Jun 2016 Theme Wrap — The Monthly Theme Map

June 30, 2016 · #Yeongnam New Airport #Railways #Battery / EV #Securities Brokers #Crypto & Bitcoin #Genome Analysis #Yellow Dust & Fine Particulates #Internet of Things (IoT) #Currency & ATM Systems (incl. CBDC) #Education & E-Learning #Electronic Payments / FinTech #Internet of Things (IoT) / Smart Home #EV #Smart Home #Undersea Tunnels & Underground Roads

21 trading days · 19 recurring themes · top 15 themes — most persistent is Yeongnam New Airport at 3 days (monthly avg. +11.9%). Best single day this month: Jun 24, +25.1%.

Trading days21d Most days strong3d monthly avg.+11.9% LeaderKwangjinInd

Average change over the period

Average change of member stocks, by theme · descending
Yeongnam New Airport
+11.9%
Railways
+18.8%
Battery / EV
+5.9%
Securities Brokers
+2.6%
Crypto & Bitcoin
+25.1%
Genome Analysis
+15.9%
Yellow Dust & Fine Particulates
+15.8%
Internet of Things (IoT)
+12.1%
Currency & ATM Systems (incl. CBDC)
+9.4%
Education & E-Learning
+7.6%
Electronic Payments / FinTech
+7.6%
Internet of Things (IoT) / Smart Home
+7.6%
EV
+7.6%
Smart Home
+7.1%
Undersea Tunnels & Underground Roads
+6.9%

June 2016 was led by Yeongnam New Airport, strong on 3 days with an average change of 11.86%. Its best day, Jun 20, brought a 20.4% move, led by KwangjinInd and Busan Industrial.

Railways posted the highest multi-day average change, at 18.75% over 2 days. Daea Ti and Daeho Al led, with a best change of 20.15% in the same Jun 20 session.

The biggest single-day move came from Crypto & Bitcoin, up 25.11% on Jun 24 via JCH Systems. Genome Analysis was new to the list, rising 15.9% on Jun 28 behind LabGenomics.

19 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Yeongnam New Airport3d+11.9%2016-06-20 (+20.4%)KwangjinInd, Busan Industrial, Sewoo Global
Railways2d+18.8%2016-06-20 (+20.1%)Daea Ti, Daeho Al
Battery / EV2d+5.9%2016-06-07 (+6.0%)Power Logics
Securities Brokers2d+2.6%2016-06-20 (+3.5%)Meritz Securities, KIWOOM Securities
Crypto & Bitcoin1d+25.1%2016-06-24 (+25.1%)JCH Systems
Genome Analysis1d+15.9%2016-06-28 (+15.9%)LabGenomics
Yellow Dust & Fine Particulates1d+15.8%2016-06-01 (+15.8%)KC Cottrell
Internet of Things (IoT)1d+12.1%2016-06-21 (+12.1%)Samjin
Currency & ATM Systems (incl. CBDC)1d+9.4%2016-06-22 (+9.4%)Hannet
Education & E-Learning1d+7.6%2016-06-29 (+7.6%)NE Neungyule
Electronic Payments / FinTech1d+7.6%2016-06-29 (+7.6%)NHN KCP
Internet of Things (IoT) / Smart Home1d+7.6%2016-06-30 (+7.6%)S Net Systems
EV1d+7.6%2016-06-28 (+7.6%)Kodi
Smart Home1d+7.1%2016-06-14 (+7.1%)S Net Systems
Undersea Tunnels & Underground Roads1d+6.9%2016-06-02 (+6.9%)TuksuConstruction

What to Watch Next Month

Railways was still running at month-end, while Battery / EV and Securities Brokers recurred, each strong on 2 days. July’s data will show whether these streaks continue.

New themes in June included Smart Home, Electronic Payments / FinTech and Yellow Dust & Fine Particulates. S Net Systems led both smart home themes, on Jun 14 and Jun 30.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0106-0206-0306-0706-0806-0906-1006-1306-1406-1506-1606-1706-2006-2106-2206-2306-2406-2706-2806-2906-30
Yeongnam New Airport+9.7+20.4+5.5
Railways+17.3+20.1
Battery / EV+6.0+5.9
Securities Brokers+1.8+3.5
Crypto & Bitcoin+25.1
Genome Analysis+15.9
Yellow Dust & Fine Particulates+15.7
Internet of Things (IoT)+12.1
Currency & ATM Systems (incl. CBDC)+9.4
Education & E-Learning+7.6
Electronic Payments / FinTech+7.6
Internet of Things (IoT) / Smart Home+7.6
EV+7.6
Smart Home+7.1
Undersea Tunnels & Underground Roads+6.9
Down UpBlank = not in that day's strong list