Jul 2025 Theme Wrap — The Monthly Theme Map
23 trading days · 99 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 8 days (monthly avg. +8.2%). Best single day this month: Jul 18, +17.2%.
Average change over the period
In July 2025, Beauty & Cosmetics, Semiconductor Equipment and Shipbuilding each logged 8 strong days, the most of any theme. Beauty & Cosmetics posted an average change of 8.19%.
Battery had the highest average change at 11.38%, peaking at 13.84% on Jul 18. Lithium posted the month’s largest single-day move, 17.16%, on the same day.
Jul 28 stood out for chip themes. Semiconductor Equipment peaked at 14.97% that day and Semiconductor Materials & Components at 10.64%.
99 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 8d | +8.2% | 2025-07-14 (+12.7%) | New Kids On, Cellromax Science, CTK |
| Semiconductor Equipment | 8d | +7.1% | 2025-07-28 (+15.0%) | Nepes Ark, Laserssel, Shinsung E&g |
| Shipbuilding | 8d | +3.1% | 2025-07-28 (+6.0%) | HJ Shipbuilding & Construction, Samsung Heavy Industries, Hanwha Ocean |
| Semiconductor Materials & Components | 7d | +5.9% | 2025-07-28 (+10.6%) | DNFCo, Mi, BCnC |
| Shipbuilding Equipment | 7d | +5.1% | 2025-07-29 (+9.7%) | KS Industry, Sejin Heavy Industries, Il Seung |
| Battery | 6d | +11.4% | 2025-07-18 (+13.8%) | Samkee Energy Solutions, Sebitchem, A.f.w |
| Lithium | 6d | +9.5% | 2025-07-18 (+17.2%) | Lithium-for-earth, Sebitchem, Joongang Advanced Materials |
| Semiconductor Majors (Fabrication) | 6d | +2.5% | 2025-07-28 (+4.4%) | DB HiTek, Samsung Electronics |
| Holding Companies | 5d | +9.9% | 2025-07-01 (+14.2%) | Global SM Tech, Daewoong, INNOXCorporation |
| EV | 5d | +7.5% | 2025-07-03 (+9.2%) | Motivelink, Ecoplastic, Inics |
| Stablecoins | 5d | +7.5% | 2025-07-25 (+11.2%) | Nexus, Me2on, Bankware Global |
| Securities Brokers | 5d | +7.1% | 2025-07-09 (+11.7%) | LS Securities, Bookook Securities, Sangsangininvestment&securities |
| Defense & War | 5d | +5.6% | 2025-07-15 (+8.0%) | RF Systems, SolDefense, i3system |
| Banks | 5d | +3.8% | 2025-07-08 (+6.4%) | Industrial Bank Of Korea, Jeju Bank, Hana Financial Group |
| Casinos | 5d | +2.4% | 2025-07-31 (+3.3%) | Grand Korea Leisure, Kangwon Land, Lotte Tour Development |
What to Watch Next Month
EV and Securities Brokers were the only themes tagged running, while the rest were marked recurred. It remains to be seen whether those runs continue into August.
Late-month movers included Stablecoins, which peaked at 11.24% on Jul 25, and Casinos, whose best day came on Jul 31 at 3.31%.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-04 | 07-07 | 07-08 | 07-09 | 07-10 | 07-11 | 07-14 | 07-15 | 07-16 | 07-17 | 07-18 | 07-21 | 07-22 | 07-23 | 07-24 | 07-25 | 07-28 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +5.4 | +7.3 | +10.5 | +7.7 | +12.7 | +8.8 | +5.4 | +7.9 | |||||||||||||||
| Semiconductor Equipment | +9.6 | +5.0 | +6.5 | +5.3 | +6.6 | +2.8 | +15.0 | +5.7 | |||||||||||||||
| Shipbuilding | +3.1 | +2.2 | +2.9 | +3.1 | +2.3 | +6.0 | +1.2 | +4.1 | |||||||||||||||
| Semiconductor Materials & Components | +8.9 | +4.2 | +3.9 | +6.1 | +4.4 | +2.8 | +10.6 | ||||||||||||||||
| Shipbuilding Equipment | +3.5 | +3.9 | +7.0 | +2.2 | +3.9 | +9.7 | +5.4 | ||||||||||||||||
| Battery | +10.0 | +10.1 | +13.8 | +11.2 | +11.3 | +11.8 | |||||||||||||||||
| Lithium | +3.5 | +17.2 | +13.5 | +7.3 | +10.0 | +5.8 | |||||||||||||||||
| Semiconductor Majors (Fabrication) | +3.1 | +2.3 | +2.6 | +1.6 | +4.4 | +1.4 | |||||||||||||||||
| Holding Companies | +14.2 | +9.3 | +11.2 | +6.5 | +8.4 | ||||||||||||||||||
| EV | +9.2 | +6.1 | +5.8 | +7.9 | +8.3 | ||||||||||||||||||
| Stablecoins | +7.4 | +10.8 | +4.7 | +3.2 | +11.2 | ||||||||||||||||||
| Securities Brokers | +3.8 | +10.2 | +11.7 | +4.8 | +5.0 | ||||||||||||||||||
| Defense & War | +4.4 | +7.4 | +3.3 | +8.0 | +4.9 | ||||||||||||||||||
| Banks | +2.1 | +6.4 | +5.4 | +3.1 | +2.1 | ||||||||||||||||||
| Casinos | +2.3 | +2.0 | +2.4 | +2.0 | +3.3 |