Sep 2024 Theme Wrap — The Monthly Theme Map
18 trading days · 88 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 9 days (monthly avg. +8.5%). Best single day this month: Sep 3, +19.1%.
Average change over the period
September 2024 was led by Beauty & Cosmetics and EV, each strong on 9 days. Beauty & Cosmetics posted an average change of 8.46%, peaking at 15.7% on Sep 9.
Battery logged 8 strong days with an average change of 8.83%, best on Sep 23 at 13.01%. Autonomous Driving also had 8 days, averaging 5.76%.
The biggest single-day move came from STO (Security Token Offering), up 19.15% on Sep 3. Cybersecurity followed with 17.99% on Sep 5.
88 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 9d | +8.5% | 2024-09-09 (+15.7%) | DYD, Beautyskin, Coloray International Investment |
| EV | 9d | +5.8% | 2024-09-02 (+8.1%) | SKC, KyungchangIndustrial, Samkee |
| Battery | 8d | +8.8% | 2024-09-23 (+13.0%) | Lotte Energy Materials, Onejoon, Jeil M&S |
| Autonomous Driving | 8d | +5.8% | 2024-09-12 (+9.4%) | MDS Tech, Sekonix, Suresofttech |
| Semiconductor Equipment | 6d | +8.4% | 2024-09-26 (+12.3%) | Gigalane, Neosem, YC |
| Defense & War | 6d | +7.3% | 2024-09-10 (+9.7%) | Speco, Ace Technologies, Woori Technology, Incorporation |
| Shipping | 6d | +3.9% | 2024-09-23 (+8.3%) | STX Green Logis, Pan Ocean |
| STO (Security Token Offering) | 5d | +8.9% | 2024-09-03 (+19.1%) | Galaxia SM, Bankware Global, K Auction |
| Solar | 5d | +7.8% | 2024-09-11 (+14.4%) | KC Cottrell, SK eternix, Kumyang Green Power |
| Wind | 5d | +7.5% | 2024-09-11 (+13.0%) | Kumyang Green Power, Dae Myoung Energy, Seoam Machinery Industry |
| Semiconductor Materials & Components | 5d | +7.1% | 2024-09-26 (+13.0%) | Micro2nano, HVM, OKins Electronics |
| HBM (High Bandwidth Memory) | 5d | +6.2% | 2024-09-12 (+12.1%) | Mirai Semiconductors, Imt, Auros Technology |
| Power Equipment | 5d | +6.0% | 2024-09-12 (+10.2%) | HD Hyundai Electric, Bosung Power Technology, Aroot |
| Cybersecurity | 4d | +8.6% | 2024-09-05 (+18.0%) | Sands Lab, Softcamp, ESTsoft |
| Pharma | 4d | +8.1% | 2024-09-20 (+11.3%) | JW Shinyak, Dae Hwa Pharm, Myungmoon Pharm |
What to Watch Next Month
Chip themes bunched late in the month. Semiconductor Equipment and Semiconductor Materials & Components both peaked on Sep 26, at 12.26% and 13.01%.
Solar and Wind shared a best day of Sep 11, and Kumyang Green Power was among the leaders of both. Next to watch is whether these recurring themes come back in October.
Theme heatmap
| 09-02 | 09-03 | 09-04 | 09-05 | 09-06 | 09-09 | 09-10 | 09-11 | 09-12 | 09-13 | 09-19 | 09-20 | 09-23 | 09-24 | 09-25 | 09-26 | 09-27 | 09-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +8.9 | +6.7 | +15.7 | +6.4 | +8.5 | +7.1 | +6.3 | +6.9 | +9.6 | |||||||||
| EV | +8.1 | +4.5 | +7.4 | +7.3 | +4.1 | +5.5 | +7.7 | +4.4 | +3.0 | |||||||||
| Battery | +9.2 | +6.5 | +7.3 | +7.2 | +13.0 | +10.8 | +10.7 | +6.1 | ||||||||||
| Autonomous Driving | +3.3 | +6.2 | +4.7 | +2.7 | +9.4 | +7.9 | +8.0 | +3.6 | ||||||||||
| Semiconductor Equipment | +7.3 | +11.4 | +4.2 | +8.7 | +6.6 | +12.3 | ||||||||||||
| Defense & War | +9.7 | +6.7 | +7.7 | +7.9 | +3.7 | +8.2 | ||||||||||||
| Shipping | +2.3 | +4.2 | +8.3 | +2.8 | +2.9 | +3.1 | ||||||||||||
| STO (Security Token Offering) | +5.9 | +19.1 | +7.0 | +4.2 | +8.2 | |||||||||||||
| Solar | +14.4 | +7.1 | +4.4 | +3.1 | +9.7 | |||||||||||||
| Wind | +13.0 | +6.7 | +4.8 | +6.0 | +7.1 | |||||||||||||
| Semiconductor Materials & Components | +4.8 | +8.4 | +6.2 | +3.2 | +13.0 | |||||||||||||
| HBM (High Bandwidth Memory) | +3.4 | +12.1 | +2.3 | +3.4 | +10.0 | |||||||||||||
| Power Equipment | +5.5 | +10.2 | +6.4 | +2.8 | +5.2 | |||||||||||||
| Cybersecurity | +18.0 | +4.8 | +6.2 | +5.3 | ||||||||||||||
| Pharma | +6.3 | +7.7 | +11.3 | +6.9 |