KOSPI +3.29% on Oct 21, Why Compound Semiconductors (SiC/GaN) Led the Rally?
The numbers first
KOSPI closed at 5,735.66 on October 21, up 3.29%.
KOSDAQ finished at 792.76, up 1.38%.
Money moved into compound semiconductors (SiC/GaN), photoresist, and rare earths.
- KOSPI 5,735.66 (+3.29%)
- KOSDAQ 792.76 (+1.38%)
- Strongest themes today: compound semiconductors (SiC/GaN), photoresist, rare earths
This session (2026-10-21) wraps up the Korean market close alongside global macro indicators and the strength of 100 investment themes.
Use it as a starting point to gauge the next session's opening.
Korean market close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 5,735.66 | 182.92 | +3.29% |
| KOSDAQ | 792.76 | 10.79 | +1.38% |
Global macro snapshot
| Indicator | Value | Daily change |
|---|---|---|
| VIX (fear index) | 17.36 | - |
| US 10-year yield | 5.117% | - |
| Dollar index (DXY) | 101.75 | - |
| USD/KRW | ₩1,324.23 | - |
| S&P 500 | 7,712.57 | - |
| Nasdaq | 26,424.82 | - |
| WTI crude | $99.11 | - |
| Gold | $4,141.70 | - |
| Bitcoin | $83,143 | - |
Where the money went
| Rank | Theme | Avg change | Up/Down | Lead gainer |
|---|---|---|---|---|
| 1 | Compound semiconductors (SiC/GaN) | +4.45% | 4/0 | Kostechsys (355150) +11.39% |
| 2 | Photoresist | +4.23% | 4/0 | Samyang NC Chem (482630) +7.26% |
| 3 | Rare earths | +3.92% | 2/0 | LS Eco Energy (229640) +7.58% |
Where the money left
| Rank | Theme | Avg change | Up/Down | Lead laggard |
|---|---|---|---|---|
| 1 | Cybersecurity | -1.83% | 2/14 | Genians (263860) -7.06% |
| 2 | ESS energy storage | -1.78% | 2/3 | Seojin System (178320) -10.88% |
| 3 | Luxury goods | -1.71% | 1/3 | Hanwha Galleria (452260) -4.32% |
KOSPI vs KOSDAQ, how did they differ today?
KOSPI and KOSDAQ both rose on the same day, but not by the same amount. KOSPI gained +3.29% while KOSDAQ gained +1.38%.
How to read the next session
- TOP 3 theme average +4.20%, with money flow clearly pointing one way.
Trend-following looks valid here, but splitting chase buys is the safer approach.
One session is not enough to decide. Look at trends over 5 or more trading days alongside macro shifts.
Dig deeper
- Weekly reports and insights: PickStock Insight
- How to use macro indicators: Three indicators for reading the market's temperature
- Theme-linked stock map: PickStock Theme Explorer
Report date: 2026-10-21. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Generated after checking price anomalies and the reference date. For information only, not investment advice or solicitation.
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