Jul 3: 8 Strong Themes — Plastic Alternatives & Biodegradables, Battery
8 strong themes — 7 recurred · 1 new. Top: Plastic Alternatives & Biodegradables +13.1%.
Strong themes8
Top change+13.1%
LeaderSerim B&G
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 |
|---|---|---|---|
| Plastic Alternatives & Biodegradables | Serim B&G | +29.99% | |
| Battery | Kga | +12.52% | |
| Semiconductor Equipment | Fine Semitech | +16.80% | |
| EV | Ecoplastic | +17.16% | |
| Semiconductor Materials & Components | Fine Semitech | +16.80% | |
| Steel Majors | Hyundai Steel Company | +16.18% | |
| Beauty & Cosmetics | CTK | +5.79% | |
| Fashion & Clothing | Great New wave Coming | +8.66% |
Eight themes rallied on 2025-07-03, and every listed stock in each theme closed higher. Plastic Alternatives & Biodegradables led as a new theme, posting an average change of 13.06%.
Battery returned after a 9-day gap with an average change of 10.02%, all 10 stocks up. News coverage centred on Kga’s cathode technology, and Kga rose 12.52%.
Chip names moved together. Semiconductor Equipment averaged 9.65% and Semiconductor Materials & Components averaged 8.88%, with Fine Semitech leading both at 16.8%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Plastic Alternatives & Biodegradables | new | +13.1% | 8/8 | Serim B&G |
| 2 | Battery | recurred after 9 days | +10.0% | 10/10 | Kga |
| 3 | Semiconductor Equipment | recurred after 7 days | +9.7% | 10/10 | Fine Semitech |
| 4 | EV | recurred after 9 days | +9.2% | 10/10 | Ecoplastic |
| 5 | Semiconductor Materials & Components | recurred after 7 days | +8.9% | 10/10 | Fine Semitech |
| 6 | Steel Majors | recurred after 23 days | +5.5% | 10/10 | Hyundai Steel Company |
| 7 | Beauty & Cosmetics | recurred after 3 days | +5.4% | 10/10 | CTK |
| 8 | Fashion & Clothing | recurred after 15 days | +5.0% | 9/9 | Great New wave Coming |
Theme by Theme
1. Plastic Alternatives & Biodegradables (new)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Serim B&G 340440 | +30.0% | 1,803 | ★ |
Samryoong 014970 | +29.9% | 7,340 | |
Ecoplastic 038110 | +17.2% | 3,960 | |
Hankuk Package 037230 | +9.8% | 2,195 | |
CTK 260930 | +5.8% | 4,845 | |
Jinyoung 285800 | +5.7% | 2,320 | |
Kolon Enp 138490 | +4.7% | 7,120 | |
Dae-il 092200 | +1.5% | 4,680 |
2. Battery (recurred after 9 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kangwon Energy 114190 | +16.5% | 7,750 | |
Kga 455180 | +12.5% | 5,660 | ★ |
Ecopro Materials 450080 | +12.1% | 53,800 | |
Cosmo Advanced Materials & Technology 005070 | +10.6% | 38,600 | |
Duksan Techopia 317330 | +8.8% | 16,370 | |
POSCO Holdings 005490 | +8.3% | 312,000 | |
Pie 452450 | +8.1% | 9,960 | |
L&F 066970 | +8.1% | 54,900 | |
Enchem 348370 | +8.0% | 60,600 | |
Mi 059090 | +7.1% | 14,360 |
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3. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +16.8% | 21,200 | ★ |
EugeneTechnology 084370 | +13.9% | 43,050 | |
Wonik IPS 240810 | +9.4% | 28,950 | |
Kctech 281820 | +8.8% | 28,300 | |
