Jun 2015 Theme Wrap — The Monthly Theme Map

June 30, 2015 · #Digital Health & Telehealth #Securities Brokers #Airlines #MERS & Coronavirus #MERS & Coronavirus / Masks #Masks #Beauty & Cosmetics #Car Majors #Rice Cookers #Pharma #Political Ties (Ahn Cheol-soo) #TFT-LCD Equipment #Political Ties (Park Won-soon) #Remodeling & Interiors #Cement & Ready-Mix Concrete

22 trading days · 27 recurring themes · top 15 themes — most persistent is Digital Health & Telehealth at 4 days (monthly avg. +2.2%). Best single day this month: Jun 3, +14.9%.

Trading days22d Most days strong4d monthly avg.+2.2% LeaderJW Pharmaceutical

Average change over the period

Average change of member stocks, by theme · descending
Digital Health & Telehealth
+2.2%
Securities Brokers
+7.4%
Airlines
+3.1%
MERS & Coronavirus
+1.4%
MERS & Coronavirus / Masks
+13.4%
Masks
+7.5%
Beauty & Cosmetics
+4.1%
Car Majors
+2.0%
Rice Cookers
+0.0%
Pharma
+0.0%
Political Ties (Ahn Cheol-soo)
+14.9%
TFT-LCD Equipment
+11.8%
Political Ties (Park Won-soon)
+11.4%
Remodeling & Interiors
+10.7%
Cement & Ready-Mix Concrete
+6.6%

Outbreak-linked themes stood out in June 2015, with MERS & Coronavirus / Masks posting an average change of 13.4%. The Masks theme peaked on Jun 5 with a 14.91% move.

Securities Brokers were strong on 3 days, with an average change of 7.38% and a best day of 10.54% on Jun 8. Leaders included Kyobo Securities and Mirae Asset Securities.

Single-day spikes came from Political Ties (Ahn Cheol-soo) at 14.93% on Jun 3, led by Ahnlab. Remodeling & Interiors added 10.69% on Jun 9.

27 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Digital Health & Telehealth4d+2.2%2015-06-18 (+4.9%)JW Pharmaceutical, BITComputer
Securities Brokers3d+7.4%2015-06-08 (+10.5%)LS Securities, Kyobo Securities, Mirae Asset Securities
Airlines3d+3.1%2015-06-30 (+5.0%)Korean Air Lines, Asiana Airlines
MERS & Coronavirus3d+1.4%2015-06-02 (+4.3%)Eagle Veterinary Technology
MERS & Coronavirus / Masks2d+13.4%2015-06-01 (+13.6%)Eagle Veterinary Technology, GeneOne Life Science
Masks2d+7.5%2015-06-05 (+14.9%)Lime
Beauty & Cosmetics2d+4.1%2015-06-04 (+8.2%)Cosmax
Car Majors2d+2.0%2015-06-11 (+4.0%)KG Mobility
Rice Cookers2d+0.0%2015-06-04 (+0.0%)-
Pharma2d+0.0%2015-06-24 (+0.0%)-
Political Ties (Ahn Cheol-soo)1d+14.9%2015-06-03 (+14.9%)Ahnlab
TFT-LCD Equipment1d+11.8%2015-06-17 (+11.8%)meerecompanyIncorporated
Political Ties (Park Won-soon)1d+11.4%2015-06-12 (+11.4%)Mohenz
Remodeling & Interiors1d+10.7%2015-06-09 (+10.7%)Enex
Cement & Ready-Mix Concrete1d+6.6%2015-06-09 (+6.6%)Hanil Hyundai Cement

What to Watch Next Month

Digital Health & Telehealth was still running at month-end after 4 strong days, peaking at 4.88% on Jun 18. MERS & Coronavirus and Pharma were also still running.

Airlines closed the month with a 4.96% best day on Jun 30, led by Korean Air Lines and Asiana Airlines. The data also counts 27 recurrent themes.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
06-0106-0206-0306-0406-0506-0806-0906-1006-1106-1206-1506-1606-1706-1806-1906-2206-2306-2406-2506-2606-2906-30
Digital Health & Telehealth+4.9+0.0+0.0+3.9
Securities Brokers+10.5+7.1+4.5
Airlines+0.0+4.4+5.0
MERS & Coronavirus+4.3+0.0+0.0
MERS & Coronavirus / Masks+13.6+13.2
Masks+14.9+0.0
Beauty & Cosmetics+8.2+0.0
Car Majors+4.0+0.0
Rice Cookers+0.0+0.0
Pharma+0.0+0.0
Political Ties (Ahn Cheol-soo)+14.9
TFT-LCD Equipment+11.8
Political Ties (Park Won-soon)+11.4
Remodeling & Interiors+10.7
Cement & Ready-Mix Concrete+6.6
Down UpBlank = not in that day's strong list