Jul 2: 8 Strong Themes — Construction (Small & Mid Cap), Beauty & Cosmetics
8 strong themes — 1 running · 7 recurred. Top: Construction (Small & Mid Cap) +15.9%.
Strong themes8
Top change+15.9%
LeaderWoowon Development
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 |
|---|---|---|---|
| Construction (Small & Mid Cap) | Woowon Development | +15.83% | |
| Beauty & Cosmetics | From Bio | +30.00% | |
| Auto Parts | Samkee | +29.97% | |
| Music & Entertainment | SM Entertainment | +7.08% | |
| Banks | KB Financial Group | +4.09% | |
| Hotels & Resorts | Hotel Shilla | +6.79% | |
| Music & Recordings | SM Entertainment | +7.08% | |
| Car Majors | Kia | +2.61% |
On Jul 2, Construction (Small & Mid Cap) led the strong themes with an average change of 15.95%. All 10 of its stocks rose, and the theme extended its run to a 2-day streak.
Beauty & Cosmetics followed with an average change of 9.83%, led by From Bio’s 30.0% gain. A Jul 2 headline described cosmetics stocks rising alone while the KOSPI fell 7.9%.
Auto Parts posted an average change of 9.01%, with Samkee up 29.97%. Every stock rose in all eight themes, from Music & Entertainment at 4.75% to Car Majors at 1.21%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction (Small & Mid Cap) | 2 days running | +15.9% | 10/10 | Woowon Development |
| 2 | Beauty & Cosmetics | recurred after 3 days | +9.8% | 10/10 | From Bio |
| 3 | Auto Parts | recurred after 3 days | +9.0% | 10/10 | Samkee |
| 4 | Music & Entertainment | recurred after 21 days | +4.8% | 10/10 | SM Entertainment |
| 5 | Banks | recurred after 16 days | +3.9% | 9/9 | KB Financial Group |
| 6 | Hotels & Resorts | recurred after 17 days | +3.2% | 8/8 | Hotel Shilla |
| 7 | Music & Recordings | recurred after 21 days | +2.9% | 9/9 | SM Entertainment |
| 8 | Car Majors | recurred after 3 days | +1.2% | 3/3 | Kia |
Theme by Theme
1. Construction (Small & Mid Cap) (2 days running)
- Episode: started 2026-07-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
ShinwonConstruction 017000 | +29.9% | 3,190 | |
Chinhung International 002780 | +29.9% | 1,142 | |
Ilsung Construction 013360 | +29.8% | 2,045 | |
Woowon Development 046940 | +15.8% | 3,805 | ★ |
DongshinEngineering&Construction 025950 | +14.7% | 15,800 | |
Daewon 007680 | +11.6% | 4,045 | |
Kye-ryong Construction Industrial 013580 | +8.4% | 25,800 | |
Nam Hwa Construction Company 091590 | +7.6% | 10,360 | |
DongwonDevelopment 013120 | +6.4% | 2,425 | |
Is Dongseo 010780 | +5.5% | 24,000 |
2. Beauty & Cosmetics (recurred after 3 days)
- Episode: started 2026-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
From Bio 377220 | +30.0% | 715 | ★ |
Leaders Cosmetics 016100 | +15.6% | 1,014 | |
The Lamy 032860 | +10.6% | 690 | |
Raphas 214260 | +9.3% | 9,080 | |
Kolmar Korea 161890 | +6.5% | 113,700 | |
New Kids On 462310 | +5.9% | 3,395 | |
J2kbio 420570 | +5.7% | 8,510 | |
Amorepacific 090430 | +5.1% | 119,400 | |
Daebonglsco 078140 | +4.8% | 7,560 | |
AMOREPACIFIC Holdings 002790 | +4.8% | 24,150 |
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3. Auto Parts (recurred after 3 days)
- Episode: started 2026-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samkee 122350 | +30.0% | 1,804 | ★ |
Pungkang 093380 | +24.2% | 2,645 | |
SG Global 001380 | +7.0% | 1,321 | |
Youngwire 012160 | +5.6% | 1,444 | |
Inzi Controls 023800 | +5.5% | 5,390 | |
