Jul 30: 8 Strong Themes — Construction (Small & Mid Cap), Battery
8 strong themes — 1 running · 7 recurred. Top: Construction (Small & Mid Cap) +8.9%.
Strong themes8
Top change+8.9%
LeaderKUMHO Engineering & Construction
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Construction (Small & Mid Cap) | KUMHO Engineering & Construction | +30.00% | |
| Battery | Daesung Hi-Tech | +10.74% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +10.00% | |
| Cement & Ready-Mix Concrete | SeoSan | +29.98% | |
| Defense & War | Daesung Hi-Tech | +10.74% | |
| EV | LG Energy Solution | +6.49% | |
| Food | LG H&H | +11.03% | |
| Shipbuilding Equipment | Il Seung | +11.85% |
Every theme on the 2026-07-30 board closed with all of its stocks higher. Construction (Small & Mid Cap) led the day with an average change of 8.95%, and all 10 of its names rose.
KUMHO Engineering & Construction gained 30.0% and Nam Hwa Construction Company rose 26.32%. One headline linked the rally to a Gwangju semiconductor industrial complex site designation.
Cement & Ready-Mix Concrete also rose, with SeoSan up 29.98%. Battery averaged 7.7%, and Shipbuilding averaged 6.59% after an earnings-surprise headline.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction (Small & Mid Cap) | recurred after 20 days | +8.9% | 10/10 | KUMHO Engineering & Construction |
| 2 | Battery | recurred after 20 days | +7.7% | 10/10 | Daesung Hi-Tech |
| 3 | Shipbuilding | recurred after 7 days | +6.6% | 6/6 | HD Korea Shipbuilding & Offshore Engineering |
| 4 | Cement & Ready-Mix Concrete | recurred after 20 days | +6.6% | 9/9 | SeoSan |
| 5 | Defense & War | recurred after 6 days | +6.4% | 10/10 | Daesung Hi-Tech |
| 6 | EV | recurred after 31 days | +4.6% | 10/10 | LG Energy Solution |
| 7 | Food | 2 days running | +4.5% | 10/10 | LG H&H |
| 8 | Shipbuilding Equipment | recurred after 6 days | +4.4% | 10/10 | Il Seung |
Theme by Theme
1. Construction (Small & Mid Cap) (recurred after 20 days)
- Episode: started 2026-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KUMHO Engineering & Construction 002990 | +30.0% | 9,490 | ★ |
Nam Hwa Construction Company 091590 | +26.3% | 4,800 | |
Ilsung Construction 013360 | +8.5% | 1,295 | |
Chinhung International 002780 | +4.9% | 750 | |
Namkwang Engineering & Construction 001260 | +4.2% | 6,890 | |
Sangji Construction 042940 | +4.0% | 5,250 | |
Camus Engineering & Construction 013700 | +3.8% | 1,400 | |
DongshinEngineering&Construction 025950 | +2.8% | 9,280 | |
Taeyoung Engineering & Construction 009410 | +2.6% | 1,601 | |
Dongbu 005960 | +2.4% | 5,980 |
Related news
- 금호건설·금호건설우 ‘상한가’…남화토건 19.87% ↑, — 이데일리 (Korean)
- [특징주] 건설株 강세…금호건설 상한가·남화토건 27%↑ — 뉴스핌 (Korean)
- [특징주] 건설株 광주 반도체 국가산단 후보지 지정에 강세…금호건설 ‘上’ — 아주경제 (Korean)
2. Battery (recurred after 20 days)
- Episode: started 2026-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Hi-Tech 129920 | +10.7% | 4,020 | ★ |
Xavis 254120 | +10.1% | 696 | |
Kga 455180 | +10.1% | 1,697 | |
Ivisionworks 469750 | +10.1% | 589 | |
Posco Future M 003670 | +6.6% | 130,200 | |
LG Energy Solution 373220 | +6.5% | 320,000 | |
SK Innovation 096770 | +6.5% | 116,600 | |
Yunsung F&C 372170 | +5.8% | 13,180 | |
LG Chem 051910 | +5.6% | 245,500 | |
APS Innovation 079810 | +5.0% | 2,535 |
3. Shipbuilding (recurred after 7 days)
- Episode: started 2026-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +10.0% | 368,500 | ★ |
Daehan Shipbuilding 439260 | +9.6% | 49,050 | |
Hanwha Ocean 042660 | +6.3% | 79,300 | |
Samsung Heavy Industries 010140 | +5.9% | 20,550 | |
