Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers

July 6, 2026 · #Construction (Small & Mid Cap) #Dehumidifiers #Defense & War #Summer Season #Retail Distribution #Cannabis #Construction Majors #Shipbuilding Equipment

8 strong themes — 2 running · 6 recurred. Top: Construction (Small & Mid Cap) +18.6%.

Strong themes8 Top change+18.6% LeaderKUMHO Engineering & Construction

Average change by strong theme

Average change of member stocks, by theme · descending
Construction (Small & Mid Cap)
+18.6%
Dehumidifiers
+14.4%
Defense & War
+9.5%
Summer Season
+8.5%
Retail Distribution
+5.3%
Cannabis
+4.8%
Construction Majors
+4.8%
Shipbuilding Equipment
+4.0%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Construction (Small & Mid Cap)KUMHO Engineering & Construction+30.00%
DehumidifiersPaseco+29.87%
Defense & WarMNC Solution+29.93%
Summer SeasonPaseco+29.87%
Retail DistributionGwangjuShinsegae+29.82%
CannabisWooree Bio+9.20%
Construction MajorsGS Engineering & Construction+7.18%
Shipbuilding EquipmentBumhan 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

#ThemeStatusAvg. changeUp/TotalLeader
1Construction (Small & Mid Cap)recurred after 4 days+18.6%10/10KUMHO Engineering & Construction
2Dehumidifiers2 days running+14.4%4/4Paseco
3Defense & Warrecurred after 20 days+9.5%10/10MNC Solution
4Summer Season2 days running+8.5%10/10Paseco
5Retail Distributionrecurred after 27 days+5.3%10/10GwangjuShinsegae
6Cannabisrecurred after 201 days+4.8%5/5Wooree Bio
7Construction Majorsrecurred after 5 days+4.8%4/4GS Engineering & Construction
8Shipbuilding Equipmentrecurred after 5 days+4.0%10/10Bumhan Fuel Cell

Theme by Theme

1. Construction (Small & Mid Cap) (recurred after 4 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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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3. Defense & War (recurred after 20 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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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5. Retail Distribution (recurred after 27 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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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8. Shipbuilding Equipment (recurred after 5 days)

StockChangeCloseLeader
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%.