Mar 2019 Theme Wrap — The Monthly Theme Map
20 trading days · 24 recurring themes · top 15 themes — most persistent is Yellow Dust & Fine Particulates / Air Purifiers / Masks at 4 days (monthly avg. +12.7%). Best single day this month: Mar 6, +22.0%.
Average change over the period
Air-quality themes led March 2019. Yellow Dust & Fine Particulates / Air Purifiers / Masks was strong on 4 days and peaked at 20.99% on Mar 22.
A second dust theme, Yellow Dust & Fine Particulates / Masks / Air Purifiers, hit 21.97% on Mar 6 with an average change of 16.35%. Yellow Dust & Fine Particulates added 12.45% on Mar 19.
North Korea was also strong on 4 days and peaked at 16.35% on Mar 29. Defense & War posted an average change of 16.45% across 2 strong days.
24 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Yellow Dust & Fine Particulates / Air Purifiers / Masks | 4d | +12.7% | 2019-03-22 (+21.0%) | Nuriplan, Winix, Clean & Science |
| North Korea | 4d | +8.4% | 2019-03-29 (+16.4%) | Namkwang Engineering & Construction, Chobi, Hanchang |
| Yellow Dust & Fine Particulates / Masks / Air Purifiers | 3d | +16.4% | 2019-03-06 (+22.0%) | Ahn-gook Pharmaceutical, Welcron, Winia |
| Defense & War | 2d | +16.4% | 2019-03-07 (+18.8%) | Victek |
| Cannabis | 2d | +12.5% | 2019-03-07 (+19.8%) | Phionx |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +9.1% | 2019-03-25 (+10.4%) | SY Dong-a |
| Yellow Dust & Fine Particulates | 2d | +8.9% | 2019-03-19 (+12.4%) | KC Cottrell, Clean & Science |
| LPG (Liquefied Petroleum Gas) | 2d | +7.6% | 2019-03-13 (+11.5%) | E1 |
| Semiconductors | 2d | +7.2% | 2019-03-21 (+9.4%) | WONIK Materials, Tse |
| Animal Feed | 1d | +17.7% | 2019-03-19 (+17.7%) | Woosung |
| Robotics (Industrial & Collaborative) | 1d | +17.5% | 2019-03-25 (+17.5%) | RoboRobo |
| Bicycles / E-Bikes | 1d | +13.9% | 2019-03-07 (+13.9%) | Alton |
| Battery / EV | 1d | +11.5% | 2019-03-21 (+11.5%) | Wonik Pne |
| Venture Capital | 1d | +11.5% | 2019-03-06 (+11.5%) | Woori Technology Investment |
| Cybersecurity | 1d | +11.2% | 2019-03-29 (+11.2%) | Fusion |
What to Watch Next Month
New themes appeared too. Robotics (Industrial & Collaborative) rose 17.5% on Mar 25, and Bicycles / E-Bikes gained 13.86% on Mar 7. Animal Feed showed the highest average change at 17.66%.
LPG (Liquefied Petroleum Gas) was the only theme flagged as continuing, with a best day of 11.46% on Mar 13. All the other themes had shown up in earlier periods or were new.
Theme heatmap
| 03-04 | 03-05 | 03-06 | 03-07 | 03-08 | 03-11 | 03-12 | 03-13 | 03-14 | 03-15 | 03-18 | 03-19 | 03-20 | 03-21 | 03-22 | 03-25 | 03-26 | 03-27 | 03-28 | 03-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Yellow Dust & Fine Particulates / Air Purifiers / Masks | +11.3 | +8.0 | +21.0 | +10.7 | ||||||||||||||||
| North Korea | +5.2 | +6.2 | +5.7 | +16.3 | ||||||||||||||||
| Yellow Dust & Fine Particulates / Masks / Air Purifiers | +15.7 | +22.0 | +11.3 | |||||||||||||||||
| Defense & War | +18.8 | +14.1 | ||||||||||||||||||
| Cannabis | +19.8 | +5.1 | ||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +7.8 | +10.4 | ||||||||||||||||||
| Yellow Dust & Fine Particulates | +5.3 | +12.5 | ||||||||||||||||||
| LPG (Liquefied Petroleum Gas) | +3.8 | +11.5 | ||||||||||||||||||
| Semiconductors | +4.9 | +9.4 | ||||||||||||||||||
| Animal Feed | +17.7 | |||||||||||||||||||
| Robotics (Industrial & Collaborative) | +17.5 | |||||||||||||||||||
| Bicycles / E-Bikes | +13.9 | |||||||||||||||||||
| Battery / EV | +11.5 | |||||||||||||||||||
| Venture Capital | +11.5 | |||||||||||||||||||
| Cybersecurity | +11.2 |