Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables
8 strong themes — 3 running · 5 recurred. Top: Beauty & Cosmetics +12.7%.
Strong themes8
Top change+12.7%
LeaderCTK
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 |
|---|---|---|---|
| Beauty & Cosmetics | CTK | +29.82% | |
| Plastic Alternatives & Biodegradables | CTK | +29.82% | |
| Holding Companies | INNOXCorporation | +13.39% | |
| Crypto & Bitcoin | Bitplanet | +29.96% | |
| Property & Casualty Insurance | Samsung Fire & Marine Insurance | +9.51% | |
| Life Insurance | Samsung Life Insurance | +6.91% | |
| Integrated Logistics | KCTC | +17.44% | |
| Retail Distribution | Shinsegae | +6.57% |
Beauty & Cosmetics led the Jul 14 session with an average change of 12.67%, and all 10 of its stocks closed higher. CTK topped the group with a 29.82% gain.
CTK also led Plastic Alternatives & Biodegradables, which posted an average change of 8.77% on a 2-day streak. News linked the move to expectations for a policy to reduce plastic use.
Every listed stock rose in all eight strong themes. Holding Companies posted an average change of 8.43%, led by INNOXCorporation at 13.39%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 5 days | +12.7% | 10/10 | CTK |
| 2 | Plastic Alternatives & Biodegradables | 2 days running | +8.8% | 7/7 | CTK |
| 3 | Holding Companies | recurred after 4 days | +8.4% | 10/10 | INNOXCorporation |
| 4 | Crypto & Bitcoin | 3 days running | +6.5% | 10/10 | Bitplanet |
| 5 | Property & Casualty Insurance | 4 days running | +5.7% | 6/6 | Samsung Fire & Marine Insurance |
| 6 | Life Insurance | recurred after 4 days | +4.9% | 4/4 | Samsung Life Insurance |
| 7 | Integrated Logistics | recurred after 11 days | +4.7% | 10/10 | KCTC |
| 8 | Retail Distribution | recurred after 7 days | +4.2% | 10/10 | Shinsegae |
Theme by Theme
1. Beauty & Cosmetics (recurred after 5 days)
- Episode: started 2025-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CTK 260930 | +29.8% | 6,530 | ★ |
Hankook Cosmetics 123690 | +20.4% | 10,980 | |
Caregen 214370 | +16.9% | 43,000 | |
Aekyung Industrial 018250 | +14.3% | 18,590 | |
Organic Tea Cosmetics Holdings 900300 | +8.8% | 605 | |
J2kbio 420570 | +8.7% | 10,950 | |
Shinsegae International 031430 | +8.0% | 13,690 | |
Pharmicell 005690 | +7.2% | 13,020 | |
Coreana Cosmetics 027050 | +6.4% | 3,225 | |
HuM&C 263920 | +6.1% | 1,047 |
Related news
- 코스피, 3년 10개월 만에 3200선 탈환…삼성·화장품株 동반 급등 — 디지털타임스 (Korean)
2. Plastic Alternatives & Biodegradables (2 days running)
- Episode: started 2025-07-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
CTK 260930 | +29.8% | 6,530 | ★ |
Samryoong 014970 | +13.0% | 11,370 | |
Ecoplastic 038110 | +8.0% | 4,100 | |
Serim B&G 340440 | +5.1% | 1,884 | |
Hankuk Package 037230 | +2.5% | 2,295 | |
Jinyoung 285800 | +2.4% | 2,310 | |
Kolon Enp 138490 | +0.6% | 7,220 |
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- [장중수급포착] 씨티케이, 외국인/기관 동시 순매수… 주가 +5.07% — 뉴스핌 (Korean)
3. Holding Companies (recurred after 4 days)
- Episode: started 2025-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
INNOXCorporation 088390 | +13.4% | 11,430 | ★ |
CJ 001040 | +10.0% | 174,900 | |
Hyundai G.F. Holdings 005440 | +9.9% | 10,440 | |
Seoyon 007860 | +8.9% | 11,920 | |
Cosmax Bti 044820 | +8.1% | 22,600 | |
CROWNHAITAI Holdings 005740 | +7.6% | 9,490 | |
Hankook & Company 000240 | +7.5% | 25,900 | |
