Aug 2024 Theme Wrap — The Monthly Theme Map
21 trading days · 93 recurring themes · top 15 themes — most persistent is Semiconductor Majors (Fabrication) at 10 days (monthly avg. +2.6%). Best single day this month: Aug 7, +22.6%.
Average change over the period
August 2024 was led by Semiconductor Majors (Fabrication), strong on 10 days with an average change of 2.58%. Its best day was Aug 16 at 4.44%.
The biggest swings came from COVID (Diagnostics, Treatments, Vaccines), with an average change of 17.01% over 9 strong days. It peaked at 22.55% on Aug 7.
Battery posted an average change of 10.63%, with a best day of 17.08% on Aug 12. The month’s recurrent count stood at 93.
93 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 10d | +2.6% | 2024-08-16 (+4.4%) | DB HiTek, SK hynix, Samsung Electronics |
| COVID (Diagnostics, Treatments, Vaccines) | 9d | +17.0% | 2024-08-07 (+22.6%) | Cellid, Sugentech, Shinpoong Pharmaceutical |
| Semiconductor Equipment | 8d | +7.2% | 2024-08-14 (+11.9%) | Green Resource, GigaVis, SUNGDO Engineering & Construction |
| EV Fire Prevention (Thermal Runaway) | 8d | +6.6% | 2024-08-13 (+13.1%) | YM Tech, Carry, Inics |
| HBM (High Bandwidth Memory) | 7d | +5.3% | 2024-08-16 (+7.5%) | Mirai Semiconductors, Imt, MKElectron |
| Semiconductor Materials & Components | 7d | +5.3% | 2024-08-14 (+7.9%) | HLB innoVation, HVM, LTC |
| Battery | 6d | +10.6% | 2024-08-12 (+17.1%) | Kumyang, Naintech, Mintech |
| Power Equipment | 6d | +4.7% | 2024-08-09 (+6.2%) | LS Eco Energy, Dawon Cable, VitzroSys |
| Defense & War | 5d | +8.1% | 2024-08-06 (+12.6%) | Daesung Hi-Tech, Samyung ENC, Speco |
| Battery (Solid-State) | 5d | +8.1% | 2024-08-20 (+13.0%) | Lemon, Isu Specialty Chemical, Hannong Chemicals |
| GLP-1 & Obesity Drugs | 5d | +7.3% | 2024-08-06 (+11.6%) | Dx & Vx, Daebonglsco, Raphas |
| AI & Robotics | 5d | +7.1% | 2024-08-01 (+9.7%) | Becu AI, Obzen, Openbase |
| ChatGPT & AI Chatbots | 5d | +5.8% | 2024-08-09 (+7.4%) | Model Solution, BRIDGETECCorp, Selvas AI |
| Cannabis | 5d | +3.0% | 2024-08-12 (+4.6%) | Icure Pharmaceutical Incorporation, Osung Advanced Materials, Wooree Bio |
| LPG (Liquefied Petroleum Gas) | 5d | +2.4% | 2024-08-02 (+3.2%) | Joong Ang Enervis, HeunguOil |
What to Watch Next Month
The open question is whether chip themes keep recurring: Semiconductor Equipment was strong on 8 days, and HBM (High Bandwidth Memory) on 7.
Three themes ended the month on a continuing streak: COVID (Diagnostics, Treatments, Vaccines), EV Fire Prevention (Thermal Runaway) and LPG (Liquefied Petroleum Gas).
Theme heatmap
| 08-01 | 08-02 | 08-05 | 08-06 | 08-07 | 08-08 | 08-09 | 08-12 | 08-13 | 08-14 | 08-16 | 08-19 | 08-20 | 08-21 | 08-22 | 08-23 | 08-26 | 08-27 | 08-28 | 08-29 | 08-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +2.9 | +3.2 | +3.2 | +2.9 | +1.8 | +2.0 | +4.4 | +1.9 | +2.1 | +1.4 | |||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +13.8 | +14.3 | +22.6 | +22.1 | +13.8 | +13.3 | +14.4 | +20.0 | +18.8 | ||||||||||||
| Semiconductor Equipment | +4.4 | +8.3 | +7.5 | +5.9 | +11.9 | +9.0 | +5.8 | +5.1 | |||||||||||||
| EV Fire Prevention (Thermal Runaway) | +13.1 | +7.7 | +3.3 | +10.3 | +7.1 | +2.7 | +2.9 | +5.4 | |||||||||||||
| HBM (High Bandwidth Memory) | +7.4 | +5.6 | +2.1 | +7.5 | +5.2 | +5.0 | +4.7 | ||||||||||||||
| Semiconductor Materials & Components | +5.7 | +5.8 | +5.1 | +7.9 | +5.0 | +3.1 | +4.7 | ||||||||||||||
| Battery | +12.3 | +9.5 | +17.1 | +6.2 | +7.9 | +10.8 | |||||||||||||||
| Power Equipment | +4.8 | +4.9 | +6.2 | +3.7 | +5.4 | +3.4 | |||||||||||||||
| Defense & War | +7.7 | +11.5 | +12.6 | +5.5 | +3.4 | ||||||||||||||||
| Battery (Solid-State) | +12.9 | +4.8 | +3.5 | +13.0 | +6.3 | ||||||||||||||||
| GLP-1 & Obesity Drugs | +11.6 | +7.8 | +5.9 | +5.4 | +6.1 | ||||||||||||||||
| AI & Robotics | +9.7 | +6.9 | +8.7 | +5.6 | +4.4 | ||||||||||||||||
| ChatGPT & AI Chatbots | +7.1 | +7.4 | +3.4 | +6.7 | +4.4 | ||||||||||||||||
| Cannabis | +2.1 | +3.6 | +4.6 | +1.2 | +3.3 | ||||||||||||||||
| LPG (Liquefied Petroleum Gas) | +3.2 | +2.3 | +2.3 | +3.0 | +1.3 |