Dec 2022 Theme Wrap — The Monthly Theme Map
21 trading days · 69 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 9 days (monthly avg. +9.4%). Best single day this month: Dec 13, +17.4%.
Average change over the period
December 2022 was led by Beauty & Cosmetics, which was strong on 9 days with an average change of 9.44%. Airlines & Low-Cost Carriers came next with 8 strong days.
Pharma had the month’s biggest single-day move, 17.42% on Dec 13. Its leaders included Kukje Pharma and Kyung Nam Pharm, and its average change was 9.82%.
Several themes had their best day on Dec 9. These included Media & Content at 13.83%, Film at 11.24% and 5G at 9.73%.
69 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 9d | +9.4% | 2022-12-27 (+15.4%) | Byon, Cosnine, Sewha P&C |
| Airlines & Low-Cost Carriers | 8d | +3.0% | 2022-12-07 (+4.3%) | AK Holdings, Air Busan, Jejuair |
| Media & Content | 7d | +7.3% | 2022-12-09 (+13.8%) | SAMG Entertainment, Barunson Entertainment & Arts, Bucket Studio |
| 5G | 6d | +5.3% | 2022-12-09 (+9.7%) | TAIHAN Fiberoptics, Ace Technologies, Frtek |
| Duty Free | 6d | +3.4% | 2022-12-27 (+5.3%) | JTC, Global Tax Free, Tonymoly |
| Pharma | 5d | +9.8% | 2022-12-13 (+17.4%) | Kyung Nam Pharm, Kyongbo Pharmaceutical, Kukje Pharma |
| Webtoons | 5d | +7.0% | 2022-12-09 (+8.7%) | Mr. Blue, NBT, Finger Story |
| Ukraine Reconstruction (Related) | 5d | +4.4% | 2022-12-09 (+9.1%) | KH Construction, TYM, Development Advance Solution |
| Travel | 5d | +2.5% | 2022-12-27 (+3.5%) | Yellow Balloon Tour, Lotte Tour Development, Very Good Tour |
| Casinos | 5d | +2.1% | 2022-12-27 (+3.3%) | Lotte Tour Development, TOVISCo, Paradise |
| Medical Devices | 4d | +7.8% | 2022-12-21 (+10.6%) | NanoenTek, Mekics |
| Semiconductor Equipment | 4d | +6.1% | 2022-12-01 (+8.6%) | Laserssel, Seojin System, SurplusGLOBAL |
| Semiconductor Majors (Fabrication) | 4d | +1.9% | 2022-12-09 (+2.7%) | DB HiTek, SK hynix, Samsung Electronics |
| Film | 3d | +7.3% | 2022-12-09 (+11.2%) | Barunson Entertainment & Arts, Bucket Studio, Jolse |
| COVID (Diagnostics) | 3d | +6.6% | 2022-12-16 (+9.7%) | NanoenTek, Genesystem |
What to Watch Next Month
Beauty & Cosmetics, Duty Free, Travel and Casinos all had their best day late in the month, on Dec 27. The data still marked each of them as continuing at the end of December.
Semiconductor Majors (Fabrication), which includes Samsung Electronics and SK hynix, was strong on 4 days with an average change of 1.89%. The data shows a recurrent count of 69.
Theme heatmap
| 12-01 | 12-02 | 12-05 | 12-06 | 12-07 | 12-08 | 12-09 | 12-12 | 12-13 | 12-14 | 12-15 | 12-16 | 12-19 | 12-20 | 12-21 | 12-22 | 12-23 | 12-26 | 12-27 | 12-28 | 12-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +5.6 | +6.9 | +12.6 | +12.1 | +9.2 | +8.4 | +6.3 | +15.4 | +8.5 | ||||||||||||
| Airlines & Low-Cost Carriers | +2.6 | +4.3 | +3.1 | +3.0 | +1.8 | +3.0 | +2.8 | +3.2 | |||||||||||||
| Media & Content | +6.1 | +6.2 | +13.8 | +8.8 | +4.5 | +4.8 | +7.1 | ||||||||||||||
| 5G | +6.7 | +6.0 | +9.7 | +1.1 | +4.2 | +4.1 | |||||||||||||||
| Duty Free | +2.0 | +3.6 | +4.2 | +1.8 | +5.3 | +3.2 | |||||||||||||||
| Pharma | +9.3 | +17.4 | +11.1 | +6.4 | +5.0 | ||||||||||||||||
| Webtoons | +7.9 | +4.4 | +8.7 | +8.1 | +5.8 | ||||||||||||||||
| Ukraine Reconstruction (Related) | +3.7 | +2.6 | +9.1 | +4.3 | +2.5 | ||||||||||||||||
| Travel | +2.8 | +1.7 | +1.7 | +3.5 | +2.9 | ||||||||||||||||
| Casinos | +0.9 | +2.1 | +1.4 | +3.3 | +2.8 | ||||||||||||||||
| Medical Devices | +4.8 | +5.8 | +10.2 | +10.6 | |||||||||||||||||
| Semiconductor Equipment | +8.6 | +5.1 | +7.2 | +3.5 | |||||||||||||||||
| Semiconductor Majors (Fabrication) | +1.9 | +2.7 | +1.3 | +1.6 | |||||||||||||||||
| Film | +11.2 | +6.3 | +4.4 | ||||||||||||||||||
| COVID (Diagnostics) | +4.1 | +9.7 | +6.1 |