Weekly Theme Wrap (Jul 6 – Jul 10)
5 trading days · top 10 themes — most persistent is Construction (Small & Mid Cap) at 3 days (weekly avg. +9.8%). Best single day this week: Jul 10, +23.2%.
Average change over the period
Semiconductor themes led the week of Jul 6 to Jul 10, with Semiconductor Equipment posting the highest average change at 16.69%. Its best day came on Jul 10, at 23.24%.
Construction (Small & Mid Cap) was strong on 3 days and peaked at 18.63% on Jul 6. KUMHO Engineering & Construction and Samho Development led the group.
Shipbuilding Equipment and Lubricants were also strong on 3 days, with average changes of 5.58% and 4.52%. Lubricants peaked at 6.38% on Jul 8.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Construction (Small & Mid Cap) | 3d | +9.8% | 2026-07-06 (+18.6%) | recurred | KUMHO Engineering & Construction, Samho Development |
| Shipbuilding Equipment | 3d | +5.6% | 2026-07-10 (+10.6%) | running | Bumhan Fuel Cell, Sammi Metal Products, Taewoong |
| Lubricants | 3d | +4.5% | 2026-07-08 (+6.4%) | running | S-Oil, HeunguOil |
| Semiconductor Equipment | 2d | +16.7% | 2026-07-10 (+23.2%) | running | Gigalane, Laserssel |
| Semiconductor Materials & Components | 2d | +14.1% | 2026-07-10 (+17.3%) | running | Welkeeps Hitech |
| Defense & War | 2d | +11.7% | 2026-07-10 (+14.0%) | recurred | RF Materials, MNC Solution |
| HBM (High Bandwidth Memory) | 2d | +11.7% | 2026-07-10 (+16.5%) | running | Laserssel |
| Semiconductor Substrates (FC-BGA, MLB) | 2d | +8.9% | 2026-07-10 (+11.8%) | running | Neotechnicalsystem, Korea Circuit |
| Beauty & Cosmetics | 2d | +8.2% | 2026-07-08 (+8.7%) | running | Beautyskin |
| Cement & Ready-Mix Concrete | 2d | +7.4% | 2026-07-07 (+8.5%) | recurred | SeoSan |
Related News by Theme
- Construction (Small & Mid Cap) (2026-07-06) [EBN 데이터센터] 6일 상승 종목 30選…금호건설·금호전기·금호타이어 강세 — EBN (Korean)
- Semiconductor Equipment (2026-07-10) [장중수급포착] 기가레인, 외국인 7일 연속 순매수행진… 주가 +29.92% — 뉴스핌 (Korean)
What to Watch Next Week
Six themes had their best day on Jul 10, including HBM (High Bandwidth Memory) at 16.47%. The next thing to watch is whether that late-week strength carries into the following sessions.
Defense & War came back with an average change of 11.74%, led by RF Materials and MNC Solution. Cement & Ready-Mix Concrete also came back after a gap.
Theme heatmap
| 07-06 | 07-07 | 07-08 | 07-09 | 07-10 | |
|---|---|---|---|---|---|
| Construction (Small & Mid Cap) | +18.6 | +4.6 | +6.2 | ||
| Shipbuilding Equipment | +4.0 | +2.2 | +10.6 | ||
| Lubricants | +4.9 | +6.4 | +2.3 | ||
| Semiconductor Equipment | +10.1 | +23.2 | |||
| Semiconductor Materials & Components | +10.9 | +17.3 | |||
| Defense & War | +9.5 | +14.0 | |||
| HBM (High Bandwidth Memory) | +7.0 | +16.5 | |||
| Semiconductor Substrates (FC-BGA, MLB) | +6.0 | +11.8 | |||
| Beauty & Cosmetics | +7.7 | +8.7 | |||
| Cement & Ready-Mix Concrete | +8.5 | +6.2 |