Dec 2023 Theme Wrap — The Monthly Theme Map
19 trading days · 83 recurring themes · top 15 themes — most persistent is Pharma at 10 days (monthly avg. +5.8%). Best single day this month: Dec 12, +38.2%.
Average change over the period
In December 2023, Pharma led the board with 10 strong days, peaking on Dec 5 with a 13.34% move. Leaders included Kukje Pharma and Hanall Biopharma.
The biggest single-day move belonged to Wind, up 38.17% on Dec 12 with CS Wind among its leaders. It also posted the top average change of 12.9% across 4 strong days.
Chip themes were everywhere: Semiconductor Equipment had 8 strong days. Semiconductor Majors (Fabrication) logged 7 but an average change of just 1.44%.
83 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Pharma | 10d | +5.8% | 2023-12-05 (+13.3%) | Kukje Pharma, Vivozon Pharmaceutical, Sinsin Pharmaceutical |
| Semiconductor Equipment | 8d | +8.0% | 2023-12-13 (+10.9%) | SFA Semicon, Neosem, Nepes Ark |
| Semiconductor Majors (Fabrication) | 7d | +1.4% | 2023-12-14 (+1.9%) | DB HiTek, SK hynix, Samsung Electronics |
| Battery | 6d | +8.8% | 2023-12-15 (+11.3%) | Ecopro Materials, Ecopro BM, Xavis |
| System Semiconductors | 6d | +7.7% | 2023-12-19 (+11.7%) | Gaonchips, Makus, ABOV Semiconductor |
| Political Ties (Han Dong-hoon) | 6d | +7.2% | 2023-12-26 (+10.6%) | Daesang Holdings, Dt&cro, Han Express |
| Semiconductor Materials & Components | 6d | +6.5% | 2023-12-12 (+9.2%) | HLB innoVation, Nepes, Ram Technology |
| On-Device AI | 6d | +4.9% | 2023-12-08 (+10.4%) | HPSP, Jeju Semiconductor, Qualitas Semiconductor |
| HBM (High Bandwidth Memory) | 6d | +3.2% | 2023-12-27 (+4.3%) | Auros Technology, Winpac, Genesem |
| Cancer Immunotherapy | 5d | +9.2% | 2023-12-19 (+11.4%) | Y-Biologics, Qurient, PharmAbcine |
| STO (Security-Type Token Issuance) | 5d | +7.8% | 2023-12-04 (+19.8%) | GalaxiaMoneytree, Galaxia SM, SeoulAuction |
| Wind | 4d | +12.9% | 2023-12-12 (+38.2%) | LS Materials, SeAH Steel Holdings, CS Wind |
| Shipping | 4d | +7.6% | 2023-12-04 (+12.2%) | HMM, STX Green Logis, Pan Ocean |
| Crypto & Bitcoin | 4d | +7.2% | 2023-12-04 (+16.7%) | Neowiz Holdings, Danal, Makus |
| EV | 4d | +6.7% | 2023-12-20 (+11.0%) | Kangwon Energy, Neooto, DY Deokyang |
What to Watch Next Month
Recurrence was the norm, with the data logging a recurrent count of 83 and most themes flagged recurred. Only Pharma and Cancer Immunotherapy carried the running label.
Late-month action came from Political Ties (Han Dong-hoon), best on Dec 26 at 10.63%, and HBM (High Bandwidth Memory), best on Dec 27 at 4.31%. Whether they persist into January is open.
Theme heatmap
| 12-01 | 12-04 | 12-05 | 12-06 | 12-07 | 12-08 | 12-11 | 12-12 | 12-13 | 12-14 | 12-15 | 12-18 | 12-19 | 12-20 | 12-21 | 12-22 | 12-26 | 12-27 | 12-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pharma | +4.1 | +4.3 | +13.3 | +5.7 | +9.2 | +3.4 | +3.6 | +5.0 | +3.8 | +5.5 | |||||||||
| Semiconductor Equipment | +7.6 | +8.0 | +10.8 | +10.9 | +5.7 | +9.3 | +5.3 | +6.5 | |||||||||||
| Semiconductor Majors (Fabrication) | +1.5 | +0.8 | +1.6 | +1.9 | +1.8 | +0.7 | +1.8 | ||||||||||||
| Battery | +10.9 | +6.4 | +7.5 | +11.3 | +9.3 | +7.2 | |||||||||||||
| System Semiconductors | +9.5 | +7.7 | +6.7 | +11.7 | +3.1 | +7.4 | |||||||||||||
| Political Ties (Han Dong-hoon) | +6.0 | +5.0 | +8.1 | +7.8 | +10.6 | +5.8 | |||||||||||||
| Semiconductor Materials & Components | +7.4 | +9.2 | +7.1 | +7.5 | +3.8 | +4.4 | |||||||||||||
| On-Device AI | +10.4 | +1.8 | +6.6 | +5.5 | +2.9 | +2.2 | |||||||||||||
| HBM (High Bandwidth Memory) | +1.7 | +4.0 | +4.0 | +2.3 | +2.7 | +4.3 | |||||||||||||
| Cancer Immunotherapy | +10.7 | +11.4 | +8.3 | +8.6 | +7.1 | ||||||||||||||
| STO (Security-Type Token Issuance) | +5.0 | +19.7 | +2.8 | +6.0 | +5.5 | ||||||||||||||
| Wind | +38.2 | +5.3 | +4.3 | +3.8 | |||||||||||||||
| Shipping | +3.1 | +12.2 | +7.9 | +7.1 | |||||||||||||||
| Crypto & Bitcoin | +16.7 | +5.5 | +2.9 | +3.6 | |||||||||||||||
| EV | +4.8 | +6.2 | +5.0 | +11.0 |