Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers
8 strong themes — 2 running · 6 recurred. Top: Construction (Small & Mid Cap) +18.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Construction (Small & Mid Cap) | KUMHO Engineering & Construction | +30.00% | |
| Dehumidifiers | Paseco | +29.87% | |
| Defense & War | MNC Solution | +29.93% | |
| Summer Season | Paseco | +29.87% | |
| Retail Distribution | GwangjuShinsegae | +29.82% | |
| Cannabis | Wooree Bio | +9.20% | |
| Construction Majors | GS Engineering & Construction | +7.18% | |
| Shipbuilding Equipment | Bumhan Fuel Cell | +14.82% |
On 2026-07-06, Construction (Small & Mid Cap) led the session with an average change of 18.63%. All 10 of its stocks closed higher, with KUMHO Engineering & Construction up 30.0%.
Dehumidifiers extended its streak to 2 sessions with an average change of 14.42%, led by Paseco at 29.87%. Paseco also led Summer Season, which averaged 8.5%.
Defense & War returned after a gap of 20 days with an average change of 9.46%. MNC Solution led at 29.93%, and Hanwha Ocean rose 8.61%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction (Small & Mid Cap) | recurred after 4 days | +18.6% | 10/10 | KUMHO Engineering & Construction |
| 2 | Dehumidifiers | 2 days running | +14.4% | 4/4 | Paseco |
| 3 | Defense & War | recurred after 20 days | +9.5% | 10/10 | MNC Solution |
| 4 | Summer Season | 2 days running | +8.5% | 10/10 | Paseco |
| 5 | Retail Distribution | recurred after 27 days | +5.3% | 10/10 | GwangjuShinsegae |
| 6 | Cannabis | recurred after 201 days | +4.8% | 5/5 | Wooree Bio |
| 7 | Construction Majors | recurred after 5 days | +4.8% | 4/4 | GS Engineering & Construction |
| 8 | Shipbuilding Equipment | recurred after 5 days | +4.0% | 10/10 | Bumhan Fuel Cell |
Theme by Theme
1. Construction (Small & Mid Cap) (recurred after 4 days)
- Episode: started 2026-07-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KUMHO Engineering & Construction 002990 | +30.0% | 12,350 | ★ |
Daewon 007680 | +29.8% | 5,100 | |
Ilsung Construction 013360 | +29.7% | 2,085 | |
Namkwang Engineering & Construction 001260 | +27.5% | 11,880 | |
DongshinEngineering&Construction 025950 | +15.2% | 16,320 | |
Chinhung International 002780 | +14.3% | 1,070 | |
Samho Development 010960 | +14.2% | 4,330 | |
Nam Hwa Construction Company 091590 | +11.7% | 10,610 | |
Hanshin Construction 004960 | +7.9% | 11,500 | |
Camus Engineering & Construction 013700 | +6.0% | 1,370 |
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2. Dehumidifiers (2 days running)
- Episode: started 2026-07-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Paseco 037070 | +29.9% | 8,870 | ★ |
Winix 044340 | +15.0% | 4,130 | |
Shinil Electronics 002700 | +10.0% | 1,284 | |
Samsung Electronics 005930 | +2.8% | 318,000 |
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- [특징주] 본격 장마철에 파세코 급등 — 남도일보 (Korean)
- 유럽 폭염에 주가 ‘활활’…‘창문형 에어컨’ 파세코, 상한가 — 머니투데이 (Korean)
- ‘유럽 폭염’ K에어컨, 불티나게 팔린다…파세코, 15%↑[특징주] — 이데일리 (Korean)
3. Defense & War (recurred after 20 days)
- Episode: started 2026-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MNC Solution 484870 | +29.9% | 35,600 | ★ |
