Jul 2026 Theme Wrap — The Monthly Theme Map
22 trading days · 107 recurring themes · top 15 themes — most persistent is Shipbuilding Equipment at 11 days (monthly avg. +7.9%). Best single day this month: Jul 1, +24.5%.
Average change over the period
July 2026 was led by Shipbuilding Equipment, which was strong on 11 days with an average change of 7.9%. Its best day came on Jul 31, at 15.17%.
Chip themes were broad. Semiconductor Equipment had an average change of 13.08% over 9 strong days, with a best-day change of 23.24% on Jul 10.
The highest best-day change was Construction (Small & Mid Cap), at 24.52% on Jul 1. AI & Robotics had an average change of 12.69% over 6 strong days.
107 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Shipbuilding Equipment | 11d | +7.9% | 2026-07-31 (+15.2%) | HD-Hyundai Marine Engine, SK oceanplant, Bumhan Fuel Cell |
| Semiconductor Equipment | 9d | +13.1% | 2026-07-10 (+23.2%) | Gigalane, Laserssel, Sec |
| Semiconductor Materials & Components | 9d | +10.0% | 2026-07-10 (+17.3%) | HLB innoVation, New Power Plasma, Welkeeps Hitech |
| Semiconductor Majors (Fabrication) | 9d | +6.7% | 2026-07-31 (+24.5%) | SK hynix, Samsung Electronics |
| Shipbuilding | 9d | +5.0% | 2026-07-16 (+7.8%) | HD Korea Shipbuilding & Offshore Engineering, HJ Shipbuilding & Construction, Dongil Steelux |
| Oil Refining | 9d | +4.7% | 2026-07-23 (+9.5%) | GS Holdings, S-Oil, SK Innovation |
| LPG (Liquefied Petroleum Gas) | 9d | +4.0% | 2026-07-23 (+6.5%) | GS Holdings, SK Gas, SK Innovation |
| HBM (High Bandwidth Memory) | 8d | +8.2% | 2026-07-10 (+16.5%) | Nextin, Laserssel, UniTest |
| Semiconductor Substrates (FC-BGA, MLB) | 8d | +6.4% | 2026-07-15 (+14.3%) | Neotechnicalsystem, Daeduck Electronics, Duksanhimetal |
| Dehumidifiers | 7d | +8.3% | 2026-07-06 (+14.4%) | Winix, Paseco |
| Beauty & Cosmetics | 7d | +7.8% | 2026-07-02 (+9.8%) | Kangstem Biotech, DYD, MOA Life Plus |
| Summer Season | 7d | +5.9% | 2026-07-13 (+9.4%) | Winix, Paseco |
| Gas Stations | 7d | +3.6% | 2026-07-23 (+5.8%) | GS Holdings, SK Innovation, HeunguOil |
| Construction (Small & Mid Cap) | 6d | +13.2% | 2026-07-01 (+24.5%) | KUMHO Engineering & Construction, DongshinEngineering&Construction, Samho Development |
| AI & Robotics | 6d | +12.7% | 2026-07-27 (+14.7%) | Maum.ai, Everybot, Obzen |
What to Watch Next Month
Several themes ended July on a continuing streak, including Shipbuilding Equipment, Dehumidifiers and AI & Robotics. Shipbuilding Equipment’s best day came on Jul 31.
Semiconductor Majors (Fabrication), led by SK hynix and Samsung Electronics, had a best-day change of 24.49% on Jul 31. The month’s recurrent count stood at 107.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-06 | 07-07 | 07-08 | 07-09 | 07-10 | 07-13 | 07-14 | 07-15 | 07-16 | 07-20 | 07-21 | 07-22 | 07-23 | 07-24 | 07-27 | 07-28 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shipbuilding Equipment | +8.5 | +4.0 | +2.2 | +10.6 | +11.1 | +4.7 | +5.7 | +10.5 | +10.1 | +4.4 | +15.2 | |||||||||||
| Semiconductor Equipment | +14.8 | +10.2 | +10.1 | +23.2 | +10.2 | +21.1 | +6.6 | +10.0 | +11.5 | |||||||||||||
| Semiconductor Materials & Components | +10.4 | +8.8 | +10.9 | +17.3 | +3.9 | +16.7 | +7.0 | +8.3 | +6.3 | |||||||||||||
| Semiconductor Majors (Fabrication) | +7.5 | +3.3 | +3.5 | +3.2 | +7.2 | +4.3 | +4.2 | +2.5 | +24.5 | |||||||||||||
| Shipbuilding | +2.8 | +2.5 | +5.1 | +3.4 | +7.8 | +3.1 | +7.7 | +6.6 | +5.8 | |||||||||||||
| Oil Refining | +6.4 | +3.3 | +6.3 | +7.3 | +2.7 | +0.9 | +9.5 | +1.4 | +4.1 | |||||||||||||
| LPG (Liquefied Petroleum Gas) | +4.9 | +3.0 | +3.6 | +3.5 | +4.8 | +2.6 | +3.1 | +6.6 | +3.6 | |||||||||||||
| HBM (High Bandwidth Memory) | +8.1 | +7.0 | +16.5 | +3.1 | +14.4 | +5.2 | +6.3 | +5.2 | ||||||||||||||
| Semiconductor Substrates (FC-BGA, MLB) | +5.9 | +6.0 | +11.8 | +2.7 | +14.3 | +3.4 | +4.5 | +2.6 | ||||||||||||||
| Dehumidifiers | +5.4 | +14.4 | +13.8 | +3.7 | +6.8 | +10.1 | +4.1 | |||||||||||||||
| Beauty & Cosmetics | +9.8 | +7.7 | +8.7 | +6.1 | +7.2 | +8.4 | +6.6 | |||||||||||||||
| Summer Season | +4.2 | +8.5 | +9.4 | +2.2 | +6.6 | +6.2 | +3.9 | |||||||||||||||
| Gas Stations | +4.0 | +4.2 | +2.9 | +4.0 | +1.8 | +2.5 | +5.8 | |||||||||||||||
| Construction (Small & Mid Cap) | +24.5 | +16.0 | +18.6 | +4.6 | +6.2 | +8.9 | ||||||||||||||||
| AI & Robotics | +13.7 | +10.4 | +13.7 | +14.7 | +12.7 | +10.9 |