Mar 2022 Theme Wrap — The Monthly Theme Map
21 trading days · 90 recurring themes · top 15 themes — most persistent is Crypto & Bitcoin at 7 days (monthly avg. +4.6%). Best single day this month: Mar 22, +24.8%.
Average change over the period
In March 2022, Nuclear posted an average change of 12.05% across 5 strong days. Its best session came on Mar 11, with a change of 21.59%.
Animal Feed / Fertilizers / Agriculture had the highest average change of any theme at 15.29%, though it was strong on only 3 days. Its best day, Mar 22, showed a change of 24.79%.
Breadth came from persistence. Crypto & Bitcoin was strong on 7 days, the most of any theme, and Semiconductors followed with 6.
90 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Crypto & Bitcoin | 7d | +4.6% | 2022-03-22 (+5.7%) | Vidente, Wizit, Inbiogen |
| Semiconductors | 6d | +5.5% | 2022-03-10 (+8.9%) | VM, Jhcos, Wonik IPS |
| Cement & Ready-Mix Concrete | 6d | +5.4% | 2022-03-16 (+7.8%) | HC HomeCenter, SAMPYO Cement, Sungshin Cement |
| Battery / EV | 6d | +5.2% | 2022-03-17 (+6.9%) | KG Chemical, Nara Mold And Die, Chunbo |
| Nuclear | 5d | +12.1% | 2022-03-11 (+21.6%) | Bosung Power Technology, Seojeon Electric Machinery, Hanshin Machinery |
| Currency & ATM Systems (incl. CBDC) | 5d | +7.4% | 2022-03-03 (+12.0%) | Korea Computer Terminal, PULOON Robotics, Hannet |
| Metals (Non-Ferrous) | 5d | +6.4% | 2022-03-28 (+12.6%) | Namsun Aluminium, Leeku Industrial, Tplex |
| Defense & War | 5d | +5.8% | 2022-03-02 (+6.3%) | STX Engine, Kuk Young G M, Firstec |
| Banks | 5d | +2.5% | 2022-03-23 (+3.4%) | KB Financial Group, Woori Financial Group, KakaoBank |
| AI & Robotics | 4d | +12.7% | 2022-03-25 (+15.1%) | DaishinInformation, SP Systems, PULOON Robotics |
| Steel Pipe | 4d | +9.3% | 2022-03-23 (+17.7%) | Histeel |
| Cybersecurity | 4d | +7.2% | 2022-03-22 (+8.2%) | Ahnlab, Igloo, ESTsoft |
| Political Ties (Ahn Cheol-soo) | 4d | +5.1% | 2022-03-10 (+6.9%) | Sunny Electronics, Ahnlab |
| Animal Feed / Fertilizers / Agriculture | 3d | +15.3% | 2022-03-22 (+24.8%) | Nousbo, Hyundai Feed, HyosungONBCo |
| Remodeling & Interiors | 3d | +5.7% | 2022-03-16 (+5.9%) | Byuksan, Sigong Tech, KoreaFurniture |
What to Watch Next Month
Several themes ended the month on a continuing streak, including AI & Robotics at an average change of 12.68%. April data will show whether those streaks hold.
Recurrence was broad, with a recurrent count of 90 for the month. Banks were strong on 5 days, with a best change of 3.42% on Mar 23.
Theme heatmap
| 03-02 | 03-03 | 03-04 | 03-07 | 03-08 | 03-10 | 03-11 | 03-14 | 03-15 | 03-16 | 03-17 | 03-18 | 03-21 | 03-22 | 03-23 | 03-24 | 03-25 | 03-28 | 03-29 | 03-30 | 03-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crypto & Bitcoin | +4.5 | +4.8 | +5.5 | +5.6 | +4.5 | +3.2 | +4.1 | ||||||||||||||
| Semiconductors | +3.2 | +8.9 | +5.0 | +5.6 | +6.2 | +4.3 | |||||||||||||||
| Cement & Ready-Mix Concrete | +6.4 | +1.4 | +7.8 | +5.9 | +4.0 | +7.0 | |||||||||||||||
| Battery / EV | +6.2 | +5.3 | +6.9 | +4.6 | +3.9 | +4.2 | |||||||||||||||
| Nuclear | +8.3 | +21.6 | +10.1 | +14.7 | +5.5 | ||||||||||||||||
| Currency & ATM Systems (incl. CBDC) | +12.0 | +6.2 | +4.4 | +7.5 | +7.1 | ||||||||||||||||
| Metals (Non-Ferrous) | +3.9 | +6.8 | +4.6 | +12.6 | +4.0 | ||||||||||||||||
| Defense & War | +6.3 | +6.0 | +5.7 | +5.7 | +5.1 | ||||||||||||||||
| Banks | +3.1 | +1.5 | +2.1 | +3.4 | +2.2 | ||||||||||||||||
| AI & Robotics | +9.4 | +14.2 | +15.1 | +11.9 | |||||||||||||||||
| Steel Pipe | +5.1 | +9.7 | +4.7 | +17.7 | |||||||||||||||||
| Cybersecurity | +6.8 | +8.2 | +7.5 | +6.3 | |||||||||||||||||
| Political Ties (Ahn Cheol-soo) | +5.3 | +6.9 | +2.6 | +5.4 | |||||||||||||||||
| Animal Feed / Fertilizers / Agriculture | +4.5 | +24.8 | +16.6 | ||||||||||||||||||
| Remodeling & Interiors | +5.8 | +5.9 | +5.3 |