Weekly Theme Wrap (Jul 13 – Jul 16)
4 trading days · top 10 themes — most persistent is LPG (Liquefied Petroleum Gas) at 4 days (weekly avg. +3.6%). Best single day this week: Jul 15, +21.1%.
Average change over the period
Fuel-linked themes stood out from Jul 13 to Jul 16. LPG (Liquefied Petroleum Gas) and Gas Stations were strong on all 4 days, led by SK Innovation and HeunguOil.
The biggest single-day move came from Semiconductor Equipment, up 21.12% on Jul 15. Its average change of 15.66% was the highest of any theme, led by Gigalane and CP System.
Seasonal themes also showed up. Winix led Dehumidifiers to a best day of 13.77% on Jul 13. Animal Feed was strong for 3 days, led by Hantop.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| LPG (Liquefied Petroleum Gas) | 4d | +3.6% | 2026-07-15 (+4.8%) | running | SK Innovation, HeunguOil |
| Gas Stations | 4d | +3.2% | 2026-07-13 (+4.2%) | running | SK Innovation, HeunguOil |
| Dehumidifiers | 3d | +8.1% | 2026-07-13 (+13.8%) | running | Winix |
| Summer Season | 3d | +6.1% | 2026-07-13 (+9.4%) | running | Winix |
| Animal Feed | 3d | +5.6% | 2026-07-14 (+9.1%) | running | Hantop |
| Oil Refining | 3d | +5.5% | 2026-07-15 (+7.3%) | running | SK Innovation |
| Semiconductor Equipment | 2d | +15.7% | 2026-07-15 (+21.1%) | running | Gigalane, CP System |
| Pharma | 2d | +11.7% | 2026-07-15 (+14.0%) | running | HLB Pharmaceutical, Samik Pharm |
| Shipping | 2d | +11.2% | 2026-07-14 (+11.8%) | running | STX Green Logis |
| Semiconductor Materials & Components | 2d | +10.3% | 2026-07-15 (+16.7%) | running | HLB innoVation, New Power Plasma |
Related News by Theme
- LPG (Liquefied Petroleum Gas) (2026-07-15) [장중수급포착] SK이노베이션, 외국인/기관 동시 순매수… 주가 +10.30% — 뉴스핌 (Korean)
- Gas Stations (2026-07-13) 1700원대 주유소 다시 등장…“기름값 당분간 약세” — 광남일보 (Korean)
- Dehumidifiers (2026-07-13) “제습기의 계절이 왔다” 파세코·위닉스 동반 급등[특징주] — 이데일리 (Korean)
- Summer Season (2026-07-13) [EBN 데이터센터] 13일 상승 종목 30選…무더위에 신일·위닉스 강세 — EBN (Korean)
- Animal Feed (2026-07-14) 호르무즈 리스크 확산…사료·비료株까지 들썩, 공급망 불안에 매수세 집중 — EBN (Korean)
What to Watch Next Week
Every theme ended the week tagged running in the data. The next question is whether the 2-day runs in Semiconductor Materials & Components, Pharma and Shipping continue after Jul 16.
The fuel themes are on 4-day runs, so how long they last is the other story to follow. Pharma posted an average change of 11.74%, and Shipping posted 11.19%.
Theme heatmap
| 07-13 | 07-14 | 07-15 | 07-16 | |
|---|---|---|---|---|
| LPG (Liquefied Petroleum Gas) | +3.6 | +3.5 | +4.8 | +2.6 |
| Gas Stations | +4.2 | +2.9 | +4.0 | +1.8 |
| Dehumidifiers | +13.8 | +3.7 | +6.8 | |
| Summer Season | +9.4 | +2.2 | +6.6 | |
| Animal Feed | +9.1 | +2.4 | +5.3 | |
| Oil Refining | +6.3 | +7.3 | +2.7 | |
| Semiconductor Equipment | +10.2 | +21.1 | ||
| Pharma | +14.0 | +9.5 | ||
| Shipping | +10.6 | +11.8 | ||
| Semiconductor Materials & Components | +3.9 | +16.7 |