Nov 2015 Theme Wrap — The Monthly Theme Map
21 trading days · 14 recurring themes · top 15 themes — most persistent is Fourth Mobile Carrier at 2 days (monthly avg. +23.2%). Best single day this month: Nov 2, +26.8%.
Average change over the period
Fourth Mobile Carrier topped November with an average change of 23.23%. Itcencts led the theme, which peaked at 26.77% on Nov 2 and was still running at month-end.
Single-day spikes also stood out. Korea-Russia Gas Pipeline jumped 22.85% on Nov 5 via Dae Dong Steel. Pharma rose 22.54% on Nov 6 behind Hanmi Pharm.
Inter-Korean Economic Cooperation averaged 12.99%, led by Sambu Construction and Jaeyoung Solutec. EV and Battery both peaked on Nov 19, at 10.15% and 9.49%.
14 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Fourth Mobile Carrier | 2d | +23.2% | 2015-11-02 (+26.8%) | Itcencts |
| Inter-Korean Economic Cooperation | 2d | +13.0% | 2015-11-20 (+17.3%) | Sambu Construction, Jaeyoung Solutec |
| EV | 2d | +8.9% | 2015-11-19 (+10.2%) | Sang-a Frontec, Wonik Pne |
| Battery | 2d | +8.1% | 2015-11-19 (+9.5%) | Lotte Energy Materials, BK Holdings |
| Duty Free | 2d | +0.4% | 2015-11-13 (+8.1%) | Doosan, Shinsegae |
| Korea-Russia Gas Pipeline | 1d | +22.9% | 2015-11-05 (+22.9%) | Dae Dong Steel |
| Pharma | 1d | +22.5% | 2015-11-06 (+22.5%) | Hanmi Pharm |
| Smart Highway | 1d | +17.7% | 2015-11-20 (+17.7%) | Bflabs |
| Biosimilars | 1d | +10.3% | 2015-11-06 (+10.3%) | Hanall Biopharma |
| Political Ties (Ahn Cheol-soo) | 1d | +9.6% | 2015-11-30 (+9.6%) | Korea Robot Manufacturing |
| Water Resources | 1d | +8.6% | 2015-11-11 (+8.6%) | NatureandEnvironment |
| OLED Displays | 1d | +8.2% | 2015-11-26 (+8.2%) | Leed |
| AI & Robotics | 1d | +5.3% | 2015-11-02 (+5.3%) | Hyulim ROBOT |
| Baby & Birth Rate | 1d | +4.8% | 2015-11-11 (+4.8%) | Neopharm |
| Internet-Only Banks | 1d | +4.8% | 2015-11-30 (+4.8%) | Inzisoft |
What to Watch Next Month
Duty Free and Fourth Mobile Carrier were both still running at month-end. Duty Free averaged just 0.4% despite an 8.07% best day on Nov 13, led by Doosan and Shinsegae.
Smart Highway and Water Resources showed up as new themes this month. Political Ties (Ahn Cheol-soo) rose 9.63% on Nov 30, and Internet-Only Banks added 4.8% the same day.
Theme heatmap
| 11-02 | 11-03 | 11-04 | 11-05 | 11-06 | 11-09 | 11-10 | 11-11 | 11-12 | 11-13 | 11-16 | 11-17 | 11-18 | 11-19 | 11-20 | 11-23 | 11-24 | 11-25 | 11-26 | 11-27 | 11-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fourth Mobile Carrier | +26.8 | +19.7 | |||||||||||||||||||
| Inter-Korean Economic Cooperation | +17.3 | +8.7 | |||||||||||||||||||
| EV | +7.6 | +10.1 | |||||||||||||||||||
| Battery | +6.8 | +9.5 | |||||||||||||||||||
| Duty Free | +8.1 | -7.3 | |||||||||||||||||||
| Korea-Russia Gas Pipeline | +22.9 | ||||||||||||||||||||
| Pharma | +22.5 | ||||||||||||||||||||
| Smart Highway | +17.7 | ||||||||||||||||||||
| Biosimilars | +10.3 | ||||||||||||||||||||
| Political Ties (Ahn Cheol-soo) | +9.6 | ||||||||||||||||||||
| Water Resources | +8.6 | ||||||||||||||||||||
| OLED Displays | +8.2 | ||||||||||||||||||||
| AI & Robotics | +5.3 | ||||||||||||||||||||
| Baby & Birth Rate | +4.8 | ||||||||||||||||||||
| Internet-Only Banks | +4.8 |