Oct 2017 Theme Wrap — The Monthly Theme Map
16 trading days · 22 recurring themes · top 15 themes — most persistent is China Consumer at 3 days (monthly avg. +10.1%). Best single day this month: Oct 16, +18.2%.
Average change over the period
From Oct 10 to Oct 31, China Consumer led the month. It was strong on 3 days, with an average change of 10.07%, and had its best day on Oct 27 at 11.07%.
Beauty & Cosmetics was also strong on 3 days and had the month’s biggest single-day move: 18.19% on Oct 16. Hankook Cosmetics Manufacturing was a leader in both themes.
Some themes jumped on a single day. Four Major Rivers Restoration rose 14.65% on Oct 19, and Blockchain showed up as a new theme with 10.67% on Oct 10.
22 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| China Consumer | 3d | +10.1% | 2017-10-27 (+11.1%) | Pnpoongnyun, China Hao Ran Recycling, Hankook Cosmetics Manufacturing |
| Beauty & Cosmetics | 3d | +9.8% | 2017-10-16 (+18.2%) | LG H&H, SD Biotechnologies, Hankook Cosmetics Manufacturing |
| Baby & Birth Rate | 2d | +6.9% | 2017-10-16 (+9.2%) | Medience, Zero to Seven |
| Life Insurance | 2d | +5.4% | 2017-10-25 (+6.1%) | MIRAE ASSET Life Insurance, Hanwha Life Insurance |
| Banks | 2d | +3.2% | 2017-10-10 (+3.4%) | KB Financial Group, Hana Financial Group |
| Oil Refining | 2d | +2.1% | 2017-10-12 (+2.3%) | GS Holdings, SK Innovation |
| Four Major Rivers Restoration | 1d | +14.7% | 2017-10-19 (+14.7%) | EehwaConstruction |
| Fourth Industrial Revolution | 1d | +13.9% | 2017-10-11 (+13.9%) | Oneul E&m |
| Blockchain | 1d | +10.7% | 2017-10-10 (+10.7%) | Korea Computer & Systems |
| Music & Entertainment | 1d | +8.5% | 2017-10-17 (+8.5%) | Chorokbaem Media |
| Steel Majors | 1d | +6.8% | 2017-10-16 (+6.8%) | SeAH Besteel Holdings |
| Renewable Energy | 1d | +6.5% | 2017-10-23 (+6.5%) | Woorim Power Train Solution |
| China Consumer | 1d | +6.2% | 2017-10-13 (+6.2%) | Global Tax Free |
| Securities Brokers | 1d | +6.1% | 2017-10-12 (+6.1%) | Korea Investment Holdings |
| Semiconductor Equipment | 1d | +5.3% | 2017-10-31 (+5.3%) | Cymechs |
What to Watch Next Month
Beauty & Cosmetics was the only theme still marked as running at month-end. Next month’s data will show whether the run continues.
Financial themes also came back. Life Insurance averaged 5.44% and Banks 3.2%, each over 2 strong days. Semiconductor Equipment ended the month with 5.27% on Oct 31.
Theme heatmap
| 10-10 | 10-11 | 10-12 | 10-13 | 10-16 | 10-17 | 10-18 | 10-19 | 10-20 | 10-23 | 10-24 | 10-25 | 10-26 | 10-27 | 10-30 | 10-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| China Consumer | +8.9 | +11.1 | +10.3 | |||||||||||||
| Beauty & Cosmetics | +18.2 | +4.4 | +6.7 | |||||||||||||
| Baby & Birth Rate | +9.2 | +4.6 | ||||||||||||||
| Life Insurance | +4.7 | +6.1 | ||||||||||||||
| Banks | +3.4 | +3.0 | ||||||||||||||
| Oil Refining | +2.3 | +1.9 | ||||||||||||||
| Four Major Rivers Restoration | +14.7 | |||||||||||||||
| Fourth Industrial Revolution | +13.9 | |||||||||||||||
| Blockchain | +10.7 | |||||||||||||||
| Music & Entertainment | +8.5 | |||||||||||||||
| Steel Majors | +6.8 | |||||||||||||||
| Renewable Energy | +6.5 | |||||||||||||||
| China Consumer | +6.2 | |||||||||||||||
| Securities Brokers | +6.1 | |||||||||||||||
| Semiconductor Equipment | +5.3 |