Aug 2019 Theme Wrap — The Monthly Theme Map
21 trading days · 26 recurring themes · top 15 themes — most persistent is Seafood & Fishing at 4 days (monthly avg. +12.7%). Best single day this month: Aug 30, +22.0%.
Average change over the period
August 2019 was led by Seafood & Fishing, strong on 4 days with an average change of 12.65%. Its best change of 17.18% came on Aug 6, led by CJ Seafood and Oyang.
The biggest single move came from Korea-Listed Chinese Companies, up 22.04% on Aug 30 behind Wing Yip Food Holdings Group. Beauty & Cosmetics followed with a best change of 19.62% on Aug 8.
Three themes were new this month: Japan Boycott Beneficiaries at 18.24% on Aug 5, Political Ties (Lee Nak-yon) at 12.97% on Aug 7, and Japan Export Curbs (Localization) at 9.1% on Aug 2.
26 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Seafood & Fishing | 4d | +12.7% | 2019-08-06 (+17.2%) | CJ Seafood, Oyang |
| Beauty & Cosmetics | 2d | +15.2% | 2019-08-08 (+19.6%) | Coreana Cosmetics |
| Autonomous Driving | 2d | +13.4% | 2019-08-09 (+19.7%) | THE MIDONG, Dasan DMC |
| Chicken (Poultry) | 2d | +6.0% | 2019-08-29 (+6.0%) | Cherrybro |
| Oil Refining | 2d | +4.2% | 2019-08-30 (+5.5%) | S-Oil, SK Innovation |
| Korea-Listed Chinese Companies | 1d | +22.0% | 2019-08-30 (+22.0%) | Wing Yip Food Holdings Group |
| Japan Boycott Beneficiaries | 1d | +18.2% | 2019-08-05 (+18.2%) | Shinsung Tongsang |
| Semiconductor Equipment, Materials & Components | 1d | +14.8% | 2019-08-07 (+14.8%) | Jusung Engineering |
| Pharma & Biotech | 1d | +14.6% | 2019-08-21 (+14.6%) | Cellumed |
| System Semiconductors | 1d | +14.2% | 2019-08-20 (+14.2%) | Advanced Digital Chips |
| Political Ties (Lee Nak-yon) | 1d | +13.0% | 2019-08-07 (+13.0%) | E-world |
| Drones | 1d | +10.9% | 2019-08-13 (+10.9%) | JCH Systems |
| Rare Earths & Rare Metals | 1d | +10.1% | 2019-08-09 (+10.1%) | Union |
| Baby & Birth Rate | 1d | +10.0% | 2019-08-07 (+10.0%) | Samick Musical Instruments |
| Japan Export Curbs (Localization) | 1d | +9.1% | 2019-08-02 (+9.1%) | Monami |
What to Watch Next Month
Autonomous Driving was the only theme marked as continuing. It posted a best change of 19.71% on Aug 9, led by THE MIDONG and Dasan DMC.
Late in the month, Chicken (Poultry) and Oil Refining were each strong on 2 days. Their best changes were 6.04% on Aug 29 and 5.5% on Aug 30.
Theme heatmap
| 08-01 | 08-02 | 08-05 | 08-06 | 08-07 | 08-08 | 08-09 | 08-12 | 08-13 | 08-14 | 08-16 | 08-19 | 08-20 | 08-21 | 08-22 | 08-23 | 08-26 | 08-27 | 08-28 | 08-29 | 08-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Seafood & Fishing | +17.2 | +15.3 | +10.9 | +7.2 | |||||||||||||||||
| Beauty & Cosmetics | +19.6 | +10.8 | |||||||||||||||||||
| Autonomous Driving | +19.7 | +7.1 | |||||||||||||||||||
| Chicken (Poultry) | +5.9 | +6.0 | |||||||||||||||||||
| Oil Refining | +3.0 | +5.5 | |||||||||||||||||||
| Korea-Listed Chinese Companies | +22.0 | ||||||||||||||||||||
| Japan Boycott Beneficiaries | +18.2 | ||||||||||||||||||||
| Semiconductor Equipment, Materials & Components | +14.8 | ||||||||||||||||||||
| Pharma & Biotech | +14.6 | ||||||||||||||||||||
| System Semiconductors | +14.2 | ||||||||||||||||||||
| Political Ties (Lee Nak-yon) | +13.0 | ||||||||||||||||||||
| Drones | +11.0 | ||||||||||||||||||||
| Rare Earths & Rare Metals | +10.1 | ||||||||||||||||||||
| Baby & Birth Rate | +10.0 | ||||||||||||||||||||
| Japan Export Curbs (Localization) | +9.1 |