Weekly Theme Wrap (Aug 18 – Aug 21)

August 21, 2026 · #Inter-Korean Economic Cooperation #Railways #Semiconductor Majors (Fabrication) #Fashion & Clothing #Semiconductor Equipment #Stablecoins #Crypto & Bitcoin #S7 (Samsung Electronics, SK hynix etc.) #Semiconductor Materials & Components #Electronic Payments

4 trading days · top 10 themes — most persistent is Inter-Korean Economic Cooperation at 3 days (weekly avg. +12.3%). Best single day this week: Aug 18, +17.8%.

Trading days4d Most days strong3d weekly avg.+12.3% LeaderIn the F

Average change over the period

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+12.3%
Railways
+4.9%
Semiconductor Majors (Fabrication)
+4.2%
Fashion & Clothing
+13.5%
Semiconductor Equipment
+10.8%
Stablecoins
+9.5%
Crypto & Bitcoin
+9.5%
S7 (Samsung Electronics, SK hynix etc.)
+7.4%
Semiconductor Materials & Components
+7.1%
Electronic Payments
+7.0%

Inter-Korean Economic Cooperation led the week of Aug 18 to Aug 21, staying strong for 3 days with an average change of 12.27%. Its best session came on Aug 18 at 16.23%.

Fashion & Clothing posted the highest average change at 13.53%, with a best day of 17.83% on Aug 18. In the F and Good People led both this theme and the inter-Korean theme.

Semiconductor Majors (Fabrication) stayed strong for 3 days and peaked at 8.58% on Aug 20. A news report that day linked a KOSPI jump to SK hynix cancelling treasury shares.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Inter-Korean Economic Cooperation3d+12.3%2026-08-18 (+16.2%)recurredIn the F, Chobi, Good People
Railways3d+4.9%2026-08-18 (+6.2%)recurredBusan Industrial, Polaris AI
Semiconductor Majors (Fabrication)3d+4.2%2026-08-20 (+8.6%)runningSK hynix, Samsung Electronics
Fashion & Clothing2d+13.5%2026-08-18 (+17.8%)runningIn the F, Good People
Semiconductor Equipment2d+10.8%2026-08-18 (+13.1%)recurredN2tech, Genesem
Stablecoins2d+9.5%2026-08-20 (+12.8%)runningDozn, coocon
Crypto & Bitcoin2d+9.5%2026-08-21 (+9.9%)runningBitplanet, Parataxis Ethereum
S7 (Samsung Electronics, SK hynix etc.)2d+7.4%2026-08-20 (+8.6%)runningSK hynix, Samsung Life Insurance
Semiconductor Materials & Components2d+7.1%2026-08-18 (+8.2%)recurredMicro Contact Solution, Pharmicell
Electronic Payments2d+7.0%2026-08-21 (+7.1%)runningcoocon, Hecto Financial

What to Watch Next Week

Stablecoins and Electronic Payments both show continuing streaks, and coocon is among the leaders of each. Electronic Payments peaked at 7.07% on Aug 21.

Crypto & Bitcoin also peaked on Aug 21, at 9.93%. Railways and Semiconductor Equipment are both marked as recurring themes, and Semiconductor Equipment had an average change of 10.76%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
08-1808-1908-2008-21
Inter-Korean Economic Cooperation+16.2+11.4+9.1
Railways+6.2+4.7+3.7
Semiconductor Majors (Fabrication)+1.0+8.6+3.1
Fashion & Clothing+17.8+9.2
Semiconductor Equipment+13.1+8.4
Stablecoins+12.8+6.3
Crypto & Bitcoin+9.1+9.9
S7 (Samsung Electronics, SK hynix etc.)+8.6+6.2
Semiconductor Materials & Components+8.2+6.0
Electronic Payments+7.0+7.1
Down UpBlank = not in that day's strong list