May 2022 Theme Wrap — The Monthly Theme Map
21 trading days · 75 recurring themes · top 15 themes — most persistent is Construction Equipment at 8 days (monthly avg. +7.3%). Best single day this month: May 16, +20.1%.
Average change over the period
May 2022’s most persistent theme was Construction Equipment, strong on 8 days. Its best day was May 19 with a change of 15.24%, and it averaged 7.28% across those days.
Nuclear and Semiconductors each logged 7 strong days. Nuclear peaked on May 20 at 12.14%, while Semiconductors posted a milder average change of 3.46%.
The largest average change came from Animal Feed / Fertilizers / Agriculture / Food at 14.76%, with a best day of 20.09% on May 16. It was strong on only 2 days.
75 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Construction Equipment | 8d | +7.3% | 2022-05-19 (+15.2%) | DAEMO Engineering, Hyundai Everdigm, Haein |
| Nuclear | 7d | +6.3% | 2022-05-20 (+12.1%) | Kwang Myung Electric, Bhi, Seojeon Electric Machinery |
| Semiconductors | 7d | +3.5% | 2022-05-13 (+6.6%) | SFA Engineering, Dongjin Semichem, Samsung Electronics |
| Hydrogen (Fuel Cells, Vehicles) | 6d | +5.1% | 2022-05-06 (+8.9%) | EG, DYP, Pusan Cast Iron |
| Battery / EV | 5d | +5.5% | 2022-05-17 (+9.1%) | Advanced Nano Products, DA Technology, Rothwell International |
| AI & Robotics | 4d | +10.7% | 2022-05-24 (+16.0%) | Maum.ai, Yuilrobotics, Zinitix |
| Beauty & Cosmetics | 4d | +7.1% | 2022-05-11 (+8.0%) | Globon, CTK, InkredibleBuzz |
| Shipping | 4d | +3.9% | 2022-05-11 (+6.1%) | Korea Line, Heung-a Shipping |
| 5G / Telecom Equipment | 3d | +11.1% | 2022-05-04 (+14.3%) | CS, Frtek, Eluon |
| Political Ties (Lee Jae-myung) | 3d | +10.0% | 2022-05-06 (+16.0%) | Atec, Orientbio, FreeMs |
| Chicken (Poultry) | 3d | +6.4% | 2022-05-16 (+9.3%) | Maniker, Harim |
| UAM (Urban Air Mobility) | 3d | +5.4% | 2022-05-13 (+5.8%) | Kisan Telecom, Gis |
| Oil Refining | 3d | +2.1% | 2022-05-31 (+2.9%) | GS Holdings, S-Oil |
| Animal Feed / Fertilizers / Agriculture / Food | 2d | +14.8% | 2022-05-16 (+20.1%) | Sajodongaone, Singsongholdings |
| Monkeypox | 2d | +10.5% | 2022-05-27 (+12.6%) | GC Medical Science, Billions |
What to Watch Next Month
Several themes have flared up before, including AI & Robotics. It averaged a 10.69% change over 4 strong days and peaked at 16.0% on May 24.
Monkeypox showed up late in the month, with a best change of 12.57% on May 27. Construction Equipment, Semiconductors and Beauty & Cosmetics were still on continuing streaks at month-end.
Theme heatmap
| 05-02 | 05-03 | 05-04 | 05-06 | 05-09 | 05-10 | 05-11 | 05-12 | 05-13 | 05-16 | 05-17 | 05-18 | 05-19 | 05-20 | 05-23 | 05-24 | 05-25 | 05-26 | 05-27 | 05-30 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Construction Equipment | +10.9 | +4.4 | +6.0 | +5.0 | +6.0 | +15.2 | +4.6 | +6.3 | |||||||||||||
| Nuclear | +5.2 | +8.6 | +4.3 | +12.1 | +3.0 | +6.6 | +4.5 | ||||||||||||||
| Semiconductors | +3.7 | +6.6 | +2.4 | +2.6 | +3.2 | +4.4 | +1.4 | ||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +8.9 | +4.3 | +3.6 | +5.6 | +3.8 | +4.4 | |||||||||||||||
| Battery / EV | +4.0 | +4.4 | +9.1 | +4.7 | +5.3 | ||||||||||||||||
| AI & Robotics | +13.8 | +4.4 | +8.6 | +16.0 | |||||||||||||||||
| Beauty & Cosmetics | +8.0 | +6.5 | +5.8 | +8.0 | |||||||||||||||||
| Shipping | +6.1 | +4.6 | +2.0 | +2.9 | |||||||||||||||||
| 5G / Telecom Equipment | +14.3 | +12.6 | +6.4 | ||||||||||||||||||
| Political Ties (Lee Jae-myung) | +4.3 | +16.0 | +9.7 | ||||||||||||||||||
| Chicken (Poultry) | +2.8 | +9.3 | +7.1 | ||||||||||||||||||
| UAM (Urban Air Mobility) | +4.6 | +5.8 | +5.7 | ||||||||||||||||||
| Oil Refining | +2.5 | +1.0 | +2.9 | ||||||||||||||||||
| Animal Feed / Fertilizers / Agriculture / Food | +20.1 | +9.4 | |||||||||||||||||||
| Monkeypox | +12.6 | +8.4 |