Jun 2022 Theme Wrap — The Monthly Theme Map

June 30, 2022 · #Nuclear #Construction Equipment #Shipbuilding #AI & Robotics #Solar #Monkeypox #Currency & ATM Systems (incl. CBDC) #Space & Aerospace #Animal Feed / Fertilizers / Agriculture #Battery / EV #Korea-Listed Chinese Companies #Defense & War #Shipbuilding / Shipbuilding Equipment #Games / Mobile Games #Battery Recycling (Related)

20 trading days · 57 recurring themes · top 15 themes — most persistent is Nuclear at 9 days (monthly avg. +7.6%). Best single day this month: Jun 3, +25.7%.

Trading days20d Most days strong9d monthly avg.+7.6% LeaderBhi

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+7.6%
Construction Equipment
+10.7%
Shipbuilding
+3.5%
AI & Robotics
+7.7%
Solar
+7.5%
Monkeypox
+17.7%
Currency & ATM Systems (incl. CBDC)
+5.1%
Space & Aerospace
+4.5%
Animal Feed / Fertilizers / Agriculture
+12.3%
Battery / EV
+11.1%
Korea-Listed Chinese Companies
+9.1%
Defense & War
+7.2%
Shipbuilding / Shipbuilding Equipment
+6.1%
Games / Mobile Games
+5.8%
Battery Recycling (Related)
+4.2%

June 2022’s most persistent theme was Nuclear, which was strong on 9 days. Its best day came on Jun 28 with a move of 11.87%, and its average change was 7.64%.

Construction Equipment had the biggest single-day jump, 25.73% on Jun 3. Monkeypox had the highest average change, 17.73% across 3 strong days.

Smaller themes also ran: Animal Feed / Fertilizers / Agriculture jumped 20.87% on Jun 22, and Battery / EV averaged 11.06%. The month’s recurrent count stood at 57.

57 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Nuclear9d+7.6%2022-06-28 (+11.9%)Bhi, Seojeon Electric Machinery, Orbitech
Construction Equipment6d+10.7%2022-06-03 (+25.7%)Seoam Machinery Industry, Seoyon Topmetal, Yooshin Engineering
Shipbuilding5d+3.5%2022-06-27 (+5.2%)HD Hyundai Heavy Industries, Hanwha Ocean
AI & Robotics4d+7.7%2022-06-02 (+13.1%)Robotis, Moadata, T-Robotics
Solar4d+7.5%2022-06-07 (+10.1%)HD Hyundai Energy Solutions, SDN Company, S-Energy
Monkeypox3d+17.7%2022-06-22 (+24.3%)RollingStone, Billions
Currency & ATM Systems (incl. CBDC)3d+5.1%2022-06-24 (+7.2%)Ksign, Korea Computer Terminal
Space & Aerospace3d+4.5%2022-06-20 (+5.6%)Asia Pacific Satellite lnc, SatrecInitiative
Animal Feed / Fertilizers / Agriculture2d+12.3%2022-06-22 (+20.9%)Sbsungbo, HyosungONBCo
Battery / EV2d+11.1%2022-06-16 (+11.2%)Samjin LND, A.f.w
Korea-Listed Chinese Companies2d+9.1%2022-06-15 (+10.5%)Global SM Tech, Heng Sheng Holding Group
Defense & War2d+7.2%2022-06-07 (+9.3%)Itcenentec, Firstec
Shipbuilding / Shipbuilding Equipment2d+6.1%2022-06-21 (+8.9%)Dongsung Finetec, Il Seung
Games / Mobile Games2d+5.8%2022-06-21 (+6.8%)Skonec Entertainment, Kakao Games
Battery Recycling (Related)2d+4.2%2022-06-17 (+5.9%)Younghwa Tech, Cosmochemical

What to Watch Next Month

Nuclear, Battery / EV and Space & Aerospace ended the month tagged running, so their runs were still going. Every other listed theme was tagged recurred.

Shipbuilding, led by HD Hyundai Heavy Industries and Hanwha Ocean, had 5 strong days and a 3.55% average change. Its best day came on Jun 27.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0206-0306-0706-0806-0906-1006-1306-1406-1506-1606-1706-2006-2106-2206-2306-2406-2706-2806-2906-30
Nuclear+5.8+2.8+5.7+9.3+6.6+7.1+11.5+11.9+8.1
Construction Equipment+25.7+8.6+8.3+9.7+3.6+8.2
Shipbuilding+3.1+1.9+3.9+5.2+3.6
AI & Robotics+13.1+5.9+3.9+8.0
Solar+10.1+9.9+0.8+9.4
Monkeypox+12.3+16.6+24.3
Currency & ATM Systems (incl. CBDC)+5.0+3.0+7.2
Space & Aerospace+4.3+5.6+3.5
Animal Feed / Fertilizers / Agriculture+3.7+20.9
Battery / EV+11.2+11.0
Korea-Listed Chinese Companies+7.7+10.5
Defense & War+9.3+5.1
Shipbuilding / Shipbuilding Equipment+3.3+8.9
Games / Mobile Games+4.9+6.8
Battery Recycling (Related)+2.5+5.9
Down UpBlank = not in that day's strong list