May 2024 Theme Wrap — The Monthly Theme Map
20 trading days · 92 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 11 days (monthly avg. +11.6%). Best single day this month: May 7, +16.7%.
Average change over the period
May 2024 was led by Beauty & Cosmetics, strong on 11 days with an average change of 11.61%. Its best session came on May 21 at 14.72%.
Power Equipment logged the month’s top single-day change of 16.67% on May 7. Nuclear followed with 15.62% on May 27 across 9 strong days.
Chip names stayed active, with Semiconductor Equipment strong on 9 days at an average change of 6.66%. Semiconductor Materials & Components followed with 8 days.
92 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 11d | +11.6% | 2024-05-21 (+14.7%) | Metalabs, Beautyskin, Bbia |
| Nuclear | 9d | +7.7% | 2024-05-27 (+15.6%) | SNTEnergy, Kumyang Green Power, Taihan Cable & Solution |
| Semiconductor Equipment | 9d | +6.7% | 2024-05-16 (+9.2%) | Dit, LEENO Industrial, YC |
| Food | 9d | +5.3% | 2024-05-17 (+12.8%) | Milae Bioresources, Boratr, Samyang Foods |
| Semiconductor Materials & Components | 8d | +5.1% | 2024-05-07 (+8.4%) | 3S Korea, Duksanhimetal, Mi |
| Power Equipment | 7d | +8.3% | 2024-05-07 (+16.7%) | LS Eco Energy, Gaon Cable, Taihan Cable & Solution |
| Electric Cables | 7d | +7.9% | 2024-05-07 (+11.8%) | KBI Metal, LS Eco Energy, Gaon Cable |
| Solar | 7d | +7.1% | 2024-05-22 (+12.2%) | HD Hyundai Energy Solutions, KC Cottrell, SK eternix |
| Wind | 5d | +5.4% | 2024-05-23 (+9.6%) | LS, LS Eco Energy, SK eternix |
| HBM (High Bandwidth Memory) | 5d | +4.7% | 2024-05-16 (+6.4%) | Di, Dit, Laserssel |
| Seafood & Fishing | 5d | +4.5% | 2024-05-16 (+6.4%) | CJ Seafood, Sajo Sea Food, Hansung Enterprise |
| Shipping | 5d | +4.3% | 2024-05-31 (+8.8%) | HMM, STX Green Logis, Korea Line |
| System Semiconductors | 5d | +4.3% | 2024-05-27 (+5.6%) | Di, Sigetronics, Asicland |
| AI & Robotics | 5d | +4.0% | 2024-05-02 (+4.9%) | Everybot, YoungWoo DSP, Obzen |
| Property & Casualty Insurance | 5d | +2.0% | 2024-05-16 (+4.5%) | DB Insurance, Samsung Fire & Marine Insurance, Hyundaimarine&fireinsurance |
What to Watch Next Month
Energy themes kept coming back: Electric Cables and Solar each had 7 strong days, and Wind had 5.
Shipping peaked on the last session, May 31, at 8.78%. June’s data will show whether that late move continues.
Theme heatmap
| 05-02 | 05-03 | 05-07 | 05-08 | 05-09 | 05-10 | 05-13 | 05-14 | 05-16 | 05-17 | 05-20 | 05-21 | 05-22 | 05-23 | 05-24 | 05-27 | 05-28 | 05-29 | 05-30 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +7.6 | +12.2 | +14.7 | +14.2 | +14.7 | +7.2 | +7.0 | +12.2 | +13.0 | +12.2 | +12.7 | |||||||||
| Nuclear | +10.1 | +5.4 | +8.8 | +5.6 | +4.8 | +4.8 | +15.6 | +10.3 | +3.6 | |||||||||||
| Semiconductor Equipment | +3.7 | +7.1 | +3.7 | +9.2 | +7.8 | +6.2 | +6.4 | +7.7 | +8.2 | |||||||||||
| Food | +3.0 | +4.5 | +3.8 | +3.6 | +12.8 | +4.8 | +7.7 | +4.7 | +3.1 | |||||||||||
| Semiconductor Materials & Components | +2.4 | +8.4 | +5.7 | +4.9 | +3.7 | +5.1 | +7.4 | +2.9 | ||||||||||||
| Power Equipment | +3.9 | +16.7 | +5.6 | +5.5 | +8.5 | +9.4 | +8.3 | |||||||||||||
| Electric Cables | +4.5 | +11.8 | +7.1 | +11.5 | +4.7 | +8.8 | +6.7 | |||||||||||||
| Solar | +3.6 | +5.6 | +5.6 | +12.2 | +12.0 | +7.3 | +3.4 | |||||||||||||
| Wind | +3.5 | +4.4 | +5.7 | +9.6 | +3.6 | |||||||||||||||
| HBM (High Bandwidth Memory) | +2.6 | +4.3 | +6.4 | +3.9 | +6.3 | |||||||||||||||
| Seafood & Fishing | +6.4 | +4.7 | +2.4 | +5.9 | +3.2 | |||||||||||||||
| Shipping | +3.4 | +4.6 | +3.2 | +1.7 | +8.8 | |||||||||||||||
| System Semiconductors | +5.3 | +3.4 | +4.0 | +5.6 | +3.1 | |||||||||||||||
| AI & Robotics | +4.9 | +2.8 | +4.2 | +3.6 | +4.4 | |||||||||||||||
| Property & Casualty Insurance | +2.7 | +1.0 | +4.5 | +1.3 | +0.6 |