Apr 2017 Theme Wrap — The Monthly Theme Map
20 trading days · 30 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 3 days (monthly avg. +6.7%). Best single day this month: Apr 28, +29.9%.
Average change over the period
April 2017 ran from Apr 3 to Apr 28, and the data flags 30 recurrent themes. Beauty & Cosmetics, Music & Entertainment and Inter-Korean Economic Cooperation each stood out on 3 days.
The biggest single-day moves came from one-day themes. Beef Imports jumped 29.9% on Apr 28 behind Hanil Feed, while AI & Robotics rose 29.76% on Apr 6 led by Hyulim ROBOT.
Among two-day runs, Construction (Small & Mid Cap) posted an average change of 12.8%, with a best day of 25.59% on Apr 18. Power Equipment followed at an average change of 12.7%.
30 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 3d | +6.7% | 2017-04-17 (+8.7%) | Leaders Cosmetics, KolmarBNH |
| Music & Entertainment | 3d | +6.6% | 2017-04-03 (+15.4%) | Signal Entertainment Group, SM Entertainment |
| Inter-Korean Economic Cooperation | 3d | +5.6% | 2017-04-27 (+6.7%) | In the F, Jaeyoung Solutec, Good People |
| Construction (Small & Mid Cap) | 2d | +12.8% | 2017-04-18 (+25.6%) | Namkwang Engineering & Construction |
| Power Equipment | 2d | +12.7% | 2017-04-25 (+16.8%) | Seojeon Electric Machinery, Cheryong Industrial |
| Yellow Dust & Fine Particulates | 2d | +8.2% | 2017-04-10 (+8.8%) | Clean & Science |
| Securities Brokers | 2d | +3.1% | 2017-04-25 (+3.2%) | NH Investment & Securities, KIWOOM Securities |
| Banks | 2d | +2.7% | 2017-04-24 (+3.7%) | Hana Financial Group |
| Travel | 2d | +2.2% | 2017-04-17 (+4.4%) | Hanatour Service |
| Telecom Carriers | 2d | +0.0% | 2017-04-06 (+0.0%) | - |
| Beef Imports | 1d | +29.9% | 2017-04-28 (+29.9%) | Hanil Feed |
| AI & Robotics | 1d | +29.8% | 2017-04-06 (+29.8%) | Hyulim ROBOT |
| Defense & War | 1d | +17.2% | 2017-04-10 (+17.2%) | Victek |
| Gimhae New Airport | 1d | +15.0% | 2017-04-20 (+15.0%) | SemyungElectricMachinery |
| Political Ties (Ahn Cheol-soo) | 1d | +14.6% | 2017-04-05 (+14.6%) | Sunny Electronics |
What to Watch Next Month
Securities Brokers, Banks and Telecom Carriers were still flagged as running at month end. Banks posted an average change of 2.72%, led by Hana Financial Group.
Two themes appeared for the first time: Beef Imports and Gimhae New Airport, which rose 15.04% on Apr 20. Whether these new themes recur is the next thing the data will show.
Theme heatmap
| 04-03 | 04-04 | 04-05 | 04-06 | 04-07 | 04-10 | 04-11 | 04-12 | 04-13 | 04-14 | 04-17 | 04-18 | 04-19 | 04-20 | 04-21 | 04-24 | 04-25 | 04-26 | 04-27 | 04-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +6.8 | +8.7 | +4.6 | |||||||||||||||||
| Music & Entertainment | +15.4 | +0.0 | +4.4 | |||||||||||||||||
| Inter-Korean Economic Cooperation | +4.3 | +5.8 | +6.7 | |||||||||||||||||
| Construction (Small & Mid Cap) | +0.0 | +25.6 | ||||||||||||||||||
| Power Equipment | +8.6 | +16.8 | ||||||||||||||||||
| Yellow Dust & Fine Particulates | +8.8 | +7.5 | ||||||||||||||||||
| Securities Brokers | +3.2 | +2.9 | ||||||||||||||||||
| Banks | +1.7 | +3.7 | ||||||||||||||||||
| Travel | +0.0 | +4.4 | ||||||||||||||||||
| Telecom Carriers | +0.0 | +0.0 | ||||||||||||||||||
| Beef Imports | +29.9 | |||||||||||||||||||
| AI & Robotics | +29.8 | |||||||||||||||||||
| Defense & War | +17.2 | |||||||||||||||||||
| Gimhae New Airport | +15.0 | |||||||||||||||||||
| Political Ties (Ahn Cheol-soo) | +14.6 |