Dec 2017 Theme Wrap — The Monthly Theme Map
19 trading days · 19 recurring themes · top 15 themes — most persistent is Crypto & Bitcoin at 4 days (monthly avg. +16.8%). Best single day this month: Dec 18, +29.9%.
Average change over the period
From Dec 1 to Dec 28, Crypto & Bitcoin was the only theme to run strong on more than one day. It did so on 4 days, with an average change of 16.79%.
Its leaders were Seoul Information Service, Woori Technology Investment and Nuon. Its best day, Dec 18, brought a 29.86% move.
Other themes each had one strong day. Stem Cells rose 24.6% on Dec 1 behind Macrogen, and Venture Capital added 21.53% on Dec 20 via Daesung Private Equity.
19 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Crypto & Bitcoin | 4d | +16.8% | 2017-12-18 (+29.9%) | Seoul Information Service, Woori Technology Investment, Nuon |
| Stem Cells | 1d | +24.6% | 2017-12-01 (+24.6%) | Macrogen |
| Venture Capital | 1d | +21.5% | 2017-12-20 (+21.5%) | Daesung Private Equity |
| Steel (Small & Mid Cap) | 1d | +16.9% | 2017-12-05 (+16.9%) | DSR Wire |
| Gene Therapy & Genomics | 1d | +14.6% | 2017-12-01 (+14.6%) | HLB Panagene |
| Fourth Industrial Revolution | 1d | +8.8% | 2017-12-05 (+8.8%) | RS Automation |
| Inter-Korean Economic Cooperation | 1d | +7.7% | 2017-12-28 (+7.7%) | Jaeyoung Solutec |
| Cybersecurity | 1d | +7.7% | 2017-12-13 (+7.7%) | Hancom WITH |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +7.2% | 2017-12-20 (+7.2%) | SM Kukil |
| Beauty & Cosmetics | 1d | +7.2% | 2017-12-04 (+7.2%) | EcoGlow |
| Biosimilars | 1d | +6.6% | 2017-12-11 (+6.6%) | Celltrion Healthcare |
| Music & Entertainment | 1d | +5.6% | 2017-12-18 (+5.6%) | JYP Entertainment |
| Construction Majors | 1d | +4.7% | 2017-12-15 (+4.7%) | Daewoo Engineering & Construction |
| Shipbuilding | 1d | +4.5% | 2017-12-05 (+4.5%) | HD Hyundai Mipo |
| Securities Brokers | 1d | +3.7% | 2017-12-05 (+3.7%) | Yuanta Securities Korea |
What to Watch Next Month
Two themes were new this month: Steel (Small & Mid Cap), up 16.85% on Dec 5, and Gene Therapy & Genomics, up 14.63% on Dec 1. Whether either returns is one to track next month.
Inter-Korean Economic Cooperation gained 7.7% on Dec 28, the last date covered. Whether Crypto & Bitcoin keeps recurring is the other pattern to follow.
Theme heatmap
| 12-01 | 12-04 | 12-05 | 12-06 | 12-07 | 12-08 | 12-11 | 12-12 | 12-13 | 12-14 | 12-15 | 12-18 | 12-19 | 12-20 | 12-21 | 12-22 | 12-26 | 12-27 | 12-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crypto & Bitcoin | +15.0 | +22.3 | +0.0 | +29.9 | |||||||||||||||
| Stem Cells | +24.6 | ||||||||||||||||||
| Venture Capital | +21.5 | ||||||||||||||||||
| Steel (Small & Mid Cap) | +16.8 | ||||||||||||||||||
| Gene Therapy & Genomics | +14.6 | ||||||||||||||||||
| Fourth Industrial Revolution | +8.8 | ||||||||||||||||||
| Inter-Korean Economic Cooperation | +7.7 | ||||||||||||||||||
| Cybersecurity | +7.7 | ||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +7.2 | ||||||||||||||||||
| Beauty & Cosmetics | +7.2 | ||||||||||||||||||
| Biosimilars | +6.6 | ||||||||||||||||||
| Music & Entertainment | +5.6 | ||||||||||||||||||
| Construction Majors | +4.7 | ||||||||||||||||||
| Shipbuilding | +4.5 | ||||||||||||||||||
| Securities Brokers | +3.7 |