Aug 2016 Theme Wrap — The Monthly Theme Map
22 trading days · 18 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 2 days (monthly avg. +10.7%). Best single day this month: Aug 29, +23.7%.
Average change over the period
Only Beauty & Cosmetics was strong for more than one day in August 2016, logging 2 strong days. It posted an average change of 10.71%, with its best day of 13.18% on Aug 16.
The biggest single-day moves came from themes led by a single stock. Political Ties (Ahn Cheol-soo) jumped 23.72% on Aug 29, and Biometrics rose 23.27% on Aug 3.
New themes this month included Ballast Water Treatment at 11.17% and Samsung Auto Parts Acquisition at 10.2%. Shipping, led by HMM, rose 13.7% on Aug 31.
18 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 2d | +10.7% | 2016-08-16 (+13.2%) | Hankook Cosmetics, Hankook Cosmetics Manufacturing |
| Political Ties (Ahn Cheol-soo) | 1d | +23.7% | 2016-08-29 (+23.7%) | Taewonmulsan |
| Biometrics | 1d | +23.3% | 2016-08-03 (+23.3%) | G9pharma |
| Korea-Listed Chinese Companies | 1d | +13.8% | 2016-08-24 (+13.8%) | Wayport(h.k.) |
| Shipping | 1d | +13.7% | 2016-08-31 (+13.7%) | HMM |
| Ballast Water Treatment | 1d | +11.2% | 2016-08-25 (+11.2%) | Shinhwapritech |
| Samsung Auto Parts Acquisition | 1d | +10.2% | 2016-08-04 (+10.2%) | A-Tech Solution |
| Vaccines, Diagnostics & Epidemic Control | 1d | +8.4% | 2016-08-23 (+8.4%) | Shinpoong Pharmaceutical |
| Autonomous Driving | 1d | +8.2% | 2016-08-24 (+8.2%) | InfoBank |
| Augmented Reality (AR) / Virtual Reality (VR) | 1d | +8.0% | 2016-08-22 (+8.0%) | IMCo |
| Drones | 1d | +6.8% | 2016-08-30 (+6.8%) | Satoshi Holdings |
| Zika Virus | 1d | +6.4% | 2016-08-02 (+6.4%) | Myungmoon Pharm |
| Internet of Things (IoT) | 1d | +6.4% | 2016-08-30 (+6.4%) | Alphachips |
| Airlines & Low-Cost Carriers | 1d | +5.8% | 2016-08-10 (+5.8%) | Asiana Airlines |
| Political Ties (Lee Jung-hyun) | 1d | +5.4% | 2016-08-10 (+5.4%) | Nam Hwa Construction Company |
What to Watch Next Month
One open question is whether Beauty & Cosmetics stays strong beyond its 2 days. Its leaders this month were Hankook Cosmetics and Hankook Cosmetics Manufacturing.
Health themes also came back, with Vaccines, Diagnostics & Epidemic Control up 8.4% and Zika Virus up 6.4%. It remains to be seen whether these one-day moves return.
Theme heatmap
| 08-01 | 08-02 | 08-03 | 08-04 | 08-05 | 08-08 | 08-09 | 08-10 | 08-11 | 08-12 | 08-16 | 08-17 | 08-18 | 08-19 | 08-22 | 08-23 | 08-24 | 08-25 | 08-26 | 08-29 | 08-30 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +13.2 | +8.2 | ||||||||||||||||||||
| Political Ties (Ahn Cheol-soo) | +23.7 | |||||||||||||||||||||
| Biometrics | +23.3 | |||||||||||||||||||||
| Korea-Listed Chinese Companies | +13.9 | |||||||||||||||||||||
| Shipping | +13.7 | |||||||||||||||||||||
| Ballast Water Treatment | +11.2 | |||||||||||||||||||||
| Samsung Auto Parts Acquisition | +10.2 | |||||||||||||||||||||
| Vaccines, Diagnostics & Epidemic Control | +8.4 | |||||||||||||||||||||
| Autonomous Driving | +8.2 | |||||||||||||||||||||
| Augmented Reality (AR) / Virtual Reality (VR) | +8.0 | |||||||||||||||||||||
| Drones | +6.9 | |||||||||||||||||||||
| Zika Virus | +6.4 | |||||||||||||||||||||
| Internet of Things (IoT) | +6.4 | |||||||||||||||||||||
| Airlines & Low-Cost Carriers | +5.8 | |||||||||||||||||||||
| Political Ties (Lee Jung-hyun) | +5.4 |