Weekly Theme Wrap (Aug 3 – Aug 7)
5 trading days · top 10 themes — most persistent is AI & Robotics at 4 days (weekly avg. +15.9%). Best single day this week: Aug 4, +21.7%.
Average change over the period
Robotics and AI themes led Korean stocks in the week of Aug 3 to Aug 7. AI & Robotics stayed strong on 4 days, with an average change of 15.9%.
Its best day was Aug 4, with a change of 21.7%. Construction Majors also ran 4 strong days, led by GS Engineering & Construction and Daewoo Engineering & Construction.
Gigalane, Inno Instrument and Korea Advanced Materials led both Telecom Equipment and 5G. Their average changes were 14.68% and 14.21%, each peaking on Aug 5.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| AI & Robotics | 4d | +15.9% | 2026-08-04 (+21.7%) | running | VAIV company, Becu AI |
| Construction Majors | 4d | +5.9% | 2026-08-04 (+10.6%) | running | GS Engineering & Construction, Daewoo Engineering & Construction |
| Telecom Equipment | 3d | +14.7% | 2026-08-05 (+18.6%) | recurred | Gigalane, Inno Instrument, Korea Advanced Materials |
| 5G | 3d | +14.2% | 2026-08-05 (+19.5%) | recurred | Gigalane, Inno Instrument, Korea Advanced Materials |
| Robotics (Industrial & Collaborative) | 3d | +12.8% | 2026-08-03 (+18.9%) | running | Wonik Holdings, Justek |
| Solar | 3d | +9.7% | 2026-08-04 (+11.2%) | recurred | SDN Company, SK eternix, Hanwha Solutions |
| Physical AI & Humanoid Robots | 3d | +8.9% | 2026-08-03 (+12.4%) | running | Angel Robotics, Elensys, Clobot |
| Construction (Small & Mid Cap) | 3d | +3.6% | 2026-08-04 (+5.8%) | running | KUMHO Engineering & Construction, Nam Hwa Construction Company, Sangji Construction |
| Semiconductor Equipment | 2d | +11.1% | 2026-08-05 (+12.1%) | recurred | Gigalane, Wonik Holdings |
| Optical Communications | 2d | +10.4% | 2026-08-05 (+13.5%) | recurred | Lightron Fiber-optic Devices, Korea Advanced Materials |
Related News by Theme
- Construction Majors (2026-08-04) [장중수급포착] GS건설, 외국인/기관 동시 순매수… 주가 +10.72% — 뉴스핌 (Korean)
- Telecom Equipment (2026-08-05) [서울데이터랩]코스닥 거래상위 종목 급등세…빛과전자·이노인스트루먼트·마키나락스 상한가 — 서울신문 (Korean)
- 5G (2026-08-05) 알에프텍, 북미向 차세대 5G 안테나 필터 유닛 양산에 7%대 강세[특징주] — 이데일리 (Korean)
- Robotics (Industrial & Collaborative) (2026-08-03) 코스닥 훈풍 탄 인천 첨단주… 로봇·소부장 기업에 매수세 집중 — 경인일보 (Korean)
What to Watch Next Week
Robotics (Industrial & Collaborative) and Physical AI & Humanoid Robots ended the week marked running. Their average changes were 12.85% and 8.88%.
Solar, Semiconductor Equipment and Optical Communications closed the week marked recurred. Solar posted an average change of 9.69%, led by Hanwha Solutions and SK eternix.
Theme heatmap
| 08-03 | 08-04 | 08-05 | 08-06 | 08-07 | |
|---|---|---|---|---|---|
| AI & Robotics | +12.6 | +21.7 | +14.2 | +15.0 | |
| Construction Majors | +2.8 | +10.6 | +6.8 | +3.4 | |
| Telecom Equipment | +15.9 | +18.7 | +9.5 | ||
| 5G | +13.9 | +19.5 | +9.3 | ||
| Robotics (Industrial & Collaborative) | +18.8 | +13.8 | +5.9 | ||
| Solar | +11.2 | +9.3 | +8.6 | ||
| Physical AI & Humanoid Robots | +12.4 | +11.2 | +3.0 | ||
| Construction (Small & Mid Cap) | +5.8 | +3.4 | +1.5 | ||
| Semiconductor Equipment | +10.0 | +12.1 | |||
| Optical Communications | +13.5 | +7.3 |