Aug 2017 Theme Wrap — The Monthly Theme Map
22 trading days · 22 recurring themes · top 15 themes — most persistent is Defense & War at 3 days (monthly avg. +9.0%). Best single day this month: Aug 22, +26.4%.
Average change over the period
Among themes that were strong on more than one day, Crypto & Bitcoin had the highest average change, at 14.06%. Its best session came on Aug 22, with a move of 26.38%.
Defense & War and Dementia each stayed strong for 3 days, the longest runs of the month. The former peaked at 17.86% on Aug 9, and the latter hit 15.32% on Aug 10.
The biggest single-day theme move was Four Major Rivers Restoration, up 19.1% on Aug 7 and led by NatureandEnvironment. Camera Modules & Parts was new and rose 10.77% on Aug 24.
22 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Defense & War | 3d | +9.0% | 2017-08-09 (+17.9%) | Victek, HanilForgingIndustrial |
| Dementia | 3d | +8.4% | 2017-08-10 (+15.3%) | HLB Pharmaceutical, Myungmoon Pharm, Yuyu Pharma |
| Crypto & Bitcoin | 2d | +14.1% | 2017-08-22 (+26.4%) | E-tron, CNT85 |
| Oil Refining | 2d | +2.0% | 2017-08-21 (+2.4%) | S-Oil, SK Innovation |
| Four Major Rivers Restoration | 1d | +19.1% | 2017-08-07 (+19.1%) | NatureandEnvironment |
| Camera Modules & Parts | 1d | +10.8% | 2017-08-24 (+10.8%) | Dongwoon Anatech |
| Home Shopping | 1d | +8.4% | 2017-08-04 (+8.4%) | CJ ENM |
| Battery | 1d | +7.0% | 2017-08-16 (+7.0%) | TN entertainment |
| Battery / EV | 1d | +6.6% | 2017-08-24 (+6.6%) | TN entertainment |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +6.3% | 2017-08-18 (+6.3%) | Inzi Controls |
| Political Ties (Ahn Cheol-soo) | 1d | +6.3% | 2017-08-02 (+6.3%) | Sunny Electronics |
| Dental Care & Implants | 1d | +6.2% | 2017-08-17 (+6.2%) | Osstemimplant |
| Dental Care & Implants | 1d | +6.2% | 2017-08-10 (+6.2%) | Metabiomed |
| Property & Casualty Insurance | 1d | +5.7% | 2017-08-01 (+5.7%) | Hyundaimarine&fireinsurance |
| Seafood & Fishing | 1d | +5.3% | 2017-08-16 (+5.3%) | Sajodaerim |
What to Watch Next Month
Two themes appeared for the first time: Camera Modules & Parts and Hydrogen (Fuel Cells, Vehicles), which rose 6.32% on Aug 18. It remains to be seen whether either one comes back.
Oil Refining was strong on 2 days but had a modest average change of 1.96%. TN entertainment led both Battery and Battery / EV, on separate sessions.
Theme heatmap
| 08-01 | 08-02 | 08-03 | 08-04 | 08-07 | 08-08 | 08-09 | 08-10 | 08-11 | 08-14 | 08-16 | 08-17 | 08-18 | 08-21 | 08-22 | 08-23 | 08-24 | 08-25 | 08-28 | 08-29 | 08-30 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Defense & War | +5.0 | +17.9 | +4.0 | |||||||||||||||||||
| Dementia | +6.2 | +15.3 | +3.7 | |||||||||||||||||||
| Crypto & Bitcoin | +1.7 | +26.4 | ||||||||||||||||||||
| Oil Refining | +1.6 | +2.3 | ||||||||||||||||||||
| Four Major Rivers Restoration | +19.1 | |||||||||||||||||||||
| Camera Modules & Parts | +10.8 | |||||||||||||||||||||
| Home Shopping | +8.4 | |||||||||||||||||||||
| Battery | +7.0 | |||||||||||||||||||||
| Battery / EV | +6.6 | |||||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +6.3 | |||||||||||||||||||||
| Political Ties (Ahn Cheol-soo) | +6.3 | |||||||||||||||||||||
| Dental Care & Implants | +6.2 | |||||||||||||||||||||
| Dental Care & Implants | +6.2 | |||||||||||||||||||||
| Property & Casualty Insurance | +5.7 | |||||||||||||||||||||
| Seafood & Fishing | +5.3 |