Jan 2019 Theme Wrap — The Monthly Theme Map
22 trading days · 31 recurring themes · top 15 themes — most persistent is North Korea at 9 days (monthly avg. +13.5%). Best single day this month: Jan 16, +26.2%.
Average change over the period
January 2019 was led by North Korea, which was strong on 9 days with an average change of 13.5%. Its best day came on Jan 16, at 26.25%.
Hydrogen (Fuel Cells, Vehicles) followed with 5 strong days and an average change of 15.7%, peaking at 26.18% on Jan 18. Leaders included Nuin Tek, Shinhwapritech, JNK Global and Pungguk Ethanol.
Short bursts also stood out. Political Ties (Hwang Kyo-ahn) posted an average change of 22.43% over 2 days, while Cement & Ready-Mix Concrete jumped 23.37% on Jan 30.
31 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| North Korea | 9d | +13.5% | 2019-01-16 (+26.2%) | Kyungnong, Samryoong, Seoam Machinery Industry |
| Hydrogen (Fuel Cells, Vehicles) | 5d | +15.7% | 2019-01-18 (+26.2%) | Nuin Tek, Shinhwapritech, JNK Global |
| Games / Mobile Games | 3d | +11.3% | 2019-01-03 (+16.8%) | NEXON Games, Actoz Soft, Wemade |
| Shipbuilding | 3d | +3.8% | 2019-01-28 (+4.5%) | HJ Shipbuilding & Construction, Hanwha Ocean, HD Hyundai Mipo |
| Securities Brokers | 3d | +3.7% | 2019-01-24 (+5.5%) | DB Securities, Daol Investment & Securities, KIWOOM Securities |
| Oil Refining | 3d | +2.2% | 2019-01-07 (+3.5%) | S-Oil, SK Innovation |
| Political Ties (Hwang Kyo-ahn) | 2d | +22.4% | 2019-01-29 (+22.4%) | Kukil Metal, Asia Technology |
| Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control | 2d | +13.1% | 2019-01-29 (+20.0%) | Cheil Bio |
| Beauty & Cosmetics | 2d | +6.3% | 2019-01-08 (+10.1%) | HuM&C, Able C&C |
| Semiconductors | 2d | +5.9% | 2019-01-25 (+7.8%) | SK hynix, EO Technics |
| Games / Mobile Games | 2d | +5.7% | 2019-01-25 (+7.4%) | Neptune Company, Beno TNR |
| Cement & Ready-Mix Concrete | 1d | +23.4% | 2019-01-30 (+23.4%) | HC BoKwang Industry |
| Cannabis | 1d | +16.9% | 2019-01-09 (+16.9%) | Phionx |
| Railways | 1d | +12.0% | 2019-01-30 (+12.0%) | Dong-Ah Geological Engineering Company |
| Steel Majors / Steel (Small & Mid Cap) | 1d | +10.0% | 2019-01-07 (+10.0%) | Moonbae Steel |
What to Watch Next Month
Three themes were marked as continuing streaks: North Korea, Hydrogen (Fuel Cells, Vehicles) and Semiconductors. The last, led by SK hynix and EO Technics, peaked at 7.84% on Jan 25.
Sector themes also appeared, with Shipbuilding logging 3 strong days and an average change of 3.82%, and Securities Brokers at 3.7%. The month’s data counts 31 recurrent themes.
Theme heatmap
| 01-02 | 01-03 | 01-04 | 01-07 | 01-08 | 01-09 | 01-10 | 01-11 | 01-14 | 01-15 | 01-16 | 01-17 | 01-18 | 01-21 | 01-22 | 01-23 | 01-24 | 01-25 | 01-28 | 01-29 | 01-30 | 01-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| North Korea | +19.3 | +7.9 | +13.6 | +16.0 | +14.0 | +4.2 | +26.2 | +8.1 | +12.1 | |||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +16.8 | +4.5 | +8.1 | +22.8 | +26.2 | |||||||||||||||||
| Games / Mobile Games | +9.9 | +16.8 | +7.2 | |||||||||||||||||||
| Shipbuilding | +3.7 | +3.3 | +4.5 | |||||||||||||||||||
| Securities Brokers | +3.4 | +5.5 | +2.2 | |||||||||||||||||||
| Oil Refining | +1.7 | +3.5 | +1.3 | |||||||||||||||||||
| Political Ties (Hwang Kyo-ahn) | +22.4 | +22.4 | ||||||||||||||||||||
| Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control | +20.0 | +6.2 | ||||||||||||||||||||
| Beauty & Cosmetics | +10.1 | +2.5 | ||||||||||||||||||||
| Semiconductors | +4.0 | +7.8 | ||||||||||||||||||||
| Games / Mobile Games | +4.1 | +7.4 | ||||||||||||||||||||
| Cement & Ready-Mix Concrete | +23.4 | |||||||||||||||||||||
| Cannabis | +17.0 | |||||||||||||||||||||
| Railways | +12.0 | |||||||||||||||||||||
| Steel Majors / Steel (Small & Mid Cap) | +10.0 |