Dec 2016 Theme Wrap — The Monthly Theme Map
21 trading days · 20 recurring themes · top 15 themes — most persistent is OLED Displays at 3 days (monthly avg. +5.6%). Best single day this month: Dec 16, +20.2%.
Average change over the period
December 2016 was a month of short bursts, and OLED Displays was the theme that lasted longest. It was strong on 3 days and posted an average change of 5.57%.
The biggest single-day move came from Disaster Safety (Earthquake), which rose 20.25% on Dec 16. Currency & ATM Systems (incl. CBDC) followed with 18.58% on Dec 1.
Large caps joined in too, with Banks and Car Majors both peaking on Dec 8. Shipbuilding, led by Samsung Heavy Industries, posted an average change of 5.78%.
20 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| OLED Displays | 3d | +5.6% | 2016-12-06 (+6.2%) | DONGAELTEKCo, LOTVacuum, Welkeeps Hitech |
| Vaccines, Diagnostics & Epidemic Control | 2d | +7.7% | 2016-12-16 (+9.3%) | Korean Drug |
| Shipbuilding | 2d | +5.8% | 2016-12-01 (+5.9%) | Samsung Heavy Industries |
| Crypto & Bitcoin | 2d | +5.6% | 2016-12-22 (+8.6%) | E-tron, Hanil Networks |
| Pharma | 2d | +5.0% | 2016-12-13 (+7.0%) | Chong Kun Dang Pharmaceutical, Hanmi Pharm |
| Construction Majors | 2d | +4.2% | 2016-12-12 (+4.8%) | GS Engineering & Construction, Hyundai Engineering & Construction |
| Banks | 2d | +4.1% | 2016-12-08 (+5.0%) | KB Financial Group, Shinhan Financial Group |
| Car Majors | 2d | +3.2% | 2016-12-08 (+4.4%) | Hanon Systems, Hyundai Wia |
| Disaster Safety (Earthquake) | 1d | +20.2% | 2016-12-16 (+20.2%) | Samyoung M-tek C0 |
| Currency & ATM Systems (incl. CBDC) | 1d | +18.6% | 2016-12-01 (+18.6%) | Hannet |
| Political Ties (Moon Jae-in) | 1d | +15.0% | 2016-12-08 (+15.0%) | Automobile & PCB |
| EV / Battery | 1d | +12.0% | 2016-12-15 (+12.0%) | Smotronic |
| Constitutional Amendment | 1d | +8.8% | 2016-12-28 (+8.8%) | Yura Tech |
| Drones | 1d | +7.7% | 2016-12-06 (+7.7%) | Satoshi Holdings |
| Yellow Dust & Fine Particulates | 1d | +5.6% | 2016-12-20 (+5.6%) | Nano |
What to Watch Next Month
Two themes showed up for the first time: Constitutional Amendment, up 8.75% on Dec 28, and Yellow Dust & Fine Particulates, up 5.64% on Dec 20.
Health care themes came back as well. Vaccines, Diagnostics & Epidemic Control posted an average change of 7.73% and Pharma 4.97%. Whether these themes return in January is still open.
Theme heatmap
| 12-01 | 12-02 | 12-05 | 12-06 | 12-07 | 12-08 | 12-09 | 12-12 | 12-13 | 12-14 | 12-15 | 12-16 | 12-19 | 12-20 | 12-21 | 12-22 | 12-23 | 12-26 | 12-27 | 12-28 | 12-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OLED Displays | +6.2 | +5.2 | +5.3 | ||||||||||||||||||
| Vaccines, Diagnostics & Epidemic Control | +6.2 | +9.3 | |||||||||||||||||||
| Shipbuilding | +5.9 | +5.7 | |||||||||||||||||||
| Crypto & Bitcoin | +8.6 | +2.6 | |||||||||||||||||||
| Pharma | +6.9 | +3.0 | |||||||||||||||||||
| Construction Majors | +3.6 | +4.8 | |||||||||||||||||||
| Banks | +4.9 | +3.2 | |||||||||||||||||||
| Car Majors | +2.1 | +4.4 | |||||||||||||||||||
| Disaster Safety (Earthquake) | +20.2 | ||||||||||||||||||||
| Currency & ATM Systems (incl. CBDC) | +18.6 | ||||||||||||||||||||
| Political Ties (Moon Jae-in) | +15.0 | ||||||||||||||||||||
| EV / Battery | +12.0 | ||||||||||||||||||||
| Constitutional Amendment | +8.7 | ||||||||||||||||||||
| Drones | +7.7 | ||||||||||||||||||||
| Yellow Dust & Fine Particulates | +5.6 |