Weekly Theme Wrap (Jul 14 – Jul 18)
5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 2 days (weekly avg. +10.7%). Best single day this week: Jul 14, +12.7%.
Average change over the period
Beauty & Cosmetics led the week of Jul 14 to Jul 18 with an average change of 10.71%. Its best day was Jul 14 at 12.67%, and every theme listed was strong on 2 days.
GLP-1 & Obesity Drugs followed with an average change of 10.22%, peaking at 12.38% on Jul 17. D&D Pharmatech and Genexine led the theme.
Defense & War peaked at 8.04% on Jul 15, led by i3system and MNC Solution. Crypto & Bitcoin averaged 6.04%, led by Bitplanet.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Beauty & Cosmetics | 2d | +10.7% | 2025-07-14 (+12.7%) | recurred | CTK, Chungdamglobal |
| GLP-1 & Obesity Drugs | 2d | +10.2% | 2025-07-17 (+12.4%) | recurred | D&D Pharmatech, Genexine |
| Crypto & Bitcoin | 2d | +6.0% | 2025-07-14 (+6.5%) | recurred | Bitplanet |
| Semiconductor Equipment | 2d | +6.0% | 2025-07-16 (+6.6%) | running | Laserssel, UniTest |
| Defense & War | 2d | +5.7% | 2025-07-15 (+8.0%) | running | i3system, MNC Solution |
| Foldable Phones | 2d | +5.7% | 2025-07-15 (+7.3%) | running | Fine M-Tec |
| Semiconductor Materials & Components | 2d | +5.3% | 2025-07-15 (+6.1%) | running | BCnC, HVM |
| Power Equipment | 2d | +4.3% | 2025-07-15 (+5.5%) | running | Cheil Electric |
| Stablecoins | 2d | +3.9% | 2025-07-16 (+4.7%) | recurred | Nexus, coocon |
| Korea-Listed Chinese Companies | 2d | +2.6% | 2025-07-16 (+2.8%) | recurred | Organic Tea Cosmetics Holdings |
Related News by Theme
- Beauty & Cosmetics (2025-07-14) 코스피, 3년 10개월 만에 3200선 탈환…삼성·화장품株 동반 급등 — 디지털타임스 (Korean)
- GLP-1 & Obesity Drugs (2025-07-17) [특징주] 제넥신 mRNA 기술, 세계 무대서 발표 소식에 급등 — 아주경제 (Korean)
- Crypto & Bitcoin (2025-07-14) ‘트럼프 효과’에 들썩이는 가상화폐 업계…가격·주가 급등 — 아주경제 (Korean)
- Defense & War (2025-07-15) 아이쓰리시스템, LIG넥스원과 123억 규모 공급계약 체결 — 이데일리 (Korean)
What to Watch Next Week
Several themes carried a running (consecutive) tag, including Semiconductor Equipment and Power Equipment. The next question is whether those runs continue.
Stablecoins averaged 3.92% with a recurred (recurring) tag, led by Nexus and coocon. Korea-Listed Chinese Companies had the lowest average on the list at 2.56%.
Theme heatmap
| 07-14 | 07-15 | 07-16 | 07-17 | 07-18 | |
|---|---|---|---|---|---|
| Beauty & Cosmetics | +12.7 | +8.8 | |||
| GLP-1 & Obesity Drugs | +8.1 | +12.4 | |||
| Crypto & Bitcoin | +6.5 | +5.6 | |||
| Semiconductor Equipment | +5.3 | +6.6 | |||
| Defense & War | +3.3 | +8.0 | |||
| Foldable Phones | +7.3 | +4.0 | |||
| Semiconductor Materials & Components | +6.1 | +4.4 | |||
| Power Equipment | +5.6 | +3.0 | |||
| Stablecoins | +4.7 | +3.2 | |||
| Korea-Listed Chinese Companies | +2.3 | +2.8 |