Jul 31: 8 Strong Themes — Inter-Korean Economic Cooperation, Beauty & Cosmetics

July 31, 2025 · #Inter-Korean Economic Cooperation #Beauty & Cosmetics #LNG (Liquefied Natural Gas) #Shipbuilding Equipment #Railways #Shipbuilding #DMZ Peace Park #FuriosaAI

8 strong themes — 8 recurred. Top: Inter-Korean Economic Cooperation +13.1%.

Strong themes8 Top change+13.1% LeaderJ.estina

Average change by strong theme

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+13.1%
Beauty & Cosmetics
+7.9%
LNG (Liquefied Natural Gas)
+6.8%
Shipbuilding Equipment
+5.3%
Railways
+4.3%
Shipbuilding
+4.1%
DMZ Peace Park
+3.8%
FuriosaAI
+3.4%

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
Inter-Korean Economic CooperationJ.estina+29.95%
Beauty & CosmeticsCellromax Science+19.31%
LNG (Liquefied Natural Gas)Il Seung+14.88%
Shipbuilding EquipmentIl Seung+14.88%
RailwaysWoori-Net+2.26%
ShipbuildingHanwha Ocean+13.43%
DMZ Peace ParkHydro Lithium+7.58%
FuriosaAIPanstar Enterprise+12.89%

On Jul 31, 2025, Inter-Korean Economic Cooperation led the session with an average change of 13.14%. All 10 of its stocks closed higher.

Leader J.estina gained 29.95%, and Good People added 27.24%. A Korean headline linked the move to inter-Korean cooperation stocks, with tariffs as the earlier focus.

Beauty & Cosmetics averaged 7.88% and LNG (Liquefied Natural Gas) averaged 6.81%. In Shipbuilding, Hanwha Ocean rose 13.43% after a headline cited the Korea-US trade deal.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Inter-Korean Economic Cooperationrecurred after 2 days+13.1%10/10J.estina
2Beauty & Cosmeticsrecurred after 2 days+7.9%10/10Cellromax Science
3LNG (Liquefied Natural Gas)recurred after 23 days+6.8%10/10Il Seung
4Shipbuilding Equipmentrecurred after 2 days+5.3%10/10Il Seung
5Railwaysrecurred after 37 days+4.3%9/9Woori-Net
6Shipbuildingrecurred after 2 days+4.1%6/6Hanwha Ocean
7DMZ Peace Parkrecurred after 49 days+3.8%10/10Hydro Lithium
8FuriosaAIrecurred after 9 days+3.4%8/8Panstar Enterprise

Theme by Theme

1. Inter-Korean Economic Cooperation (recurred after 2 days)

StockChangeCloseLeader
J.estina 026040+29.9%3,905★
Good People 033340+27.2%1,845
In the F 014990+12.6%1,432
Codes Combine 047770+11.8%1,919
Ananti 025980+11.2%9,950
Ilshin Stone 007110+9.7%2,310
Shinwon 009270+8.2%1,758
Namkwang Engineering & Construction 001260+8.1%9,570
GnCenergy 119850+6.7%34,050
Chobi 001550+5.8%14,240

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2. Beauty & Cosmetics (recurred after 2 days)

StockChangeCloseLeader
Cellromax Science 471820+19.3%6,610★
NFC 265740+12.8%11,260
C&C International 352480+10.1%44,300
Pharmicell 005690+6.3%12,860
Pum-tech Korea 251970+5.9%66,700
Cell Bio Human Tech 318160+5.7%6,850
Apr 278470+5.2%183,700
Hankook Cosmetics Manufacturing 003350+5.1%64,000
Hankook Cosmetics 123690+4.7%10,740
Genic 123330+3.8%37,350

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3. LNG (Liquefied Natural Gas) (recurred after 23 days)

StockChangeCloseLeader
NK 085310+29.9%1,064
Il Seung 333430+14.9%4,940★
Woniltni 136150+9.4%27,250
HD Hyundai Mipo 010620+3.4%212,000
Korea Line 005880+3.2%1,852
Dongsung Finetec 033500+2.4%28,250
HJ Shipbuilding & Construction 097230+1.8%8,910
HD Korea Shipbuilding & Offshore Engineering 009540+1.3%359,000
Caelum 258610+0.9%1,891
Hankuk Carbon 017960+0.8%30,000

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4. Shipbuilding Equipment (recurred after 2 days)

StockChangeCloseLeader
Il Seung 333430+14.9%4,940★
Atum 355690+9.8%6,750
S&W 103230+6.1%3,635
T. K 023160+5.5%23,000
HD Hyundai Marine Solution 443060+5.1%204,500
Cape Industries 064820+3.1%7,400
Samyoung M-tek C0 054540+2.6%5,850
Dongsung Finetec 033500+2.4%28,250
KS Industry 101000+2.2%1,724
Hy-lok 013030+1.8%30,550

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5. Railways (recurred after 37 days)

StockChangeCloseLeader
Namkwang Engineering & Construction 001260+8.1%9,570
Busan Industrial 011390+7.4%97,100
Daea Ti 045390+7.3%5,110
Cheryong Electric 033100+3.6%40,550
Woowon Development 046940+3.4%3,060
Opticis 109080+3.2%10,010
Woori-Net 115440+2.3%6,340★
Hy-lok 013030+1.8%30,550
TuksuConstruction 026150+1.8%7,280

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6. Shipbuilding (recurred after 2 days)

StockChangeCloseLeader
Hanwha Ocean 042660+13.4%112,300★
HD Hyundai Heavy Industries 329180+4.1%490,500
HD Hyundai Mipo 010620+3.4%212,000
HJ Shipbuilding & Construction 097230+1.8%8,910
HD Korea Shipbuilding & Offshore Engineering 009540+1.3%359,000
Samsung Heavy Industries 010140+0.5%19,040

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7. DMZ Peace Park (recurred after 49 days)

StockChangeCloseLeader
Ilshin Stone 007110+9.7%2,310
Hydro Lithium 101670+7.6%2,555★
Mona Yongpyong 070960+6.1%4,360
Koas 071950+5.8%8,820
CROWNHAITAI Holdings 005740+3.3%8,050
Mohenz 006920+1.9%3,255
NatureandEnvironment 043910+1.3%716
Welcron 065950+0.9%2,165
Citech 004920+0.9%1,210
Waps 196700+0.5%1,349

8. FuriosaAI (recurred after 9 days)

StockChangeCloseLeader
Panstar Enterprise 054300+12.9%902★
4by4 389140+4.4%16,050
T.S.Investment 246690+2.6%1,482
DSC Investment 241520+1.9%6,860
Itcenglobal 124500+1.8%17,440
NAU IB Capital 293580+1.5%1,349
Tomatosystem 393210+1.4%6,610
LB Investment 309960+1.1%4,830

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Closing Thoughts

The Inter-Korean Economic Cooperation episode runs from 2025-07-31 to 2025-08-04, a span of 5 days. Most other themes, including Beauty & Cosmetics, show a one-day episode.

FuriosaAI names rose on headlines that the company reached unicorn status, with Panstar Enterprise up 12.89%. Railways and DMZ Peace Park came back after gaps of 37 and 49 days.