Weekly Theme Wrap (Jul 7 – Jul 11)

July 11, 2025 · #Securities Brokers #Holding Companies #Beauty & Cosmetics #Property & Casualty Insurance #Stablecoins #FinTech #STO (Security Token Offering) #Food #Banks #Semiconductor Equipment

5 trading days · top 10 themes — most persistent is Securities Brokers at 4 days (weekly avg. +7.9%). Best single day this week: Jul 9, +11.7%.

Trading days5d Most days strong4d weekly avg.+7.9% LeaderLS Securities

Average change over the period

Average change of member stocks, by theme · descending
Securities Brokers
+7.9%
Holding Companies
+9.0%
Beauty & Cosmetics
+8.5%
Property & Casualty Insurance
+4.3%
Stablecoins
+9.1%
FinTech
+7.7%
STO (Security Token Offering)
+7.1%
Food
+6.4%
Banks
+5.9%
Semiconductor Equipment
+5.8%

Financial themes led the week of Jul 7 to Jul 11. Securities Brokers were strong on 4 days, with an average change of 7.93% and a peak of 11.66% on Jul 9.

Holding Companies posted an average change of 9.01% over 3 strong days, peaking at 11.22% on Jul 9. The leaders were Global SM Tech, Daewoong and Kolon.

Beauty & Cosmetics had 3 strong days with an average change of 8.49%. Stablecoins came back with the week’s top average change of 9.11%, best on Jul 10 at 10.8%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Securities Brokers4d+7.9%2025-07-09 (+11.7%)runningLS Securities, Bookook Securities, Sangsangininvestment&securities
Holding Companies3d+9.0%2025-07-09 (+11.2%)runningGlobal SM Tech, Daewoong, Kolon
Beauty & Cosmetics3d+8.5%2025-07-08 (+10.5%)runningNew Kids On, Organic Tea Cosmetics Holdings, Hyundai Bioscience
Property & Casualty Insurance3d+4.3%2025-07-10 (+6.4%)runningKorean Reinsurance Company, Hanwha General Insurance, Heungkuk Fire & Marine Insurance
Stablecoins2d+9.1%2025-07-10 (+10.8%)recurredBankware Global, coocon
FinTech2d+7.7%2025-07-07 (+9.5%)recurredSGA Solutions, Hancom WITH
STO (Security Token Offering)2d+7.1%2025-07-10 (+7.9%)recurredDanal, Bankware Global
Food2d+6.4%2025-07-07 (+6.7%)runningNovarex, MeatBox Global
Banks2d+5.9%2025-07-08 (+6.4%)recurredJeju Bank, Hana Financial Group
Semiconductor Equipment2d+5.8%2025-07-11 (+6.5%)runningShinsung E&g, Justem

What to Watch Next Week

Property & Casualty Insurance stayed strong on consecutive days, peaking at 6.36% on Jul 10. Semiconductor Equipment was the only theme with its best day on Jul 11, at 6.5%.

Stablecoins, STO (Security Token Offering) and FinTech all came back this week, and Bankware Global led two of them. The next thing to see is whether they keep it going over consecutive days.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
07-0707-0807-0907-1007-11
Securities Brokers+10.2+11.7+4.8+5.0
Holding Companies+9.3+11.2+6.5
Beauty & Cosmetics+7.3+10.5+7.7
Property & Casualty Insurance+3.9+6.4+2.6
Stablecoins+7.4+10.8
FinTech+9.5+5.9
STO (Security Token Offering)+6.2+7.9
Food+6.7+6.1
Banks+6.4+5.4
Semiconductor Equipment+5.0+6.5
Down UpBlank = not in that day's strong list