Aug 2025 Theme Wrap — The Monthly Theme Map
20 trading days · 81 recurring themes · top 15 themes — most persistent is Semiconductor Equipment at 9 days (monthly avg. +6.8%). Best single day this month: Aug 29, +15.5%.
Average change over the period
In August 2025, Semiconductor Equipment and Semiconductor Majors (Fabrication) each ran strong on 9 days, the most of any theme. Equipment posted an average change of 6.81%.
Shipbuilding names also stood out. Shipbuilding Equipment hit its best change of 15.52% on Aug 29, while Shipbuilding peaked at 7.04% the same day.
Battery posted the highest average change at 9.07% across 4 strong days. Robotics (Industrial & Collaborative) followed at 8.32%.
81 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Equipment | 9d | +6.8% | 2025-08-13 (+9.3%) | Green Resource, Russell, N2tech |
| Semiconductor Majors (Fabrication) | 9d | +1.5% | 2025-08-26 (+3.0%) | DB HiTek, SK hynix, Samsung Electronics |
| Shipbuilding Equipment | 8d | +7.7% | 2025-08-29 (+15.5%) | KS Industry, Bumhan Fuel Cell, Samyoung M-tek C0 |
| Shipbuilding | 8d | +4.7% | 2025-08-29 (+7.0%) | HJ Shipbuilding & Construction, Daehan Shipbuilding, Samsung Heavy Industries |
| Nuclear | 6d | +6.3% | 2025-08-21 (+9.7%) | SNTEnergy, Kwang Myung Electric, Bosung Power Technology |
| Semiconductor Materials & Components | 6d | +5.0% | 2025-08-13 (+7.7%) | Doosan, Megatouch, Mi |
| Pharma | 6d | +4.4% | 2025-08-25 (+6.3%) | SK biopharmaceuticals, Green Lifescience, Myungmoon Pharm |
| Inter-Korean Economic Cooperation | 6d | +4.4% | 2025-08-12 (+6.4%) | J.estina, Good People, Codes Combine |
| Robotics (Industrial & Collaborative) | 5d | +8.3% | 2025-08-25 (+14.5%) | Dae-il, Russell, SP Systems |
| AI & Robotics | 5d | +5.8% | 2025-08-25 (+8.9%) | Robotis, Sandoll, YoungWoo DSP |
| Lithium | 5d | +5.6% | 2025-08-11 (+12.7%) | Kangwon Energy, Mirae, Sebitchem |
| HBM (High Bandwidth Memory) | 5d | +2.8% | 2025-08-25 (+3.8%) | Laserssel, YC, Winpac |
| Battery | 4d | +9.1% | 2025-08-05 (+12.2%) | Kangwon Energy, Sebitchem, Shin Heung Energy & Electronics |
| GLP-1 & Obesity Drugs | 4d | +8.4% | 2025-08-27 (+13.0%) | Bluemtec, Inventage Lab, G2gbio |
| Music & Entertainment | 4d | +8.4% | 2025-08-19 (+13.8%) | Billions, Samhwa Networks, Ascendio |
What to Watch Next Month
Several themes were still moving at the end of the month. Shipbuilding Equipment posted its best day on Aug 29, the final session in the data.
GLP-1 & Obesity Drugs peaked on Aug 27 with a best change of 13.04%, and Nuclear was strong on 6 days. Whether these themes come back in September remains to be seen.
Theme heatmap
| 08-01 | 08-04 | 08-05 | 08-06 | 08-07 | 08-08 | 08-11 | 08-12 | 08-13 | 08-14 | 08-18 | 08-19 | 08-20 | 08-21 | 08-22 | 08-25 | 08-26 | 08-27 | 08-28 | 08-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Equipment | +7.4 | +8.5 | +7.3 | +9.3 | +4.7 | +6.7 | +5.3 | +5.7 | +6.2 | |||||||||||
| Semiconductor Majors (Fabrication) | +1.1 | +1.6 | +1.4 | +0.8 | +1.8 | +1.3 | +2.1 | +3.0 | +0.4 | |||||||||||
| Shipbuilding Equipment | +6.6 | +9.0 | +6.8 | +4.4 | +3.7 | +9.0 | +6.6 | +15.5 | ||||||||||||
| Shipbuilding | +6.5 | +5.0 | +3.8 | +2.4 | +4.6 | +2.1 | +6.1 | +7.0 | ||||||||||||
| Nuclear | +5.8 | +6.2 | +4.0 | +9.7 | +7.6 | +4.7 | ||||||||||||||
| Semiconductor Materials & Components | +5.2 | +5.0 | +4.3 | +7.7 | +2.5 | +5.3 | ||||||||||||||
| Pharma | +3.7 | +4.4 | +5.7 | +3.7 | +2.8 | +6.3 | ||||||||||||||
| Inter-Korean Economic Cooperation | +5.3 | +3.2 | +5.0 | +6.4 | +3.9 | +2.5 | ||||||||||||||
| Robotics (Industrial & Collaborative) | +6.0 | +4.1 | +14.5 | +11.9 | +5.1 | |||||||||||||||
| AI & Robotics | +5.1 | +3.9 | +5.8 | +8.9 | +5.2 | |||||||||||||||
| Lithium | +6.5 | +3.4 | +12.7 | +1.9 | +3.4 | |||||||||||||||
| HBM (High Bandwidth Memory) | +2.8 | +3.6 | +2.7 | +1.1 | +3.8 | |||||||||||||||
| Battery | +12.2 | +7.1 | +11.1 | +5.9 | ||||||||||||||||
| GLP-1 & Obesity Drugs | +4.9 | +7.6 | +8.3 | +13.0 | ||||||||||||||||
| Music & Entertainment | +3.6 | +8.9 | +7.2 | +13.8 |