Jul 2019 Theme Wrap — The Monthly Theme Map
23 trading days · 26 recurring themes · top 15 themes — most persistent is Semiconductor Materials & Components at 5 days (monthly avg. +15.5%). Best single day this month: Jul 15, +25.9%.
Average change over the period
July 2019 was led by Semiconductor Materials & Components, strong on 5 days with an average change of 15.51%. Its best day came on Jul 15 at 25.88%.
Chip names showed up across the board: Semiconductor Equipment, Materials & Components posted an average change of 14.08%, and SK hynix led Semiconductor Majors (Fabrication) at 1.82%.
Japan Boycott Beneficiaries was the only theme marked running rather than recurred, led by Monami and Shinsung Tongsang. Fashion & Clothing posted 18.85% on its single strong day, Jul 30.
26 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Materials & Components | 5d | +15.5% | 2019-07-15 (+25.9%) | 3S Korea, Ram Technology, Foosung |
| Semiconductor Equipment, Materials & Components | 3d | +14.1% | 2019-07-03 (+18.5%) | EM Networks, Micro Contact Solution, Tiger Elec |
| North Korea | 3d | +12.8% | 2019-07-11 (+14.8%) | Yangjisa, In the F, Good People |
| Semiconductor Majors (Fabrication) | 3d | +1.8% | 2019-07-10 (+2.8%) | SK hynix |
| Machine Tools | 2d | +12.3% | 2019-07-09 (+17.7%) | Seoam Machinery Industry |
| Japan Boycott Beneficiaries | 2d | +12.3% | 2019-07-08 (+18.8%) | Monami, Shinsung Tongsang |
| Stem Cells | 2d | +7.9% | 2019-07-17 (+8.8%) | Pharmicell |
| Solar | 2d | +4.2% | 2019-07-19 (+6.4%) | SDN Company, Hanwha Solutions |
| Car Majors | 2d | +3.1% | 2019-07-04 (+3.5%) | HL Mando, Hyundai Wia |
| Securities Brokers | 2d | +3.1% | 2019-07-19 (+3.8%) | Samsung Securities, Korea Investment Holdings |
| Fashion & Clothing | 1d | +18.9% | 2019-07-30 (+18.9%) | TBH Global |
| Hydrogen (Fuel Cells, Vehicles) | 1d | +15.5% | 2019-07-18 (+15.5%) | Iljin Diamond |
| Graphene | 1d | +14.9% | 2019-07-23 (+14.9%) | SM Kukil |
| Food | 1d | +12.1% | 2019-07-31 (+12.1%) | Boratr |
| MLCC (Multilayer Ceramic Capacitors) | 1d | +9.7% | 2019-07-16 (+9.7%) | Samwha Capacitor |
What to Watch Next Month
The data counts 26 recurrent themes this month, so repeat appearances are a pattern to track. North Korea and Machine Tools each logged strong days with averages of 12.84% and 12.32%.
Single-day spikes in Hydrogen (Fuel Cells, Vehicles) (15.52%), Graphene (14.94%) and Food (12.05%) all came after Jul 15. Whether those themes return is the open question for the next wrap.
Theme heatmap
| 07-01 | 07-02 | 07-03 | 07-04 | 07-05 | 07-08 | 07-09 | 07-10 | 07-11 | 07-12 | 07-15 | 07-16 | 07-17 | 07-18 | 07-19 | 07-22 | 07-23 | 07-24 | 07-25 | 07-26 | 07-29 | 07-30 | 07-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Materials & Components | +19.9 | +13.6 | +25.9 | +9.0 | +9.2 | ||||||||||||||||||
| Semiconductor Equipment, Materials & Components | +18.5 | +14.5 | +9.3 | ||||||||||||||||||||
| North Korea | +13.8 | +14.8 | +9.9 | ||||||||||||||||||||
| Semiconductor Majors (Fabrication) | +2.8 | +1.2 | +1.5 | ||||||||||||||||||||
| Machine Tools | +17.7 | +7.0 | |||||||||||||||||||||
| Japan Boycott Beneficiaries | +5.8 | +18.8 | |||||||||||||||||||||
| Stem Cells | +8.8 | +6.9 | |||||||||||||||||||||
| Solar | +1.9 | +6.4 | |||||||||||||||||||||
| Car Majors | +3.5 | +2.8 | |||||||||||||||||||||
| Securities Brokers | +2.4 | +3.8 | |||||||||||||||||||||
| Fashion & Clothing | +18.8 | ||||||||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +15.5 | ||||||||||||||||||||||
| Graphene | +14.9 | ||||||||||||||||||||||
| Food | +12.0 | ||||||||||||||||||||||
| MLCC (Multilayer Ceramic Capacitors) | +9.7 |