Skyworks +13.55% Sparks Samsung Supplier Theme +3.13%, Why the Strength?
PickStock AI Summary
KOSPI closed at 6,717.97, up 1.37%.
Money flowed into Samsung supplier names, optical/CPO, PCB, and semiconductor substrate themes rather than the index itself.
Weakness showed up in fintech, blockchain/crypto, and gaming.
KOSPI 6,717.97 (+1.37%)
KOSDAQ 815.98 (+0.44%)
This note summarizes Korea market close on 2026-09-16 along with global macro and 100 theme strength readings.
Use this as a starting point to gauge next session open flows.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,717.97 | 90.71 | +1.37% |
| KOSDAQ | 815.98 | 3.57 | +0.44% |
Global Macro Snapshot
| Metric | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 17.06 | - |
| US 10Y | 4.996% | - |
| Dollar Index (DXY) | 99.64 | - |
| KRW/USD | ₩1,366.02 | - |
| S&P 500 | 7,585.73 | - |
| Nasdaq | 25,981.57 | - |
| WTI Crude | $104.57 | - |
| Gold | $4,367.80 | - |
| Bitcoin | $75,652 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Move | Up/Down | Representative Gainer |
|---|---|---|---|---|
| 1 | Samsung supplier | +3.13% | 11/4 | Skyworks Solutions (SWKS) +13.55% |
| 2 | Optical, CPO | +2.96% | 11/3 | Daehan Optical Communication (010170) +13.79% |
| 3 | PCB, semiconductor substrate | +2.46% | 9/4 | Haesung DS (195870) +17.01% |
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Move | Up/Down | Representative Laggard |
|---|---|---|---|---|
| 1 | Fintech | -3.99% | 1/8 | Kakao Pay (377300) -11.48% |
| 2 | Blockchain/Crypto | -3.42% | 3/12 | Circle Internet Group, Inc. (CRCL) -11.41% |
| 3 | Gaming | -2.69% | 0/10 | Wemade (112040) -5.09% |
How to View Next Session
Bottom 3 themes averaged -3.37%, indicating concentrated selling in weak groups.
A short-term bounce from oversold levels is possible, but do not treat this as a confirmed trend reversal.
Do not use single-day data to make trading decisions, combine with trends over 5 trading days or more and macro changes.
Read More
Weekly reports and insights: PickStock Insights
How to use macro indicators: Three indicators to gauge market temperature
Theme maps and related stocks: PickStock Theme Explorer
Report date: 2026-09-16. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices checked for outliers and date consistency. This is information only and not investment advice.
관련 테마의 대표 기업을 확인하고, 내 관심 종목은 뉴스·시그널·시장 맥락으로 이어서 볼 수 있습니다.
종목명을 입력하면 재무, 뉴스, 시장 데이터를 정보 제공용 점검 리포트로 정리합니다.
관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
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