May 2017 Theme Wrap — The Monthly Theme Map
19 trading days · 33 recurring themes · top 15 themes — most persistent is Securities Brokers at 6 days (monthly avg. +4.0%). Best single day this month: May 10, +21.2%.
Average change over the period
Securities Brokers was the most persistent theme of May 2017, posting strong sessions on 6 days. It averaged a change of 4.01%, with its best day on May 4 at 4.6%.
Single-day spikes were sharper. Inter-Korean Economic Cooperation / Power Equipment rose 21.18% on May 10, and Four Major Rivers Restoration averaged 16.95% across 2 strong days.
Yellow Dust & Fine Particulates / Air Purifiers was the only new theme of the month, gaining 15.52% on May 8. All the other themes listed had appeared before.
33 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Securities Brokers | 6d | +4.0% | 2017-05-04 (+4.6%) | SK Securities, Sangsangininvestment&securities, Eugene Investment & Securities |
| Four Major Rivers Restoration | 2d | +16.9% | 2017-05-22 (+19.9%) | NatureandEnvironment |
| OLED Displays | 2d | +8.8% | 2017-05-11 (+9.0%) | New Power Plasma, Robostar |
| Beauty & Cosmetics | 2d | +8.0% | 2017-05-17 (+8.8%) | Leaders Cosmetics, Amorepacific |
| Power Equipment | 2d | +7.9% | 2017-05-02 (+10.3%) | Bosung Power Technology, Cheryong Electric |
| Inter-Korean Economic Cooperation / Power Equipment | 1d | +21.2% | 2017-05-10 (+21.2%) | Shinwon |
| Yellow Dust & Fine Particulates / Air Purifiers | 1d | +15.5% | 2017-05-08 (+15.5%) | Clean & Science |
| Water Resources | 1d | +14.2% | 2017-05-25 (+14.2%) | Nuvotec |
| Solar | 1d | +10.4% | 2017-05-16 (+10.4%) | S-Energy |
| Casinos | 1d | +10.0% | 2017-05-17 (+10.0%) | Glonwell |
| Internet of Things (IoT) | 1d | +9.6% | 2017-05-30 (+9.6%) | Commax |
| Autonomous Driving | 1d | +9.6% | 2017-05-02 (+9.6%) | Mobile Appliance |
| Wind | 1d | +8.2% | 2017-05-16 (+8.2%) | Unison |
| Cybersecurity | 1d | +7.3% | 2017-05-15 (+7.3%) | ESTsoft |
| Travel | 1d | +6.2% | 2017-05-17 (+6.2%) | Lotte Tour Development |
What to Watch Next Month
A key question for June is whether Securities Brokers keeps showing up after 6 strong days in May. Most other themes were strong on only one or two days.
Energy themes clustered mid-month, with Solar up 10.41% and Wind up 8.18% on May 16. The coming data will show whether these themes move together again.
Theme heatmap
| 05-02 | 05-04 | 05-08 | 05-10 | 05-11 | 05-12 | 05-15 | 05-16 | 05-17 | 05-18 | 05-19 | 05-22 | 05-23 | 05-24 | 05-25 | 05-26 | 05-29 | 05-30 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Securities Brokers | +4.1 | +4.6 | +3.8 | +4.1 | +3.3 | +4.2 | |||||||||||||
| Four Major Rivers Restoration | +14.0 | +19.9 | |||||||||||||||||
| OLED Displays | +9.0 | +8.6 | |||||||||||||||||
| Beauty & Cosmetics | +7.3 | +8.8 | |||||||||||||||||
| Power Equipment | +10.3 | +5.5 | |||||||||||||||||
| Inter-Korean Economic Cooperation / Power Equipment | +21.2 | ||||||||||||||||||
| Yellow Dust & Fine Particulates / Air Purifiers | +15.5 | ||||||||||||||||||
| Water Resources | +14.2 | ||||||||||||||||||
| Solar | +10.4 | ||||||||||||||||||
| Casinos | +10.0 | ||||||||||||||||||
| Internet of Things (IoT) | +9.6 | ||||||||||||||||||
| Autonomous Driving | +9.6 | ||||||||||||||||||
| Wind | +8.2 | ||||||||||||||||||
| Cybersecurity | +7.3 | ||||||||||||||||||
| Travel | +6.2 |