May 2015 Theme Wrap — The Monthly Theme Map
18 trading days · 18 recurring themes · top 15 themes — most persistent is Vaccines, Diagnostics & Epidemic Control at 4 days (monthly avg. +7.6%). Best single day this month: May 29, +14.9%.
Average change over the period
May 2015 spanned 18 trading sessions, from May 4 to May 29. Vaccines, Diagnostics & Epidemic Control was the most persistent theme, strong on 4 days with an average change of 7.59%.
Pharma posted the highest average among multi-day themes at 13.71%, peaking at 14.24% on May 21. Daewoong Pharma and DongKookPharmaceutical led it.
Securities Brokers were strong on 3 days, with a best gain of 8.25% on May 20. A new MERS & Coronavirus theme closed the month with a 14.92% move on May 29.
18 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | 4d | +7.6% | 2015-05-27 (+10.8%) | Bioneercorporation, Ilyang Pharmaceutical, GeneOne Life Science |
| Securities Brokers | 3d | +6.3% | 2015-05-20 (+8.2%) | Daol Investment & Securities, Samsung Securities, Sangsangininvestment&securities |
| Pharma | 2d | +13.7% | 2015-05-21 (+14.2%) | Daewoong Pharma, DongKookPharmaceutical |
| Beauty & Cosmetics | 2d | +10.3% | 2015-05-18 (+12.4%) | Samsung Pharmaceutical, Yuhan Cosmetics |
| Oil Refining | 2d | +4.9% | 2015-05-22 (+5.8%) | SK Innovation |
| MERS & Coronavirus | 1d | +14.9% | 2015-05-29 (+14.9%) | KM |
| Semiconductor Equipment | 1d | +13.4% | 2015-05-07 (+13.4%) | Tes |
| China Consumer | 1d | +9.2% | 2015-05-11 (+9.2%) | Samsung Pharmaceutical |
| Infant & Child Products | 1d | +9.1% | 2015-05-19 (+9.1%) | Agabang&company |
| Rice Cookers | 1d | +8.4% | 2015-05-29 (+8.4%) | Cuckoo Holdings |
| Internet of Things (IoT) | 1d | +8.2% | 2015-05-08 (+8.2%) | S Net Systems |
| Retail Distribution / Home Shopping | 1d | +7.4% | 2015-05-14 (+7.4%) | NS Shopping |
| KOSPI 200 Inclusion | 1d | +6.7% | 2015-05-28 (+6.7%) | Hyundai Livart Furniture |
| China Consumer | 1d | +6.5% | 2015-05-28 (+6.5%) | Korea Castiron Pipe Ind |
| Cement & Ready-Mix Concrete | 1d | +6.2% | 2015-05-26 (+6.2%) | Hanil Hyundai Cement |
What to Watch Next Month
MERS & Coronavirus debuted on May 29, while epidemic-control names peaked on May 27. Whether the pairing extends into June remains to be seen.
Several themes were new this month, including KOSPI 200 Inclusion and Retail Distribution / Home Shopping. Pharma is the only theme still flagged as running.
Theme heatmap
| 05-04 | 05-06 | 05-07 | 05-08 | 05-11 | 05-12 | 05-13 | 05-14 | 05-15 | 05-18 | 05-19 | 05-20 | 05-21 | 05-22 | 05-26 | 05-27 | 05-28 | 05-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | +6.7 | +7.2 | +5.7 | +10.8 | ||||||||||||||
| Securities Brokers | +6.7 | +3.9 | +8.2 | |||||||||||||||
| Pharma | +13.2 | +14.2 | ||||||||||||||||
| Beauty & Cosmetics | +8.3 | +12.4 | ||||||||||||||||
| Oil Refining | +4.0 | +5.8 | ||||||||||||||||
| MERS & Coronavirus | +14.9 | |||||||||||||||||
| Semiconductor Equipment | +13.4 | |||||||||||||||||
| China Consumer | +9.2 | |||||||||||||||||
| Infant & Child Products | +9.1 | |||||||||||||||||
| Rice Cookers | +8.4 | |||||||||||||||||
| Internet of Things (IoT) | +8.2 | |||||||||||||||||
| Retail Distribution / Home Shopping | +7.4 | |||||||||||||||||
| KOSPI 200 Inclusion | +6.7 | |||||||||||||||||
| China Consumer | +6.5 | |||||||||||||||||
| Cement & Ready-Mix Concrete | +6.2 |