May 2023 Theme Wrap — The Monthly Theme Map
20 trading days · 87 recurring themes · top 15 themes — most persistent is Semiconductor Majors (Fabrication) at 8 days (monthly avg. +2.6%). Best single day this month: May 8, +46.9%.
Average change over the period
May 2023’s list was led by Semiconductor Majors (Fabrication), strong on 8 days. Its average change was 2.59%, with a best day of 3.99% on May 19.
The biggest single move came from Semiconductor Materials & Components, up 46.89% on May 8. Its average change of 14.94% was the highest of any theme on the list.
Auto Parts was strong on 7 days, with an average change of 10.77% and a peak of 18.1% on May 10. Food and Animal Feed both peaked on May 8 and shared leaders such as TS and Hantop.
87 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 8d | +2.6% | 2023-05-19 (+4.0%) | DB HiTek, SK hynix, Samsung Electronics |
| Auto Parts | 7d | +10.8% | 2023-05-10 (+18.1%) | Neooto, DY Deokyang, Sangsin Brake |
| Food | 7d | +7.2% | 2023-05-08 (+13.3%) | TS, Milae Bioresources, Wooyang |
| Battery | 7d | +7.0% | 2023-05-02 (+12.2%) | V-one Tech, Sungwoo Hitech, Aekyung Chemical |
| AI & Robotics | 7d | +7.0% | 2023-05-02 (+8.7%) | Linkgenesis, Mobiis, Saltlux |
| ChatGPT & AI Chatbots | 7d | +4.1% | 2023-05-02 (+6.9%) | Selvas AI, Uangel, Isupetasys |
| OLED Displays | 6d | +7.7% | 2023-05-17 (+12.3%) | Vessel, Shindo Eng. Lab, SNUPrecision |
| Semiconductor Equipment | 6d | +7.1% | 2023-05-19 (+10.3%) | Laserssel, Mirae, N2tech |
| Animal Feed | 6d | +7.0% | 2023-05-08 (+13.1%) | Korea Industrial, TS, Milae Bioresources |
| Ukraine Reconstruction | 6d | +6.0% | 2023-05-22 (+11.9%) | Kukbo, DAEMO Engineering, Sambu Construction |
| Music & Entertainment | 6d | +4.5% | 2023-05-16 (+7.5%) | Ascendio, Iokenm, FNC Entertainment |
| Semiconductor Materials & Components | 5d | +14.9% | 2023-05-08 (+46.9%) | 3S Korea, Micro2nano, Ji-tech |
| Vaccines, Diagnostics & Epidemic Control | 5d | +8.7% | 2023-05-12 (+11.5%) | Daesung Microbiological Labs, Boditech Med, Bioneercorporation |
| EV | 5d | +8.1% | 2023-05-18 (+12.9%) | KyungchangIndustrial, DY Deokyang, Samwha Electronics |
| System Semiconductors | 5d | +7.8% | 2023-05-19 (+15.3%) | Nextchip, Makus, Mirai Semiconductors |
What to Watch Next Month
Several themes ended the month tagged running, including Battery and OLED Displays. The open question is whether those runs carry into June.
AI & Robotics and ChatGPT & AI Chatbots each had 7 strong days, and both peaked on May 2. Ukraine Reconstruction hit 11.9% on May 22.
Theme heatmap
| 05-02 | 05-03 | 05-04 | 05-08 | 05-09 | 05-10 | 05-11 | 05-12 | 05-15 | 05-16 | 05-17 | 05-18 | 05-19 | 05-22 | 05-23 | 05-24 | 05-25 | 05-26 | 05-30 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +1.2 | +2.5 | +2.5 | +1.9 | +4.0 | +3.2 | +3.9 | +1.6 | ||||||||||||
| Auto Parts | +18.1 | +12.1 | +14.5 | +11.4 | +6.2 | +6.9 | +6.2 | |||||||||||||
| Food | +3.4 | +13.3 | +4.1 | +8.4 | +6.8 | +10.8 | +3.8 | |||||||||||||
| Battery | +12.2 | +4.5 | +7.1 | +5.7 | +5.8 | +5.7 | +8.0 | |||||||||||||
| AI & Robotics | +8.7 | +8.7 | +8.0 | +7.1 | +5.6 | +7.5 | +3.7 | |||||||||||||
| ChatGPT & AI Chatbots | +6.9 | +2.7 | +3.3 | +4.1 | +4.0 | +3.3 | +4.5 | |||||||||||||
| OLED Displays | +6.6 | +6.5 | +12.3 | +9.6 | +8.2 | +3.0 | ||||||||||||||
| Semiconductor Equipment | +5.7 | +3.5 | +7.6 | +8.4 | +10.3 | +7.0 | ||||||||||||||
| Animal Feed | +4.0 | +13.1 | +1.6 | +10.7 | +9.8 | +2.7 | ||||||||||||||
| Ukraine Reconstruction | +3.0 | +3.8 | +5.7 | +6.6 | +11.9 | +5.1 | ||||||||||||||
| Music & Entertainment | +2.7 | +4.5 | +7.6 | +5.7 | +2.2 | +4.2 | ||||||||||||||
| Semiconductor Materials & Components | +46.9 | +3.8 | +6.1 | +10.2 | +7.8 | |||||||||||||||
| Vaccines, Diagnostics & Epidemic Control | +10.5 | +11.5 | +9.4 | +6.2 | +6.0 | |||||||||||||||
| EV | +10.2 | +9.2 | +12.9 | +4.4 | +3.6 | |||||||||||||||
| System Semiconductors | +3.3 | +6.5 | +15.3 | +4.3 | +9.8 |