Jul 2024 Theme Wrap — The Monthly Theme Map
23 trading days · 93 recurring themes · top 15 themes — most persistent is Shipbuilding at 9 days (monthly avg. +3.3%). Best single day this month: Jul 22, +16.0%.
Average change over the period
In July 2024, Shipbuilding was the most persistent theme, strong on 9 days. Its best day came on Jul 26 at 8.65%, with an average change of 3.31%.
Ukraine Reconstruction had the month’s top average change of 10.77%, and its best day was 16.03% on Jul 22. Nuclear peaked at 16.01% on Jul 9.
Beauty & Cosmetics, Shipbuilding Equipment and Banks each had 8 strong days. Semiconductor Equipment jumped 11.95% on Jul 4, the same best day as HBM (High Bandwidth Memory).
93 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Shipbuilding | 9d | +3.3% | 2024-07-26 (+8.7%) | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Beauty & Cosmetics | 8d | +7.9% | 2024-07-08 (+11.2%) | NextEye, DongKoo Bio & Pharma, Raphas |
| Shipbuilding Equipment | 8d | +5.3% | 2024-07-26 (+8.9%) | HD-Hyundai Marine Engine, STX Engine, Il Seung |
| Banks | 8d | +2.3% | 2024-07-26 (+5.8%) | JB Financial Group, KB Financial Group, Shinhan Financial Group |
| GLP-1 & Obesity Drugs | 7d | +9.6% | 2024-07-01 (+12.4%) | Dx & Vx, KoBioLabs, Daebonglsco |
| Semiconductor Majors (Fabrication) | 7d | +2.3% | 2024-07-04 (+4.8%) | DB HiTek, SK hynix, Samsung Electronics |
| Semiconductor Equipment | 6d | +7.3% | 2024-07-04 (+11.9%) | GlobalStandardTechnology, Auros Technology, YC |
| Cannabis | 6d | +5.8% | 2024-07-19 (+8.3%) | Icure Pharmaceutical Incorporation, Osung Advanced Materials, Wooree Bio |
| Securities Brokers | 6d | +2.8% | 2024-07-11 (+3.4%) | Mirae Asset Securities, Eugene Investment & Securities, KIWOOM Securities |
| Ukraine Reconstruction | 5d | +10.8% | 2024-07-22 (+16.0%) | SG, DASAN Networks, SY Steel Tech |
| Nuclear | 5d | +7.8% | 2024-07-09 (+16.0%) | Woori Technology, Incorporation, T. K, Korea Electronic Power Industrial Development |
| HBM (High Bandwidth Memory) | 5d | +4.9% | 2024-07-04 (+8.0%) | Auros Technology, YC, Kctech |
| Electric Cables | 5d | +4.2% | 2024-07-10 (+8.6%) | KBI Metal, LS Eco Energy, Iljin Electric |
| Crypto & Bitcoin | 5d | +4.0% | 2024-07-15 (+5.0%) | GalaxiaMoneytree, Atinum Investment, Wizit |
| Construction Majors | 5d | +3.2% | 2024-07-26 (+5.0%) | GS Engineering & Construction, Samsung C&T, Hyundai Engineering & Construction |
What to Watch Next Month
Several themes ended July on a continuing run, including Shipbuilding Equipment, Cannabis, Securities Brokers, Electric Cables and Crypto & Bitcoin.
Shipbuilding, Banks and Construction Majors all had their best day on Jul 26. The August data will show whether that late-month clustering continues.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-04 | 07-05 | 07-08 | 07-09 | 07-10 | 07-11 | 07-12 | 07-15 | 07-16 | 07-17 | 07-18 | 07-19 | 07-22 | 07-23 | 07-24 | 07-25 | 07-26 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shipbuilding | +2.8 | +2.6 | +1.1 | +3.7 | +2.9 | +3.4 | +8.7 | +2.8 | +1.9 | ||||||||||||||
| Beauty & Cosmetics | +6.2 | +11.2 | +7.5 | +9.6 | +6.0 | +6.7 | +7.0 | +9.1 | |||||||||||||||
| Shipbuilding Equipment | +5.6 | +2.7 | +3.4 | +6.8 | +6.9 | +4.2 | +8.9 | +4.1 | |||||||||||||||
| Banks | +2.7 | +1.7 | +1.8 | +1.9 | +1.2 | +5.8 | +2.7 | +0.9 | |||||||||||||||
| GLP-1 & Obesity Drugs | +12.4 | +8.9 | +8.8 | +8.0 | +8.4 | +11.3 | +9.2 | ||||||||||||||||
| Semiconductor Majors (Fabrication) | +4.8 | +2.8 | +1.7 | +0.5 | +1.1 | +1.2 | +4.1 | ||||||||||||||||
| Semiconductor Equipment | +6.0 | +11.9 | +7.5 | +2.7 | +7.0 | +8.4 | |||||||||||||||||
| Cannabis | +8.3 | +6.4 | +6.5 | +6.6 | +4.2 | +3.0 | |||||||||||||||||
| Securities Brokers | +1.9 | +3.1 | +3.4 | +2.7 | +2.4 | +3.3 | |||||||||||||||||
| Ukraine Reconstruction | +5.0 | +12.4 | +10.5 | +16.0 | +10.0 | ||||||||||||||||||
| Nuclear | +8.2 | +16.0 | +6.1 | +4.4 | +4.2 | ||||||||||||||||||
| HBM (High Bandwidth Memory) | +8.0 | +4.7 | +2.3 | +1.5 | +7.9 | ||||||||||||||||||
| Electric Cables | +4.7 | +8.5 | +3.1 | +3.5 | +0.9 | ||||||||||||||||||
| Crypto & Bitcoin | +5.0 | +4.1 | +1.5 | +4.6 | +4.5 | ||||||||||||||||||
| Construction Majors | +3.4 | +2.3 | +3.4 | +5.0 | +2.0 |