Nov 2021 Theme Wrap — The Monthly Theme Map
22 trading days · 61 recurring themes · top 15 themes — most persistent is Semiconductors at 6 days (monthly avg. +7.0%). Best single day this month: Nov 8, +29.9%.
Average change over the period
November 2021 was led by Semiconductors, which was strong on 6 days. Its best day was 10.92% on Nov 22. The data counts 61 recurrent themes over the month.
The highest average change came from Games / Mobile Games at 18.77%, with a best day of 25.33% on Nov 1. Mgame and Wemade Max were among its leaders.
Political Ties (Yoon Suk-yeol) had the biggest single day, 29.85% on Nov 8. Metaverse & VR and Crypto & Bitcoin averaged 11.5% and 11.51%.
61 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductors | 6d | +7.0% | 2021-11-22 (+10.9%) | SFA Semicon, Duksan Techopia, Jeju Semiconductor |
| 5G / Telecom Equipment | 5d | +7.5% | 2021-11-19 (+11.9%) | CS, Davolink, Solid |
| Nuclear | 5d | +5.5% | 2021-11-04 (+10.5%) | Iljin Power, KEPCO Engineering & Construction Company |
| Metaverse & VR | 4d | +11.5% | 2021-11-16 (+15.8%) | Dear U, Com2uS N, Wysiwyg Studios |
| Battery / EV | 4d | +5.9% | 2021-11-12 (+8.9%) | Kukbo Design, Dongwha Enterprise, Lotte Energy Materials |
| Games / Mobile Games | 3d | +18.8% | 2021-11-01 (+25.3%) | Anic, Mgame, Wemade Max |
| Political Ties (Yoon Suk-yeol) | 3d | +15.2% | 2021-11-08 (+29.9%) | NE Neungyule, Dcksung, Jeil Technos |
| Crypto & Bitcoin | 3d | +11.5% | 2021-11-18 (+15.5%) | Makus, Vidente, JCH Systems |
| Battery | 3d | +10.3% | 2021-11-11 (+14.3%) | Ecopro, Chunbo, Tapex |
| COVID | 3d | +10.0% | 2021-11-29 (+14.5%) | Biotoxtech, Psomagen, GeneOne Life Science |
| Carbon Emission Credits | 3d | +7.3% | 2021-11-12 (+12.6%) | Ecopro HN, Chemtros, Foosung |
| Integrated Logistics | 3d | +6.2% | 2021-11-05 (+7.8%) | Dongbang Transport & Logistics, SamIl |
| Rivian | 3d | +6.1% | 2021-11-24 (+9.3%) | Daewon Chemical, Ecocab |
| COVID (Negative-Pressure Wards & Ambulances) | 3d | +5.2% | 2021-11-22 (+7.3%) | GH Advanced Materials |
| Property & Casualty Insurance | 3d | +2.3% | 2021-11-24 (+2.5%) | DB Insurance, Meritz Fire & Marine Insurance, Hyundaimarine&fireinsurance |
What to Watch Next Month
Semiconductors and Political Ties (Yoon Suk-yeol) ended the month marked running. So did Carbon Emission Credits and Property & Casualty Insurance. It remains open whether those runs continue.
COVID had its best day late in the month, 14.52% on Nov 29. Rivian peaked on Nov 24. The data marks both as recurred.
Theme heatmap
| 11-01 | 11-02 | 11-03 | 11-04 | 11-05 | 11-08 | 11-09 | 11-10 | 11-11 | 11-12 | 11-15 | 11-16 | 11-17 | 11-18 | 11-19 | 11-22 | 11-23 | 11-24 | 11-25 | 11-26 | 11-29 | 11-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductors | +3.6 | +1.9 | +7.0 | +10.0 | +8.6 | +10.9 | ||||||||||||||||
| 5G / Telecom Equipment | +6.6 | +5.3 | +11.9 | +6.5 | +7.5 | |||||||||||||||||
| Nuclear | +10.5 | +3.7 | +5.8 | +5.1 | +2.4 | |||||||||||||||||
| Metaverse & VR | +9.1 | +15.6 | +15.7 | +5.6 | ||||||||||||||||||
| Battery / EV | +3.6 | +8.9 | +8.6 | +2.6 | ||||||||||||||||||
| Games / Mobile Games | +25.3 | +15.1 | +15.9 | |||||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +8.3 | +7.4 | +29.9 | |||||||||||||||||||
| Crypto & Bitcoin | +9.9 | +9.1 | +15.5 | |||||||||||||||||||
| Battery | +7.6 | +14.3 | +9.2 | |||||||||||||||||||
| COVID | +7.3 | +8.1 | +14.5 | |||||||||||||||||||
| Carbon Emission Credits | +3.9 | +5.3 | +12.6 | |||||||||||||||||||
| Integrated Logistics | +5.4 | +5.4 | +7.8 | |||||||||||||||||||
| Rivian | +4.7 | +4.3 | +9.3 | |||||||||||||||||||
| COVID (Negative-Pressure Wards & Ambulances) | +4.1 | +4.1 | +7.3 | |||||||||||||||||||
| Property & Casualty Insurance | +2.5 | +1.8 | +2.6 |