Aug 2021 Theme Wrap — The Monthly Theme Map
21 trading days · 76 recurring themes · top 15 themes — most persistent is Semiconductors at 8 days (monthly avg. +5.8%). Best single day this month: Aug 9, +18.9%.
Average change over the period
Semiconductors was the most persistent theme of August 2021, with 8 strong days. It had an average change of 5.83%, and its best day was Aug 25 at 8.01%.
Metaverse & VR had the highest average change at 15.17%, ahead of Political Ties (Hong Joon-pyo) at 14.66%. Battery / EV averaged 12.24%, with an 18.85% jump on Aug 9.
Battery names also showed up under EV / Battery, which hit 14.34% on Aug 19 with L&F among its leaders. The month’s data shows a recurrent count of 76.
76 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductors | 8d | +5.8% | 2021-08-25 (+8.0%) | 3S Korea, S&S Tech, Jhcos |
| Battery / EV | 4d | +12.2% | 2021-08-09 (+18.9%) | STraffic, Ecopro, K-ensol |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +8.6% | 2021-08-27 (+10.5%) | SY Dong-a, Dit, Pyung Hwa Industrial |
| Foldable Phones / Flexible Displays / Galaxy Supply Chain | 3d | +8.1% | 2021-08-23 (+10.8%) | Daeduck Electronics, Se Gyung Hi Tech, Ndfos |
| EV / Battery | 3d | +7.5% | 2021-08-19 (+14.3%) | iA, L&F, Younghwa Tech |
| Digital Health & Telehealth | 3d | +7.3% | 2021-08-11 (+10.6%) | Softcen, ezCaretech, Insung Information |
| Steel Majors / Steel (Small & Mid Cap) | 3d | +6.9% | 2021-08-30 (+8.8%) | Samhyun Steel, WonilSpecialSteel, Hanil Iron & Steel |
| COVID (Sputnik V) | 3d | +5.9% | 2021-08-20 (+10.4%) | The Lamy, ISU Abxis, E-tron |
| Games / Mobile Games | 3d | +1.9% | 2021-08-25 (+4.1%) | NC, Dragonfly GF, Wemade |
| Metaverse & VR | 2d | +15.2% | 2021-08-04 (+17.8%) | Opticis, Finetek |
| Political Ties (Hong Joon-pyo) | 2d | +14.7% | 2021-08-23 (+17.6%) | SamIl, Humax Holdings |
| Carbon Emission Credits | 2d | +9.1% | 2021-08-25 (+9.8%) | Unid, TKG Huchems |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +8.2% | 2021-08-11 (+9.9%) | Aligned Genetics, Genematrix |
| Sejong City Capital Relocation | 2d | +7.6% | 2021-08-23 (+9.8%) | Yura Tech |
| OLED Displays | 2d | +7.1% | 2021-08-09 (+9.9%) | Duk San Neolux, YoungWoo DSP |
What to Watch Next Month
Hydrogen (Fuel Cells, Vehicles) was tagged as a consecutive run, and its best day was Aug 27 at 10.47%. Carbon Emission Credits and Metaverse & VR carried the same tag.
Late in the month, Steel Majors / Steel (Small & Mid Cap) had its best day on Aug 30 at 8.83%. The next set of data will show whether these themes come back in September.
Theme heatmap
| 08-02 | 08-03 | 08-04 | 08-05 | 08-06 | 08-09 | 08-10 | 08-11 | 08-12 | 08-13 | 08-17 | 08-18 | 08-19 | 08-20 | 08-23 | 08-24 | 08-25 | 08-26 | 08-27 | 08-30 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductors | +6.3 | +3.9 | +5.3 | +5.2 | +5.5 | +8.0 | +5.1 | +7.2 | |||||||||||||
| Battery / EV | +18.8 | +13.1 | +7.8 | +9.2 | |||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +7.3 | +8.2 | +10.5 | ||||||||||||||||||
| Foldable Phones / Flexible Displays / Galaxy Supply Chain | +5.3 | +10.7 | +8.1 | ||||||||||||||||||
| EV / Battery | +3.2 | +4.9 | +14.3 | ||||||||||||||||||
| Digital Health & Telehealth | +10.6 | +3.7 | +7.7 | ||||||||||||||||||
| Steel Majors / Steel (Small & Mid Cap) | +5.9 | +6.1 | +8.8 | ||||||||||||||||||
| COVID (Sputnik V) | +2.8 | +4.6 | +10.4 | ||||||||||||||||||
| Games / Mobile Games | -0.7 | +2.3 | +4.1 | ||||||||||||||||||
| Metaverse & VR | +17.8 | +12.6 | |||||||||||||||||||
| Political Ties (Hong Joon-pyo) | +17.6 | +11.7 | |||||||||||||||||||
| Carbon Emission Credits | +8.3 | +9.8 | |||||||||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +6.5 | +9.9 | |||||||||||||||||||
| Sejong City Capital Relocation | +9.8 | +5.5 | |||||||||||||||||||
| OLED Displays | +9.9 | +4.4 |