Jul 7: 8 Strong Themes — Cement & Ready-Mix Concrete, Beauty & Cosmetics
8 strong themes — 8 recurred. Top: Cement & Ready-Mix Concrete +8.5%.
Strong themes8
Top change+8.5%
LeaderSeoSan
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 |
|---|---|---|---|
| Cement & Ready-Mix Concrete | SeoSan | +29.93% | |
| Beauty & Cosmetics | Beautyskin | +8.05% | |
| Fashion & Clothing | WonpungMulsan | +29.73% | - |
| Oil Refining | S-Oil | +8.98% | |
| Food | TS | +7.26% | |
| Superconductors | Dcksung | +5.76% | |
| Lubricants | S-Oil | +8.98% | |
| Music & Entertainment | Ascendio | +9.76% |
On 2026-07-07, eight themes closed strongly, and every listed stock in each theme finished higher. Cement & Ready-Mix Concrete led with an average change of 8.51%.
Within that theme, SeoSan jumped 29.93% and Kangdong C&L gained 13.27%. In Fashion & Clothing, WonpungMulsan rose 29.73%.
Beauty & Cosmetics followed with an average change of 7.67%, and all 10 of its stocks rose. Oil Refining averaged 6.37%, led by S-Oil at 8.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cement & Ready-Mix Concrete | recurred after 11 days | +8.5% | 9/9 | SeoSan |
| 2 | Beauty & Cosmetics | recurred after 5 days | +7.7% | 10/10 | Beautyskin |
| 3 | Fashion & Clothing | recurred after 35 days | +7.4% | 10/10 | WonpungMulsan |
| 4 | Oil Refining | recurred after 56 days | +6.4% | 3/3 | S-Oil |
| 5 | Food | recurred after 54 days | +5.6% | 10/10 | TS |
| 6 | Superconductors | recurred after 83 days | +5.5% | 7/7 | Dcksung |
| 7 | Lubricants | recurred after 125 days | +4.9% | 4/4 | S-Oil |
| 8 | Music & Entertainment | recurred after 5 days | +4.7% | 10/10 | Ascendio |
Theme by Theme
1. Cement & Ready-Mix Concrete (recurred after 11 days)
- Episode: started 2026-07-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeoSan 079650 | +29.9% | 4,775 | ★ |
Kangdong C&L 198440 | +13.3% | 1,801 | |
Mohenz 006920 | +8.9% | 3,845 | |
Sungshin Cement 004980 | +8.7% | 9,100 | |
SG 255220 | +7.0% | 1,509 | |
Hanilcement 300720 | +4.1% | 14,690 | |
HC HomeCenter 060560 | +2.6% | 2,185 | |
Union 000910 | +1.3% | 2,810 | |
Cenit 037760 | +0.8% | 2,475 |
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2. Beauty & Cosmetics (recurred after 5 days)
- Episode: started 2026-07-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
CLIO Cosmetics 237880 | +12.9% | 11,230 | |
PharmaResearch 214450 | +8.4% | 340,500 | |
Apr 278470 | +8.3% | 410,000 | |
Beautyskin 406820 | +8.1% | 1,759 | ★ |
Neopharm 092730 | +7.9% | 19,750 | |
Pum-tech Korea 251970 | +7.6% | 46,500 | |
Genic 123330 | +6.6% | 26,800 | |
Genome&Company 314130 | +5.8% | 3,765 | |
CHA AI Healthkare 025620 | +5.7% | 7,060 | |
d’Alba Global 483650 | +5.5% | 230,000 |
3. Fashion & Clothing (recurred after 35 days)
- Episode: started 2026-07-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
WonpungMulsan 008290 | +29.7% | 384 | ★ |
Handsome 020000 | +8.3% | 24,750 | |
Apr 278470 | +8.3% | 410,000 | |
C-site 109670 | +5.2% | 4,340 | |
