May 2019 Theme Wrap — The Monthly Theme Map
21 trading days · 18 recurring themes · top 15 themes — most persistent is Crypto & Bitcoin at 4 days (monthly avg. +9.3%). Best single day this month: May 15, +23.7%.
Average change over the period
May 2019’s strongest theme by average was 5G / Telecom Equipment, with an average change of 16.06% over 3 strong days. Its best day came on May 15 with a 23.7% move, led by OE Solutions, Wiable and KMW.
Crypto & Bitcoin stayed strong the longest, with 4 strong days. It peaked at 17.92% on May 13, led by Seoul Information Service and Woori Technology Investment.
Some new themes also had big days. Carbon Nanotubes (CNT) / Graphene jumped 22.32% on May 8 through SM Kukil. African Swine Fever (ASF) ended the month with a 19.02% day on May 31.
18 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Crypto & Bitcoin | 4d | +9.3% | 2019-05-13 (+17.9%) | Seoul Information Service, Woori Technology Investment |
| 5G / Telecom Equipment | 3d | +16.1% | 2019-05-15 (+23.7%) | OE Solutions, Wiable, KMW |
| North Korea | 3d | +9.6% | 2019-05-17 (+10.9%) | Busan Industrial, In the F, Chobi |
| Rare Earths & Rare Metals | 2d | +13.1% | 2019-05-29 (+14.0%) | Novatech, Union |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +7.0% | 2019-05-28 (+7.8%) | Shinhwapritech, JNK Global |
| Carbon Nanotubes (CNT) / Graphene | 1d | +22.3% | 2019-05-08 (+22.3%) | SM Kukil |
| African Swine Fever (ASF) | 1d | +19.0% | 2019-05-31 (+19.0%) | Eagle Veterinary Technology |
| Autonomous Driving | 1d | +14.1% | 2019-05-30 (+14.1%) | Dasan DMC |
| Summer Season | 1d | +14.0% | 2019-05-20 (+14.0%) | Shinil Electronics |
| Political Ties (Rhyu Si-min) | 1d | +11.3% | 2019-05-20 (+11.3%) | YBM Net |
| Corrugated Board | 1d | +11.1% | 2019-05-20 (+11.1%) | DaeyangPaperMfg |
| CCTV & DVR / Physical Security | 1d | +10.3% | 2019-05-22 (+10.3%) | Intelligent Digital Integrated Security |
| Pharma & Biotech / Medical Devices | 1d | +8.7% | 2019-05-22 (+8.7%) | Eutilex |
| 5G / Galaxy Supply Chain / Camera Modules & Parts | 1d | +8.6% | 2019-05-21 (+8.6%) | HanWool Materials Science |
| Battery / EV / Energy Storage (ESS) | 1d | +8.3% | 2019-05-30 (+8.3%) | Shin Heung Energy & Electronics |
What to Watch Next Month
Several returning themes were still moving late in the month. Rare Earths & Rare Metals hit 14.0% on May 29, and Hydrogen (Fuel Cells, Vehicles) rose 7.76% on May 28.
North Korea logged 3 strong days with an average change of 9.62%. Autonomous Driving and Battery / EV / Energy Storage (ESS) were both active on May 30, and it remains to be seen whether that carries into June.
Theme heatmap
| 05-02 | 05-03 | 05-07 | 05-08 | 05-09 | 05-10 | 05-13 | 05-14 | 05-15 | 05-16 | 05-17 | 05-20 | 05-21 | 05-22 | 05-23 | 05-24 | 05-27 | 05-28 | 05-29 | 05-30 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crypto & Bitcoin | +3.3 | +17.9 | +9.7 | +6.3 | |||||||||||||||||
| 5G / Telecom Equipment | +10.9 | +23.7 | +13.5 | ||||||||||||||||||
| North Korea | +9.5 | +10.9 | +8.5 | ||||||||||||||||||
| Rare Earths & Rare Metals | +12.2 | +14.0 | |||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +6.2 | +7.8 | |||||||||||||||||||
| Carbon Nanotubes (CNT) / Graphene | +22.3 | ||||||||||||||||||||
| African Swine Fever (ASF) | +19.0 | ||||||||||||||||||||
| Autonomous Driving | +14.1 | ||||||||||||||||||||
| Summer Season | +14.0 | ||||||||||||||||||||
| Political Ties (Rhyu Si-min) | +11.3 | ||||||||||||||||||||
| Corrugated Board | +11.1 | ||||||||||||||||||||
| CCTV & DVR / Physical Security | +10.3 | ||||||||||||||||||||
| Pharma & Biotech / Medical Devices | +8.7 | ||||||||||||||||||||
| 5G / Galaxy Supply Chain / Camera Modules & Parts | +8.6 | ||||||||||||||||||||
| Battery / EV / Energy Storage (ESS) | +8.3 |