Oct 2024 Theme Wrap — The Monthly Theme Map
20 trading days · 80 recurring themes · top 15 themes — most persistent is Defense & War at 13 days (monthly avg. +5.8%). Best single day this month: Oct 7, +17.1%.
Average change over the period
Defense & War led October 2024, staying strong on 13 days between Oct 2 and Oct 31. Its best day was Oct 22 at 14.69%, with an average change of 5.81%.
Battery posted the month’s largest single-day move, 17.07% on Oct 7, with an average change of 8.0% over 7 strong days. Oct 7 was also the top day for EV.
Semiconductor Equipment had 8 strong days and an average change of 6.71%, peaking at 9.41% on Oct 31. Semiconductor Majors (Fabrication) was quieter, with an average change of 2.25%.
80 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Defense & War | 13d | +5.8% | 2024-10-22 (+14.7%) | YTN, Samhyun, Catis |
| Semiconductor Equipment | 8d | +6.7% | 2024-10-31 (+9.4%) | Di, Mirae, Wot |
| Battery | 7d | +8.0% | 2024-10-07 (+17.1%) | HT Robotics, Korea Zinc, Nara Mold And Die |
| GLP-1 & Obesity Drugs | 7d | +8.0% | 2024-10-08 (+10.4%) | Dae Hwa Pharm, Bluemtec, Shaperon |
| EV | 7d | +5.9% | 2024-10-07 (+9.9%) | HT Robotics, Nara Mold And Die, DY Deokyang |
| Semiconductor Majors (Fabrication) | 7d | +2.2% | 2024-10-28 (+4.0%) | DB HiTek, SK hynix, Samsung Electronics |
| Beauty & Cosmetics | 6d | +6.1% | 2024-10-30 (+8.2%) | DYD, Raphas, Genic |
| Semiconductor Materials & Components | 6d | +5.8% | 2024-10-07 (+8.9%) | Micro2nano, Megatouch, HVM |
| Nuclear | 6d | +5.4% | 2024-10-17 (+7.9%) | Seojeon Electric Machinery, Woori Technology, Incorporation, WOOJIN Ntec |
| HBM (High Bandwidth Memory) | 6d | +4.8% | 2024-10-07 (+7.4%) | Di, Mirai Semiconductors, Imt |
| Ukraine Reconstruction | 6d | +4.5% | 2024-10-30 (+10.3%) | SG, DASAN Networks, DYD |
| Autonomous Driving | 5d | +4.3% | 2024-10-24 (+5.4%) | Dhautoware, LiComm, Smart Radar System |
| Pharma | 4d | +6.9% | 2024-10-23 (+8.2%) | Dae Hwa Pharm, Icure Pharmaceutical Incorporation, Choolip & Sciences |
| System Semiconductors | 4d | +6.3% | 2024-10-31 (+7.9%) | Ictk, ADTechnology, Asicland |
| Space & Aerospace (Nuri Rocket, Satellites) | 4d | +5.9% | 2024-10-07 (+8.7%) | HVM, Contec, Kencoa Aerospace |
What to Watch Next Month
Several themes peaked late in the month. Ukraine Reconstruction hit 10.35% on Oct 30, while Beauty & Cosmetics reached 8.23% the same day and System Semiconductors 7.89% on Oct 31.
GLP-1 & Obesity Drugs logged 7 strong days with an average change of 7.96%, and Pharma averaged 6.9%. Whether these streaks extend into November is the open question for the next wrap.
Theme heatmap
| 10-02 | 10-04 | 10-07 | 10-08 | 10-10 | 10-11 | 10-14 | 10-15 | 10-16 | 10-17 | 10-18 | 10-21 | 10-22 | 10-23 | 10-24 | 10-25 | 10-28 | 10-29 | 10-30 | 10-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Defense & War | +3.9 | +4.1 | +5.5 | +8.0 | +4.3 | +3.6 | +4.9 | +6.2 | +14.7 | +5.4 | +5.3 | +3.6 | +6.0 | |||||||
| Semiconductor Equipment | +4.3 | +8.4 | +5.4 | +5.7 | +8.8 | +4.9 | +6.7 | +9.4 | ||||||||||||
| Battery | +17.1 | +7.6 | +4.6 | +7.5 | +5.5 | +3.6 | +10.0 | |||||||||||||
| GLP-1 & Obesity Drugs | +10.4 | +7.9 | +8.6 | +10.1 | +7.2 | +4.5 | +6.9 | |||||||||||||
| EV | +9.9 | +4.6 | +4.4 | +6.4 | +3.7 | +5.3 | +7.3 | |||||||||||||
| Semiconductor Majors (Fabrication) | +2.8 | +1.2 | +1.9 | +2.1 | +2.4 | +1.4 | +4.0 | |||||||||||||
| Beauty & Cosmetics | +5.5 | +6.4 | +5.6 | +3.6 | +7.3 | +8.2 | ||||||||||||||
| Semiconductor Materials & Components | +8.9 | +2.9 | +3.8 | +6.5 | +6.8 | +6.0 | ||||||||||||||
| Nuclear | +4.2 | +3.1 | +7.9 | +6.2 | +6.8 | +3.8 | ||||||||||||||
| HBM (High Bandwidth Memory) | +7.4 | +3.0 | +5.4 | +3.3 | +4.9 | +5.1 | ||||||||||||||
| Ukraine Reconstruction | +2.0 | +3.5 | +5.2 | +2.9 | +3.2 | +10.4 | ||||||||||||||
| Autonomous Driving | +5.0 | +4.0 | +3.8 | +5.4 | +3.2 | |||||||||||||||
| Pharma | +6.8 | +7.4 | +5.1 | +8.2 | ||||||||||||||||
| System Semiconductors | +5.3 | +5.7 | +6.6 | +7.9 | ||||||||||||||||
| Space & Aerospace (Nuri Rocket, Satellites) | +8.7 | +4.4 | +3.0 | +7.7 |