Aug 18: 8 Strong Themes — Fashion & Clothing, Inter-Korean Economic Cooperation

August 18, 2026 · #Fashion & Clothing #Inter-Korean Economic Cooperation #Semiconductor Equipment #Shipping #Semiconductor Materials & Components #Semiconductor Substrates (FC-BGA, MLB) #Railways #Cooling Systems (Immersion Cooling)

8 strong themes — 2 running · 6 recurred. Top: Fashion & Clothing +17.8%.

Strong themes8 Top change+17.8% LeaderGood People

Average change by strong theme

Average change of member stocks, by theme · descending
Fashion & Clothing
+17.8%
Inter-Korean Economic Cooperation
+16.2%
Semiconductor Equipment
+13.1%
Shipping
+11.1%
Semiconductor Materials & Components
+8.2%
Semiconductor Substrates (FC-BGA, MLB)
+7.0%
Railways
+6.2%
Cooling Systems (Immersion Cooling)
+6.1%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Fashion & ClothingGood People+30.00%
Inter-Korean Economic CooperationGood People+30.00%
Semiconductor EquipmentGenesem+18.50%
ShippingSTX Green Logis+29.91%
Semiconductor Materials & ComponentsMicro Contact Solution+29.90%
Semiconductor Substrates (FC-BGA, MLB)Intekplus+17.31%
RailwaysBusan Industrial+17.52%
Cooling Systems (Immersion Cooling)K-ensol+5.49%

Fashion & Clothing led the 2026-08-18 session with an average change of 17.83%, and all 10 of its stocks closed higher. The theme returned after a 42-day gap.

Inter-Korean Economic Cooperation came next with an average change of 16.23%, returning after 62 days. Good People led both themes, rising 30.0% to close at 429.

Semiconductor Equipment stretched its streak to 6, with an average change of 13.12% led by Genesem at 18.5%. Pamtek had the theme’s biggest gain at 29.96%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Fashion & Clothingrecurred after 42 days+17.8%10/10Good People
2Inter-Korean Economic Cooperationrecurred after 62 days+16.2%10/10Good People
3Semiconductor Equipment6 days running+13.1%10/10Genesem
4Shippingrecurred after 7 days+11.1%5/5STX Green Logis
5Semiconductor Materials & Componentsrecurred after 5 days+8.2%10/10Micro Contact Solution
6Semiconductor Substrates (FC-BGA, MLB)4 days running+7.0%7/7Intekplus
7Railwaysrecurred after 64 days+6.2%7/7Busan Industrial
8Cooling Systems (Immersion Cooling)recurred after 190 days+6.1%9/9K-ensol

Theme by Theme

1. Fashion & Clothing (recurred after 42 days)

StockChangeCloseLeader
Good People 033340+30.0%429★
Codes Combine 047770+30.0%3,510
In the F 014990+29.8%2,395
Ontide 005320+25.1%896
J.estina 026040+16.4%2,165
Hyungji Global 308100+13.0%453
Hansae 105630+9.1%9,970
Nine & Company 366030+8.9%5,280
Shinwon 009270+8.4%1,160
PonyLink 064800+7.6%2,330

2. Inter-Korean Economic Cooperation (recurred after 62 days)

StockChangeCloseLeader
Good People 033340+30.0%429★
Codes Combine 047770+30.0%3,510
In the F 014990+29.8%2,395
Ilshin Stone 007110+22.2%698
J.estina 026040+16.4%2,165
Ananti 025980+13.9%4,500
Shinwon 009270+8.4%1,160
Chobi 001550+5.6%10,540
Hyungji Elite 093240+3.4%401
Namkwang Engineering & Construction 001260+2.6%7,910

3. Semiconductor Equipment (6 days running)

StockChangeCloseLeader
Pamtek 271830+30.0%1,336
Genesem 217190+18.5%7,110★
Intekplus 064290+17.3%36,250
LOTVacuum 083310+13.4%10,330
Union Semiconductor Equipment Co.,ltd; 036200+11.3%9,750
Wot 396470+9.1%6,730
Exicon 092870+9.0%23,100
N2tech 227950+8.9%1,515
HanaMicron 067310+7.1%39,200
GigaVis 420770+6.7%128,100

4. Shipping (recurred after 7 days)

StockChangeCloseLeader
STX Green Logis 465770+29.9%3,670★
Heung-a Shipping 003280+12.9%1,934
HMM 011200+6.6%22,650
Pan Ocean 028670+4.3%6,040
Korea Line 005880+2.0%2,075

Related news

5. Semiconductor Materials & Components (recurred after 5 days)

StockChangeCloseLeader
Micro Contact Solution 098120+29.9%37,800★
GO Element 311320+9.0%9,050
KPX Chemical 025000+7.7%54,400
HanaMicron 067310+7.1%39,200
Megatouch 446540+6.7%8,640
Foosung 093370+4.6%12,970
OKins Electronics 080580+4.6%17,400
Hansol IONES 114810+4.4%12,300
3S Korea 060310+4.1%1,131
Micro2nano 424980+4.0%7,900

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6. Semiconductor Substrates (FC-BGA, MLB) (4 days running)

StockChangeCloseLeader
Intekplus 064290+17.3%36,250★
TLB 356860+9.4%34,350
Isupetasys 007660+7.6%102,900
GigaVis 420770+6.7%128,100
Korea Circuit 007810+3.6%65,400
Simmtech 222800+2.0%110,900
Neotechnicalsystem 085910+1.9%18,810

Related news

7. Railways (recurred after 64 days)

StockChangeCloseLeader
Busan Industrial 011390+17.5%48,300★
Daea Ti 045390+14.0%3,015
Yooshin Engineering 054930+3.4%18,480
PULOON Robotics 094940+3.1%6,700
Hwang Kum Steel & Technology 032560+2.6%5,870
Namkwang Engineering & Construction 001260+2.6%7,910
Dong Il Steel MFG 002690+0.4%1,551

8. Cooling Systems (Immersion Cooling) (recurred after 190 days)

StockChangeCloseLeader
Autech 067170+15.8%2,640
Union Semiconductor Equipment Co.,ltd; 036200+11.3%9,750
Wot 396470+9.1%6,730
K-ensol 053080+5.5%9,600★
3S Korea 060310+4.1%1,131
S-Oil 010950+4.1%153,600
SK Innovation 096770+2.2%131,500
GS Holdings 078930+2.0%119,300
SK 034730+0.8%590,000

Closing Thoughts

News on the Shipping rally pointed to rising Hormuz tensions as US-Iran talks stalled, and it’s unclear whether those tensions will last. The theme posted an average change of 11.14%.

Semiconductor Substrates (FC-BGA, MLB) reached a streak of 4 with an average change of 6.95%. It’s still unclear whether it and Semiconductor Equipment will keep their runs going.