Oct 2020 Theme Wrap — The Monthly Theme Map
19 trading days · 37 recurring themes · top 15 themes — most persistent is Solar at 3 days (monthly avg. +20.1%). Best single day this month: Oct 13, +30.0%.
Average change over the period
October 2020 was led by green energy. Solar posted an average change of 20.06%, with its best day of 29.99% on Oct 13.
Wind peaked the same day at 29.82%, with an average change of 14.37%. Battery also logged 3 strong days and an average change of 11.54%.
Shorter bursts came from COVID (Remdesivir), which hit 23.07% on Oct 23, and Crypto & Bitcoin at 25.63% on Oct 22. The month’s recurrent count was 37.
37 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Solar | 3d | +20.1% | 2020-10-13 (+30.0%) | SDN Company, Shinsung E&g |
| Wind | 3d | +14.4% | 2020-10-13 (+29.8%) | SK D&D, Woorim Power Train Solution, Unison |
| Battery | 3d | +11.5% | 2020-10-06 (+15.6%) | Naintech, Sama Aluminium, Samjin LND |
| Seafood & Fishing | 3d | +9.2% | 2020-10-22 (+17.1%) | CJ Seafood, Sajo Sea Food |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +7.6% | 2020-10-15 (+11.7%) | S Connect, EcoSimplex, Younghwa Tech |
| Rare Earths & Rare Metals | 3d | +5.3% | 2020-10-05 (+9.0%) | Union Materials |
| Banks | 3d | +3.2% | 2020-10-05 (+3.9%) | KB Financial Group, Shinhan Financial Group, Hana Financial Group |
| COVID (Remdesivir) | 2d | +17.8% | 2020-10-23 (+23.1%) | Maxrotec |
| Crypto & Bitcoin | 2d | +15.9% | 2020-10-22 (+25.6%) | Woori Technology Investment |
| Carbon Emission Credits | 2d | +12.3% | 2020-10-14 (+17.6%) | Hansol HomeDeco, Foosung |
| Autonomous Driving | 2d | +9.0% | 2020-10-08 (+11.2%) | Mobile Appliance, A-Tech Solution |
| Currency & ATM Systems (incl. CBDC) | 2d | +8.1% | 2020-10-07 (+9.1%) | Hannet |
| Consumer | 2d | +7.5% | 2020-10-12 (+9.5%) | Yellow Balloon Tour, Hyundai Department Store |
| Shipping | 2d | +6.0% | 2020-10-05 (+7.1%) | HMM, Pan Ocean |
| COVID (Diagnostics) | 2d | +5.8% | 2020-10-29 (+7.2%) | LabGenomics, RollingStone |
What to Watch Next Month
Every theme listed was tagged recurred, so recurrence is the thread running through the month. Banks logged 3 strong days with a modest average change of 3.2%.
Late in the month, COVID (Diagnostics) had its best day on Oct 29 at 7.21%. Whether these themes resurface in November is the open question.
Theme heatmap
| 10-05 | 10-06 | 10-07 | 10-08 | 10-12 | 10-13 | 10-14 | 10-15 | 10-16 | 10-19 | 10-20 | 10-21 | 10-22 | 10-23 | 10-26 | 10-27 | 10-28 | 10-29 | 10-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Solar | +20.7 | +30.0 | +9.5 | ||||||||||||||||
| Wind | +5.4 | +29.8 | +7.9 | ||||||||||||||||
| Battery | +15.6 | +12.4 | +6.7 | ||||||||||||||||
| Seafood & Fishing | +2.3 | +8.3 | +17.1 | ||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +5.3 | +5.9 | +11.7 | ||||||||||||||||
| Rare Earths & Rare Metals | +9.0 | +3.8 | +3.2 | ||||||||||||||||
| Banks | +3.9 | +3.1 | +2.6 | ||||||||||||||||
| COVID (Remdesivir) | +12.6 | +23.1 | |||||||||||||||||
| Crypto & Bitcoin | +25.6 | +6.2 | |||||||||||||||||
| Carbon Emission Credits | +17.6 | +7.0 | |||||||||||||||||
| Autonomous Driving | +11.2 | +6.8 | |||||||||||||||||
| Currency & ATM Systems (incl. CBDC) | +9.1 | +7.1 | |||||||||||||||||
| Consumer | +9.5 | +5.4 | |||||||||||||||||
| Shipping | +7.1 | +5.0 | |||||||||||||||||
| COVID (Diagnostics) | +4.3 | +7.2 |