Sep 2020 Theme Wrap — The Monthly Theme Map
21 trading days · 43 recurring themes · top 15 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 5 days (monthly avg. +18.8%). Best single day this month: Sep 7, +28.3%.
Average change over the period
September 2020 covered Sep 1 to Sep 29, and Hydrogen (Fuel Cells, Vehicles) led with 5 strong days and an average change of 18.75%.
Wind had the month’s best single day, rising 28.28% on Sep 7. Solar followed with a best day of 22.0% on Sep 4.
5G / Telecom Equipment and Battery / EV also logged 5 strong days each, with average changes of 8.92% and 8.39%.
43 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | 5d | +18.8% | 2020-09-15 (+26.4%) | SY Dong-a, DYP, Younghwa Tech |
| 5G / Telecom Equipment | 5d | +8.9% | 2020-09-02 (+13.9%) | Gigalane, Frtek, Inno Instrument |
| Battery / EV | 5d | +8.4% | 2020-09-28 (+11.3%) | Daebo Magnetic, Smotronic, mPlus |
| Semiconductors | 4d | +6.8% | 2020-09-28 (+8.1%) | UniTest, Kctech, HanaMicron |
| Wind | 3d | +18.6% | 2020-09-07 (+28.3%) | Sejin Heavy Industries, Unison |
| Solar | 3d | +17.8% | 2020-09-04 (+22.0%) | HD Hyundai Energy Solutions, UniTest, Hanwha Solutions |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +10.6% | 2020-09-01 (+13.4%) | Motonic, Smotronic, Kolon Materials |
| Battery | 3d | +9.9% | 2020-09-22 (+16.4%) | Sama Aluminium, Chunbo, Foosung |
| Securities Brokers | 3d | +3.8% | 2020-09-02 (+4.5%) | DB Securities, Korea Investment Holdings |
| Car Majors | 3d | +3.7% | 2020-09-17 (+5.7%) | HL Mando, KG Mobility |
| Defense & War | 2d | +11.3% | 2020-09-24 (+14.7%) | YTN, Victek |
| North Korea | 2d | +10.0% | 2020-09-25 (+10.1%) | Daea Ti, Hanchang |
| Petrochemicals | 2d | +9.8% | 2020-09-07 (+14.0%) | Kumho Petro Chemical, Korea Petro Chemical Ind |
| Games / Mobile Games | 2d | +7.5% | 2020-09-02 (+10.0%) | Neowiz Holdings, Hanbit Soft |
| Smart Grid | 2d | +7.4% | 2020-09-09 (+9.2%) | NuriFlex, Posco DX Company |
What to Watch Next Month
The data shows a recurrent count of 43 for the month. Defense & War and North Korea surged late, with best days on Sep 24 and Sep 25.
Battery and Battery / EV both carried a running tag into month-end. Battery / EV posted its best day of 11.29% on Sep 28.
Theme heatmap
| 09-01 | 09-02 | 09-03 | 09-04 | 09-07 | 09-08 | 09-09 | 09-10 | 09-11 | 09-14 | 09-15 | 09-16 | 09-17 | 09-18 | 09-21 | 09-22 | 09-23 | 09-24 | 09-25 | 09-28 | 09-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | +19.6 | +25.4 | +26.4 | +16.9 | +5.4 | ||||||||||||||||
| 5G / Telecom Equipment | +13.9 | +11.2 | +8.6 | +3.8 | +7.0 | ||||||||||||||||
| Battery / EV | +8.5 | +4.3 | +8.2 | +11.3 | +9.6 | ||||||||||||||||
| Semiconductors | +6.8 | +5.6 | +6.8 | +8.1 | |||||||||||||||||
| Wind | +7.8 | +19.9 | +28.3 | ||||||||||||||||||
| Solar | +11.6 | +22.0 | +19.9 | ||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +13.4 | +8.5 | +9.8 | ||||||||||||||||||
| Battery | +7.6 | +5.7 | +16.4 | ||||||||||||||||||
| Securities Brokers | +3.1 | +4.5 | +3.7 | ||||||||||||||||||
| Car Majors | +5.7 | +2.3 | +3.2 | ||||||||||||||||||
| Defense & War | +7.8 | +14.7 | |||||||||||||||||||
| North Korea | +9.9 | +10.1 | |||||||||||||||||||
| Petrochemicals | +14.0 | +5.6 | |||||||||||||||||||
| Games / Mobile Games | +10.0 | +5.1 | |||||||||||||||||||
| Smart Grid | +9.2 | +5.6 |