K-Beauty/Cosmetics Theme +3.36%, LG Household & Health Care +11.03%
PickStock AI Summary
- As of the close on 2026-07-30, the K-Beauty/Cosmetics theme averaged +3.36%, showing relative strength.
- The leading gainer was LG Household & Health Care (051900), while some names such as LVMH (parent of Sephora) (MC.PA) lagged, so the breadth of the theme should be assessed.
- Data were generated after KOSPI reference and price outlier filters; on the next trading day, confirm whether trading volume persists and whether laggards begin to spread gains.
TL;DR
- Strong theme at close today: K-Beauty/Cosmetics
- Theme average move: +3.36%
- Leading gainer: LG Household & Health Care (051900) +11.03%
- Weak name within the theme: LVMH (parent of Sephora) (MC.PA) -1.18%
How to interpret today’s strength in K-Beauty/Cosmetics
The K-Beauty/Cosmetics theme includes Korean firms involved in cosmetics manufacturing, distribution, beauty, skincare R&D, global brand expansion, and cultural export of K-Beauty. Performance is driven by product innovation, online and offline distribution channels, export results, and brand strength.
Today the theme averaged +3.36%. To tell if this is a single-stock move or a broad sector rotation, compare the leader with follow-on stocks.
Stock movements
| Name | Market | Move | Checkpoints |
|---|---|---|---|
| LG Household & Health Care (051900) | KOSPI | +11.03% | Large cosmetics and household products company spanning skincare, personal care, and consumer goods, with strong brand power and global sales. |
| Amorepacific (090430) | KOSPI | +9.93% | Korea s leading comprehensive cosmetics group, owning brands such as Sulwhasoo and Laneige, central to K-Beauty. |
| Have&Be (operator of Dr.Jart) (068790) | KOSDAQ | +8.48% | Owner and operator of K-cosmetic brands like Dr.Jart, with strong overseas sales and brand recognition. |
| LG Chem (051910) | KOSPI | +5.59% | Chemical and materials firm linked to cosmetics via raw materials and functional ingredients, plus group synergies. |
| AmoreG (002790) | KOSPI | +5.57% | Holding company of Amorepacific group, directly related to group brands, distribution strategy, and K-Beauty operations. |
| Kolmar BNH (200130) | KOSPI | +4.64% | OEM and ODM specialist supplying many domestic and international beauty brands, core to manufacturing in K-Beauty. |
Next trading day checklist
- Verify whether today s strength was accompanied by higher trading volume.
- Separate names that held gains into the close from those with long upper wicks.
- Check whether related US ETFs or peer companies continue the trend.
- Search for underperformers within the theme, distinguishing simple low-price rotation from structural momentum.
Read more
- View K-Beauty/Cosmetics leaders and related stocks
- Market close briefing: PickStock Insight
- Expand the theme directly: Mindmap
Published: 2026-07-30 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Generated after checking price outliers and daily index reference, provided for information only and not investment advice.
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