Jan 2015 Theme Wrap — The Monthly Theme Map
21 trading days · 25 recurring themes · top 15 themes — most persistent is Securities Brokers at 4 days (monthly avg. +5.5%). Best single day this month: Jan 2, +11.7%.
Average change over the period
Securities Brokers led January 2015 with 4 strong days and an average change of 5.46%. Its best session came on Jan 9 with a 6.92% move. No other theme logged more strong days.
Wireless Charging posted the highest average change at 10.99%, peaking at 11.65% on Jan 2. Vaccines, Diagnostics & Epidemic Control followed with 8.33% across 3 strong days.
Jan 19 stood out, with Shipbuilding, Oil Refining and Travel all logging their best day. Shipbuilding gained 10.15% that session, while Oil Refining added 7.3%.
25 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Securities Brokers | 4d | +5.5% | 2015-01-09 (+6.9%) | NH Investment & Securities, SK Securities, KIWOOM Securities |
| Vaccines, Diagnostics & Epidemic Control | 3d | +8.3% | 2015-01-06 (+11.4%) | Eagle Veterinary Technology, Cheil Bio |
| Railways | 3d | +6.7% | 2015-01-20 (+8.8%) | Daeho Al, Mgen Solutions |
| Shipbuilding | 3d | +6.3% | 2015-01-19 (+10.2%) | Hanwha Ocean, HD Hyundai Mipo |
| Oil Refining | 3d | +5.2% | 2015-01-19 (+7.3%) | S-Oil |
| Airlines | 3d | +4.5% | 2015-01-29 (+6.9%) | Asiana Airlines, Tway Holdings Incorporation |
| Wireless Charging | 2d | +11.0% | 2015-01-02 (+11.7%) | Rftech, CHEMTRONICSCo |
| Travel | 2d | +9.0% | 2015-01-19 (+9.9%) | SM Culture & Contents, Lotte Tour Development |
| FinTech | 2d | +8.7% | 2015-01-09 (+9.5%) | Kginicis, NHN KCP |
| Beauty & Cosmetics | 2d | +6.9% | 2015-01-12 (+7.0%) | NRobotics, Hankook Cosmetics Manufacturing |
| Internet of Things (IoT) | 2d | +6.7% | 2015-01-12 (+8.1%) | KAON Group, HANKOOK Technology |
| Inter-Korean Economic Cooperation | 2d | +6.1% | 2015-01-02 (+7.5%) | Jaeyoung Solutec, Korea Electric Power |
| Petrochemicals | 2d | +5.5% | 2015-01-27 (+6.2%) | Lotte Chemical |
| 3D Printing | 2d | +4.6% | 2015-01-08 (+5.5%) | Systems Technology, HyVISION SYSTEM |
| LED | 2d | +4.3% | 2015-01-12 (+4.8%) | Seoul Semiconductor, Wooree Enterprise |
What to Watch Next Month
Airlines had its best day late in the month, on Jan 29, with a 6.92% move and Asiana Airlines among its leaders. The data counts 25 recurrent themes, and February will show how many return.
FinTech and Securities Brokers both peaked on Jan 9, with FinTech’s best change at 9.53%. Petrochemicals also had its best day late, on Jan 27, at 6.22%.
Theme heatmap
| 01-02 | 01-05 | 01-06 | 01-07 | 01-08 | 01-09 | 01-12 | 01-13 | 01-14 | 01-15 | 01-16 | 01-19 | 01-20 | 01-21 | 01-22 | 01-23 | 01-26 | 01-27 | 01-28 | 01-29 | 01-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Securities Brokers | +6.9 | +3.0 | +5.1 | +6.8 | |||||||||||||||||
| Vaccines, Diagnostics & Epidemic Control | +9.5 | +11.4 | +4.1 | ||||||||||||||||||
| Railways | +7.2 | +8.8 | +4.1 | ||||||||||||||||||
| Shipbuilding | +10.2 | +5.0 | +3.9 | ||||||||||||||||||
| Oil Refining | +7.3 | +3.3 | +5.0 | ||||||||||||||||||
| Airlines | +2.5 | +4.0 | +6.9 | ||||||||||||||||||
| Wireless Charging | +11.7 | +10.3 | |||||||||||||||||||
| Travel | +8.0 | +9.9 | |||||||||||||||||||
| FinTech | +9.5 | +7.8 | |||||||||||||||||||
| Beauty & Cosmetics | +6.8 | +7.0 | |||||||||||||||||||
| Internet of Things (IoT) | +8.1 | +5.2 | |||||||||||||||||||
| Inter-Korean Economic Cooperation | +7.5 | +4.7 | |||||||||||||||||||
| Petrochemicals | +4.8 | +6.2 | |||||||||||||||||||
| 3D Printing | +5.5 | +3.7 | |||||||||||||||||||
| LED | +4.8 | +3.8 |