May 2021 Theme Wrap — The Monthly Theme Map
19 trading days · 74 recurring themes · top 15 themes — most persistent is Political Ties (Yoon Suk-yeol) at 5 days (monthly avg. +12.2%). Best single day this month: May 3, +29.5%.
Average change over the period
Political Ties (Yoon Suk-yeol) led May, strong on 5 days with an average change of 12.22%. Its best day, May 3, delivered a 29.48% gain.
Metaverse & VR and Nuclear each stayed strong for 4 days. Metaverse & VR peaked on May 24 at 14.81%, while Nuclear’s best was 13.53% on May 20.
Short bursts also ran hot. Undersea Tunnels & Underground Roads posted the highest average change at 12.51% over 2 days, and Currency & ATM Systems (incl. CBDC) hit 20.98% on May 21.
74 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Political Ties (Yoon Suk-yeol) | 5d | +12.2% | 2021-05-03 (+29.5%) | Daeduck, Dcksung, Woongjin |
| Metaverse & VR | 4d | +10.6% | 2021-05-24 (+14.8%) | Sunic System, Opticis |
| Nuclear | 4d | +9.6% | 2021-05-20 (+13.5%) | Bhi, Woori Technology, Incorporation, Hanshin Machinery |
| Steel Majors / Steel (Small & Mid Cap) | 3d | +9.9% | 2021-05-06 (+15.3%) | Dae Dong Steel, Dong Il Steel MFG, Samhyun Steel |
| Metals (Non-Ferrous) | 3d | +9.6% | 2021-05-11 (+19.0%) | Daechang, Leeku Industrial, PJ Metal |
| Currency & ATM Systems (incl. CBDC) | 3d | +9.4% | 2021-05-21 (+21.0%) | Korea Computer & Systems, Korea Computer Terminal, PULOON Robotics |
| Political Ties (Lee Jae-myung) | 3d | +8.0% | 2021-05-07 (+9.6%) | Orient Precision Industries, EehwaConstruction, Cas |
| Car Majors / Auto Parts | 3d | +5.9% | 2021-05-28 (+9.9%) | HL Mando, SL, Hwashin |
| Semiconductors | 3d | +5.4% | 2021-05-14 (+6.1%) | Intekplus, Genesem, KoMi |
| Food | 3d | +4.8% | 2021-05-25 (+5.2%) | Samlip, Sempio Foods Company, Hitejinro Holdings |
| Shipbuilding | 3d | +3.2% | 2021-05-10 (+4.8%) | HJ Shipbuilding & Construction, Hanwha Ocean, HD Hyundai Mipo |
| Undersea Tunnels & Underground Roads | 2d | +12.5% | 2021-05-07 (+15.8%) | TuksuConstruction, Hankuk Steel Wire |
| Fashion & Clothing | 2d | +11.4% | 2021-05-27 (+12.1%) | JS, Misto Holdings |
| COVID (Sputnik V) | 2d | +11.1% | 2021-05-26 (+18.4%) | E Investment&Development, Ehwa Technologies Information |
| COVID (Treatments & Vaccines) | 2d | +10.8% | 2021-05-10 (+17.4%) | EuBiologics, Genexine |
What to Watch Next Month
The data counts 74 recurrent themes for the month. Only Currency & ATM Systems (incl. CBDC) and Undersea Tunnels & Underground Roads were flagged as consecutive runs in their latest appearance.
The last moves of the month came from Fashion & Clothing, up 12.11% on May 27, and Car Majors / Auto Parts, which peaked at 9.86% on May 28.
Theme heatmap
| 05-03 | 05-04 | 05-06 | 05-07 | 05-10 | 05-11 | 05-12 | 05-13 | 05-14 | 05-17 | 05-18 | 05-20 | 05-21 | 05-24 | 05-25 | 05-26 | 05-27 | 05-28 | 05-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Political Ties (Yoon Suk-yeol) | +29.5 | +9.4 | +3.8 | +11.5 | +7.0 | ||||||||||||||
| Metaverse & VR | +3.5 | +11.0 | +14.8 | +13.2 | |||||||||||||||
| Nuclear | +13.5 | +8.0 | +7.4 | +9.5 | |||||||||||||||
| Steel Majors / Steel (Small & Mid Cap) | +15.3 | +9.2 | +5.4 | ||||||||||||||||
| Metals (Non-Ferrous) | +5.4 | +19.0 | +4.4 | ||||||||||||||||
| Currency & ATM Systems (incl. CBDC) | +3.5 | +3.7 | +21.0 | ||||||||||||||||
| Political Ties (Lee Jae-myung) | +9.6 | +7.1 | +7.2 | ||||||||||||||||
| Car Majors / Auto Parts | +4.5 | +3.4 | +9.9 | ||||||||||||||||
| Semiconductors | +5.2 | +6.1 | +4.8 | ||||||||||||||||
| Food | +4.8 | +5.2 | +4.5 | ||||||||||||||||
| Shipbuilding | +4.8 | +2.5 | +2.4 | ||||||||||||||||
| Undersea Tunnels & Underground Roads | +9.3 | +15.8 | |||||||||||||||||
| Fashion & Clothing | +10.7 | +12.1 | |||||||||||||||||
| COVID (Sputnik V) | +18.4 | +3.7 | |||||||||||||||||
| COVID (Treatments & Vaccines) | +17.4 | +4.2 |