Jun 2021 Theme Wrap — The Monthly Theme Map
22 trading days · 88 recurring themes · top 15 themes — most persistent is Nuclear at 6 days (monthly avg. +12.0%). Best single day this month: Jun 29, +30.0%.
Average change over the period
June 2021 was led by Nuclear, strong on 6 days with an average change of 12.04%. Its best day, Jun 7, brought a 29.4% move.
Education & E-Learning posted the highest average change, 20.19%, in just 2 strong days, peaking at 30.0% on Jun 29. Political Ties (Choi Jae-hyung) followed at 16.99%.
The month’s data counts 88 recurrent themes. Semiconductors and Shipping each stayed strong for 5 days, with average changes of 5.16% and 4.05%.
88 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Nuclear | 6d | +12.0% | 2021-06-07 (+29.4%) | Bosung Power Technology, Bhi, Enertork |
| Semiconductors | 5d | +5.2% | 2021-06-03 (+7.3%) | Smart Solutions, MKElectron, WONIK QnC |
| Shipping | 5d | +4.0% | 2021-06-25 (+6.9%) | Korea Line, Pan Ocean |
| COVID (Diagnostics, Treatments, Vaccines) | 4d | +13.1% | 2021-06-23 (+18.4%) | GeneOne Life Science, Green pine tree, Humasis |
| Cement & Ready-Mix Concrete | 4d | +6.8% | 2021-06-15 (+10.1%) | SG, SAMPYO Cement, SeoSan |
| Political Ties (Choi Jae-hyung) | 3d | +17.0% | 2021-06-21 (+23.6%) | Openbase, Hansaemk |
| Political Ties (Yoon Suk-yeol) | 3d | +11.7% | 2021-06-01 (+20.8%) | NE Neungyule, Woongjin |
| 5G / Telecom Equipment | 3d | +7.4% | 2021-06-18 (+9.3%) | Ace Technologies, Eluon, Korea Advanced Materials |
| OLED Displays | 3d | +6.5% | 2021-06-28 (+6.7%) | Yas, Y&next, YeSUN Tech |
| COVID (Sputnik V) | 3d | +6.2% | 2021-06-30 (+7.0%) | E Investment&Development, Huons Global |
| Toss | 3d | +4.9% | 2021-06-23 (+7.0%) | Daol Investment & Securities, Korea Electronic Certification Authority |
| Battery / EV | 3d | +3.9% | 2021-06-17 (+4.3%) | Rothwell International, Wonik Pne, Cosmo Advanced Materials & Technology |
| Banks | 3d | +2.1% | 2021-06-25 (+2.5%) | Woori Financial Group, Hana Financial Group |
| Education & E-Learning | 2d | +20.2% | 2021-06-29 (+30.0%) | Visang Education, Ibkimyoung |
| Auto Parts | 2d | +13.1% | 2021-06-22 (+14.2%) | Dya, Hwashin |
What to Watch Next Month
5G / Telecom Equipment, Banks and Education & E-Learning were flagged running at their last occurrence. Whether those runs carry into July is the open question.
On the final session, Jun 30, COVID (Sputnik V) had its best day at 7.01%. COVID (Diagnostics, Treatments, Vaccines) averaged 13.09% across 4 strong days.
Theme heatmap
| 06-01 | 06-02 | 06-03 | 06-04 | 06-07 | 06-08 | 06-09 | 06-10 | 06-11 | 06-14 | 06-15 | 06-16 | 06-17 | 06-18 | 06-21 | 06-22 | 06-23 | 06-24 | 06-25 | 06-28 | 06-29 | 06-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuclear | +10.1 | +16.6 | +29.4 | +4.0 | +9.6 | +2.7 | ||||||||||||||||
| Semiconductors | +7.3 | +5.2 | +4.9 | +3.6 | +4.7 | |||||||||||||||||
| Shipping | +5.3 | +3.2 | +3.4 | +6.9 | +1.5 | |||||||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +9.9 | +18.4 | +14.0 | +10.0 | ||||||||||||||||||
| Cement & Ready-Mix Concrete | +6.9 | +5.1 | +10.1 | +5.1 | ||||||||||||||||||
| Political Ties (Choi Jae-hyung) | +15.9 | +23.6 | +11.5 | |||||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +20.8 | +4.9 | +9.3 | |||||||||||||||||||
| 5G / Telecom Equipment | +5.8 | +7.3 | +9.3 | |||||||||||||||||||
| OLED Displays | +6.6 | +6.2 | +6.7 | |||||||||||||||||||
| COVID (Sputnik V) | +5.5 | +6.0 | +7.0 | |||||||||||||||||||
| Toss | +2.6 | +5.1 | +7.0 | |||||||||||||||||||
| Battery / EV | +4.2 | +3.2 | +4.3 | |||||||||||||||||||
| Banks | +1.8 | +1.9 | +2.5 | |||||||||||||||||||
| Education & E-Learning | +30.0 | +10.4 | ||||||||||||||||||||
| Auto Parts | +14.2 | +11.9 |