Dec 2024 Theme Wrap — The Monthly Theme Map
20 trading days · 104 recurring themes · top 15 themes — most persistent is Quantum Cryptography at 11 days (monthly avg. +9.5%). Best single day this month: Dec 4, +29.9%.
Average change over the period
December’s Korean theme market was led by Quantum Cryptography, strong on 11 days with an average change of 9.54%. Semiconductor Equipment matched that 11-day run.
The sharpest single move came from Political Ties (Lee Jae-myung), which posted a best change of 29.94% on Dec 4. Its average change of 16.58% topped every theme in the data.
Chip names stayed busy: Semiconductor Materials & Components was strong on 10 days. Battery posted an average change of 10.75%, with its best day of 15.93% on Dec 11.
104 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Quantum Cryptography | 11d | +9.5% | 2024-12-11 (+20.8%) | Ictk, Axgate, Korea Computer & Systems |
| Semiconductor Equipment | 11d | +7.5% | 2024-12-05 (+11.1%) | The Codi, Laserssel, SUNGDO Engineering & Construction |
| Semiconductor Materials & Components | 10d | +5.3% | 2024-12-11 (+7.6%) | Duksan Techopia, Micro2nano, Ycchem |
| Political Ties (Lee Jae-myung) | 8d | +16.6% | 2024-12-04 (+29.9%) | CS, DongshinEngineering&Construction, Orientbio |
| Semiconductor Majors (Fabrication) | 8d | +2.3% | 2024-12-03 (+6.2%) | DB HiTek, SK hynix, Samsung Electronics |
| Battery | 7d | +10.8% | 2024-12-11 (+15.9%) | Korea Zinc, Sama Aluminium, S Connect |
| Shipbuilding | 7d | +5.3% | 2024-12-11 (+7.6%) | HD Hyundai Heavy Industries, HJ Shipbuilding & Construction |
| Beauty & Cosmetics | 6d | +10.0% | 2024-12-03 (+16.8%) | Leaders Cosmetics, VT, BL Pharmtech |
| EV | 6d | +7.7% | 2024-12-10 (+12.3%) | Rothwell International, Enchem, Kostecsys |
| AI & Robotics | 6d | +6.2% | 2024-12-10 (+10.3%) | LaonPeople, Maum.ai, Smec |
| HBM (High Bandwidth Memory) | 6d | +6.0% | 2024-12-23 (+9.6%) | Laserssel, Imt, Systems Technology |
| Media & Content | 5d | +8.0% | 2024-12-10 (+16.7%) | M eighty-three, Seoul Broadcasting System, Artist Studio |
| Robotics (Industrial & Collaborative) | 5d | +7.5% | 2024-12-30 (+11.9%) | DaedongGear, Samhyun, RS Automation |
| Drones | 5d | +6.4% | 2024-12-16 (+9.1%) | Dt&C, S Connect, Alux |
| Shipbuilding Equipment | 5d | +3.7% | 2024-12-19 (+5.2%) | Dongsung Finetec, Medicox, Oriental Precision & Engineering |
What to Watch Next Month
The data shows a recurrent count of 104, so returning themes are the pattern to track. Robotics (Industrial & Collaborative) had its best day on Dec 30, at 11.94%.
HBM (High Bandwidth Memory) also peaked late in the month, with a best change of 9.63% on Dec 23. The open question is whether themes that peaked late keep their momentum.
Theme heatmap
| 12-02 | 12-03 | 12-04 | 12-05 | 12-06 | 12-09 | 12-10 | 12-11 | 12-12 | 12-13 | 12-16 | 12-17 | 12-18 | 12-19 | 12-20 | 12-23 | 12-24 | 12-26 | 12-27 | 12-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quantum Cryptography | +3.2 | +7.7 | +20.8 | +9.8 | +7.2 | +2.4 | +6.8 | +13.6 | +4.8 | +18.4 | +10.3 | |||||||||
| Semiconductor Equipment | +9.9 | +11.1 | +10.9 | +6.1 | +5.1 | +5.7 | +7.2 | +5.2 | +10.5 | +4.1 | +6.4 | |||||||||
| Semiconductor Materials & Components | +4.2 | +6.5 | +7.6 | +7.1 | +4.6 | +4.5 | +3.9 | +4.6 | +6.1 | +4.2 | ||||||||||
| Political Ties (Lee Jae-myung) | +29.9 | +15.1 | +21.2 | +29.9 | +10.7 | +11.7 | +6.0 | +8.1 | ||||||||||||
| Semiconductor Majors (Fabrication) | +6.2 | +2.1 | +2.5 | +3.0 | +1.3 | +0.9 | +1.4 | +1.4 | ||||||||||||
| Battery | +9.5 | +10.1 | +13.9 | +15.9 | +9.9 | +7.8 | +8.1 | |||||||||||||
| Shipbuilding | +7.6 | +3.3 | +6.4 | +3.3 | +4.7 | +7.1 | +4.4 | |||||||||||||
| Beauty & Cosmetics | +16.8 | +15.5 | +10.0 | +8.1 | +4.8 | +4.6 | ||||||||||||||
| EV | +5.0 | +9.2 | +12.3 | +9.3 | +5.5 | +5.1 | ||||||||||||||
| AI & Robotics | +3.4 | +10.3 | +3.5 | +6.4 | +7.4 | +6.3 | ||||||||||||||
| HBM (High Bandwidth Memory) | +5.3 | +9.4 | +3.9 | +4.4 | +3.5 | +9.6 | ||||||||||||||
| Media & Content | +16.7 | +6.8 | +6.8 | +6.4 | +3.1 | |||||||||||||||
| Robotics (Industrial & Collaborative) | +5.5 | +1.9 | +8.3 | +9.9 | +11.9 | |||||||||||||||
| Drones | +6.5 | +8.1 | +9.1 | +5.3 | +3.1 | |||||||||||||||
| Shipbuilding Equipment | +1.7 | +3.8 | +5.2 | +4.4 | +3.6 |