Dec 2018 Theme Wrap — The Monthly Theme Map
19 trading days · 21 recurring themes · top 15 themes — most persistent is North Korea at 7 days (monthly avg. +10.2%). Best single day this month: Dec 12, +27.9%.
Average change over the period
December 2018 ran from Dec 3 to Dec 28, and North Korea was the month’s most persistent theme. It was strong on 7 days, with an average change of 10.22%.
Hydrogen (Fuel Cells, Vehicles) had the biggest single-day move of the month, 27.88% on Dec 12. It was strong on 5 days, with an average change of 18.91%.
Most other themes were short-lived. Games / Mobile Games, Crypto & Bitcoin, Petrochemicals, Steel Pipe and Car Majors were each strong on 2 days.
21 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| North Korea | 7d | +10.2% | 2018-12-04 (+17.1%) | Kyungnong, Dohwa Engineering, SeoSan |
| Hydrogen (Fuel Cells, Vehicles) | 5d | +18.9% | 2018-12-12 (+27.9%) | SM Kukil, NS, Unick |
| Games / Mobile Games | 2d | +9.2% | 2018-12-21 (+11.8%) | Linked, Wemade |
| Crypto & Bitcoin | 2d | +9.0% | 2018-12-18 (+14.8%) | Seoul Information Service, Woori Technology Investment |
| Petrochemicals | 2d | +6.1% | 2018-12-03 (+8.2%) | SK Chemicals, Hyosung Chemical |
| Steel Pipe | 2d | +5.4% | 2018-12-06 (+5.9%) | Nuvotec, Plumb Fast |
| Car Majors | 2d | +4.4% | 2018-12-12 (+6.2%) | Hyundai Wia |
| 5G / Telecom Equipment | 1d | +12.1% | 2018-12-28 (+12.1%) | Samji Electronics |
| Autonomous Driving | 1d | +10.8% | 2018-12-19 (+10.8%) | Korea Fuel-tech |
| EV | 1d | +10.6% | 2018-12-19 (+10.6%) | GMB Korea |
| Smart Factory | 1d | +10.3% | 2018-12-13 (+10.3%) | Syswork |
| China Consumer | 1d | +9.0% | 2018-12-27 (+9.0%) | Kosun Bio |
| Foldable Phones / Flexible Displays | 1d | +8.0% | 2018-12-28 (+8.0%) | Wonik Cube |
| Battery | 1d | +7.7% | 2018-12-19 (+7.7%) | Sang-a Frontec |
| Remodeling & Interiors | 1d | +7.2% | 2018-12-20 (+7.2%) | Enex |
What to Watch Next Month
Two themes appeared for the first time: Smart Factory on Dec 13 and Foldable Phones / Flexible Displays on Dec 28. Each was strong on a single day.
Near the end of the month, 5G / Telecom Equipment rose 12.12% on Dec 28. The open question for January is whether one-day moves like this come back.
Theme heatmap
| 12-03 | 12-04 | 12-05 | 12-06 | 12-07 | 12-10 | 12-11 | 12-12 | 12-13 | 12-14 | 12-17 | 12-18 | 12-19 | 12-20 | 12-21 | 12-24 | 12-26 | 12-27 | 12-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| North Korea | +9.7 | +17.1 | +16.9 | +8.6 | +6.5 | +6.9 | +5.7 | ||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +20.3 | +27.9 | +13.1 | +22.9 | +10.4 | ||||||||||||||
| Games / Mobile Games | +11.8 | +6.6 | |||||||||||||||||
| Crypto & Bitcoin | +14.8 | +3.1 | |||||||||||||||||
| Petrochemicals | +8.2 | +4.1 | |||||||||||||||||
| Steel Pipe | +5.9 | +5.0 | |||||||||||||||||
| Car Majors | +6.2 | +2.7 | |||||||||||||||||
| 5G / Telecom Equipment | +12.1 | ||||||||||||||||||
| Autonomous Driving | +10.8 | ||||||||||||||||||
| EV | +10.6 | ||||||||||||||||||
| Smart Factory | +10.3 | ||||||||||||||||||
| China Consumer | +9.0 | ||||||||||||||||||
| Foldable Phones / Flexible Displays | +8.0 | ||||||||||||||||||
| Battery | +7.7 | ||||||||||||||||||
| Remodeling & Interiors | +7.2 |