Sep 2019 Theme Wrap — The Monthly Theme Map
19 trading days · 30 recurring themes · top 15 themes — most persistent is North Korea at 4 days (monthly avg. +14.0%). Best single day this month: Sep 17, +29.9%.
Average change over the period
Livestock and feed themes dominated September 2019, with several peaking on Sep 17. Animal Feed had the month’s highest average change at 25.63%.
Chicken (Poultry) posted the largest single-day move, a best change of 29.93% on Sep 17, led by Cherrybro, FarmStory and Harim. African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed averaged 24.02%.
Outside food names, North Korea and 5G / Telecom Equipment were each strong on 4 days, more than any other theme. Their average changes were 13.97% and 11.66%.
30 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| North Korea | 4d | +14.0% | 2019-09-10 (+18.6%) | Busan Industrial, Firstec, Hyundai Feed |
| 5G / Telecom Equipment | 4d | +11.7% | 2019-09-04 (+17.3%) | Mercury, Frtek, Wiable |
| Chicken (Poultry) | 3d | +22.2% | 2019-09-17 (+29.9%) | Cherrybro, FarmStory, Harim |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +12.7% | 2019-09-24 (+17.3%) | Nuin Tek, Ajin Electronic Components, Younghwa Tech |
| African Swine Fever (ASF) | 3d | +10.9% | 2019-09-17 (+18.9%) | Woorison F&G, Eagle Veterinary Technology |
| Animal Feed | 2d | +25.6% | 2019-09-17 (+29.9%) | WooGeneB&G, Hanil Feed |
| African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed | 2d | +24.0% | 2019-09-18 (+27.1%) | Maniker, Chasys |
| Seafood & Fishing | 2d | +13.4% | 2019-09-17 (+17.9%) | Oyang, Silla SG |
| Shipbuilding | 2d | +3.5% | 2019-09-09 (+5.0%) | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Mipo |
| Education & E-Learning | 1d | +19.5% | 2019-09-02 (+19.5%) | MegaMD |
| Autonomous Driving | 1d | +15.2% | 2019-09-24 (+15.2%) | Dhautoware |
| African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing | 1d | +14.8% | 2019-09-24 (+14.8%) | GeneBioTech |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding | 1d | +13.7% | 2019-09-16 (+13.7%) | Joong Ang Enervis |
| African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) | 1d | +12.4% | 2019-09-27 (+12.4%) | Maniker F&G |
| AI & Robotics | 1d | +9.1% | 2019-09-04 (+9.1%) | Openbase |
What to Watch Next Month
The data counts 30 recurrent themes, and two ASF-linked combinations appeared for the first time. The next thing to watch is whether that cluster keeps growing.
Shipbuilding was the only theme on a consecutive run, with an average change of 3.52%. Hydrogen (Fuel Cells, Vehicles) also came back, peaking on Sep 24 at 17.32%.
Theme heatmap
| 09-02 | 09-03 | 09-04 | 09-05 | 09-06 | 09-09 | 09-10 | 09-11 | 09-16 | 09-17 | 09-18 | 09-19 | 09-20 | 09-23 | 09-24 | 09-25 | 09-26 | 09-27 | 09-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| North Korea | +18.6 | +10.8 | +16.8 | +9.7 | |||||||||||||||
| 5G / Telecom Equipment | +10.8 | +14.8 | +17.3 | +3.7 | |||||||||||||||
| Chicken (Poultry) | +6.8 | +29.9 | +29.8 | ||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +6.6 | +14.1 | +17.3 | ||||||||||||||||
| African Swine Fever (ASF) | +3.1 | +18.9 | +10.8 | ||||||||||||||||
| Animal Feed | +29.9 | +21.4 | |||||||||||||||||
| African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed | +27.1 | +21.0 | |||||||||||||||||
| Seafood & Fishing | +17.9 | +9.0 | |||||||||||||||||
| Shipbuilding | +2.1 | +5.0 | |||||||||||||||||
| Education & E-Learning | +19.5 | ||||||||||||||||||
| Autonomous Driving | +15.2 | ||||||||||||||||||
| African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishing | +14.8 | ||||||||||||||||||
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding | +13.7 | ||||||||||||||||||
| African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) | +12.4 | ||||||||||||||||||
| AI & Robotics | +9.1 |