Jun 2019 Theme Wrap — The Monthly Theme Map
19 trading days · 23 recurring themes · top 15 themes — most persistent is Hydrogen (Fuel Cells, Vehicles) at 3 days (monthly avg. +10.9%). Best single day this month: Jun 4, +22.9%.
Average change over the period
June 2019 was shaped by themes that came back. Hydrogen (Fuel Cells, Vehicles) and North Korea each logged 3 strong days, more than any other theme on the board.
The largest single-day move was 22.9% in Vaccines, Diagnostics & Epidemic Control on Jun 4. Crypto & Bitcoin came close at 22.65% on Jun 25, led by Vidente.
Several new themes also appeared. Smart Factory / AI & Robotics jumped 19.54% on Jun 20, and Limestone and Dehumidifiers / Summer Season debuted with 17.42% and 12.69%.
23 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | 3d | +10.9% | 2019-06-17 (+18.7%) | SY Dong-a, Pungguk Ethanol |
| North Korea | 3d | +8.1% | 2019-06-19 (+10.6%) | Daeyu, Samryoong, Ilshin Stone |
| 5G / Telecom Equipment | 2d | +17.6% | 2019-06-10 (+18.2%) | Namu Ax, Frtek |
| Crypto & Bitcoin | 2d | +17.3% | 2019-06-25 (+22.6%) | Vidente |
| Rare Earths & Rare Metals | 2d | +6.2% | 2019-06-12 (+8.6%) | Union Materials |
| Battery / EV | 2d | +6.2% | 2019-06-13 (+7.3%) | Sangsinenergydisplayprecision, Innometry |
| Semiconductors | 2d | +5.8% | 2019-06-19 (+7.5%) | FNS Tech, PSK |
| Car Majors | 2d | +3.5% | 2019-06-10 (+5.2%) | Kia, Hyundai Wia |
| Vaccines, Diagnostics & Epidemic Control | 1d | +22.9% | 2019-06-04 (+22.9%) | GeneBioTech |
| Smart Factory / AI & Robotics | 1d | +19.5% | 2019-06-20 (+19.5%) | TPC Robotics |
| Limestone | 1d | +17.4% | 2019-06-04 (+17.4%) | Taekyung BK |
| Dehumidifiers / Summer Season | 1d | +12.7% | 2019-06-28 (+12.7%) | Paseco |
| African Swine Fever (ASF) | 1d | +11.6% | 2019-06-03 (+11.6%) | Eagle Veterinary Technology |
| Graphene | 1d | +11.4% | 2019-06-18 (+11.4%) | Enplus |
| Auto Parts | 1d | +11.3% | 2019-06-10 (+11.3%) | Pha |
What to Watch Next Month
5G / Telecom Equipment ended June still on a run, with an average change of 17.58% across 2 strong days. Crypto & Bitcoin and African Swine Fever (ASF) also ended June still on a run.
Returning themes such as Battery / EV (7.33%) and Semiconductors (7.48%) appeared again in June. The next data will show whether these themes keep returning in July.
Theme heatmap
| 06-03 | 06-04 | 06-05 | 06-07 | 06-10 | 06-11 | 06-12 | 06-13 | 06-14 | 06-17 | 06-18 | 06-19 | 06-20 | 06-21 | 06-24 | 06-25 | 06-26 | 06-27 | 06-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | +18.7 | +6.5 | +7.4 | ||||||||||||||||
| North Korea | +3.7 | +10.6 | +10.1 | ||||||||||||||||
| 5G / Telecom Equipment | +16.9 | +18.2 | |||||||||||||||||
| Crypto & Bitcoin | +22.7 | +11.9 | |||||||||||||||||
| Rare Earths & Rare Metals | +3.8 | +8.6 | |||||||||||||||||
| Battery / EV | +5.0 | +7.3 | |||||||||||||||||
| Semiconductors | +7.5 | +4.2 | |||||||||||||||||
| Car Majors | +1.8 | +5.2 | |||||||||||||||||
| Vaccines, Diagnostics & Epidemic Control | +22.9 | ||||||||||||||||||
| Smart Factory / AI & Robotics | +19.5 | ||||||||||||||||||
| Limestone | +17.4 | ||||||||||||||||||
| Dehumidifiers / Summer Season | +12.7 | ||||||||||||||||||
| African Swine Fever (ASF) | +11.6 | ||||||||||||||||||
| Graphene | +11.4 | ||||||||||||||||||
| Auto Parts | +11.3 |