Weekly Theme Wrap (Jul 7 – Jul 11)
5 trading days · top 10 themes — most persistent is Securities Brokers at 4 days (weekly avg. +7.9%). Best single day this week: Jul 9, +11.7%.
Average change over the period
Financial themes led the week of Jul 7 to Jul 11. Securities Brokers were strong on 4 days, with an average change of 7.93% and a peak of 11.66% on Jul 9.
Holding Companies posted an average change of 9.01% over 3 strong days, peaking at 11.22% on Jul 9. The leaders were Global SM Tech, Daewoong and Kolon.
Beauty & Cosmetics had 3 strong days with an average change of 8.49%. Stablecoins came back with the week’s top average change of 9.11%, best on Jul 10 at 10.8%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Securities Brokers | 4d | +7.9% | 2025-07-09 (+11.7%) | running | LS Securities, Bookook Securities, Sangsangininvestment&securities |
| Holding Companies | 3d | +9.0% | 2025-07-09 (+11.2%) | running | Global SM Tech, Daewoong, Kolon |
| Beauty & Cosmetics | 3d | +8.5% | 2025-07-08 (+10.5%) | running | New Kids On, Organic Tea Cosmetics Holdings, Hyundai Bioscience |
| Property & Casualty Insurance | 3d | +4.3% | 2025-07-10 (+6.4%) | running | Korean Reinsurance Company, Hanwha General Insurance, Heungkuk Fire & Marine Insurance |
| Stablecoins | 2d | +9.1% | 2025-07-10 (+10.8%) | recurred | Bankware Global, coocon |
| FinTech | 2d | +7.7% | 2025-07-07 (+9.5%) | recurred | SGA Solutions, Hancom WITH |
| STO (Security Token Offering) | 2d | +7.1% | 2025-07-10 (+7.9%) | recurred | Danal, Bankware Global |
| Food | 2d | +6.4% | 2025-07-07 (+6.7%) | running | Novarex, MeatBox Global |
| Banks | 2d | +5.9% | 2025-07-08 (+6.4%) | recurred | Jeju Bank, Hana Financial Group |
| Semiconductor Equipment | 2d | +5.8% | 2025-07-11 (+6.5%) | running | Shinsung E&g, Justem |
Related News by Theme
- Securities Brokers (2025-07-09) 상상인증권 “HD현대미포, 주가 조정은 과도…환 영향 제한적·수주 순항 중” — 이투데이 (Korean)
- Holding Companies (2025-07-09) ‘상법 개정 수혜’ 지주사 대웅, 장초반 10%대 강세[특징주] — 이데일리 (Korean)
- Property & Casualty Insurance (2025-07-10) [장중수급포착] 흥국화재, 기관 12일 연속 순매수행진… 주가 +29.81% — 뉴스핌 (Korean)
- Stablecoins (2025-07-10) [특징주] 아톤, 한은 스테이블코인 추진에 ‘프로젝트 한강’ 참여 부각 강세 — 아시아경제 (Korean)
What to Watch Next Week
Property & Casualty Insurance stayed strong on consecutive days, peaking at 6.36% on Jul 10. Semiconductor Equipment was the only theme with its best day on Jul 11, at 6.5%.
Stablecoins, STO (Security Token Offering) and FinTech all came back this week, and Bankware Global led two of them. The next thing to see is whether they keep it going over consecutive days.
Theme heatmap
| 07-07 | 07-08 | 07-09 | 07-10 | 07-11 | |
|---|---|---|---|---|---|
| Securities Brokers | +10.2 | +11.7 | +4.8 | +5.0 | |
| Holding Companies | +9.3 | +11.2 | +6.5 | ||
| Beauty & Cosmetics | +7.3 | +10.5 | +7.7 | ||
| Property & Casualty Insurance | +3.9 | +6.4 | +2.6 | ||
| Stablecoins | +7.4 | +10.8 | |||
| FinTech | +9.5 | +5.9 | |||
| STO (Security Token Offering) | +6.2 | +7.9 | |||
| Food | +6.7 | +6.1 | |||
| Banks | +6.4 | +5.4 | |||
| Semiconductor Equipment | +5.0 | +6.5 |