Weekly Theme Wrap (Jul 27 – Jul 31)
5 trading days · top 10 themes — most persistent is Robotics (Industrial & Collaborative) at 3 days (weekly avg. +17.9%). Best single day this week: Jul 31, +24.5%.
Average change over the period
Robotics led the week from Jul 27 to Jul 31, with Robotics (Industrial & Collaborative) strong on 3 days. It posted an average change of 17.86%, the highest of any theme.
Semiconductor Majors (Fabrication) had the week’s largest single-day move, 24.49% on Jul 31. SK hynix and Samsung Electronics led the group.
Jul 31 was the best day for the robotics, chip and defense themes alike. Defense & War peaked at 21.04% that day, led by RF Materials and Daesung Hi-Tech.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | 3d | +17.9% | 2026-07-31 (+21.4%) | recurred | Doosan, KNR Systems, TXR Robotics |
| Physical AI & Humanoid Robots | 3d | +13.4% | 2026-07-31 (+18.5%) | recurred | Samsung Electronics, Angel Robotics, KNR Systems |
| AI & Robotics | 3d | +12.8% | 2026-07-27 (+14.7%) | running | Obzen, Pintel |
| Defense & War | 2d | +13.7% | 2026-07-31 (+21.0%) | running | RF Materials, Daesung Hi-Tech |
| Semiconductor Majors (Fabrication) | 2d | +13.5% | 2026-07-31 (+24.5%) | recurred | SK hynix, Samsung Electronics |
| Shipbuilding Equipment | 2d | +9.8% | 2026-07-31 (+15.2%) | running | Il Seung, Taewoong |
| ChatGPT & AI Chatbots | 2d | +9.7% | 2026-07-27 (+11.1%) | running | Maum.ai, Konan Technology Incorporation |
| Beauty & Cosmetics | 2d | +7.5% | 2026-07-27 (+8.4%) | recurred | Kangstem Biotech, Jolse |
| Construction Majors | 2d | +6.5% | 2026-07-31 (+10.9%) | running | Samsung C&T |
| Shipbuilding | 2d | +6.2% | 2026-07-30 (+6.6%) | running | HD Korea Shipbuilding & Offshore Engineering, HJ Shipbuilding & Construction |
Related News by Theme
- Robotics (Industrial & Collaborative) (2026-07-31) SK·두산, SK실트론 주식매매계약 체결…2.3조 규모 [종합] — 이투데이 (Korean)
- Physical AI & Humanoid Robots (2026-07-31) 메모리 사이클 회복 기대감에 주주환원 정책까지…증권가, 삼성전자 목표가 ‘상향’ — 세계일보 (Korean)
- AI & Robotics (2026-07-27) [특징주] 오브젠, 네이버-엔비디아 투자 소식에 ‘上’…AI파트너십 재평가 — 이투데이 (Korean)
- Defense & War (2026-07-31) [장중수급포착] RF머트리얼즈, 외국인/기관 동시 순매수… 주가 +23.11% — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2026-07-31) 코스피 18% 급등 ‘역대 최대’…SK하이닉스 상한가 — KBS (Korean)
What to Watch Next Week
KNR Systems led both Robotics (Industrial & Collaborative) and Physical AI & Humanoid Robots this week. Whether that overlap continues is one thread to follow.
Further down, Shipbuilding Equipment averaged 9.8% and Shipbuilding averaged 6.21%, each strong on 2 days. Beauty & Cosmetics posted an average change of 7.47%, with its best day on Jul 27.
Theme heatmap
| 07-27 | 07-28 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|
| Robotics (Industrial & Collaborative) | +16.3 | +15.9 | +21.4 | ||
| Physical AI & Humanoid Robots | +12.5 | +9.3 | +18.5 | ||
| AI & Robotics | +14.7 | +12.7 | +10.9 | ||
| Defense & War | +6.4 | +21.0 | |||
| Semiconductor Majors (Fabrication) | +2.5 | +24.5 | |||
| Shipbuilding Equipment | +4.4 | +15.2 | |||
| ChatGPT & AI Chatbots | +11.1 | +8.3 | |||
| Beauty & Cosmetics | +8.4 | +6.6 | |||
| Construction Majors | +2.1 | +10.9 | |||
| Shipbuilding | +6.6 | +5.8 |