Weekly Theme Wrap (Jun 30 – Jul 4)
5 trading days · top 10 themes — most persistent is Casinos at 3 days (weekly avg. +2.3%). Best single day this week: Jun 30, +19.6%.
Average change over the period
Beauty & Cosmetics logged the week’s biggest single-day theme move, 19.65% on Jun 30. CTK and GFC Life Science led, and the theme averaged a change of 12.51% over 2 strong days.
Casinos was the most persistent theme, strong on 3 days with an average change of 2.26%. Grand Korea Leisure, Kangwon Land and Paradise led, peaking at 2.41% on Jul 4.
Holding Companies averaged 10.81%, led by Seah Holdings and CROWNHAITAI Holdings. Several one-day themes also ran hot on Jul 3, led by Plastic Alternatives & Biodegradables at 13.06%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Casinos | 3d | +2.3% | 2025-07-04 (+2.4%) | running | Grand Korea Leisure, Kangwon Land, Paradise |
| Beauty & Cosmetics | 2d | +12.5% | 2025-06-30 (+19.6%) | recurred | CTK, GFC Life Science |
| Holding Companies | 2d | +10.8% | 2025-07-01 (+14.2%) | running | Seah Holdings, CROWNHAITAI Holdings |
| Summer Season | 2d | +5.8% | 2025-07-02 (+7.9%) | recurred | Autech, Paseco |
| Steel Pipe | 2d | +5.5% | 2025-06-30 (+8.2%) | recurred | KBI Dong Yang Steel Pipe, Irem |
| Inter-Korean Economic Cooperation | 2d | +3.8% | 2025-07-01 (+5.3%) | running | In the F, Good People |
| Plastic Alternatives & Biodegradables | 1d | +13.1% | 2025-07-03 (+13.1%) | new | Serim B&G |
| Battery | 1d | +10.0% | 2025-07-03 (+10.0%) | recurred | Kga |
| Semiconductor Equipment | 1d | +9.7% | 2025-07-03 (+9.7%) | recurred | Fine Semitech |
| EV | 1d | +9.2% | 2025-07-03 (+9.2%) | recurred | Ecoplastic |
Related News by Theme
- Casinos (2025-07-04) [특징주]“2분기 연속 호실적 기대” 카지노株 상승세 — 아시아경제 (Korean)
- Beauty & Cosmetics (2025-06-30) [급등수사본부] 체르노빌 원전서 보스턴다이내믹스 ‘로봇개’ 운용 ‘클로봇’ vs 색조화장품 OEM·ODM 전문 기업 ‘클리오’ — 머니투데이 (Korean)
- Holding Companies (2025-07-01) [장중수급포착] 크라운해태홀딩스, 기관 5일 연속 순매수행진… 주가 +27.39% — 뉴스핌 (Korean)
What to Watch Next Week
Casinos closed the week on its best day, Jul 4, with news flagging hopes for a second straight strong quarter. Whether that streak extends is the next thing to track.
Jul 3 also lifted Battery, Semiconductor Equipment and EV for one day each. Whether they repeat, after Battery hit 10.02%, is the next test.
Theme heatmap
| 06-30 | 07-01 | 07-02 | 07-03 | 07-04 | |
|---|---|---|---|---|---|
| Casinos | +2.3 | +2.0 | +2.4 | ||
| Beauty & Cosmetics | +19.6 | +5.4 | |||
| Holding Companies | +7.4 | +14.2 | |||
| Summer Season | +3.6 | +7.9 | |||
| Steel Pipe | +8.2 | +2.8 | |||
| Inter-Korean Economic Cooperation | +2.3 | +5.3 | |||
| Plastic Alternatives & Biodegradables | +13.1 | ||||
| Battery | +10.0 | ||||
| Semiconductor Equipment | +9.6 | ||||
| EV | +9.2 |