Aug 2022 Theme Wrap — The Monthly Theme Map
22 trading days · 83 recurring themes · top 15 themes — most persistent is Nuclear at 9 days (monthly avg. +4.8%). Best single day this month: Aug 11, +18.9%.
Average change over the period
In August 2022, Nuclear was the most persistent theme, strong on 9 days with an average change of 4.78%. Its best day was Aug 18, with a 7.0% move.
Wind posted the month’s largest single-day move, 18.93% on Aug 11. Solar had the highest average change of any theme at 9.38%.
Battery themes stayed active. Battery had an average change of 7.87%, and Battery Recycling (Related) peaked at 16.22% on Aug 10. Sebitchem was a leader in both themes.
83 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Nuclear | 9d | +4.8% | 2022-08-18 (+7.0%) | SNTEnergy, Doosan Enerbility, Bosung Power Technology |
| Solar | 7d | +9.4% | 2022-08-10 (+17.1%) | Agent AI, S-Energy, G2Power |
| Hydrogen (Fuel Cells, Vehicles) | 6d | +7.0% | 2022-08-11 (+12.4%) | Kumyang, Dit, Vina Tech |
| Wind | 6d | +6.4% | 2022-08-11 (+18.9%) | Dae Myoung Energy, SeAH Steel, Sejin Heavy Industries |
| Battery / EV | 5d | +5.7% | 2022-08-05 (+7.9%) | Sang-a Frontec, Ecopro, CammSys |
| Travel | 5d | +4.0% | 2022-08-24 (+5.4%) | SM Culture & Contents, RedcapTour, Very Good Tour |
| Battery | 4d | +7.9% | 2022-08-30 (+11.3%) | Daebo Magnetic, Sebitchem, SungEel HiTech |
| Battery Recycling (Related) | 4d | +7.0% | 2022-08-10 (+16.2%) | Sebitchem, Egtronics |
| Shipbuilding Equipment | 4d | +6.2% | 2022-08-23 (+8.7%) | Oriental Precision & Engineering, Il Seung, KSP |
| Rare Earths & Rare Metals | 4d | +5.6% | 2022-08-01 (+7.3%) | Union Materials |
| Construction Majors / Construction (Small & Mid Cap) | 4d | +3.6% | 2022-08-05 (+4.8%) | Bumyang Construction, Sambu Construction, Samho Development |
| Airlines & Low-Cost Carriers | 4d | +3.1% | 2022-08-04 (+4.7%) | Asiana Airlines, Jin Air |
| Natural Gas Utilities | 4d | +2.7% | 2022-08-17 (+4.6%) | Daesung Energy, Gse |
| Shipbuilding | 4d | +2.1% | 2022-08-01 (+5.2%) | HD Hyundai Heavy Industries, HJ Shipbuilding & Construction, Samsung Heavy Industries |
| Defense & War | 3d | +7.0% | 2022-08-24 (+9.8%) | Egtronics, Firstec, Hyundai-Rotem |
What to Watch Next Month
Hydrogen (Fuel Cells, Vehicles), Battery / EV, Travel and Airlines & Low-Cost Carriers were all marked as continuing streaks at the end of the month.
Battery’s best day came late in the month, 11.32% on Aug 30. The data also counts 83 recurrent themes for August.
Theme heatmap
| 08-01 | 08-02 | 08-03 | 08-04 | 08-05 | 08-08 | 08-09 | 08-10 | 08-11 | 08-12 | 08-16 | 08-17 | 08-18 | 08-19 | 08-22 | 08-23 | 08-24 | 08-25 | 08-26 | 08-29 | 08-30 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuclear | +4.5 | +5.3 | +5.2 | +3.0 | +2.3 | +7.0 | +4.8 | +4.7 | +6.3 | |||||||||||||
| Solar | +6.4 | +8.5 | +17.1 | +11.6 | +11.4 | +4.2 | +6.4 | |||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +4.2 | +4.3 | +12.4 | +5.6 | +9.7 | +6.0 | ||||||||||||||||
| Wind | +4.8 | +5.1 | +2.8 | +18.9 | +5.1 | +2.0 | ||||||||||||||||
| Battery / EV | +4.7 | +7.9 | +4.3 | +5.8 | +5.5 | |||||||||||||||||
| Travel | +3.0 | +5.4 | +2.7 | +4.3 | +4.6 | |||||||||||||||||
| Battery | +5.9 | +5.6 | +8.7 | +11.3 | ||||||||||||||||||
| Battery Recycling (Related) | +2.5 | +16.2 | +2.8 | +6.3 | ||||||||||||||||||
| Shipbuilding Equipment | +8.1 | +5.5 | +8.7 | +2.5 | ||||||||||||||||||
| Rare Earths & Rare Metals | +7.3 | +5.9 | +3.3 | +6.0 | ||||||||||||||||||
| Construction Majors / Construction (Small & Mid Cap) | +4.8 | +3.6 | +2.0 | +3.9 | ||||||||||||||||||
| Airlines & Low-Cost Carriers | +4.7 | +2.8 | +3.6 | +1.4 | ||||||||||||||||||
| Natural Gas Utilities | +4.6 | +1.1 | +4.0 | +1.0 | ||||||||||||||||||
| Shipbuilding | +5.3 | +0.6 | +2.9 | -0.3 | ||||||||||||||||||
| Defense & War | +5.7 | +9.8 | +5.3 |