May 2016 Theme Wrap — The Monthly Theme Map
20 trading days · 23 recurring themes · top 15 themes — most persistent is Political Ties (Ban Ki-moon) at 3 days (monthly avg. +14.1%). Best single day this month: May 12, +30.0%.
Average change over the period
May 2016 favoured familiar stories, with every theme but one recurring. Political Ties (Ban Ki-moon) stayed strong on 3 days, with an average change of 14.12%.
The sharpest single move came from Cement & Ready-Mix Concrete, up 29.98% on May 12 via Hanil Hyundai Cement. Political Ties peaked at 23.39% on May 16.
Beauty & Cosmetics also logged 3 strong days, with a best change of 7.1% on May 9. Games was the only new theme, led by Dragonfly GF at 15.97% on May 4.
23 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Political Ties (Ban Ki-moon) | 3d | +14.1% | 2016-05-16 (+23.4%) | Bosung Power Technology, Sungmoon Electronics, Hanjoo Art |
| Beauty & Cosmetics | 3d | +5.4% | 2016-05-09 (+7.1%) | Samsung Pharmaceutical, Cosmax |
| Chicken (Poultry) | 2d | +11.9% | 2016-05-30 (+18.8%) | Maniker, FarmStory |
| Shipping | 2d | +11.3% | 2016-05-31 (+17.0%) | Hanjin Shipping |
| Shipbuilding | 2d | +5.1% | 2016-05-12 (+6.2%) | Samsung Heavy Industries, HD Hyundai Mipo |
| Zika Virus | 2d | +4.2% | 2016-05-23 (+4.3%) | Kukje Pharma, Billions |
| Cement & Ready-Mix Concrete | 1d | +30.0% | 2016-05-12 (+30.0%) | Hanil Hyundai Cement |
| New Airport | 1d | +18.0% | 2016-05-23 (+18.0%) | Dongbang Ship Machinery |
| Virtual Reality (VR) | 1d | +16.7% | 2016-05-19 (+16.7%) | S Connect |
| Games | 1d | +16.0% | 2016-05-04 (+16.0%) | Dragonfly GF |
| Railways | 1d | +15.0% | 2016-05-03 (+15.0%) | Daeho Al |
| CCTV & DVR | 1d | +12.6% | 2016-05-26 (+12.6%) | Incon |
| Undersea Tunnels & Underground Roads | 1d | +11.1% | 2016-05-24 (+11.1%) | Hankuk Steel Wire |
| Drones | 1d | +10.6% | 2016-05-18 (+10.6%) | JCH Systems |
| Energy Storage (ESS) | 1d | +6.4% | 2016-05-26 (+6.4%) | Anam Electronics |
What to Watch Next Month
Late May leaned toward food and transport. Chicken (Poultry) hit 18.83% on May 30, and Shipping rose 17.0% on May 31 via Hanjin Shipping.
Whether those end-of-month moves carry into June is the open question. Shipbuilding and Zika Virus each logged 2 strong days, and whether they reappear is another thread.
Theme heatmap
| 05-02 | 05-03 | 05-04 | 05-09 | 05-10 | 05-11 | 05-12 | 05-13 | 05-16 | 05-17 | 05-18 | 05-19 | 05-20 | 05-23 | 05-24 | 05-25 | 05-26 | 05-27 | 05-30 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Political Ties (Ban Ki-moon) | +6.0 | +23.4 | +12.9 | |||||||||||||||||
| Beauty & Cosmetics | +7.1 | +5.7 | +3.3 | |||||||||||||||||
| Chicken (Poultry) | +4.9 | +18.8 | ||||||||||||||||||
| Shipping | +5.6 | +17.0 | ||||||||||||||||||
| Shipbuilding | +6.2 | +4.1 | ||||||||||||||||||
| Zika Virus | +4.2 | +4.3 | ||||||||||||||||||
| Cement & Ready-Mix Concrete | +30.0 | |||||||||||||||||||
| New Airport | +18.0 | |||||||||||||||||||
| Virtual Reality (VR) | +16.7 | |||||||||||||||||||
| Games | +16.0 | |||||||||||||||||||
| Railways | +15.0 | |||||||||||||||||||
| CCTV & DVR | +12.6 | |||||||||||||||||||
| Undersea Tunnels & Underground Roads | +11.1 | |||||||||||||||||||
| Drones | +10.6 | |||||||||||||||||||
| Energy Storage (ESS) | +6.4 |