Dec 2020 Theme Wrap — The Monthly Theme Map
21 trading days · 64 recurring themes · top 15 themes — most persistent is Remote Work & Smart Work at 4 days (monthly avg. +15.4%). Best single day this month: Dec 16, +22.7%.
Average change over the period
December 2020 logged 64 recurrent themes. Remote Work & Smart Work led the four-day group with an average change of 15.44%, peaking at 22.74% on Dec 16.
Battery / EV and Semiconductors each logged four strong days, averaging 9.49% and 8.27%. COVID (Moderna) matched that count at an average change of 8.02%.
The biggest averages came from shorter runs. EV / Battery averaged 19.84% over two strong days, with a best change of 21.41% on Dec 23.
64 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Remote Work & Smart Work | 4d | +15.4% | 2020-12-16 (+22.7%) | RingNet, Softcamp, ECSTELECOMCo |
| Battery / EV | 4d | +9.5% | 2020-12-15 (+14.8%) | Myoung Shin Industry, Woory Industrial, Welcron Hantec |
| Semiconductors | 4d | +8.3% | 2020-12-30 (+10.1%) | Nepes, Duksanhimetal, Union Semiconductor Equipment Co.,ltd; |
| COVID (Moderna) | 4d | +8.0% | 2020-12-03 (+15.6%) | Psomagen, N2tech, Jolse |
| Cold Chain Logistics | 4d | +6.6% | 2020-12-08 (+17.3%) | Daihan Scientific, ilShinbiobase, Taekyung Chemical |
| Cement & Ready-Mix Concrete | 4d | +5.1% | 2020-12-04 (+7.6%) | HC BoKwang Industry, Ssangyongc&e, Hanilcement |
| Semiconductor Majors (Fabrication) | 4d | +3.4% | 2020-12-24 (+6.2%) | DB HiTek, SK hynix |
| Political Ties (Lee Jae-myung) | 3d | +14.1% | 2020-12-08 (+18.6%) | DongshinEngineering&Construction, Atec Mobility |
| Carbon Emission Credits | 3d | +8.9% | 2020-12-15 (+14.2%) | Green Chemical, Hmnex, Hansol HomeDeco |
| Media & Content | 3d | +8.7% | 2020-12-08 (+14.6%) | Astory, Wysiwyg Studios |
| Construction Majors / Construction (Small & Mid Cap) | 3d | +5.7% | 2020-12-30 (+6.4%) | Camus Engineering & Construction, Namkwang Engineering & Construction, Sambu Construction |
| EV / Battery | 2d | +19.8% | 2020-12-23 (+21.4%) | Myoung Shin Industry, Sebang Global Battery |
| Autonomous Driving | 2d | +18.3% | 2020-12-23 (+18.9%) | Dhautoware, InfoBank |
| Pharma & Biotech | 2d | +15.3% | 2020-12-21 (+17.3%) | Vaxcell-Bio Therapeutics, Ilyang Pharmaceutical |
| Camera Modules & Parts | 2d | +12.9% | 2020-12-17 (+14.1%) | isMedia |
What to Watch Next Month
Political Ties (Lee Jae-myung) posted an average change of 14.12% across three strong days, and Pharma & Biotech averaged 15.34% over two. Their persistence into January is the next test.
Semiconductor Majors (Fabrication), led by SK hynix and DB HiTek, posted a best change of 6.2% on Dec 24. Semiconductors peaked at 10.11% on Dec 30, the final session.
Theme heatmap
| 12-01 | 12-02 | 12-03 | 12-04 | 12-07 | 12-08 | 12-09 | 12-10 | 12-11 | 12-14 | 12-15 | 12-16 | 12-17 | 12-18 | 12-21 | 12-22 | 12-23 | 12-24 | 12-28 | 12-29 | 12-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Remote Work & Smart Work | +5.3 | +13.0 | +20.7 | +22.7 | |||||||||||||||||
| Battery / EV | +2.8 | +14.8 | +6.3 | +14.1 | |||||||||||||||||
| Semiconductors | +6.9 | +8.5 | +7.5 | +10.1 | |||||||||||||||||
| COVID (Moderna) | +7.7 | +15.6 | +2.7 | +6.2 | |||||||||||||||||
| Cold Chain Logistics | +3.7 | +17.3 | +2.8 | +2.5 | |||||||||||||||||
| Cement & Ready-Mix Concrete | +5.0 | +7.6 | +4.7 | +3.3 | |||||||||||||||||
| Semiconductor Majors (Fabrication) | +1.9 | +2.9 | +2.7 | +6.2 | |||||||||||||||||
| Political Ties (Lee Jae-myung) | +7.7 | +18.6 | +16.1 | ||||||||||||||||||
| Carbon Emission Credits | +3.9 | +8.6 | +14.2 | ||||||||||||||||||
| Media & Content | +14.6 | +4.5 | +7.1 | ||||||||||||||||||
| Construction Majors / Construction (Small & Mid Cap) | +6.0 | +4.6 | +6.4 | ||||||||||||||||||
| EV / Battery | +18.3 | +21.4 | |||||||||||||||||||
| Autonomous Driving | +17.8 | +18.9 | |||||||||||||||||||
| Pharma & Biotech | +17.3 | +13.4 | |||||||||||||||||||
| Camera Modules & Parts | +11.8 | +14.1 |