Sep 2017 Theme Wrap — The Monthly Theme Map
21 trading days · 20 recurring themes · top 15 themes — most persistent is Banks at 3 days (monthly avg. +2.3%). Best single day this month: Sep 12, +19.4%.
Average change over the period
September 2017 ran from Sep 1 to Sep 29, and Banks were the most persistent theme. They were strong on 3 days, led by Shinhan Financial Group and Hana Financial Group.
The largest single-day moves came from narrower themes. Hydrogen (Fuel Cells, Vehicles) rose 19.4% on Sep 12, led by Unick.
Mobile Games / Games rose 17.49% on Sep 18 behind NEXON Games, and the data marks it as a new theme. Baby & Birth Rate gained 16.8% on Sep 1, led by Medience.
20 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Banks | 3d | +2.3% | 2017-09-28 (+2.8%) | Shinhan Financial Group, Hana Financial Group |
| Autonomous Driving | 2d | +10.1% | 2017-09-01 (+11.1%) | A-Tech Solution |
| Defense & War | 2d | +9.6% | 2017-09-04 (+13.7%) | Victek |
| Shipbuilding | 2d | +6.4% | 2017-09-26 (+7.4%) | Samsung Heavy Industries, HD Hyundai Mipo |
| Beauty & Cosmetics | 2d | +6.2% | 2017-09-29 (+9.2%) | CSA Cosmic, Tonymoly |
| Pharma | 2d | +5.1% | 2017-09-20 (+5.5%) | GC Biopharma, Hanmi Pharm |
| Securities Brokers | 2d | +4.4% | 2017-09-07 (+4.7%) | Mirae Asset Securities, Hanwha Investment&securities |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +19.4% | 2017-09-12 (+19.4%) | Unick |
| Mobile Games / Games | 1d | +17.5% | 2017-09-18 (+17.5%) | NEXON Games |
| Baby & Birth Rate | 1d | +16.8% | 2017-09-01 (+16.8%) | Medience |
| Battery / EV | 1d | +13.7% | 2017-09-11 (+13.7%) | Samwha Capacitor |
| iPhone X Supply Chain | 1d | +7.1% | 2017-09-12 (+7.1%) | Interflex |
| EV | 1d | +5.8% | 2017-09-25 (+5.8%) | Wonik Pne |
| Games | 1d | +5.0% | 2017-09-26 (+5.0%) | Mgame |
| Pharma & Biotech | 1d | +4.8% | 2017-09-14 (+4.8%) | Samsung Biologics |
What to Watch Next Month
Beauty & Cosmetics was the only theme still running at month-end, peaking at 9.21% on Sep 29. CSA Cosmic and Tonymoly led the move.
Defense & War averaged 9.62% over 2 strong days, while Autonomous Driving averaged 10.07%. Both themes recurred, and October data will show if they return.
Theme heatmap
| 09-01 | 09-04 | 09-05 | 09-06 | 09-07 | 09-08 | 09-11 | 09-12 | 09-13 | 09-14 | 09-15 | 09-18 | 09-19 | 09-20 | 09-21 | 09-22 | 09-25 | 09-26 | 09-27 | 09-28 | 09-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Banks | +2.2 | +1.7 | +2.8 | ||||||||||||||||||
| Autonomous Driving | +11.1 | +9.0 | |||||||||||||||||||
| Defense & War | +13.7 | +5.6 | |||||||||||||||||||
| Shipbuilding | +5.3 | +7.4 | |||||||||||||||||||
| Beauty & Cosmetics | +3.2 | +9.2 | |||||||||||||||||||
| Pharma | +5.5 | +4.6 | |||||||||||||||||||
| Securities Brokers | +4.7 | +4.1 | |||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +19.4 | ||||||||||||||||||||
| Mobile Games / Games | +17.5 | ||||||||||||||||||||
| Baby & Birth Rate | +16.8 | ||||||||||||||||||||
| Battery / EV | +13.7 | ||||||||||||||||||||
| iPhone X Supply Chain | +7.1 | ||||||||||||||||||||
| EV | +5.8 | ||||||||||||||||||||
| Games | +4.9 | ||||||||||||||||||||
| Pharma & Biotech | +4.8 |