Korean Re (대한해상) +10.12% Leads Insurance Theme Strength, Why the Flow?
픽스톡AI Summary
As of market close 2026-09-01, KOSPI was 6,835.80 (+0.23%) and KOSDAQ was 821.25 (-1.56%).
Relative strength concentrated in insurance, gaming, and blockchain/cryptocurrency, while weak themes were silver, aerospace, and uranium.
Data used passed index date and theme price cache freshness guards, and single-day signals should be rechecked with next session turnover and flows.
KOSPI: 6,835.80 (+0.23%)
KOSDAQ: 821.25 (-1.56%)
Strong themes today: insurance, gaming, blockchain/cryptocurrency
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,835.80 | 15.78 | +0.23% |
| KOSDAQ | 821.25 | -13.04 | -1.56% |
Global Macro Snapshot
| Metric | Value | Daily Chg |
|---|---|---|
| VIX (Fear Index) | 15.66 | - |
| US 10Y | 4.758% | - |
| Dollar Index (DXY) | 99.58 | - |
| KRW/USD | ₩1,373.13 | - |
| S&P 500 | 7,686.14 | - |
| Nasdaq | 26,370.89 | - |
| WTI | $87.90 | - |
| Gold | $4,425.10 | - |
| Bitcoin | $77,858 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Change | Up/Down | Representative Gainer |
|---|---|---|---|---|
| 1 | Insurance | +2.34% | 9/3 | 대한해상(한국재보험 관련) (003160) +10.12% |
| 2 | Gaming | +1.88% | 5/4 | 카카오게임즈 (293490) +12.15% |
| 3 | Blockchain/Crypto | +1.82% | 8/5 | 카카오게임즈 (293490) +12.15% |
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Change | Up/Down | Representative Lagger |
|---|---|---|---|---|
| 1 | Silver | -4.28% | 0/6 | 헥라 마이닝 (HL) -7.28% |
| 2 | Space/Aerospace | -3.30% | 0/14 | Innovative Solutions and Support (IA) -10.25% |
| 3 | Uranium | -3.14% | 3/7 | 데니슨 마인즈 (DNN) -7.63% |
What to Watch Next Session
Bottom 3 themes averaged -3.57%, indicating concentrated selling in weak themes.
A short-term bounce is possible after large drops, but a trend reversal should not be assumed.
Do not make trading decisions from single-day data.
Assess combined trends over 5 trading days or more and macro changes before concluding.
Further Reading
Weekly reports and insights: 픽스톡 인사이트
How to use macro indicators: 시장의 온도를 재는 세 가지 지표
Theme stock mindmaps: 픽스톡 테마 탐색
Report date: 2026-09-01. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices were checked for outliers and date alignment. This is information only and not investment advice.
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관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
