Jan 2021 Theme Wrap — The Monthly Theme Map
20 trading days · 59 recurring themes · top 15 themes — most persistent is Semiconductors at 6 days (monthly avg. +11.8%). Best single day this month: Jan 26, +25.0%.
Average change over the period
January 2021 ran from Jan 4 to Jan 29, and Semiconductors led the theme board with 6 strong days and an average change of 11.81%. Its best day, Jan 26, saw a change of 24.97%.
Political Ties (Lee Jae-myung) matched that with 6 strong days and an average change of 11.3%. It peaked at 22.26% on Jan 7.
Beyond the top two, Auto Parts posted the highest average change at 12.59% over 2 strong days, led by KB Autosys and SL. The data also counts 59 recurrent themes.
59 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductors | 6d | +11.8% | 2021-01-26 (+25.0%) | SFA Semicon, Magicmicro, Signetics |
| Political Ties (Lee Jae-myung) | 6d | +11.3% | 2021-01-07 (+22.3%) | DongshinEngineering&Construction, Soosan Int, Total Soft Bank |
| Autonomous Driving | 4d | +10.2% | 2021-01-20 (+11.4%) | Dasan DMC, Telechips, ThinkwareSystems |
| Crypto & Bitcoin | 4d | +9.1% | 2021-01-06 (+11.7%) | Vidente, Iokenm, Wizit |
| Shipping | 3d | +9.6% | 2021-01-05 (+13.2%) | HMM, Korea Line |
| Battery | 3d | +8.4% | 2021-01-14 (+11.5%) | Naintech, Wonik Pne, Tsi |
| Securities Brokers | 3d | +8.3% | 2021-01-06 (+10.4%) | KIWOOM Securities, Hanwha Investment&securities, Hyundai Motor Securities |
| Steel Majors / Steel (Small & Mid Cap) | 3d | +6.0% | 2021-01-05 (+8.9%) | Kyeong Nam Steel, Moonbae Steel, Hyundai BNG Steel |
| Auto Parts | 2d | +12.6% | 2021-01-19 (+16.0%) | KB Autosys, SL |
| Media & Content | 2d | +11.0% | 2021-01-12 (+12.0%) | Samhwa Networks, kt alpha |
| Car Majors / Auto Parts | 2d | +10.5% | 2021-01-20 (+17.1%) | Guyoung Technology, Hyundai Mobis |
| Integrated Logistics | 2d | +10.4% | 2021-01-05 (+17.5%) | Sebang, Hansol Logistics |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +10.4% | 2021-01-08 (+12.2%) | Nuin Tek, Pyung Hwa Holdings |
| Corrugated Board / Paper | 2d | +9.7% | 2021-01-19 (+11.7%) | Moorim SP, Shinpoong |
| Battery / EV | 2d | +9.7% | 2021-01-04 (+12.7%) | SK Innovation, Cosmochemical |
What to Watch Next Month
Autonomous Driving and Crypto & Bitcoin each logged 4 strong days, with average changes of 10.19% and 9.06%. Both were flagged as recurring themes.
Shipping, Battery, Securities Brokers and Steel Majors / Steel (Small & Mid Cap) each had 3 strong days. Next month’s data will show whether these themes keep their pace.
Theme heatmap
| 01-04 | 01-05 | 01-06 | 01-07 | 01-08 | 01-11 | 01-12 | 01-13 | 01-14 | 01-15 | 01-18 | 01-19 | 01-20 | 01-21 | 01-22 | 01-25 | 01-26 | 01-27 | 01-28 | 01-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductors | +8.9 | +8.8 | +11.6 | +8.3 | +8.2 | +25.0 | ||||||||||||||
| Political Ties (Lee Jae-myung) | +10.0 | +22.3 | +10.8 | +15.2 | +2.9 | +6.6 | ||||||||||||||
| Autonomous Driving | +9.6 | +11.4 | +8.7 | +11.0 | ||||||||||||||||
| Crypto & Bitcoin | +7.2 | +11.7 | +10.6 | +6.8 | ||||||||||||||||
| Shipping | +10.0 | +13.2 | +5.6 | |||||||||||||||||
| Battery | +11.5 | +10.1 | +3.6 | |||||||||||||||||
| Securities Brokers | +10.4 | +9.9 | +4.7 | |||||||||||||||||
| Steel Majors / Steel (Small & Mid Cap) | +8.9 | +5.1 | +4.0 | |||||||||||||||||
| Auto Parts | +16.0 | +9.2 | ||||||||||||||||||
| Media & Content | +12.0 | +10.1 | ||||||||||||||||||
| Car Majors / Auto Parts | +3.9 | +17.1 | ||||||||||||||||||
| Integrated Logistics | +17.5 | +3.4 | ||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +12.2 | +8.7 | ||||||||||||||||||
| Corrugated Board / Paper | +11.7 | +7.8 | ||||||||||||||||||
| Battery / EV | +12.7 | +6.8 |