Oct 2022 Theme Wrap — The Monthly Theme Map
19 trading days · 69 recurring themes · top 15 themes — most persistent is Battery at 9 days (monthly avg. +8.7%). Best single day this month: Oct 14, +11.6%.
Average change over the period
October 2022 was led by Battery, which was strong on 9 days with an average change of 8.72%. Its best day was Oct 17, at 11.24%.
Semiconductor Majors (Fabrication) came next with 8 strong days, led by DB HiTek and SK hynix. Ukraine Reconstruction (Related) had 7 strong days, with an average change of 6.64%.
The month’s largest single-day move belonged to NEOM City, at 11.62% on Oct 14. Defense & War, Games, Wind and 5G also had their best days on Oct 14.
69 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery | 9d | +8.7% | 2022-10-17 (+11.2%) | Global SM Tech, Kumyang, Samjin LND |
| Semiconductor Majors (Fabrication) | 8d | +2.6% | 2022-10-04 (+4.6%) | DB HiTek, SK hynix |
| Ukraine Reconstruction (Related) | 7d | +6.6% | 2022-10-12 (+9.9%) | DAEMO Engineering, Seoam Machinery Industry, SC Engineering |
| Semiconductor Equipment | 5d | +7.3% | 2022-10-04 (+11.2%) | Raon Robotics, Asflow, Auros Technology |
| Banks | 5d | +1.7% | 2022-10-05 (+2.3%) | JB Financial Group, Shinhan Financial Group, Jeju Bank |
| NEOM City | 4d | +6.3% | 2022-10-14 (+11.6%) | SeAH SPECIAL STEEL, Yooshin Engineering, HanmiGlobal |
| Defense & War | 3d | +8.2% | 2022-10-14 (+10.8%) | YTN, Firstec, Hancom Lifecare |
| Games | 3d | +8.2% | 2022-10-14 (+11.4%) | Wemade, Wemade Max, JoyCity |
| Solar | 3d | +7.3% | 2022-10-27 (+8.5%) | HD Hyundai Energy Solutions, DSM, LOTVacuum |
| Hydrogen (Fuel Cells, Vehicles) | 3d | +6.9% | 2022-10-27 (+7.6%) | SY Dong-a, Bumhan Fuel Cell, Pungguk Ethanol |
| Semiconductor Materials & Components | 3d | +6.6% | 2022-10-06 (+8.8%) | Mi |
| Metals (Non-Ferrous) | 3d | +6.4% | 2022-10-13 (+9.2%) | Namsun Aluminium, Leeku Industrial, Posco M-tech |
| 5G | 3d | +6.2% | 2022-10-14 (+8.1%) | Gigalane, nTels, Opasnet |
| Water Resources | 3d | +5.8% | 2022-10-24 (+6.8%) | CSA Cosmic, Taeyoung Engineering & Construction, TY Holdings |
| Wind | 3d | +5.6% | 2022-10-14 (+7.8%) | Dae Myoung Energy, Speco, KEPCO Engineering & Construction Company |
What to Watch Next Month
Battery, Banks and 5G ended the month marked as continuing streaks. Banks moved more quietly, with an average change of 1.66% over 5 strong days.
Late in the month, Solar and Hydrogen (Fuel Cells, Vehicles) both had their best days on Oct 27. The data also lists a recurrent count of 69.
Theme heatmap
| 10-04 | 10-05 | 10-06 | 10-07 | 10-11 | 10-12 | 10-13 | 10-14 | 10-17 | 10-18 | 10-19 | 10-20 | 10-21 | 10-24 | 10-25 | 10-26 | 10-27 | 10-28 | 10-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery | +9.5 | +7.9 | +11.2 | +9.8 | +7.9 | +8.7 | +5.7 | +10.2 | +7.6 | ||||||||||
| Semiconductor Majors (Fabrication) | +4.6 | +2.8 | +1.2 | +1.8 | +2.4 | +2.1 | +2.6 | +3.5 | |||||||||||
| Ukraine Reconstruction (Related) | +9.9 | +9.6 | +5.1 | +4.2 | +6.1 | +7.0 | +4.7 | ||||||||||||
| Semiconductor Equipment | +11.2 | +1.3 | +9.7 | +6.8 | +7.4 | ||||||||||||||
| Banks | +2.3 | +1.5 | +1.3 | +1.9 | +1.2 | ||||||||||||||
| NEOM City | +4.0 | +11.6 | +3.0 | +6.8 | |||||||||||||||
| Defense & War | +9.4 | +10.8 | +4.5 | ||||||||||||||||
| Games | +5.4 | +11.4 | +7.8 | ||||||||||||||||
| Solar | +7.8 | +5.8 | +8.5 | ||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +7.1 | +6.0 | +7.6 | ||||||||||||||||
| Semiconductor Materials & Components | +6.5 | +8.8 | +4.5 | ||||||||||||||||
| Metals (Non-Ferrous) | +9.2 | +5.0 | +4.9 | ||||||||||||||||
| 5G | +8.1 | +6.3 | +4.1 | ||||||||||||||||
| Water Resources | +6.1 | +4.5 | +6.8 | ||||||||||||||||
| Wind | +7.8 | +4.6 | +4.3 |