Hanwha Ocean 042660 | +8.6% | 116,100 | |
Innosimulation 274400 | +7.9% | 2,520 | |
SolDefense 215090 | +7.9% | 1,400 | |
Speco 013810 | +7.6% | 1,878 | |
Hanwha Systems 272210 | +7.2% | 80,900 | |
Sec 081180 | +6.8% | 6,120 | |
KP Aero Industries 288180 | +6.7% | 9,450 | |
Sammi Metal Products 012210 | +6.1% | 7,610 | |
Samhyun 437730 | +5.9% | 37,000 |
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4. Summer Season (2 days running)
- Episode: started 2026-07-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Paseco 037070 | +29.9% | 8,870 | ★ |
Winix 044340 | +15.0% | 4,130 | |
Autech 067170 | +10.9% | 2,705 | |
Shinil Electronics 002700 | +10.0% | 1,284 | |
Essen Tech 043340 | +8.1% | 893 | |
Bohae Brewery 000890 | +3.8% | 1,845 | |
SCD 042110 | +2.5% | 1,194 | |
Lotte Wellfood 280360 | +2.2% | 104,200 | |
Taekyung Chemical 006890 | +1.6% | 5,660 | |
LG H&H 051900 | +1.0% | 247,500 |
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- 유럽 폭염에 주가 ‘활활’…‘창문형 에어컨’ 파세코, 상한가 — 머니투데이 (Korean)
- ‘유럽 폭염’ K에어컨, 불티나게 팔린다…파세코, 15%↑[특징주] — 이데일리 (Korean)
5. Retail Distribution (recurred after 27 days)
- Episode: started 2026-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GwangjuShinsegae 037710 | +29.8% | 50,500 | ★ |
Oa 342870 | +7.9% | 4,425 | |
Lotte Shopping 023530 | +3.4% | 172,900 | |
Gradiant 035080 | +2.7% | 9,510 | |
Studio Samick 415380 | +2.6% | 1,949 | |
E-mart 139480 | +1.9% | 85,100 | |
CJ ENM 035760 | +1.8% | 31,950 | |
Chungdamglobal 362320 | +1.4% | 4,600 | |
Savezone I&C 067830 | +0.9% | 2,325 | |
Gaeasoft 051160 | +0.4% | 7,170 |
6. Cannabis (recurred after 201 days)
- Episode: started 2026-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooree Bio 082850 | +9.2% | 1,222 | ★ |
Phionx 900100 | +6.3% | 2,270 | |
Osung Advanced Materials 052420 | +6.1% | 8,550 | |
HLB bioStep 278650 | +2.2% | 2,960 | |
BNC Korea 256840 | +0.4% | 2,625 |
7. Construction Majors (recurred after 5 days)
- Episode: started 2026-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +7.2% | 30,600 | ★ |
IPARK Hyundai Development Company 294870 | +4.5% | 19,280 | |
DL E&c 375500 | +3.7% | 66,600 | |
Samsung C&T 028260 | +3.7% | 449,500 |
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- [장중수급포착] GS건설, 외국인/기관 동시 순매수… 주가 +7.71% — 뉴스핌 (Korean)
8. Shipbuilding Equipment (recurred after 5 days)
- Episode: started 2026-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumhan Fuel Cell 382900 | +14.8% | 27,500 | ★ |
Sammi Metal Products 012210 | +6.1% | 7,610 | |
S&W 103230 | +4.8% | 2,715 | |
STX Engine 077970 | +2.6% | 29,000 | |
Hanla IMS 092460 | +2.6% | 15,420 | |
Samyoung M-tek C0 054540 | +2.3% | 7,580 | |
Il Seung 333430 | +1.9% | 3,405 | |
Finebesteel 133820 | +1.8% | 1,045 | |
Hanwha Engine 082740 | +1.3% | 52,900 | |
Daechang Solution 096350 | +1.3% | 1,674 |
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Closing Thoughts
The data shows the Construction (Small & Mid Cap) episode running to 2026-07-07. Construction Majors averaged 4.78%, led by GS Engineering & Construction at 7.18%.
Cannabis came back after a gap of 201 days, averaging 4.85% across 5 stocks. Retail Distribution averaged 5.28%, with GwangjuShinsegae up 29.82%.