Jun 2017 Theme Wrap — The Monthly Theme Map

June 30, 2017 · #Securities Brokers #Renewable Energy #Airlines & Low-Cost Carriers #Battery / EV #Beauty & Cosmetics #Banks #Telecom Carriers #Fourth Mobile Carrier #Dementia #Games #Galaxy Note 8 Supply Chain #Dementia #Shipping #Crypto & Bitcoin #Vaccines, Diagnostics & Epidemic Control

21 trading days · 18 recurring themes · top 15 themes — most persistent is Securities Brokers at 4 days (monthly avg. +4.6%). Best single day this month: Jun 22, +20.8%.

Trading days21d Most days strong4d monthly avg.+4.6% LeaderSK Securities

Average change over the period

Average change of member stocks, by theme · descending
Securities Brokers
+4.6%
Renewable Energy
+5.1%
Airlines & Low-Cost Carriers
+3.5%
Battery / EV
+7.5%
Beauty & Cosmetics
+5.5%
Banks
+3.0%
Telecom Carriers
+1.5%
Fourth Mobile Carrier
+20.8%
Dementia
+20.1%
Games
+12.7%
Galaxy Note 8 Supply Chain
+8.7%
Dementia
+7.9%
Shipping
+7.7%
Crypto & Bitcoin
+7.5%
Vaccines, Diagnostics & Epidemic Control
+7.2%

June 2017 was led by Securities Brokers, strong on 4 days with an average change of 4.58%. Its best day came on Jun 29, with a 6.23% gain.

The biggest single-day moves came from narrower themes. Fourth Mobile Carrier jumped 20.83% on Jun 22 behind Sejong Telecom, and Games rose 12.66% on Jun 1 led by Me2on.

Most themes had appeared before, with a count of 18 recurrent themes. The only new theme was Galaxy Note 8 Supply Chain, which rose 8.74% on Jun 21, led by Jahwa Electronics.

18 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Securities Brokers4d+4.6%2017-06-29 (+6.2%)SK Securities, Kyobo Securities, Sangsangininvestment&securities
Renewable Energy3d+5.1%2017-06-19 (+9.2%)Unison
Airlines & Low-Cost Carriers3d+3.5%2017-06-02 (+5.1%)AK Holdings, Korean Air Lines, Hanjinkal
Battery / EV2d+7.5%2017-06-15 (+9.0%)Woory Industrial, Wonik Pne
Beauty & Cosmetics2d+5.5%2017-06-23 (+6.3%)InkredibleBuzz, Kolmar Holdings
Banks2d+3.0%2017-06-28 (+3.6%)Hana Financial Group
Telecom Carriers2d+1.5%2017-06-22 (+2.1%)LG Uplus, SK Telecom
Fourth Mobile Carrier1d+20.8%2017-06-22 (+20.8%)Sejong Telecom
Dementia1d+20.1%2017-06-05 (+20.1%)Myungmoon Pharm
Games1d+12.7%2017-06-01 (+12.7%)Me2on
Galaxy Note 8 Supply Chain1d+8.7%2017-06-21 (+8.7%)Jahwa Electronics
Dementia1d+7.9%2017-06-08 (+7.9%)Hyper
Shipping1d+7.7%2017-06-14 (+7.7%)Heung-a Shipping
Crypto & Bitcoin1d+7.5%2017-06-12 (+7.5%)T Scientific
Vaccines, Diagnostics & Epidemic Control1d+7.2%2017-06-05 (+7.2%)Cheil Bio

What to Watch Next Month

Battery / EV is the only theme still marked as running. It was strong on 2 days with an average change of 7.49%, and its best day was Jun 15 at 9.02%.

Renewable Energy and Airlines & Low-Cost Carriers were each strong on 3 days. Renewable Energy peaked at 9.22% on Jun 19, led by Unison, and averaged a change of 5.12%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0106-0206-0506-0706-0806-0906-1206-1306-1406-1506-1606-1906-2006-2106-2206-2306-2606-2706-2806-2906-30
Securities Brokers+3.6+3.3+5.2+6.2
Renewable Energy+9.2+2.4+3.8
Airlines & Low-Cost Carriers+5.1+2.9+2.3
Battery / EV+9.0+5.9
Beauty & Cosmetics+4.7+6.3
Banks+2.4+3.6
Telecom Carriers+0.8+2.1
Fourth Mobile Carrier+20.8
Dementia+20.1
Games+12.7
Galaxy Note 8 Supply Chain+8.7
Dementia+7.9
Shipping+7.7
Crypto & Bitcoin+7.5
Vaccines, Diagnostics & Epidemic Control+7.2
Down UpBlank = not in that day's strong list