Kolon 002020 | +7.1% | 58,800 | |
Samsung C&T 028260 | +6.6% | 183,700 | |
Woory Industrial Holdings 072470 | +5.3% | 3,685 |
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- 지주사·가상자산 등 이재명·정책 테마 관련주 강세 [상반기 이 종목] — 이투데이 (Korean)
- CLSA “지주사 최고 종목 삼성물산”…주주 충실·자사주 소각 의무화 수혜 [이런국장 저런주식] — 서울경제 (Korean)
4. Crypto & Bitcoin (3 days running)
- Episode: started 2025-07-10, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Bitplanet 049470 | +30.0% | 911 | ★ |
SGA Solutions 184230 | +10.3% | 725 | |
Bitmax 377030 | +10.0% | 5,610 | |
T Scientific 057680 | +5.2% | 1,580 | |
Wizit 036090 | +5.0% | 826 | |
Woori Technology Investment 041190 | +1.6% | 12,120 | |
Mgame 058630 | +1.1% | 7,120 | |
Neowiz 095660 | +1.0% | 24,650 | |
Inbiogen 101140 | +0.6% | 11,220 | |
SBI Investment KOREA 019550 | +0.5% | 836 |
Related news
- ‘트럼프 효과’에 들썩이는 가상화폐 업계…가격·주가 급등 — 아주경제 (Korean)
5. Property & Casualty Insurance (4 days running)
- Episode: started 2025-07-09, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Fire & Marine Insurance 000810 | +9.5% | 518,000 | ★ |
Hyundaimarine&fireinsurance 001450 | +6.7% | 30,250 | |
Hanwha General Insurance 000370 | +6.3% | 7,980 | |
DB Insurance 005830 | +4.8% | 145,400 | |
Korean Reinsurance Company 003690 | +4.0% | 11,600 | |
Lotte Non-Life Insurance 000400 | +2.8% | 2,000 |
6. Life Insurance (recurred after 4 days)
- Episode: started 2025-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MIRAE ASSET Life Insurance 085620 | +6.9% | 7,870 | |
Samsung Life Insurance 032830 | +6.9% | 140,700 | ★ |
Korean Reinsurance Company 003690 | +4.0% | 11,600 | |
Hanwha Life Insurance 088350 | +1.7% | 4,240 |
7. Integrated Logistics (recurred after 11 days)
- Episode: started 2025-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +17.4% | 7,340 | ★ |
SG&G 040610 | +5.4% | 2,040 | |
Hyundai Glovis 086280 | +5.3% | 148,800 | |
Dongbang Transport & Logistics 004140 | +4.5% | 3,250 | |
Yoosung T&S 024800 | +4.3% | 3,135 | |
Han Express 014130 | +3.4% | 3,635 | |
Intergis 129260 | +2.6% | 3,295 | |
Taewoong Logistics 124560 | +1.5% | 3,350 | |
HANJIN Logistics 002320 | +1.4% | 22,450 | |
Sun Kwang 003100 | +1.1% | 22,950 |
Related news
- [특징주] KCTC, 부산항 12조6000억 규모 초대형 사업 본궤도 소식에 상승세 — 이투데이 (Korean)
- [서울데이터랩]금일 코스피 거래량 1위 KCTC 거래대금 무려 1,626억원 돌파 — 서울신문 (Korean)
8. Retail Distribution (recurred after 7 days)
- Episode: started 2025-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsegae 004170 | +6.6% | 197,800 | ★ |
Hyundai Department Store 069960 | +6.0% | 83,300 | |
Savezone I&C 067830 | +5.0% | 2,950 | |
Hotel Shilla 008770 | +4.8% | 52,300 | |
GS Retail 007070 | +4.7% | 18,260 | |
Hyundai Home Shopping Network 057050 | +4.3% | 60,200 | |
Lotte Shopping 023530 | +3.1% | 80,500 | |
E-mart 139480 | +3.0% | 99,100 | |
LOTTE Himart 071840 | +2.6% | 9,440 | |
BGF retail 282330 | +2.5% | 123,600 |
Related news
- 3분기 울산 소매유통업 경기 전망치 급등 — KBS (Korean)
- 인천지역 소매유통업계, 경기회복 기대감 확산…새 정부 소비 정책·성수기 진입 영향 — 경기일보 (Korean)
- 소매유통업, 경기전망지수 ‘4년만 최고치’⋯새정부•소비쿠폰•여름특수 영향 — 브릿지경제 (Korean)
Closing Thoughts
Two themes are on longer runs. Property & Casualty Insurance has extended its streak to 4 days, and Crypto & Bitcoin to 3 days, with Bitplanet up 29.96%.
Integrated Logistics returned after a gap of 11 days, with KCTC up 17.44% on news of a Busan port project. It is not yet clear whether the themes that appeared for one day will keep going.