Nov 2017 Theme Wrap — The Monthly Theme Map
22 trading days · 27 recurring themes · top 15 themes — most persistent is Securities Brokers at 4 days (monthly avg. +5.5%). Best single day this month: Nov 16, +26.3%.
Average change over the period
Securities Brokers led November 2017 for staying power, strong on 4 days with an average change of 5.54%. China Consumer followed with 3 strong days.
The biggest single-day moves came from narrower groups. Hydrogen (Fuel Cells, Vehicles) jumped 26.33% on Nov 16, the same day Battery / EV rose 15.66%.
Other one-day spikes came from Disaster Safety (Earthquake), up 25.13% on Nov 15, and Venture Capital, up 19.18% on Nov 3.
27 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Securities Brokers | 4d | +5.5% | 2017-11-22 (+8.2%) | DB Securities, SK Securities, Eugene Investment & Securities |
| China Consumer | 3d | +7.9% | 2017-11-23 (+9.8%) | Medience, Keyeast, Hankook Cosmetics Manufacturing |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +15.5% | 2017-11-16 (+26.3%) | Unick |
| Battery / EV | 2d | +14.5% | 2017-11-16 (+15.7%) | Samwha Capacitor, Wonik Pne |
| Crypto & Bitcoin | 2d | +12.9% | 2017-11-29 (+14.1%) | Seoul Information Service, JCH Systems |
| Duty Free | 2d | +5.7% | 2017-11-20 (+8.0%) | Global Tax Free, Hanwha Galleria Timeworld |
| Car Majors | 2d | +3.2% | 2017-11-13 (+3.5%) | Hyundai Mobis, Hyundai Motor |
| Banks | 2d | +0.8% | 2017-11-28 (+1.6%) | Hana Financial Group |
| Disaster Safety (Earthquake) | 1d | +25.1% | 2017-11-15 (+25.1%) | Samyoung M-tek C0 |
| Venture Capital | 1d | +19.2% | 2017-11-03 (+19.2%) | DSC Investment |
| Autonomous Driving | 1d | +17.3% | 2017-11-22 (+17.3%) | A-Tech Solution |
| Nuclear | 1d | +12.4% | 2017-11-29 (+12.4%) | Enertork |
| Remodeling & Interiors | 1d | +11.8% | 2017-11-28 (+11.8%) | Enex |
| Solar | 1d | +11.4% | 2017-11-21 (+11.4%) | DaejooElectronicMaterials |
| Dementia | 1d | +10.3% | 2017-11-20 (+10.3%) | Hyper |
What to Watch Next Month
Every theme in this wrap is tagged as recurring, and the data shows a recurrence count of 27. Crypto & Bitcoin was strong late in the month, peaking at 14.1% on Nov 29.
Nuclear also moved late, up 12.42% on Nov 29, and Banks rose 1.6% on Nov 28. Next month’s data will show whether these themes come back.
Theme heatmap
| 11-01 | 11-02 | 11-03 | 11-06 | 11-07 | 11-08 | 11-09 | 11-10 | 11-13 | 11-14 | 11-15 | 11-16 | 11-17 | 11-20 | 11-21 | 11-22 | 11-23 | 11-24 | 11-27 | 11-28 | 11-29 | 11-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Securities Brokers | +3.2 | +4.8 | +6.0 | +8.2 | ||||||||||||||||||
| China Consumer | +9.5 | +9.8 | +4.6 | |||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +4.6 | +26.3 | ||||||||||||||||||||
| Battery / EV | +15.7 | +13.3 | ||||||||||||||||||||
| Crypto & Bitcoin | +11.7 | +14.1 | ||||||||||||||||||||
| Duty Free | +3.3 | +8.0 | ||||||||||||||||||||
| Car Majors | +3.5 | +2.9 | ||||||||||||||||||||
| Banks | +1.6 | +0.0 | ||||||||||||||||||||
| Disaster Safety (Earthquake) | +25.1 | |||||||||||||||||||||
| Venture Capital | +19.2 | |||||||||||||||||||||
| Autonomous Driving | +17.3 | |||||||||||||||||||||
| Nuclear | +12.4 | |||||||||||||||||||||
| Remodeling & Interiors | +11.8 | |||||||||||||||||||||
| Solar | +11.4 | |||||||||||||||||||||
| Dementia | +10.3 |