NVH Korea 067570 | +4.6% | 1,785 | |
GMB Korea 013870 | +3.8% | 3,945 | |
Sungchang Autotech 080470 | +3.2% | 2,870 | |
Yura Tech 048430 | +3.1% | 5,960 | |
Dasan DMC 208860 | +3.1% | 928 |
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4. Music & Entertainment (recurred after 21 days)
- Episode: started 2026-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Billions 044480 | +7.3% | 1,170 | |
SM Entertainment 041510 | +7.1% | 78,600 | ★ |
Iokenm 078860 | +6.5% | 3,185 | |
Next Entertainment World 160550 | +6.1% | 1,146 | |
Hybe 352820 | +4.7% | 213,500 | |
Dear U 376300 | +4.4% | 22,750 | |
JYP Entertainment 035900 | +4.3% | 55,500 | |
Fantagio 032800 | +2.6% | 1,950 | |
KT Genie Music 043610 | +2.6% | 1,421 | |
Knowmerce 473980 | +1.9% | 11,570 |
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- [장중수급포착] 에스엠, 외국인/기관 동시 순매수… 주가 +7.22% — 뉴스핌 (Korean)
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5. Banks (recurred after 16 days)
- Episode: started 2026-07-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinhan Financial Group 055550 | +6.0% | 102,200 | |
KakaoBank 323410 | +5.5% | 22,050 | |
BNK Financial Group 138930 | +4.7% | 18,130 | |
KB Financial Group 105560 | +4.1% | 165,000 | ★ |
JB Financial Group 175330 | +4.1% | 25,500 | |
Hana Financial Group 086790 | +3.8% | 120,800 | |
Woori Financial Group 316140 | +2.9% | 30,200 | |
iM Financial Group 139130 | +2.5% | 17,300 | |
Industrial Bank Of Korea 024110 | +1.7% | 20,600 |
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6. Hotels & Resorts (recurred after 17 days)
- Episode: started 2026-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JS 194370 | +6.9% | 12,250 | |
Hotel Shilla 008770 | +6.8% | 50,300 | ★ |
Kangwon Land 035250 | +3.1% | 14,750 | |
GS P&L 499790 | +2.5% | 38,300 | |
Lotte Tour Development 032350 | +2.0% | 15,210 | |
Hanwha 000880 | +2.0% | 103,700 | |
E-mart 139480 | +1.3% | 83,500 | |
Paradise 034230 | +0.6% | 14,530 |
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- [장중수급포착] 호텔신라, 외국인/기관 동시 순매수… 주가 +11.25% — 뉴스핌 (Korean)
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7. Music & Recordings (recurred after 21 days)
- Episode: started 2026-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Entertainment 041510 | +7.1% | 78,600 | ★ |
Hybe 352820 | +4.7% | 213,500 | |
JYP Entertainment 035900 | +4.3% | 55,500 | |
Fantagio 032800 | +2.6% | 1,950 | |
KT Genie Music 043610 | +2.6% | 1,421 | |
NHN Bugs 104200 | +2.6% | 3,195 | |
Kakao 035720 | +1.3% | 35,250 | |
Dreamus Company 060570 | +0.5% | 902 | |
CJ ENM 035760 | +0.3% | 31,650 |
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- [장중수급포착] 에스엠, 외국인/기관 동시 순매수… 주가 +7.22% — 뉴스핌 (Korean)
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8. Car Majors (recurred after 3 days)
- Episode: started 2026-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kia 000270 | +2.6% | 145,200 | ★ |
HL Mando 204320 | +0.6% | 48,400 | |
Hanon Systems 018880 | +0.4% | 3,800 |
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Closing Thoughts
Construction (Small & Mid Cap) is the only theme on a streak, now at 2 days since Jul 1. The next open question is whether that run continues.
The Banks episode runs to Jul 3, led by KB Financial Group at 4.09%. Music & Entertainment and Music & Recordings both returned after a 21-day gap, and SM Entertainment led both.