Apr 2019 Theme Wrap — The Monthly Theme Map

April 30, 2019 · #Hydrogen (Fuel Cells, Vehicles) #System Semiconductors #Currency & ATM Systems (incl. CBDC) #China Consumer #Securities Brokers #North Korea #Duty Free #Banks #Disaster Safety (Earthquake) #Medical Devices #Busan Copper Mine Development #Vaccines, Diagnostics & Epidemic Control / Animal Feed / Chicken (Poultry) #Graphene #Crypto & Bitcoin #Korea-Listed Chinese Companies

22 trading days · 31 recurring themes · top 15 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 5 days (monthly avg. +5.6%). Best single day this month: Apr 8, +26.9%.

Trading days22d Most days strong5d monthly avg.+5.6% LeaderSM Kukil

Average change over the period

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+5.6%
System Semiconductors
+9.4%
Currency & ATM Systems (incl. CBDC)
+11.8%
China Consumer
+5.0%
Securities Brokers
+4.8%
North Korea
+4.3%
Duty Free
+3.8%
Banks
+3.5%
Disaster Safety (Earthquake)
+2.2%
Medical Devices
+26.9%
Busan Copper Mine Development
+23.0%
Vaccines, Diagnostics & Epidemic Control / Animal Feed / Chicken (Poultry)
+20.7%
Graphene
+19.4%
Crypto & Bitcoin
+19.0%
Korea-Listed Chinese Companies
+18.6%

April 2019 was led by Hydrogen (Fuel Cells, Vehicles), strong on 5 days with an average change of 5.59%. Its best session came on Apr 29, with an 8.19% move.

The biggest one-day jumps came from single-session themes. Medical Devices rose 26.88% on Apr 8 behind Drgem, while Busan Copper Mine Development gained 23.04% on Apr 26.

System Semiconductors posted an average change of 9.43% over 3 strong days. The data counts 31 recurrent themes for the month.

31 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Hydrogen (Fuel Cells, Vehicles)5d+5.6%2019-04-29 (+8.2%)SM Kukil, SY Dong-a, Dit
System Semiconductors3d+9.4%2019-04-29 (+12.3%)SFA Semicon, Alphachips
Currency & ATM Systems (incl. CBDC)2d+11.8%2019-04-08 (+16.1%)Chungho Ict, Hannet
China Consumer2d+5.0%2019-04-09 (+5.5%)Global Tax Free, Leaders Cosmetics
Securities Brokers2d+4.8%2019-04-01 (+5.1%)Eugene Investment & Securities, KIWOOM Securities
North Korea2d+4.3%2019-04-11 (+5.5%)Kyungnong, Hanchang
Duty Free2d+3.8%2019-04-29 (+4.1%)JTC, Hotel Shilla
Banks2d+3.5%2019-04-01 (+3.9%)KB Financial Group, Hana Financial Group
Disaster Safety (Earthquake)2d+2.2%2019-04-19 (+2.4%)Samyoung M-tek C0, Paratech
Medical Devices1d+26.9%2019-04-08 (+26.9%)Drgem
Busan Copper Mine Development1d+23.0%2019-04-26 (+23.0%)Dongil Steelux
Vaccines, Diagnostics & Epidemic Control / Animal Feed / Chicken (Poultry)1d+20.7%2019-04-18 (+20.7%)Eagle Veterinary Technology
Graphene1d+19.4%2019-04-30 (+19.4%)SM Kukil
Crypto & Bitcoin1d+19.0%2019-04-02 (+19.0%)Woori Technology Investment
Korea-Listed Chinese Companies1d+18.6%2019-04-12 (+18.6%)Deep Commerce

What to Watch Next Month

Three themes appeared for the first time: Busan Copper Mine Development, Vaccines, Diagnostics & Epidemic Control / Animal Feed / Chicken (Poultry) and Graphene. The last of these rose 19.37% on Apr 30, the final session of the month.

Banks, Duty Free and China Consumer ran on consecutive days, with 2 strong days each. Whether Hydrogen (Fuel Cells, Vehicles) builds on its 5-day showing is the next thread to follow.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0104-0204-0304-0404-0504-0804-0904-1004-1104-1204-1504-1604-1704-1804-1904-2204-2304-2404-2504-2604-2904-30
Hydrogen (Fuel Cells, Vehicles)+5.4+4.7+6.0+3.6+8.2
System Semiconductors+8.8+7.2+12.3
Currency & ATM Systems (incl. CBDC)+7.5+16.1
China Consumer+4.4+5.5
Securities Brokers+5.1+4.5
North Korea+5.5+3.1
Duty Free+4.1+3.4
Banks+3.9+3.1
Disaster Safety (Earthquake)+1.9+2.4
Medical Devices+26.9
Busan Copper Mine Development+23.0
Vaccines, Diagnostics & Epidemic Control / Animal Feed / Chicken (Poultry)+20.7
Graphene+19.4
Crypto & Bitcoin+19.0
Korea-Listed Chinese Companies+18.7
Down UpBlank = not in that day's strong list