Jan 2022 Theme Wrap — The Monthly Theme Map
20 trading days · 70 recurring themes · top 15 themes — most persistent is AI & Robotics at 4 days (monthly avg. +16.2%). Best single day this month: Jan 6, +22.6%.
Average change over the period
January 2022 ran from Jan 3 to Jan 28, and AI & Robotics led the month. It was strong on 4 days, with an average change of 16.16%.
The biggest single-day gain came from Hair Loss Treatment (Related), up 22.64% on Jan 6. Battery / EV was next, up 20.2% on Jan 13, with Naintech and mPlus among its leaders.
Five themes, including Nuclear and Banks, were strong on 4 days each. Political Ties (Yoon Suk-yeol) had an average change of 9.42%, and Political Ties (Ahn Cheol-soo) had 9.36%.
70 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| AI & Robotics | 4d | +16.2% | 2022-01-07 (+19.7%) | Robotis, RFsemiTechnologies, Curexo |
| Nuclear | 4d | +9.1% | 2022-01-10 (+11.9%) | Seojeon Electric Machinery, Enertork, Woori Technology, Incorporation |
| Defense & War | 4d | +7.7% | 2022-01-21 (+11.2%) | Victek, Firstec, HanilForgingIndustrial |
| Shipbuilding / Shipbuilding Equipment | 4d | +4.4% | 2022-01-05 (+5.3%) | STX Engine, Inhwa Precision, Hanwha Engine |
| Banks | 4d | +3.3% | 2022-01-10 (+4.8%) | KB Financial Group, Woori Financial Group, Jeju Bank |
| Battery / EV | 3d | +13.3% | 2022-01-13 (+20.2%) | Naintech, mPlus, Hyunwooindustrial |
| Hair Loss Treatment (Related) | 3d | +13.3% | 2022-01-06 (+22.6%) | Insan, Hironic, Hans Biomed |
| Cement & Ready-Mix Concrete | 3d | +10.5% | 2022-01-04 (+12.6%) | SAMPYO Cement, Asia Cement, Hanilcement |
| Political Ties (Yoon Suk-yeol) | 3d | +9.4% | 2022-01-07 (+12.8%) | iCRAFTCo, Woongjin, Heerim Architects & Planners |
| Political Ties (Ahn Cheol-soo) | 3d | +9.4% | 2022-01-05 (+19.9%) | Sunny Electronics, Korea Information Engineering Services |
| LPG (Liquefied Petroleum Gas) | 3d | +9.0% | 2022-01-18 (+15.2%) | Kukdong Oil & Chemicals, Korea Petroleum Industries Company |
| Undersea Tunnels & Underground Roads | 3d | +7.4% | 2022-01-28 (+10.1%) | Waps, TuksuConstruction |
| Semiconductors | 3d | +6.0% | 2022-01-12 (+6.6%) | Signetics, PSK Holdings, Haesung DS |
| Market Kurly | 3d | +5.3% | 2022-01-27 (+5.7%) | Wooyang |
| Property & Casualty Insurance / Life Insurance | 3d | +4.9% | 2022-01-04 (+5.9%) | DB Insurance, Meritz Fire & Marine Insurance |
What to Watch Next Month
Nuclear, Banks and Battery / EV are tagged running, and most other themes are marked recurred. The month’s recurrent count was 70.
Undersea Tunnels & Underground Roads had its best day in the last session, Jan 28, rising 10.07%. The open question is whether that late move carries into February.
Theme heatmap
| 01-03 | 01-04 | 01-05 | 01-06 | 01-07 | 01-10 | 01-11 | 01-12 | 01-13 | 01-14 | 01-17 | 01-18 | 01-19 | 01-20 | 01-21 | 01-24 | 01-25 | 01-26 | 01-27 | 01-28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI & Robotics | +15.6 | +18.7 | +19.7 | +10.6 | ||||||||||||||||
| Nuclear | +4.0 | +11.9 | +11.4 | +9.1 | ||||||||||||||||
| Defense & War | +6.0 | +8.2 | +11.2 | +5.6 | ||||||||||||||||
| Shipbuilding / Shipbuilding Equipment | +4.8 | +5.3 | +4.6 | +3.0 | ||||||||||||||||
| Banks | +1.8 | +2.8 | +4.8 | +3.7 | ||||||||||||||||
| Battery / EV | +7.2 | +12.4 | +20.2 | |||||||||||||||||
| Hair Loss Treatment (Related) | +22.6 | +5.5 | +11.7 | |||||||||||||||||
| Cement & Ready-Mix Concrete | +12.6 | +11.7 | +7.2 | |||||||||||||||||
| Political Ties (Yoon Suk-yeol) | +12.8 | +4.7 | +10.8 | |||||||||||||||||
| Political Ties (Ahn Cheol-soo) | +4.2 | +19.9 | +4.0 | |||||||||||||||||
| LPG (Liquefied Petroleum Gas) | +4.3 | +15.2 | +7.6 | |||||||||||||||||
| Undersea Tunnels & Underground Roads | +8.1 | +4.0 | +10.1 | |||||||||||||||||
| Semiconductors | +5.0 | +6.6 | +6.4 | |||||||||||||||||
| Market Kurly | +4.9 | +5.2 | +5.7 | |||||||||||||||||
| Property & Casualty Insurance / Life Insurance | +5.9 | +3.0 | +5.8 |