HJ Shipbuilding & Construction 097230 | +4.5% | 14,290 | |
HD Hyundai Heavy Industries 329180 | +3.2% | 448,000 |
Related news
- [ET특징주]HD한국조선해양, 어닝 서프라이즈에 상승세 — 전자신문 (Korean)
- [특징주] 실적 상승에 조선株 강세…HD한국조선해양 8%↑ — 뉴스핌 (Korean)
- [리포트 브리핑]HD한국조선해양, ‘상선&엔진의 성장이 멈추질 않는다’ 목표가 640,000원 - SK증권 — 뉴스핌 (Korean)
4. Cement & Ready-Mix Concrete (recurred after 20 days)
- Episode: started 2026-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeoSan 079650 | +30.0% | 4,205 | ★ |
Kangdong C&L 198440 | +15.2% | 1,129 | |
Tongyang 001520 | +4.0% | 1,030 | |
Mohenz 006920 | +2.8% | 2,895 | |
HC BoKwang Industry 225530 | +2.6% | 1,770 | |
Asia Cement 183190 | +1.8% | 8,730 | |
Eugene 023410 | +1.3% | 3,065 | |
SG 255220 | +1.0% | 1,092 | |
Hanilcement 300720 | +0.5% | 13,660 |
Related news
- 서산, 시멘트·레미콘주 강세에 27.4%↑ — 이데일리 (Korean)
5. Defense & War (recurred after 6 days)
- Episode: started 2026-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Hi-Tech 129920 | +10.7% | 4,020 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +10.0% | 368,500 | |
Hanwha Aerospace 012450 | +6.8% | 865,000 | |
Hanwha Ocean 042660 | +6.3% | 79,300 | |
SNT Dynamics 003570 | +6.0% | 30,750 | |
Poongsan Holdings 005810 | +5.2% | 33,350 | |
WaveElectronics 095270 | +5.0% | 3,685 | |
DYC 310870 | +4.9% | 1,236 | |
Innosimulation 274400 | +4.7% | 1,993 | |
YTN 040300 | +4.6% | 1,944 |
6. EV (recurred after 31 days)
- Episode: started 2026-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Energy Solution 373220 | +6.5% | 320,000 | ★ |
SK Innovation 096770 | +6.5% | 116,600 | |
LG Chem 051910 | +5.6% | 245,500 | |
Infac 023810 | +5.4% | 4,700 | |
Wooshin Systems 017370 | +4.2% | 3,725 | |
Ajin Electronic Components 009320 | +3.9% | 987 | |
A-jin Industry 013310 | +3.7% | 2,370 | |
Hyundai Wia 011210 | +3.6% | 54,100 | |
Wonik Pne 217820 | +3.4% | 1,627 | |
PS Tec 002230 | +3.4% | 4,325 |
7. Food (2 days running)
- Episode: started 2026-07-29, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LG H&H 051900 | +11.0% | 292,000 | ★ |
Hantop 002680 | +5.7% | 1,660 | |
Neo Cremar 311390 | +4.5% | 2,305 | |
Milae Bioresources 218150 | +3.9% | 1,872 | |
Kyochon Food&beverage 339770 | +3.9% | 3,635 | |
Bio Port Korea 188040 | +3.4% | 4,385 | |
Lotte Wellfood 280360 | +3.4% | 106,000 | |
Lotte Chilsung Beverage 005300 | +3.3% | 104,000 | |
Otoki 007310 | +3.1% | 329,000 | |
Namyang Dairy Products 003920 | +2.8% | 43,700 |
Related news
- [특징주] LG생활건강, 2분기 영업이익 88% 증가 소식에 강세 — 메트로경제 (Korean)
- “오랜만에 웃는 생건스님들”…LG생활건강, 2분기 호실적, 목표가 상향에 14% 급등 — 매일신문 (Korean)
- [ET특징주] LG생활건강, 2분기 실적 개선 성공에 주가 11%↑ — 전자신문 (Korean)
8. Shipbuilding Equipment (recurred after 6 days)
- Episode: started 2026-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Seung 333430 | +11.8% | 3,680 | ★ |
Sung Kwang Bend 014620 | +4.6% | 26,150 | |
T. K 023160 | +4.5% | 20,950 | |
Daeyang Electric 108380 | +4.0% | 15,190 | |
Daechang Solution 096350 | +3.8% | 1,532 | |
Hyundai HYMS 460930 | +3.7% | 13,000 | |
STX Engine 077970 | +3.6% | 20,250 | |
Dongbang Ship Machinery 099410 | +3.1% | 2,630 | |
Oriental Precision & Engineering 014940 | +2.8% | 3,925 | |
Hankuk Carbon 017960 | +2.5% | 19,790 |
Closing Thoughts
Food was the only theme on a streak, now at 2 days, with LG H&H up 11.03% on quarterly results news. Every other theme came back after a gap of 6 to 31 days.
Shipbuilding, Defense & War and Shipbuilding Equipment all have episode end dates of 2026-07-31. The next session will show whether these linked themes keep moving together.