Nov 2019 Theme Wrap — The Monthly Theme Map
21 trading days · 33 recurring themes · top 15 themes — most persistent is Beauty & Cosmetics at 3 days (monthly avg. +8.1%). Best single day this month: Nov 1, +29.9%.
Average change over the period
Beauty & Cosmetics led the 3-day group in November 2019. It posted an average change of 8.13% and its best day came on Nov 29 at 17.27%, with Sewha P&C, Shinsegae International and Hankook Cosmetics leading.
Airlines & Low-Cost Carriers also logged 3 strong days and peaked at 13.26% on Nov 7. Cannabis, North Korea and Semiconductors each had 3 strong days as well.
Some themes rose sharply on a single day. Crypto & Bitcoin jumped 29.94% on Nov 1. Baby & Birth Rate / Infant & Child Products hit 29.92% on Nov 28 and Shipping hit 29.88% on Nov 7.
33 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Beauty & Cosmetics | 3d | +8.1% | 2019-11-29 (+17.3%) | Sewha P&C, Shinsegae International, Hankook Cosmetics |
| Airlines & Low-Cost Carriers | 3d | +7.8% | 2019-11-07 (+13.3%) | AK Holdings, Asiana Airlines, Tway Holdings Incorporation |
| Cannabis | 3d | +5.7% | 2019-11-21 (+7.6%) | Aibit, Osung Advanced Materials |
| North Korea | 3d | +5.2% | 2019-11-06 (+7.2%) | Namkwang Engineering & Construction, Good People, PULOON Robotics |
| Semiconductors | 3d | +3.4% | 2019-11-12 (+3.9%) | HLB innoVation, SFA Semicon, New Power Plasma |
| Political Ties (Lee Nak-yon) | 2d | +9.9% | 2019-11-11 (+22.5%) | SDN Company, Namsun Aluminium |
| Internet Majors | 2d | +7.9% | 2019-11-14 (+13.9%) | NAVER |
| Antiparasitic Drugs (Fenbendazole) | 2d | +6.9% | 2019-11-28 (+7.9%) | Cheil Bio |
| Travel | 2d | +6.4% | 2019-11-04 (+11.5%) | Modetournetwork |
| Securities Brokers | 2d | +4.5% | 2019-11-04 (+6.3%) | Sangsangininvestment&securities, Yuanta Securities Korea |
| Steel Majors | 2d | +3.5% | 2019-11-25 (+4.8%) | KG Dongbusteel, POSCO Holdings |
| Casinos | 2d | +3.3% | 2019-11-25 (+4.3%) | Paradise |
| Crypto & Bitcoin | 1d | +29.9% | 2019-11-01 (+29.9%) | Inbiogen |
| Baby & Birth Rate / Infant & Child Products | 1d | +29.9% | 2019-11-28 (+29.9%) | Samsung Publishing |
| Shipping | 1d | +29.9% | 2019-11-07 (+29.9%) | Heung-a Shipping |
What to Watch Next Month
Most themes were tagged recurred, while Cannabis and Steel Majors were marked running. Political Ties (Lee Nak-yon) peaked at 22.52% on Nov 11, led by SDN Company and Namsun Aluminium.
Beauty & Cosmetics had its best day in the month’s final session on Nov 29. Readers may look at whether that theme stays active into December.
Theme heatmap
| 11-01 | 11-04 | 11-05 | 11-06 | 11-07 | 11-08 | 11-11 | 11-12 | 11-13 | 11-14 | 11-15 | 11-18 | 11-19 | 11-20 | 11-21 | 11-22 | 11-25 | 11-26 | 11-27 | 11-28 | 11-29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beauty & Cosmetics | +4.5 | +2.6 | +17.3 | ||||||||||||||||||
| Airlines & Low-Cost Carriers | +4.4 | +13.3 | +5.6 | ||||||||||||||||||
| Cannabis | +3.6 | +6.0 | +7.6 | ||||||||||||||||||
| North Korea | +2.9 | +7.2 | +5.5 | ||||||||||||||||||
| Semiconductors | +2.8 | +3.9 | +3.5 | ||||||||||||||||||
| Political Ties (Lee Nak-yon) | +22.5 | -2.6 | |||||||||||||||||||
| Internet Majors | +1.8 | +13.9 | |||||||||||||||||||
| Antiparasitic Drugs (Fenbendazole) | +5.9 | +7.9 | |||||||||||||||||||
| Travel | +11.5 | +1.2 | |||||||||||||||||||
| Securities Brokers | +6.3 | +2.7 | |||||||||||||||||||
| Steel Majors | +4.8 | +2.2 | |||||||||||||||||||
| Casinos | +2.3 | +4.3 | |||||||||||||||||||
| Crypto & Bitcoin | +29.9 | ||||||||||||||||||||
| Baby & Birth Rate / Infant & Child Products | +29.9 | ||||||||||||||||||||
| Shipping | +29.9 |