Jindo 088790 | +5.0% | 2,500 | |
F&F 383220 | +4.8% | 82,800 | |
New Kids On 462310 | +4.7% | 3,555 | |
Kolon Industries 120110 | +2.8% | 59,100 | |
In the F 014990 | +2.8% | 1,899 | |
Codes Combine 047770 | +2.6% | 2,950 |
4. Oil Refining (recurred after 56 days)
- Episode: started 2026-07-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +9.0% | 127,400 | ★ |
SK Innovation 096770 | +7.6% | 103,800 | |
GS Holdings 078930 | +2.6% | 80,100 |
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- “S-Oil, 유가 하락에도 윤활기유 호조에 호실적 예상…목표가↑"-하나 — 한국경제 (Korean)
- S-Oil, 호실적 기대 힘입어 장중 4%대 강세[특징주] — 이데일리 (Korean)
- [장중수급포착] S-Oil, 외국인/기관 동시 순매수… 주가 +9.24% — 뉴스핌 (Korean)
5. Food (recurred after 54 days)
- Episode: started 2026-07-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samyang Foods 003230 | +11.3% | 1,222,000 | |
Bio Port Korea 188040 | +7.3% | 5,240 | |
TS 001790 | +7.3% | 2,585 | ★ |
Taewonmulsan 001420 | +7.0% | 3,040 | |
S&D 260970 | +6.0% | 50,400 | |
LG H&H 051900 | +4.2% | 258,000 | |
CJ Freshway 051500 | +3.7% | 23,850 | |
Nongshim 004370 | +3.3% | 364,000 | |
Foodnamoo 290720 | +3.0% | 3,100 | |
Novarex 194700 | +2.9% | 13,300 |
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6. Superconductors (recurred after 83 days)
- Episode: started 2026-07-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SuNAM 294630 | +13.0% | 2,905 | |
Ascendio 012170 | +9.8% | 1,102 | |
Top Engineering 065130 | +5.8% | 3,170 | |
Dcksung 004830 | +5.8% | 3,580 | ★ |
Mobiis 250060 | +4.1% | 2,765 | |
Inzi Controls 023800 | +0.2% | 5,590 | |
Inzi Display 037330 | +0.1% | 997 |
7. Lubricants (recurred after 125 days)
- Episode: started 2026-07-07, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +9.0% | 127,400 | ★ |
SK Innovation 096770 | +7.6% | 103,800 | |
GS Holdings 078930 | +2.6% | 80,100 | |
Hankook Shell Oil 002960 | +0.5% | 495,500 |
Related news
- “S-Oil, 유가 하락에도 윤활기유 호조에 호실적 예상…목표가↑"-하나 — 한국경제 (Korean)
- S-Oil, 호실적 기대 힘입어 장중 4%대 강세[특징주] — 이데일리 (Korean)
- [장중수급포착] S-Oil, 외국인/기관 동시 순매수… 주가 +9.24% — 뉴스핌 (Korean)
8. Music & Entertainment (recurred after 5 days)
- Episode: started 2026-07-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ascendio 012170 | +9.8% | 1,102 | ★ |
Hybe 352820 | +7.9% | 232,000 | |
SM Entertainment 041510 | +6.1% | 81,900 | |
Studio Dragon 253450 | +5.7% | 23,100 | |
Iokenm 078860 | +4.4% | 2,870 | |
Dear U 376300 | +3.6% | 23,000 | |
FNC Entertainment 173940 | +3.3% | 2,215 | |
CJ ENM 035760 | +3.0% | 32,900 | |
Keyeast 054780 | +1.7% | 1,448 | |
YG Entertainment 122870 | +1.5% | 44,200 |
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Closing Thoughts
Several themes came back after long gaps: Lubricants after 125 days and Superconductors after 83 days. The Lubricants episode runs to 2026-07-09, and Oil Refining’s to 2026-07-08.
Headlines linked S-Oil to expectations of strong earnings and Ascendio to a share issue paid for with real estate. It is not yet clear whether gains will stay this broad across these themes.