Apr 2022 Theme Wrap — The Monthly Theme Map

April 29, 2022 · #Beauty & Cosmetics #Seafood & Fishing #Battery Recycling (Related) #Banks #Animal Feed / Fertilizers / Agriculture #Nuclear #Battery / EV #AI & Robotics #Food #Paper #Shipbuilding / Shipbuilding Equipment #Semiconductors #Property & Casualty Insurance #Airlines & Low-Cost Carriers #Car Majors

21 trading days · 68 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 6 days (monthly avg. +9.4%). Best single day this month: Apr 19, +19.6%.

Trading days21d Most days strong6d monthly avg.+9.4% LeaderLeaders Cosmetics

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+9.4%
Seafood & Fishing
+7.0%
Battery Recycling (Related)
+5.2%
Banks
+1.8%
Animal Feed / Fertilizers / Agriculture
+9.1%
Nuclear
+8.5%
Battery / EV
+6.9%
AI & Robotics
+6.5%
Food
+13.9%
Paper
+9.4%
Shipbuilding / Shipbuilding Equipment
+5.8%
Semiconductors
+4.6%
Property & Casualty Insurance
+3.9%
Airlines & Low-Cost Carriers
+3.1%
Car Majors
+2.5%

Beauty & Cosmetics led April 2022 with 6 strong days and an average change of 9.45%. Its best session came on Apr 1, with a move of 15.93%.

Food had the highest average change at 13.93%, despite only 3 strong days. The largest single move came from Animal Feed / Fertilizers / Agriculture, at 19.6% on Apr 19.

Apr 21 was a busy day: it was the best session for Nuclear (17.89%), Battery Recycling (Related) and Battery / EV. Banks moved less, with an average change of 1.8%.

68 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Beauty & Cosmetics6d+9.4%2022-04-01 (+15.9%)Leaders Cosmetics, Amorepacific, Yonwoo
Seafood & Fishing5d+7.0%2022-04-25 (+16.4%)Dongwon Fisheries, Sajodaerim, Oyang
Battery Recycling (Related)5d+5.2%2022-04-21 (+12.2%)National Plastic, Welcron Hantec, Egtronics
Banks5d+1.8%2022-04-11 (+2.4%)BNK Financial Group, KB Financial Group, Shinhan Financial Group
Animal Feed / Fertilizers / Agriculture4d+9.1%2022-04-19 (+19.6%)TYM, Nousbo, Daejoo
Nuclear4d+8.5%2022-04-21 (+17.9%)Seojeon Electric Machinery, Hanshin Machinery
Battery / EV4d+6.9%2022-04-21 (+9.9%)Ecopro, Ecopro BM, Cosmo Advanced Materials & Technology
AI & Robotics4d+6.5%2022-04-26 (+11.6%)Ajinextek, Yujin Robot, Hyulim ROBOT
Food3d+13.9%2022-04-20 (+18.8%)JC Chemical, Crown Confectionery
Paper3d+9.4%2022-04-26 (+14.7%)Moorim P&P, PaperCorea
Shipbuilding / Shipbuilding Equipment3d+5.8%2022-04-15 (+7.8%)HD-Hyundai Marine Engine, Dongbang Ship Machinery, Il Seung
Semiconductors3d+4.6%2022-04-19 (+6.3%)Yest, Wonik IPS, Techwing
Property & Casualty Insurance3d+3.9%2022-04-06 (+5.0%)Lotte Non-Life Insurance, Hyundaimarine&fireinsurance
Airlines & Low-Cost Carriers3d+3.1%2022-04-04 (+5.3%)AK Holdings, Jejuair
Car Majors3d+2.5%2022-04-20 (+2.8%)HL Mando, Kia, Hyundai Wia

What to Watch Next Month

Seafood & Fishing, Battery Recycling (Related) and Banks each had 5 strong days. That puts them among the most persistent themes of the month.

Beauty & Cosmetics, Paper and Animal Feed / Fertilizers / Agriculture ended April flagged as continuing runs, while the other themes were tagged as recurring. May’s data will show whether those streaks continue.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0104-0404-0504-0604-0704-0804-1104-1204-1304-1404-1504-1804-1904-2004-2104-2204-2504-2604-2704-2804-29
Beauty & Cosmetics+15.9+6.3+5.4+6.4+7.3+15.3
Seafood & Fishing+3.1+3.7+6.5+5.2+16.4
Battery Recycling (Related)+4.0+3.1+2.7+12.2+3.9
Banks+1.3+2.4+0.7+2.3+2.2
Animal Feed / Fertilizers / Agriculture+4.6+7.2+19.6+5.1
Nuclear+7.5+3.7+17.9+5.1
Battery / EV+6.4+7.1+4.2+9.9
AI & Robotics+5.2+4.9+4.1+11.6
Food+18.7+16.1+6.9
Paper+6.4+7.1+14.7
Shipbuilding / Shipbuilding Equipment+4.7+5.0+7.8
Semiconductors+3.2+6.3+4.4
Property & Casualty Insurance+5.0+2.8+4.0
Airlines & Low-Cost Carriers+5.3+2.3+1.5
Car Majors+2.3+2.3+2.8
Down UpBlank = not in that day's strong list