Oct 2021 Theme Wrap — The Monthly Theme Map
19 trading days · 72 recurring themes · top 15 themes — most persistent is Nuclear at 6 days (monthly avg. +10.2%). Best single day this month: Oct 18, +18.3%.
Average change over the period
October 2021 was led by Nuclear, strong on 6 days with an average change of 10.16%. Its best day came on Oct 15, with a 16.26% move.
Media & Content had the highest average change, at 13.61%, across 3 strong days. On its best day, Oct 18, it rose 18.32%, with Studio S and Bucket Studio among the leaders.
Metaverse & VR and Crypto & Bitcoin / Dunamu each had 5 strong days. Banks moved more steadily, with an average change of 1.98% over 4 days.
72 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Nuclear | 6d | +10.2% | 2021-10-15 (+16.3%) | Bosung Power Technology, Enertork, Iljin Power |
| Metaverse & VR | 5d | +9.8% | 2021-10-01 (+15.2%) | Dexter studios, Bitmax, Com2uS N |
| Crypto & Bitcoin / Dunamu | 5d | +7.9% | 2021-10-15 (+12.3%) | GalaxiaMoneytree, Woori Technology Investment, Wizit |
| Political Ties (Lee Jae-myung) | 4d | +7.5% | 2021-10-08 (+12.8%) | Soosan Int, Atec, Orient Precision Industries |
| Semiconductors | 4d | +4.9% | 2021-10-15 (+5.6%) | NC&, ADTechnology, HanaMicron |
| Banks | 4d | +2.0% | 2021-10-07 (+2.9%) | BNK Financial Group, KB Financial Group, iM Financial Group |
| Media & Content | 3d | +13.6% | 2021-10-18 (+18.3%) | Studio S, Bucket Studio, Loa & Co Holdings |
| Crypto & Bitcoin | 3d | +8.1% | 2021-10-29 (+12.6%) | Vidente, T Scientific |
| Metals (Non-Ferrous) | 3d | +7.8% | 2021-10-14 (+14.2%) | Namsun Aluminium, Leeku Industrial, Hanil Chemical Ind |
| Battery / EV | 3d | +7.4% | 2021-10-13 (+10.8%) | DaejooElectronicMaterials, Samjin LND, CTR Mobility |
| Rare Earths & Rare Metals | 3d | +5.7% | 2021-10-05 (+6.4%) | Union Materials, Tplex |
| Carbon Emission Credits | 3d | +4.9% | 2021-10-19 (+8.3%) | Green Chemical, Ecopro HN, Foosung |
| Political Ties (Hong Joon-pyo) | 2d | +11.4% | 2021-10-12 (+12.2%) | SamIl, TBC |
| Steel Majors / Steel (Small & Mid Cap) | 2d | +11.2% | 2021-10-07 (+12.2%) | Kyeong Nam Steel, Dongil Steelux |
| Construction (Small & Mid Cap) | 2d | +10.8% | 2021-10-13 (+14.7%) | Bumyang Construction, Ilsung Construction |
What to Watch Next Month
Political themes stayed in rotation. Political Ties (Lee Jae-myung) had 4 strong days, and Political Ties (Hong Joon-pyo) had an average change of 11.45% across 2.
Nuclear was the only theme whose latest run was continuous rather than a repeat. Battery / EV and Metals (Non-Ferrous) each had 3 strong days.
Theme heatmap
| 10-01 | 10-05 | 10-06 | 10-07 | 10-08 | 10-12 | 10-13 | 10-14 | 10-15 | 10-18 | 10-19 | 10-20 | 10-21 | 10-22 | 10-25 | 10-26 | 10-27 | 10-28 | 10-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuclear | +14.5 | +16.3 | +3.9 | +11.5 | +2.8 | +12.0 | |||||||||||||
| Metaverse & VR | +15.2 | +7.6 | +5.4 | +11.5 | +9.3 | ||||||||||||||
| Crypto & Bitcoin / Dunamu | +3.0 | +6.6 | +12.3 | +6.3 | +11.3 | ||||||||||||||
| Political Ties (Lee Jae-myung) | +8.7 | +12.8 | +3.8 | +4.8 | |||||||||||||||
| Semiconductors | +5.3 | +5.6 | +3.4 | +5.2 | |||||||||||||||
| Banks | +0.7 | +2.9 | +2.3 | +2.0 | |||||||||||||||
| Media & Content | +6.9 | +18.3 | +15.6 | ||||||||||||||||
| Crypto & Bitcoin | +6.4 | +5.2 | +12.6 | ||||||||||||||||
| Metals (Non-Ferrous) | +4.0 | +14.2 | +5.2 | ||||||||||||||||
| Battery / EV | +10.8 | +7.7 | +3.7 | ||||||||||||||||
| Rare Earths & Rare Metals | +6.0 | +6.4 | +4.7 | ||||||||||||||||
| Carbon Emission Credits | +3.1 | +3.5 | +8.3 | ||||||||||||||||
| Political Ties (Hong Joon-pyo) | +12.2 | +10.7 | |||||||||||||||||
| Steel Majors / Steel (Small & Mid Cap) | +12.3 | +10.1 | |||||||||||||||||
| Construction (Small & Mid Cap) | +6.8 | +14.7 |