Oct 2019 Theme Wrap — The Monthly Theme Map
21 trading days · 33 recurring themes · top 15 themes — most persistent is Cannabis at 3 days (monthly avg. +9.9%). Best single day this month: Oct 7, +26.4%.
Average change over the period
October 2019 was led by Pharma & Biotech, which posted an average change of 21.62% over 2 strong days. Its best session came on Oct 7, a 26.39% move led by SillaJen and Helixmith.
The biggest one-day move came from Political Ties (Yoon Suk-yeol), up 25.24% on Oct 14 behind Mobase Electronics. Political Ties (Rhyu Si-min) rose 24.67% the same day, led by YBM Net.
Cannabis and Beauty & Cosmetics each had 3 strong days, the most of any theme. Cannabis peaked on Oct 1 at 15.07%, while Beauty & Cosmetics peaked on Oct 30 at 9.97%.
33 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Cannabis | 3d | +9.9% | 2019-10-01 (+15.1%) | Phionx, Osung Advanced Materials |
| Beauty & Cosmetics | 3d | +6.3% | 2019-10-30 (+10.0%) | AMOREPACIFIC Holdings, CHA AI Healthkare, Coloray International Investment |
| Pharma & Biotech | 2d | +21.6% | 2019-10-07 (+26.4%) | SillaJen, Helixmith |
| Autonomous Driving | 2d | +14.0% | 2019-10-15 (+21.6%) | DA Technology, Sambo Motors |
| Education & E-Learning | 2d | +12.7% | 2019-10-22 (+13.3%) | MegaMD, Samsung Publishing |
| African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed | 2d | +8.5% | 2019-10-02 (+11.0%) | Maniker F&G |
| Political Ties (Yoon Suk-yeol) | 1d | +25.2% | 2019-10-14 (+25.2%) | Mobase Electronics |
| Political Ties (Rhyu Si-min) | 1d | +24.7% | 2019-10-14 (+24.7%) | YBM Net |
| Japan Export Curbs (Localization) | 1d | +18.6% | 2019-10-04 (+18.6%) | Ram Technology |
| Games / Mobile Games | 1d | +15.2% | 2019-10-30 (+15.2%) | Nexus |
| Crypto & Bitcoin / Blockchain | 1d | +14.3% | 2019-10-28 (+14.3%) | Woori Technology Investment |
| Japan Boycott Beneficiaries | 1d | +13.6% | 2019-10-18 (+13.6%) | Vivien |
| LPG (Liquefied Petroleum Gas) | 1d | +13.0% | 2019-10-11 (+13.0%) | HeunguOil |
| Media & Content | 1d | +12.7% | 2019-10-29 (+12.7%) | Bucket Studio |
| Dementia | 1d | +9.2% | 2019-10-23 (+9.2%) | Hyper |
What to Watch Next Month
Autonomous Driving came back with 2 strong days and an average change of 13.98%, led by DA Technology and Sambo Motors. Education & E-Learning followed at 12.68%.
Japan-related themes also came back, with Japan Export Curbs (Localization) up 18.59% on Oct 4 and Japan Boycott Beneficiaries up 13.56% on Oct 18. November’s data will show whether they keep going.
Theme heatmap
| 10-01 | 10-02 | 10-04 | 10-07 | 10-08 | 10-10 | 10-11 | 10-14 | 10-15 | 10-16 | 10-17 | 10-18 | 10-21 | 10-22 | 10-23 | 10-24 | 10-25 | 10-28 | 10-29 | 10-30 | 10-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cannabis | +15.1 | +9.5 | +5.0 | ||||||||||||||||||
| Beauty & Cosmetics | +3.4 | +10.0 | +5.6 | ||||||||||||||||||
| Pharma & Biotech | +16.9 | +26.4 | |||||||||||||||||||
| Autonomous Driving | +21.5 | +6.4 | |||||||||||||||||||
| Education & E-Learning | +13.3 | +12.1 | |||||||||||||||||||
| African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed | +11.0 | +6.1 | |||||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +25.2 | ||||||||||||||||||||
| Political Ties (Rhyu Si-min) | +24.7 | ||||||||||||||||||||
| Japan Export Curbs (Localization) | +18.6 | ||||||||||||||||||||
| Games / Mobile Games | +15.2 | ||||||||||||||||||||
| Crypto & Bitcoin / Blockchain | +14.3 | ||||||||||||||||||||
| Japan Boycott Beneficiaries | +13.6 | ||||||||||||||||||||
| LPG (Liquefied Petroleum Gas) | +13.0 | ||||||||||||||||||||
| Media & Content | +12.7 | ||||||||||||||||||||
| Dementia | +9.2 |