Jun 2025 Theme Wrap — The Monthly Theme Map
19 trading days · 107 recurring themes · top 15 themes — most persistent is AI & Robotics at 8 days (monthly avg. +13.1%). Best single day this month: Jun 18, +21.1%.
Average change over the period
AI & Robotics led June’s themes, with 8 strong days and an average change of 13.14%. Its best day was Jun 18, when the theme posted a 21.12% change.
STO (Security Token Offering) also logged 8 strong days, peaking at 18.65% on Jun 9. Danal and Hecto Financial led both STO and Electronic Payments, which peaked the same day.
Beauty & Cosmetics posted an average change of 13.1% over 7 strong days, peaking at 19.65% on Jun 30. Semiconductor Majors (Fabrication) was strong for 8 days but averaged a milder 2.54%.
107 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| AI & Robotics | 8d | +13.1% | 2025-06-18 (+21.1%) | Nepes, Datasolution, Robotis |
| STO (Security Token Offering) | 8d | +8.7% | 2025-06-09 (+18.6%) | Danal, Bankware Global, Itcenglobal |
| Semiconductor Majors (Fabrication) | 8d | +2.5% | 2025-06-24 (+4.3%) | DB HiTek, SK hynix |
| Beauty & Cosmetics | 7d | +13.1% | 2025-06-30 (+19.6%) | Naturalendo Tech, Organic Tea Cosmetics Holdings, Jolse |
| Holding Companies | 7d | +10.1% | 2025-06-04 (+15.0%) | Vitzro Tech, SeAH Besteel Holdings, Seah Holdings |
| Defense & War | 7d | +9.5% | 2025-06-13 (+15.6%) | Daesung Hi-Tech, Vitzro Tech, Itcenentec |
| Semiconductor Equipment | 7d | +6.3% | 2025-06-11 (+8.3%) | HPSP, Nepes Ark, Iste |
| ChatGPT & AI Chatbots | 6d | +8.6% | 2025-06-18 (+13.3%) | SKAI worldwide, Datasolution, Synapsoft |
| Semiconductor Materials & Components | 6d | +7.0% | 2025-06-24 (+8.4%) | Nepes, Doosan, Micro Contact Solution |
| Electronic Payments | 6d | +6.4% | 2025-06-09 (+16.8%) | Danal, kakaopay, Hecto Financial |
| Power Equipment | 6d | +6.2% | 2025-06-16 (+9.2%) | LS Marine Solution, Vitzro Tech, Iljin Electric |
| Wind | 6d | +5.7% | 2025-06-23 (+9.1%) | LS Marine Solution, SK eternix, Dae Myoung Energy |
| Cybersecurity | 5d | +9.2% | 2025-06-11 (+13.6%) | Bitplanet, Itcenpns, Ksign |
| Nuclear | 5d | +8.9% | 2025-06-12 (+13.7%) | Bhi, Sung Kwang Bend, Orbitech |
| Inter-Korean Economic Cooperation | 5d | +8.1% | 2025-06-05 (+11.0%) | Namkwang Engineering & Construction, In the F, Good People |
What to Watch Next Month
Several themes ended the month tagged running (continuing), including AI & Robotics and Semiconductor Equipment. It remains to be seen whether those runs carry into July.
Others, including Defense & War and Nuclear, were tagged recurred (recurring). Beauty & Cosmetics, whose best day came on Jun 30, also ended the month tagged recurred.
Theme heatmap
| 06-02 | 06-04 | 06-05 | 06-09 | 06-10 | 06-11 | 06-12 | 06-13 | 06-16 | 06-17 | 06-18 | 06-19 | 06-20 | 06-23 | 06-24 | 06-25 | 06-26 | 06-27 | 06-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI & Robotics | +7.5 | +18.0 | +11.5 | +17.7 | +21.1 | +9.1 | +14.2 | +6.0 | |||||||||||
| STO (Security Token Offering) | +18.6 | +8.2 | +8.2 | +8.0 | +7.0 | +7.1 | +4.5 | +7.8 | |||||||||||
| Semiconductor Majors (Fabrication) | +3.7 | +2.6 | +1.6 | +2.8 | +0.9 | +4.3 | +2.0 | +2.5 | |||||||||||
| Beauty & Cosmetics | +9.5 | +11.8 | +8.7 | +10.6 | +13.8 | +17.6 | +19.6 | ||||||||||||
| Holding Companies | +15.0 | +12.2 | +12.4 | +9.7 | +5.8 | +8.5 | +7.4 | ||||||||||||
| Defense & War | +9.2 | +5.7 | +15.6 | +12.6 | +10.5 | +7.2 | +5.3 | ||||||||||||
| Semiconductor Equipment | +7.0 | +4.3 | +8.3 | +7.1 | +6.5 | +5.0 | +5.7 | ||||||||||||
| ChatGPT & AI Chatbots | +7.2 | +9.6 | +7.9 | +13.3 | +5.1 | +8.6 | |||||||||||||
| Semiconductor Materials & Components | +5.9 | +7.0 | +7.8 | +8.4 | +7.0 | +5.9 | |||||||||||||
| Electronic Payments | +16.8 | +8.6 | +2.3 | +4.2 | +4.2 | +2.5 | |||||||||||||
| Power Equipment | +5.2 | +3.9 | +8.0 | +9.2 | +5.3 | +5.7 | |||||||||||||
| Wind | +5.0 | +8.0 | +4.0 | +4.2 | +9.1 | +4.2 | |||||||||||||
| Cybersecurity | +13.6 | +8.1 | +6.4 | +11.5 | +6.4 | ||||||||||||||
| Nuclear | +10.8 | +4.8 | +4.3 | +13.7 | +10.8 | ||||||||||||||
| Inter-Korean Economic Cooperation | +11.0 | +10.6 | +7.5 | +9.3 | +2.3 |