Aug 2023 Theme Wrap — The Monthly Theme Map
22 trading days · 86 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 9 days (monthly avg. +11.0%). Best single day this month: Aug 10, +29.9%.
Average change over the period
Beauty & Cosmetics and AI & Robotics led August 2023, each strong on 9 days. Beauty & Cosmetics posted an average change of 11.04%, peaking at 29.88% on Aug 10.
Superconductors had the highest average change, 19.63%, over 7 strong days. Its best day, Aug 16, brought a 28.08% move, with names such as Mobiis and SuNAM among the leaders.
Chip themes were steadier. Semiconductor Equipment was strong on 8 days, while Semiconductor Majors (Fabrication) posted an average change of just 1.87%.
86 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 9d | +11.0% | 2023-08-10 (+29.9%) | Bonne, Beautyskin, C&C International |
| AI & Robotics | 9d | +10.6% | 2023-08-01 (+15.1%) | Maum.ai, Vuno, Saltlux |
| Semiconductor Equipment | 8d | +7.6% | 2023-08-16 (+10.7%) | Mirae, Apact, LOTVacuum |
| Superconductors | 7d | +19.6% | 2023-08-16 (+28.1%) | Mobiis, SuNAM, Shinsung Delta Tech |
| Semiconductor Materials & Components | 7d | +4.8% | 2023-08-11 (+6.2%) | ISC, Duksanhimetal, Dongwoon Anatech |
| Duty Free | 7d | +4.5% | 2023-08-10 (+14.1%) | Global Tax Free, Tonymoly |
| Battery | 5d | +10.7% | 2023-08-11 (+12.1%) | Naintech, Shinsung Delta Tech, Isu Specialty Chemical |
| ChatGPT & AI Chatbots | 5d | +9.9% | 2023-08-01 (+16.2%) | Maum.ai, Saltlux, Polaris Office |
| Robotics (Industrial & Collaborative) | 5d | +7.7% | 2023-08-31 (+13.3%) | Neuromeka, Rainbow Robotics, Shinsung Delta Tech |
| Casinos | 5d | +5.0% | 2023-08-10 (+13.7%) | Lotte Tour Development, Kortek, TOVISCo |
| Semiconductor Majors (Fabrication) | 5d | +1.9% | 2023-08-24 (+2.7%) | SK hynix, Samsung Electronics |
| Nuclear Fusion | 4d | +13.0% | 2023-08-02 (+15.6%) | Mobiis |
| Food | 4d | +10.5% | 2023-08-25 (+14.1%) | Kyochon Food&beverage, Samyang Foods, Sempio Foods Company |
| Quantum Cryptography | 4d | +8.9% | 2023-08-23 (+19.8%) | Wooriro, Korea Computer & Systems, Coweaver |
| Chicken (Poultry) | 4d | +6.3% | 2023-08-25 (+8.6%) | Kyochon Food&beverage, Maniker, Maniker F&G |
What to Watch Next Month
Several themes, including Beauty & Cosmetics and Duty Free, carried a running status into month-end. The first thing to track in September is whether those streaks continue.
Robotics (Industrial & Collaborative) had its best day, 13.27%, on Aug 31, the month’s final session. Food and Chicken (Poultry) also recurred late in the month, both peaking on Aug 25.
Theme heatmap
| 08-01 | 08-02 | 08-03 | 08-04 | 08-07 | 08-08 | 08-09 | 08-10 | 08-11 | 08-14 | 08-16 | 08-17 | 08-18 | 08-21 | 08-22 | 08-23 | 08-24 | 08-25 | 08-28 | 08-29 | 08-30 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +13.2 | +10.2 | +29.9 | +11.6 | +6.8 | +7.4 | +6.1 | +6.5 | +7.5 | |||||||||||||
| AI & Robotics | +15.1 | +10.1 | +10.4 | +7.0 | +12.0 | +8.4 | +13.8 | +10.1 | +8.4 | |||||||||||||
| Semiconductor Equipment | +4.7 | +6.1 | +10.7 | +8.9 | +9.4 | +4.4 | +8.5 | +8.3 | ||||||||||||||
| Superconductors | +27.9 | +26.4 | +17.9 | +14.1 | +20.4 | +28.1 | +2.7 | |||||||||||||||
| Semiconductor Materials & Components | +4.4 | +6.2 | +4.4 | +3.8 | +4.2 | +5.7 | +4.8 | |||||||||||||||
| Duty Free | +3.8 | +14.1 | +2.1 | +5.1 | +1.4 | +2.1 | +2.8 | |||||||||||||||
| Battery | +12.1 | +11.3 | +10.8 | +10.3 | +9.1 | |||||||||||||||||
| ChatGPT & AI Chatbots | +16.2 | +8.2 | +9.9 | +8.5 | +6.7 | |||||||||||||||||
| Robotics (Industrial & Collaborative) | +6.1 | +7.8 | +5.7 | +5.8 | +13.3 | |||||||||||||||||
| Casinos | +2.8 | +13.7 | +1.7 | +3.8 | +3.1 | |||||||||||||||||
| Semiconductor Majors (Fabrication) | +1.5 | +2.4 | +2.7 | +2.2 | +0.6 | |||||||||||||||||
| Nuclear Fusion | +15.6 | +7.7 | +15.5 | +13.2 | ||||||||||||||||||
| Food | +8.9 | +5.6 | +13.6 | +14.1 | ||||||||||||||||||
| Quantum Cryptography | +2.7 | +19.8 | +7.0 | +6.1 | ||||||||||||||||||
| Chicken (Poultry) | +4.3 | +5.2 | +7.3 | +8.6 |