Jun 2024 Theme Wrap — The Monthly Theme Map
19 trading days · 85 recurring themes · top 15 themes — most persistent is Battery at 8 days (monthly avg. +9.4%). Best single day this month: Jun 10, +16.8%.
Average change over the period
June 2024 ran from Jun 3 to Jun 28. Battery led the theme board with 8 strong days and an average change of 9.41%.
Semiconductor Majors (Fabrication) also had 8 strong days, with a smaller average change of 2.55%. Its leaders were DB HiTek, SK hynix and Samsung Electronics.
Beauty & Cosmetics had the highest average change among the listed themes at 10.22%. Power Equipment had the month’s biggest single day, 16.79% on Jun 10.
85 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery | 8d | +9.4% | 2024-06-07 (+14.2%) | DaejooElectronicMaterials, Duksan Techopia, Eco&Dream |
| Semiconductor Majors (Fabrication) | 8d | +2.5% | 2024-06-07 (+3.9%) | DB HiTek, SK hynix, Samsung Electronics |
| Beauty & Cosmetics | 7d | +10.2% | 2024-06-12 (+13.2%) | Kangstem Biotech, Manyo Factory, Metalabs |
| Semiconductor Equipment | 7d | +7.9% | 2024-06-28 (+12.1%) | The Codi, Di, Dit |
| Food | 7d | +7.9% | 2024-06-10 (+14.4%) | Samyang Foods, S&D, MSC |
| Semiconductor Materials & Components | 7d | +5.1% | 2024-06-07 (+8.4%) | Duksan Techopia, Mi, HVM |
| HBM (High Bandwidth Memory) | 7d | +4.2% | 2024-06-13 (+5.9%) | Di, Auros Technology, Wot |
| Auto Parts | 6d | +8.9% | 2024-06-17 (+12.0%) | LG Innotek, Samsung Climate Control, Ecocab |
| Power Equipment | 6d | +7.7% | 2024-06-10 (+16.8%) | LS ELECTRIC, Dawon Cable, SemyungElectricMachinery |
| Defense & War | 6d | +5.4% | 2024-06-17 (+6.4%) | Samyung ENC, WaveElectronics, COTS Technology |
| Shipping | 6d | +5.0% | 2024-06-28 (+8.8%) | STX Green Logis |
| Car Majors | 6d | +2.3% | 2024-06-17 (+4.2%) | HL Mando, Hyundai Mobis, Hyundai Wia |
| EV | 5d | +5.8% | 2024-06-10 (+7.5%) | LS Materials, Dae-il, Samwha Electric |
| Lithium | 5d | +5.4% | 2024-06-11 (+9.7%) | Kwangmu, Lithium-for-earth, MNTECHCo |
| Electric Cables | 5d | +4.5% | 2024-06-27 (+6.8%) | KBI Metal, Dawon Cable, Taihan Cable & Solution |
What to Watch Next Month
Battery, Auto Parts and Car Majors ended June tagged running, while the other listed themes carried a recurred tag.
Semiconductor Equipment (best day 12.07%) and Shipping both peaked on Jun 28, the last session of the month. The month’s recurrent count stood at 85.
Theme heatmap
| 06-03 | 06-04 | 06-05 | 06-07 | 06-10 | 06-11 | 06-12 | 06-13 | 06-14 | 06-17 | 06-18 | 06-19 | 06-20 | 06-21 | 06-24 | 06-25 | 06-26 | 06-27 | 06-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery | +9.4 | +9.5 | +14.2 | +11.4 | +13.1 | +6.1 | +8.6 | +3.0 | |||||||||||
| Semiconductor Majors (Fabrication) | +2.8 | +1.3 | +3.9 | +3.0 | +1.3 | +3.8 | +1.4 | +3.0 | |||||||||||
| Beauty & Cosmetics | +6.9 | +13.3 | +12.2 | +10.7 | +9.3 | +13.0 | +6.2 | ||||||||||||
| Semiconductor Equipment | +5.5 | +9.4 | +5.0 | +6.9 | +6.7 | +9.8 | +12.1 | ||||||||||||
| Food | +3.9 | +14.4 | +8.0 | +11.8 | +7.2 | +4.4 | +5.3 | ||||||||||||
| Semiconductor Materials & Components | +8.4 | +3.5 | +4.6 | +4.2 | +4.0 | +4.6 | +6.4 | ||||||||||||
| HBM (High Bandwidth Memory) | +2.0 | +5.4 | +5.9 | +2.0 | +5.6 | +4.8 | +3.3 | ||||||||||||
| Auto Parts | +5.0 | +5.9 | +12.0 | +10.0 | +11.4 | +9.1 | |||||||||||||
| Power Equipment | +16.8 | +3.5 | +3.1 | +3.1 | +10.8 | +9.1 | |||||||||||||
| Defense & War | +5.7 | +6.1 | +6.4 | +5.5 | +3.9 | +4.7 | |||||||||||||
| Shipping | +3.7 | +2.2 | +3.9 | +3.9 | +7.4 | +8.8 | |||||||||||||
| Car Majors | +2.0 | +4.2 | +2.5 | +1.8 | +2.1 | +1.1 | |||||||||||||
| EV | +5.6 | +6.5 | +7.4 | +3.6 | +5.7 | ||||||||||||||
| Lithium | +3.8 | +4.4 | +7.3 | +9.7 | +1.9 | ||||||||||||||
| Electric Cables | +3.8 | +4.9 | +1.9 | +5.4 | +6.9 |