Mar 2018 Theme Wrap — The Monthly Theme Map
21 trading days · 24 recurring themes · top 15 themes — most persistent is Inter-Korean Economic Cooperation at 4 days (monthly avg. +13.9%). Best single day this month: Mar 7, +29.9%.
Average change over the period
March 2018 was led by Inter-Korean Economic Cooperation, which was strong on 4 days with an average change of 13.94%. Its best day was Mar 5, at 20.59%.
The month’s largest single move came from Inter-Korean Economic Cooperation / Power Equipment on Mar 7, at 29.89%. Jaeyoung Solutec was its only leader.
Railways posted an average change of 11.86% over 2 strong days. Battery / EV, Power Equipment and Korea-Russia Gas Pipeline were each strong on 3 days.
24 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Inter-Korean Economic Cooperation | 4d | +13.9% | 2018-03-05 (+20.6%) | Namkwang Engineering & Construction, Good People, Hyundai Elevator |
| Battery / EV | 3d | +7.1% | 2018-03-12 (+10.4%) | DA Technology, Samjin LND, Apam |
| Power Equipment | 3d | +6.7% | 2018-03-16 (+8.0%) | Dawon Cable, Seondo Electric, Cheryong Industrial |
| Korea-Russia Gas Pipeline | 3d | +6.0% | 2018-03-30 (+6.6%) | KBI Dong Yang Steel Pipe, HS Valve |
| Railways | 2d | +11.9% | 2018-03-07 (+20.6%) | Daeho Al, Medicox |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +7.9% | 2018-03-21 (+9.4%) | Iljin Diamond, Pyung Hwa Holdings |
| Shipbuilding | 2d | +6.8% | 2018-03-06 (+7.9%) | Samsung Heavy Industries, Hanwha Ocean |
| Securities Brokers | 2d | +5.2% | 2018-03-09 (+6.1%) | Yuanta Securities Korea, Korea Investment Holdings |
| Inter-Korean Economic Cooperation / Power Equipment | 1d | +29.9% | 2018-03-07 (+29.9%) | Jaeyoung Solutec |
| Inter-Korean Economic Cooperation / Power Equipment / Railways | 1d | +17.5% | 2018-03-28 (+17.5%) | Cheryong Electric |
| Korea-Russia Gas Pipeline | 1d | +17.0% | 2018-03-07 (+17.0%) | Dae Dong Steel |
| Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline | 1d | +16.7% | 2018-03-19 (+16.7%) | Dawon Cable |
| Disaster Safety (Earthquake) | 1d | +13.9% | 2018-03-20 (+13.9%) | Hydro Lithium |
| Yellow Dust & Fine Particulates / Masks / Air Purifiers | 1d | +11.2% | 2018-03-26 (+11.2%) | Nano |
| Masks | 1d | +10.8% | 2018-03-29 (+10.8%) | KPM Tech |
What to Watch Next Month
Themes tied to air quality appeared late in the month. Yellow Dust & Fine Particulates / Masks / Air Purifiers peaked at 11.15% on Mar 26, and Masks peaked at 10.79% on Mar 29.
Korea-Russia Gas Pipeline had its best day in the final session, Mar 30, at 6.59%. April’s data will show whether these themes come back.
Theme heatmap
| 03-02 | 03-05 | 03-06 | 03-07 | 03-08 | 03-09 | 03-12 | 03-13 | 03-14 | 03-15 | 03-16 | 03-19 | 03-20 | 03-21 | 03-22 | 03-23 | 03-26 | 03-27 | 03-28 | 03-29 | 03-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Inter-Korean Economic Cooperation | +11.0 | +20.6 | +16.6 | +7.7 | |||||||||||||||||
| Battery / EV | +10.4 | +6.6 | +4.4 | ||||||||||||||||||
| Power Equipment | +4.8 | +7.3 | +8.0 | ||||||||||||||||||
| Korea-Russia Gas Pipeline | +4.9 | +6.6 | +6.6 | ||||||||||||||||||
| Railways | +20.6 | +3.1 | |||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +6.4 | +9.4 | |||||||||||||||||||
| Shipbuilding | +7.9 | +5.8 | |||||||||||||||||||
| Securities Brokers | +4.3 | +6.1 | |||||||||||||||||||
| Inter-Korean Economic Cooperation / Power Equipment | +29.9 | ||||||||||||||||||||
| Inter-Korean Economic Cooperation / Power Equipment / Railways | +17.5 | ||||||||||||||||||||
| Korea-Russia Gas Pipeline | +17.0 | ||||||||||||||||||||
| Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline | +16.7 | ||||||||||||||||||||
| Disaster Safety (Earthquake) | +13.9 | ||||||||||||||||||||
| Yellow Dust & Fine Particulates / Masks / Air Purifiers | +11.1 | ||||||||||||||||||||
| Masks | +10.8 |