Jul 2020 Theme Wrap — The Monthly Theme Map
23 trading days · 57 recurring themes · top 15 themes — most persistent is Battery / EV at 7 days (monthly avg. +7.2%). Best single day this month: Jul 8, +26.6%.
Average change over the period
July 2020 was a month of returning themes, with a recurrent count of 57. Battery / EV was strong on 7 days, more than any other theme, with an average change of 7.22%.
The biggest swings came from Political Ties (Lee Jae-myung). It posted an average change of 20.73%, and its best day was a 26.64% gain on Jul 8.
COVID (Diagnostics, Treatments, Vaccines) posted an average change of 15.79% over 5 strong days. Virtual Reality (VR) / Augmented Reality (AR) peaked at 21.66% on Jul 29.
57 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery / EV | 7d | +7.2% | 2020-07-07 (+10.8%) | Nara Mold And Die, Sangsinenergydisplayprecision, Ecopro BM |
| COVID (Diagnostics, Treatments, Vaccines) | 5d | +15.8% | 2020-07-10 (+19.9%) | Eone Diagnomics Genome Center, Sugentech, Shinpoong Pharmaceutical |
| Rare Earths & Rare Metals | 5d | +11.1% | 2020-07-23 (+19.4%) | Samwha Electronics, Union, Tplex |
| Semiconductors | 5d | +8.5% | 2020-07-01 (+15.5%) | New Power Plasma, LEENO Industrial, Exicon |
| Political Ties (Lee Jae-myung) | 4d | +20.7% | 2020-07-08 (+26.6%) | Atec, FreeMs, HYUNGJI Innovation and Creative |
| Securities Brokers | 4d | +4.8% | 2020-07-13 (+6.9%) | Daol Investment & Securities, Eugene Investment & Securities, KIWOOM Securities |
| Car Majors | 4d | +4.0% | 2020-07-30 (+5.5%) | HL Mando, Kia, Hyundai Motor |
| Beauty & Cosmetics | 3d | +11.4% | 2020-07-16 (+14.7%) | SD Biotechnologies, It’s Hanbul, Kolmar Holdings |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +9.8% | 2020-07-06 (+14.4%) | Doosan Fuel Cell, Younghwa Tech, Iljin Diamond |
| Remote Work & Smart Work | 3d | +9.7% | 2020-07-09 (+19.6%) | Douzone Bizon, Rsupport |
| Internet Majors | 3d | +3.4% | 2020-07-09 (+5.1%) | Kakao |
| Virtual Reality (VR) / Augmented Reality (AR) | 2d | +18.3% | 2020-07-29 (+21.7%) | Elentec, Hanbit Soft |
| Water Resources | 2d | +18.0% | 2020-07-20 (+19.8%) | Welcron Hantec |
| Moderna | 2d | +15.2% | 2020-07-15 (+22.2%) | RootK, Barunson Entertainment & Arts |
| Wind | 2d | +13.9% | 2020-07-09 (+14.0%) | Dongkuk Structures & Construction, Dongkuk Industries Company |
What to Watch Next Month
Three themes were on consecutive runs at month-end: Car Majors, Water Resources and Virtual Reality (VR) / Augmented Reality (AR). Car Majors had its best day on Jul 30, at 5.46%.
Most other themes, including Semiconductors and Rare Earths & Rare Metals, were marked as recurring. It remains to be seen whether that pattern carries into August.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-06 | 07-07 | 07-08 | 07-09 | 07-10 | 07-13 | 07-14 | 07-15 | 07-16 | 07-17 | 07-20 | 07-21 | 07-22 | 07-23 | 07-24 | 07-27 | 07-28 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery / EV | +4.5 | +5.5 | +10.8 | +9.6 | +4.2 | +6.7 | +9.3 | ||||||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +10.1 | +19.9 | +12.6 | +16.7 | +19.6 | ||||||||||||||||||
| Rare Earths & Rare Metals | +2.1 | +7.1 | +19.4 | +18.5 | +8.4 | ||||||||||||||||||
| Semiconductors | +15.5 | +6.6 | +6.6 | +7.1 | +6.6 | ||||||||||||||||||
| Political Ties (Lee Jae-myung) | +26.6 | +24.1 | +9.9 | +22.2 | |||||||||||||||||||
| Securities Brokers | +6.9 | +3.8 | +5.4 | +3.0 | |||||||||||||||||||
| Car Majors | +4.4 | +2.8 | +3.2 | +5.5 | |||||||||||||||||||
| Beauty & Cosmetics | +10.3 | +14.7 | +9.2 | ||||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +14.4 | +6.8 | +8.3 | ||||||||||||||||||||
| Remote Work & Smart Work | +3.5 | +19.6 | +5.9 | ||||||||||||||||||||
| Internet Majors | +5.1 | +2.3 | +2.9 | ||||||||||||||||||||
| Virtual Reality (VR) / Augmented Reality (AR) | +15.0 | +21.7 | |||||||||||||||||||||
| Water Resources | +16.2 | +19.8 | |||||||||||||||||||||
| Moderna | +22.2 | +8.2 | |||||||||||||||||||||
| Wind | +14.0 | +13.9 |