Sep 2022 Theme Wrap — The Monthly Theme Map
20 trading days · 72 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 6 days (monthly avg. +6.4%). Best single day this month: Sep 22, +15.0%.
Average change over the period
September 2022 was led by Beauty & Cosmetics, strong on 6 days with a best change of 8.7% on Sep 19. Solar and Fashion & Clothing each followed with 5 strong days.
The sharpest single-day move came from Animal Feed, up 14.98% on Sep 22, led by Daejoo and KC Feed. Battery posted the highest average change, 7.09%, over 3 strong days.
Steel (Small & Mid Cap) hit a best change of 9.2% on Sep 23, with an average change of 6.87%. Defense & War peaked late, rising 7.36% on Sep 29.
72 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 6d | +6.4% | 2022-09-19 (+8.7%) | YG PLUS, Globon, Cosnine |
| Solar | 5d | +6.2% | 2022-09-13 (+8.0%) | HD Hyundai Energy Solutions, Soosan Industries, SY |
| Fashion & Clothing | 5d | +4.0% | 2022-09-20 (+5.2%) | BYC, F&F, In the F |
| Steel (Small & Mid Cap) | 4d | +6.9% | 2022-09-23 (+9.2%) | Keum Kang Steel, Dae Dong Steel, Dongkuk Industries Company |
| Animal Feed | 4d | +6.6% | 2022-09-22 (+15.0%) | Daejoo, KC Feed |
| EV | 4d | +5.9% | 2022-09-20 (+7.6%) | Nara Mold And Die, Amogreentech, Enchem |
| 5G | 4d | +4.9% | 2022-09-02 (+7.8%) | RFHIC, Gigalane, nTels |
| Defense & War | 4d | +4.8% | 2022-09-29 (+7.4%) | YTN, Kanglim, HanilForgingIndustrial |
| Metals (Non-Ferrous) | 4d | +4.3% | 2022-09-20 (+6.4%) | Daechang, PJ Metal, Hwang Kum Steel & Technology |
| Wind | 4d | +4.2% | 2022-09-22 (+5.9%) | Seoam Machinery Industry, CS Bearing, Woorim Power Train Solution |
| Games | 4d | +3.6% | 2022-09-13 (+5.1%) | Nexus, Neptune Company, Barunson Entertainment & Arts |
| Travel | 4d | +3.1% | 2022-09-13 (+4.0%) | SM Culture & Contents, Very Good Tour, Hanatour Service |
| Natural Gas Utilities | 4d | +2.3% | 2022-09-30 (+3.9%) | Daesung Energy, Gse |
| Shipbuilding | 4d | +0.9% | 2022-09-21 (+3.0%) | HJ Shipbuilding & Construction, Samsung Heavy Industries, Hyundai Industrial |
| Battery | 3d | +7.1% | 2022-09-08 (+9.8%) | A.f.w, Enchem, Enplus |
What to Watch Next Month
Animal Feed and Travel were the only themes on consecutive runs, while the rest were recurrences. Natural Gas Utilities closed the month with its best day on Sep 30, a 3.92% move.
EV and Battery shared Enchem as a leader, while KolonGlobal led both Solar and Wind. These overlaps show how closely those themes moved in September.
Theme heatmap
| 09-01 | 09-02 | 09-05 | 09-06 | 09-07 | 09-08 | 09-13 | 09-14 | 09-15 | 09-16 | 09-19 | 09-20 | 09-21 | 09-22 | 09-23 | 09-26 | 09-27 | 09-28 | 09-29 | 09-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +4.5 | +4.2 | +8.7 | +4.7 | +8.7 | +7.7 | ||||||||||||||
| Solar | +6.6 | +3.8 | +8.0 | +6.8 | +5.7 | |||||||||||||||
| Fashion & Clothing | +3.5 | +4.0 | +3.3 | +5.2 | +3.8 | |||||||||||||||
| Steel (Small & Mid Cap) | +6.3 | +5.3 | +6.6 | +9.2 | ||||||||||||||||
| Animal Feed | +5.3 | +2.4 | +3.8 | +15.0 | ||||||||||||||||
| EV | +5.7 | +7.0 | +7.6 | +3.2 | ||||||||||||||||
| 5G | +7.8 | +4.0 | +6.5 | +1.3 | ||||||||||||||||
| Defense & War | +3.0 | +5.9 | +2.9 | +7.4 | ||||||||||||||||
| Metals (Non-Ferrous) | +3.1 | +5.3 | +6.4 | +2.6 | ||||||||||||||||
| Wind | +4.2 | +2.1 | +4.5 | +5.9 | ||||||||||||||||
| Games | +2.0 | +5.1 | +3.8 | +3.3 | ||||||||||||||||
| Travel | +3.3 | +4.0 | +2.9 | +2.2 | ||||||||||||||||
| Natural Gas Utilities | +1.0 | +2.2 | +2.0 | +3.9 | ||||||||||||||||
| Shipbuilding | +1.5 | +3.0 | +0.2 | -1.0 | ||||||||||||||||
| Battery | +9.8 | +8.0 | +3.5 |