PSK Holdings 031980 | +8.8% | 37,100 | |
LOTVacuum 083310 | +8.8% | 10,150 | |
EO Technics 039030 | +8.4% | 188,900 | |
HanaMicron 067310 | +7.6% | 12,630 | |
Tes 095610 | +7.4% | 26,800 | |
Seojin System 178320 | +6.5% | 22,800 |
4. EV (recurred after 9 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecoplastic 038110 | +17.2% | 3,960 | ★ |
Kangwon Energy 114190 | +16.5% | 7,750 | |
Cosmo Advanced Materials & Technology 005070 | +10.6% | 38,600 | |
L&F 066970 | +8.1% | 54,900 | |
Enchem 348370 | +8.0% | 60,600 | |
LG Chem 051910 | +7.1% | 257,000 | |
Seojin System 178320 | +6.5% | 22,800 | |
Neooto 212560 | +6.0% | 9,840 | |
Shinsung ST 416180 | +5.9% | 31,300 | |
Sungchang Autotech 080470 | +5.8% | 4,380 |
Related news
5. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +16.8% | 21,200 | ★ |
S&S Tech 101490 | +11.4% | 46,250 | |
Worldexindustry&trading 101160 | +9.7% | 23,300 | |
Kctech 281820 | +8.8% | 28,300 | |
Duksan Techopia 317330 | +8.8% | 16,370 | |
HanaMicron 067310 | +7.6% | 12,630 | |
Mi 059090 | +7.1% | 14,360 | |
Lake Materials 281740 | +6.7% | 12,700 | |
ISC 095340 | +6.1% | 61,300 | |
Temc CNS 241790 | +5.8% | 7,810 |
6. Steel Majors (recurred after 23 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Steel Company 004020 | +16.2% | 35,550 | ★ |
POSCO Holdings 005490 | +8.3% | 312,000 | |
Dongkuk Steel Mill 460860 | +8.0% | 10,450 | |
Posco Steeleon 058430 | +4.0% | 41,500 | |
KG Dongbusteel 016380 | +3.8% | 6,530 | |
Kisco 104700 | +3.5% | 9,370 | |
SeAH Steel 306200 | +3.1% | 159,600 | |
Daehan Steel 084010 | +3.1% | 16,500 | |
Dongkuk Coated Metal 460850 | +2.8% | 6,730 | |
SeAH Besteel Holdings 001430 | +2.1% | 31,750 |
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7. Beauty & Cosmetics (recurred after 3 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
InkredibleBuzz 064090 | +12.7% | 2,210 | |
L&C Bio 290650 | +6.5% | 29,500 | |
PharmaResearch 214450 | +6.3% | 499,500 | |
Kangstem Biotech 217730 | +6.1% | 1,616 | |
CTK 260930 | +5.8% | 4,845 | ★ |
C&C International 352480 | +3.9% | 35,000 | |
HuM&C 263920 | +3.6% | 955 | |
CQV 101240 | +3.5% | 4,820 | |
DongKoo Bio & Pharma 006620 | +2.8% | 5,230 | |
Spigen Korea 192440 | +2.7% | 28,650 |
8. Fashion & Clothing (recurred after 15 days)
- Episode: started 2025-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Great New wave Coming 065060 | +8.7% | 1,292 | ★ |
C-site 109670 | +7.6% | 7,050 | |
Hansae 105630 | +6.9% | 11,620 | |
Hwaseung Enterprise 241590 | +5.1% | 8,270 | |
JS 194370 | +4.5% | 12,080 | |
Hyungji Global 308100 | +4.2% | 5,150 | |
Au Brandz 481070 | +2.9% | 19,660 | |
HS Industries 006060 | +2.8% | 5,050 | |
Fashion Platform 225590 | +2.7% | 1,017 |
Closing Thoughts
Hyundai Steel Company rose 16.18% on news of steel supply to Amazon data centers. Steel Majors averaged 5.48%, returning after a 23-day gap.
Every theme is on a streak of 1, so the next session will show whether any of them carries into a second day. Beauty & Cosmetics and Fashion & Clothing also rose, averaging 5.38% and 5.04%.