Mar 2021 Theme Wrap — The Monthly Theme Map

March 31, 2021 · #Crypto & Bitcoin #Semiconductors #Political Ties (Yoon Suk-yeol) #Rare Earths & Rare Metals #Coupang #Political Ties (Oh Se-hoon) #Currency & ATM Systems (incl. CBDC) #Games / Mobile Games #Market Kurly #Nuclear #Media & Content #Shipping #Construction (Small & Mid Cap) #Banks #Construction Majors

22 trading days · 66 recurring themes · top 15 themes — most persistent is Crypto & Bitcoin at 6 days (monthly avg. +8.8%). Best single day this month: Mar 4, +29.9%.

Trading days22d Most days strong6d monthly avg.+8.8% LeaderFSN

Average change over the period

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+8.8%
Semiconductors
+5.0%
Political Ties (Yoon Suk-yeol)
+16.2%
Rare Earths & Rare Metals
+8.5%
Coupang
+13.6%
Political Ties (Oh Se-hoon)
+12.3%
Currency & ATM Systems (incl. CBDC)
+11.0%
Games / Mobile Games
+10.5%
Market Kurly
+10.4%
Nuclear
+10.2%
Media & Content
+9.6%
Shipping
+6.0%
Construction (Small & Mid Cap)
+5.6%
Banks
+4.0%
Construction Majors
+3.8%

Crypto & Bitcoin and Semiconductors led March 2021 in staying power, each strong on 6 days. The crypto theme posted an average change of 8.77%, with its best day at 15.58% on Mar 2.

The sharpest moves came from Political Ties (Yoon Suk-yeol), with an average change of 16.22% over 5 strong days. Its best day, Mar 4, brought a change of 29.88%.

Coupang hit 20.23% on Mar 12, the same day Market Kurly peaked at 17.48%. Hyungkuk F&B appears among the leaders of both themes.

66 themes recurred this month.

Monthly Theme Ranking

ThemeDays strongMonthly avg.Best dayLeader
Crypto & Bitcoin6d+8.8%2021-03-02 (+15.6%)FSN, SBI Investment KOREA, Vidente
Semiconductors6d+5.0%2021-03-22 (+6.9%)Dongjin Semichem, LEENO Industrial, Yest
Political Ties (Yoon Suk-yeol)5d+16.2%2021-03-04 (+29.9%)Dcksung, Seoyon, iCRAFTCo
Rare Earths & Rare Metals5d+8.5%2021-03-15 (+12.9%)Dongkuk Refractories & Steel, Union, Haein
Coupang4d+13.6%2021-03-12 (+20.2%)NBT, Kec Holdings, Hyungkuk F&B
Political Ties (Oh Se-hoon)4d+12.3%2021-03-23 (+18.1%)Chin Yang Industry, Chinyang Chemical
Currency & ATM Systems (incl. CBDC)3d+11.0%2021-03-16 (+15.3%)Logisys, Korea Computer Terminal
Games / Mobile Games3d+10.5%2021-03-02 (+13.7%)Nexus, Webzen, Hanbit Soft
Market Kurly3d+10.4%2021-03-12 (+17.5%)KC Feed, Hyungkuk F&B
Nuclear3d+10.2%2021-03-11 (+10.9%)Bhi, Enertork
Media & Content3d+9.6%2021-03-29 (+11.5%)Daewon Media, Keyeast, Panentertainment
Shipping3d+6.0%2021-03-05 (+7.5%)HMM, Pan Ocean
Construction (Small & Mid Cap)3d+5.6%2021-03-31 (+6.8%)DongshinEngineering&Construction, Ilsung Construction, KolonGlobal
Banks3d+4.0%2021-03-08 (+4.8%)BNK Financial Group, KB Financial Group, iM Financial Group
Construction Majors3d+3.8%2021-03-15 (+4.3%)GS Engineering & Construction, IPARK Hyundai Development Company, Daewoo Engineering & Construction

What to Watch Next Month

Late-month activity came from Construction (Small & Mid Cap), whose best day was Mar 31 at 6.8%. Media & Content peaked on Mar 29 at 11.52%.

Political Ties (Oh Se-hoon) logged 4 strong days with an average change of 12.35%. At the calmer end, Banks averaged 3.99% and Construction Majors 3.82%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-0203-0303-0403-0503-0803-0903-1003-1103-1203-1503-1603-1703-1803-1903-2203-2303-2403-2503-2603-2903-3003-31
Crypto & Bitcoin+15.6+3.2+10.4+4.4+11.1+7.9
Semiconductors+3.4+5.5+3.4+5.5+5.4+6.9
Political Ties (Yoon Suk-yeol)+29.9+15.7+6.5+15.9+13.1
Rare Earths & Rare Metals+9.4+12.9+4.6+12.8+2.7
Coupang+9.4+19.4+20.2+5.2
Political Ties (Oh Se-hoon)+10.4+14.1+18.1+6.8
Currency & ATM Systems (incl. CBDC)+15.3+6.3+11.4
Games / Mobile Games+13.7+6.5+11.3
Market Kurly+17.5+9.6+4.0
Nuclear+9.3+10.9+10.3
Media & Content+6.1+11.0+11.5
Shipping+7.5+3.1+7.3
Construction (Small & Mid Cap)+6.0+4.0+6.8
Banks+3.6+4.9+3.5
Construction Majors+4.2+4.3+2.9
Down UpBlank = not in that day's strong list