May 2020 Theme Wrap — The Monthly Theme Map
19 trading days · 61 recurring themes · top 15 themes — most persistent is Rare Earths & Rare Metals at 6 days (monthly avg. +16.6%). Best single day this month: May 21, +28.1%.
Average change over the period
Rare Earths & Rare Metals led May 2020’s theme board, showing strength on 6 days between May 4 and May 29. Its best day came on May 27, with a 25.68% move.
The biggest single jump belonged to Wind, up 28.07% on May 21, with an average change of 24.81% over 2 strong days. Unison was its only leader.
Semiconductors stayed strong for 5 days, peaking at 12.51% on May 15. Cybersecurity posted an average change of 18.06%, led by Secuve.
61 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Rare Earths & Rare Metals | 6d | +16.6% | 2020-05-27 (+25.7%) | Cenotec, Union, Union Materials |
| Semiconductors | 5d | +9.1% | 2020-05-15 (+12.5%) | GlobalStandardTechnology, ISC, Rorze Systems |
| COVID (Diagnostics, Treatments, Vaccines) | 4d | +12.4% | 2020-05-14 (+18.8%) | Sugentech, Seegene, Osangjaiel |
| Education & E-Learning | 4d | +10.3% | 2020-05-11 (+15.2%) | YBM Net, Episode Company |
| Shipbuilding | 4d | +5.4% | 2020-05-27 (+10.1%) | HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, HD Hyundai Mipo |
| Cybersecurity | 3d | +18.1% | 2020-05-18 (+21.4%) | Secuve, Korea Electronic Certification Authority, Korea Information Certificate Authority |
| Battery / EV | 3d | +8.9% | 2020-05-26 (+10.9%) | Sangsinenergydisplayprecision, Ecopro BM, Cosmo Advanced Materials & Technology |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +8.8% | 2020-05-21 (+9.6%) | SJG Sejong, Samwha Electronics, EcoSimplex |
| Games / Mobile Games | 3d | +5.9% | 2020-05-12 (+8.2%) | NC, Anic, Webzen |
| Masks | 3d | +5.5% | 2020-05-07 (+7.1%) | GC Medical Science, KM, Toptec Company |
| Securities Brokers | 3d | +4.9% | 2020-05-06 (+6.0%) | Mirae Asset Securities, Korea Investment Holdings, Hanwha Investment&securities |
| Wind | 2d | +24.8% | 2020-05-21 (+28.1%) | Unison |
| Solar | 2d | +17.7% | 2020-05-27 (+24.9%) | Lake Materials, Shinsung E&g |
| Chicken (Poultry) | 2d | +15.2% | 2020-05-06 (+20.2%) | Dongwoo Farm To Table, Maniker F&G |
| Graphene | 2d | +15.2% | 2020-05-08 (+15.9%) | Smart Solutions |
What to Watch Next Month
Shipbuilding and Battery / EV were both tagged running (consecutive) in their latest occurrence. Shipbuilding’s best day was May 27, at 10.14%.
COVID (Diagnostics, Treatments, Vaccines) came back too, with an average change of 12.42% over 4 strong days. It remains to be seen whether themes like this return in June.
Theme heatmap
| 05-04 | 05-06 | 05-07 | 05-08 | 05-11 | 05-12 | 05-13 | 05-14 | 05-15 | 05-18 | 05-19 | 05-20 | 05-21 | 05-22 | 05-25 | 05-26 | 05-27 | 05-28 | 05-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rare Earths & Rare Metals | +25.2 | +7.7 | +9.2 | +24.9 | +25.7 | +6.9 | |||||||||||||
| Semiconductors | +7.1 | +9.0 | +12.5 | +10.7 | +6.2 | ||||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +7.8 | +12.7 | +18.8 | +10.4 | |||||||||||||||
| Education & E-Learning | +3.5 | +15.2 | +10.3 | +12.3 | |||||||||||||||
| Shipbuilding | +2.4 | +6.0 | +3.2 | +10.1 | |||||||||||||||
| Cybersecurity | +21.4 | +13.6 | +19.2 | ||||||||||||||||
| Battery / EV | +6.3 | +9.3 | +10.9 | ||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +9.5 | +7.2 | +9.6 | ||||||||||||||||
| Games / Mobile Games | +6.7 | +8.2 | +2.8 | ||||||||||||||||
| Masks | +7.1 | +4.8 | +4.5 | ||||||||||||||||
| Securities Brokers | +6.0 | +5.9 | +2.9 | ||||||||||||||||
| Wind | +28.1 | +21.5 | |||||||||||||||||
| Solar | +10.6 | +24.9 | |||||||||||||||||
| Chicken (Poultry) | +10.3 | +20.2 | |||||||||||||||||
| Graphene | +15.9 | +14.5 |