Oct 2018 Theme Wrap — The Monthly Theme Map
21 trading days · 27 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 3 days (monthly avg. +8.4%). Best single day this month: Oct 17, +21.4%.
Average change over the period
Beauty & Cosmetics was the most persistent theme in October 2018, strong on 3 days with an average change of 8.45%. North Korea was strong on 2 days, with an average change of 12.72%.
The biggest single move came from Agriculture / Animal Feed, up 21.36% on Oct 17 behind Hyundai Feed. Camera Modules & Parts posted 17.7% on Oct 31, led by CoAsia CM.
Hydrogen (Fuel Cells, Vehicles), Duty Free and Banks were each strong on 2 days. Banks was the only theme flagged as continuing, with an average change of 2.54%.
27 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 3d | +8.4% | 2018-10-01 (+14.8%) | CHA AI Healthkare, Hankook Cosmetics, Kosun Bio |
| North Korea | 2d | +12.7% | 2018-10-23 (+16.4%) | Kyungnong, In the F |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +5.5% | 2018-10-08 (+6.7%) | Pyung Hwa Holdings |
| Duty Free | 2d | +3.6% | 2018-10-22 (+4.1%) | Hanwha Galleria Timeworld |
| Banks | 2d | +2.5% | 2018-10-01 (+2.7%) | KB Financial Group, iM Financial Group |
| Agriculture / Animal Feed | 1d | +21.4% | 2018-10-17 (+21.4%) | Hyundai Feed |
| Camera Modules & Parts | 1d | +17.7% | 2018-10-31 (+17.7%) | CoAsia CM |
| North Korean Mineral Resources | 1d | +11.0% | 2018-10-17 (+11.0%) | Youngwire |
| Wind | 1d | +8.1% | 2018-10-30 (+8.1%) | Unison |
| Solar | 1d | +7.7% | 2018-10-30 (+7.7%) | Dawonsys |
| Battery / EV | 1d | +7.5% | 2018-10-22 (+7.5%) | Sungmoon Electronics |
| MLCC (Multilayer Ceramic Capacitors) | 1d | +6.8% | 2018-10-12 (+6.8%) | RFsemiTechnologies |
| Petrochemicals / Synthetic Fibers | 1d | +6.5% | 2018-10-24 (+6.5%) | TK Chemical |
| Airlines & Low-Cost Carriers | 1d | +6.1% | 2018-10-31 (+6.1%) | Jejuair |
| Air Purifiers / Yellow Dust & Fine Particulates | 1d | +5.8% | 2018-10-15 (+5.8%) | Clean & Science |
What to Watch Next Month
New entries this month included MLCC (Multilayer Ceramic Capacitors) and Petrochemicals / Synthetic Fibers. It remains to be seen whether they return in November.
Wind and Solar both moved on Oct 30, at 8.1% and 7.72%. Camera Modules & Parts and Airlines & Low-Cost Carriers were also strong on Oct 31, the last day of the month.
Theme heatmap
| 10-01 | 10-02 | 10-04 | 10-05 | 10-08 | 10-10 | 10-11 | 10-12 | 10-15 | 10-16 | 10-17 | 10-18 | 10-19 | 10-22 | 10-23 | 10-24 | 10-25 | 10-26 | 10-29 | 10-30 | 10-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +14.8 | +4.5 | +6.1 | ||||||||||||||||||
| North Korea | +9.0 | +16.4 | |||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +6.7 | +4.3 | |||||||||||||||||||
| Duty Free | +3.0 | +4.1 | |||||||||||||||||||
| Banks | +2.7 | +2.3 | |||||||||||||||||||
| Agriculture / Animal Feed | +21.4 | ||||||||||||||||||||
| Camera Modules & Parts | +17.7 | ||||||||||||||||||||
| North Korean Mineral Resources | +11.0 | ||||||||||||||||||||
| Wind | +8.1 | ||||||||||||||||||||
| Solar | +7.7 | ||||||||||||||||||||
| Battery / EV | +7.4 | ||||||||||||||||||||
| MLCC (Multilayer Ceramic Capacitors) | +6.8 | ||||||||||||||||||||
| Petrochemicals / Synthetic Fibers | +6.5 | ||||||||||||||||||||
| Airlines & Low-Cost Carriers | +6.1 | ||||||||||||||||||||
| Air Purifiers / Yellow Dust & Fine Particulates | +5.8 |