almac 354320 | +1.9% | 23,750 |
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Closing Thoughts
The Securities Brokers episode is dated through 2025-07-11, and Holding Companies through 2025-07-10. Life Insurance reappeared after a 27-day gap, led by Hanwha Life Insurance.
Drones posted an average change of 6.4%, as Makus rose 22.09%. Construction (Small & Mid Cap) returned after 41 days, and Metals (Non-Ferrous) after 12.