Mar 2021 Theme Wrap — The Monthly Theme Map
22 trading days · 66 recurring themes · top 15 themes — most persistent is Crypto & Bitcoin at 6 days (monthly avg. +8.8%). Best single day this month: Mar 4, +29.9%.
Average change over the period
Crypto & Bitcoin and Semiconductors led March 2021 in staying power, each strong on 6 days. The crypto theme posted an average change of 8.77%, with its best day at 15.58% on Mar 2.
The sharpest moves came from Political Ties (Yoon Suk-yeol), with an average change of 16.22% over 5 strong days. Its best day, Mar 4, brought a change of 29.88%.
Coupang hit 20.23% on Mar 12, the same day Market Kurly peaked at 17.48%. Hyungkuk F&B appears among the leaders of both themes.
66 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Crypto & Bitcoin | 6d | +8.8% | 2021-03-02 (+15.6%) | FSN, SBI Investment KOREA, Vidente |
| Semiconductors | 6d | +5.0% | 2021-03-22 (+6.9%) | Dongjin Semichem, LEENO Industrial, Yest |
| Political Ties (Yoon Suk-yeol) | 5d | +16.2% | 2021-03-04 (+29.9%) | Dcksung, Seoyon, iCRAFTCo |
| Rare Earths & Rare Metals | 5d | +8.5% | 2021-03-15 (+12.9%) | Dongkuk Refractories & Steel, Union, Haein |
| Coupang | 4d | +13.6% | 2021-03-12 (+20.2%) | NBT, Kec Holdings, Hyungkuk F&B |
| Political Ties (Oh Se-hoon) | 4d | +12.3% | 2021-03-23 (+18.1%) | Chin Yang Industry, Chinyang Chemical |
| Currency & ATM Systems (incl. CBDC) | 3d | +11.0% | 2021-03-16 (+15.3%) | Logisys, Korea Computer Terminal |
| Games / Mobile Games | 3d | +10.5% | 2021-03-02 (+13.7%) | Nexus, Webzen, Hanbit Soft |
| Market Kurly | 3d | +10.4% | 2021-03-12 (+17.5%) | KC Feed, Hyungkuk F&B |
| Nuclear | 3d | +10.2% | 2021-03-11 (+10.9%) | Bhi, Enertork |
| Media & Content | 3d | +9.6% | 2021-03-29 (+11.5%) | Daewon Media, Keyeast, Panentertainment |
| Shipping | 3d | +6.0% | 2021-03-05 (+7.5%) | HMM, Pan Ocean |
| Construction (Small & Mid Cap) | 3d | +5.6% | 2021-03-31 (+6.8%) | DongshinEngineering&Construction, Ilsung Construction, KolonGlobal |
| Banks | 3d | +4.0% | 2021-03-08 (+4.8%) | BNK Financial Group, KB Financial Group, iM Financial Group |
| Construction Majors | 3d | +3.8% | 2021-03-15 (+4.3%) | GS Engineering & Construction, IPARK Hyundai Development Company, Daewoo Engineering & Construction |
What to Watch Next Month
Late-month activity came from Construction (Small & Mid Cap), whose best day was Mar 31 at 6.8%. Media & Content peaked on Mar 29 at 11.52%.
Political Ties (Oh Se-hoon) logged 4 strong days with an average change of 12.35%. At the calmer end, Banks averaged 3.99% and Construction Majors 3.82%.
Theme heatmap
| 03-02 | 03-03 | 03-04 | 03-05 | 03-08 | 03-09 | 03-10 | 03-11 | 03-12 | 03-15 | 03-16 | 03-17 | 03-18 | 03-19 | 03-22 | 03-23 | 03-24 | 03-25 | 03-26 | 03-29 | 03-30 | 03-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crypto & Bitcoin | +15.6 | +3.2 | +10.4 | +4.4 | +11.1 | +7.9 | ||||||||||||||||
| Semiconductors | +3.4 | +5.5 | +3.4 | +5.5 | +5.4 | +6.9 | ||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +29.9 | +15.7 | +6.5 | +15.9 | +13.1 | |||||||||||||||||
| Rare Earths & Rare Metals | +9.4 | +12.9 | +4.6 | +12.8 | +2.7 | |||||||||||||||||
| Coupang | +9.4 | +19.4 | +20.2 | +5.2 | ||||||||||||||||||
| Political Ties (Oh Se-hoon) | +10.4 | +14.1 | +18.1 | +6.8 | ||||||||||||||||||
| Currency & ATM Systems (incl. CBDC) | +15.3 | +6.3 | +11.4 | |||||||||||||||||||
| Games / Mobile Games | +13.7 | +6.5 | +11.3 | |||||||||||||||||||
| Market Kurly | +17.5 | +9.6 | +4.0 | |||||||||||||||||||
| Nuclear | +9.3 | +10.9 | +10.3 | |||||||||||||||||||
| Media & Content | +6.1 | +11.0 | +11.5 | |||||||||||||||||||
| Shipping | +7.5 | +3.1 | +7.3 | |||||||||||||||||||
| Construction (Small & Mid Cap) | +6.0 | +4.0 | +6.8 | |||||||||||||||||||
| Banks | +3.6 | +4.9 | +3.5 | |||||||||||||||||||
| Construction Majors | +4.2 | +4.3 | +2.9 |