Jul 2021 Theme Wrap — The Monthly Theme Map
22 trading days · 78 recurring themes · top 15 themes — most persistent is COVID (Diagnostics) at 5 days (monthly avg. +10.8%). Best single day this month: Jul 7, +21.1%.
Average change over the period
July 1 to July 30 had three themes that were strong on 5 days each: COVID (Diagnostics), Remote Work & Smart Work and Digital Health & Telehealth.
Remote Work & Smart Work had the month’s largest single-day move, 21.11% on Jul 7. Political Ties (Yoon Suk-yeol) was close behind at 21.0% on Jul 26.
Construction (Small & Mid Cap) had the highest average change, 11.85%, across 3 strong days. The data shows a recurrent count of 78.
78 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| COVID (Diagnostics) | 5d | +10.8% | 2021-07-08 (+20.6%) | Syswork, Inbiogen, JS Link |
| Remote Work & Smart Work | 5d | +9.2% | 2021-07-07 (+21.1%) | RingNet, ECSTELECOMCo |
| Digital Health & Telehealth | 5d | +7.9% | 2021-07-21 (+13.5%) | BITComputer, Sphere, GC MediAI |
| Metaverse & VR | 4d | +10.8% | 2021-07-26 (+14.1%) | Linked, Alchera, Opticis |
| Summer Season | 4d | +10.5% | 2021-07-19 (+20.4%) | Shinil Electronics, SCD, Taekyung Chemical |
| COVID (Diagnostics, Treatments, Vaccines) | 4d | +10.4% | 2021-07-07 (+16.7%) | CJ Bioscience, Boditech Med, BioSmart |
| Nuclear | 4d | +9.2% | 2021-07-15 (+11.4%) | Seojeon Electric Machinery, Woori Technology, Incorporation, Woojin |
| Carbon Emission Credits | 4d | +9.0% | 2021-07-29 (+15.0%) | Ecopro HN |
| Battery / EV | 4d | +6.4% | 2021-07-13 (+9.6%) | L&F, MKElectron, Cosmo Advanced Materials & Technology |
| Construction (Small & Mid Cap) | 3d | +11.8% | 2021-07-01 (+16.4%) | Development Advance Solution, Ilsung Construction |
| mRNA | 3d | +10.2% | 2021-07-08 (+14.2%) | Nibec, Cellumed, Reyon Pharmaceutical |
| Political Ties (Yoon Suk-yeol) | 3d | +10.1% | 2021-07-26 (+21.0%) | Dcksung, Woongjin |
| COVID (Negative-Pressure Wards & Ambulances) | 3d | +7.7% | 2021-07-09 (+10.0%) | GH Advanced Materials, Autech |
| Battery | 3d | +5.8% | 2021-07-19 (+7.4%) | Aekyung Chemical, Chunbo, Cosmo Advanced Materials & Technology |
| Crypto & Bitcoin | 3d | +5.6% | 2021-07-26 (+9.6%) | GalaxiaMoneytree, Vidente, Hmnex |
What to Watch Next Month
Summer Season and mRNA were the only themes whose latest appearance continued a streak rather than recurring. Summer Season peaked at 20.39% on Jul 19.
Late in the month, Carbon Emission Credits peaked on Jul 29 at 14.96%, led by Ecopro HN. Battery names appeared under both Battery / EV and Battery.
Theme heatmap
| 07-01 | 07-02 | 07-05 | 07-06 | 07-07 | 07-08 | 07-09 | 07-12 | 07-13 | 07-14 | 07-15 | 07-16 | 07-19 | 07-20 | 07-21 | 07-22 | 07-23 | 07-26 | 07-27 | 07-28 | 07-29 | 07-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COVID (Diagnostics) | +20.6 | +9.1 | +8.9 | +7.7 | +7.9 | |||||||||||||||||
| Remote Work & Smart Work | +5.2 | +21.1 | +4.9 | +8.4 | +6.3 | |||||||||||||||||
| Digital Health & Telehealth | +6.5 | +9.1 | +4.4 | +5.8 | +13.5 | |||||||||||||||||
| Metaverse & VR | +8.9 | +9.7 | +10.8 | +14.1 | ||||||||||||||||||
| Summer Season | +6.2 | +8.1 | +7.3 | +20.4 | ||||||||||||||||||
| COVID (Diagnostics, Treatments, Vaccines) | +16.7 | +15.8 | +3.9 | +5.2 | ||||||||||||||||||
| Nuclear | +7.2 | +10.9 | +11.4 | +7.1 | ||||||||||||||||||
| Carbon Emission Credits | +7.5 | +4.3 | +9.2 | +15.0 | ||||||||||||||||||
| Battery / EV | +9.6 | +8.5 | +2.5 | +5.1 | ||||||||||||||||||
| Construction (Small & Mid Cap) | +16.4 | +12.1 | +7.1 | |||||||||||||||||||
| mRNA | +11.4 | +4.9 | +14.2 | |||||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +21.0 | +8.7 | +0.6 | |||||||||||||||||||
| COVID (Negative-Pressure Wards & Ambulances) | +8.0 | +10.0 | +5.1 | |||||||||||||||||||
| Battery | +5.5 | +7.4 | +4.3 | |||||||||||||||||||
| Crypto & Bitcoin | +3.5 | +9.6 | +3.7 |