Nov 2022 Theme Wrap — The Monthly Theme Map
22 trading days · 88 recurring themes · top 15 themes — most persistent is Battery at 7 days (monthly avg. +8.2%). Best single day this month: Nov 1, +17.2%.
Average change over the period
Four themes logged 7 strong days in November 2022: Battery, Beauty & Cosmetics, NEOM City and Media & Content. Battery posted an average change of 8.17%.
Nuclear had the largest best change of these themes, 17.16% on Nov 1. It averaged 8.18% over 6 strong days.
Hydrogen (Fuel Cells, Vehicles) had the highest average change at 9.88% in only 4 strong days. Semiconductor Majors (Fabrication) averaged just 2.04%.
88 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Battery | 7d | +8.2% | 2022-11-14 (+12.9%) | Daebo Magnetic, Sama Aluminium, Samjin LND |
| Beauty & Cosmetics | 7d | +7.5% | 2022-11-29 (+13.0%) | Naturalendo Tech, Byon, Sunjin Beauty Science |
| NEOM City | 7d | +6.3% | 2022-11-03 (+14.6%) | Dohwa Engineering, SeAH SPECIAL STEEL, Yooshin Engineering |
| Media & Content | 7d | +6.1% | 2022-11-23 (+11.5%) | Studio S, Showbox, Astory |
| Nuclear | 6d | +8.2% | 2022-11-01 (+17.2%) | DK-Lok, Bhi, Enertork |
| Games | 6d | +7.4% | 2022-11-02 (+9.3%) | Daewon Media, Dragonfly GF, Staco Link |
| Semiconductor Majors (Fabrication) | 6d | +2.0% | 2022-11-11 (+4.0%) | DB HiTek, SK hynix |
| Ukraine Reconstruction (Related) | 5d | +7.5% | 2022-11-07 (+10.1%) | KH Construction, Kukbo, DAEMO Engineering |
| Semiconductor Equipment | 5d | +6.3% | 2022-11-15 (+8.9%) | Asflow, Intekplus, Genesem |
| Defense & War | 5d | +4.6% | 2022-11-04 (+7.2%) | STX Engine, Kuk Young G M, Victek |
| UAM (Urban Air Mobility) | 5d | +3.9% | 2022-11-01 (+5.9%) | Namsung, Vessel, Seoyon E-hwa |
| Hydrogen (Fuel Cells, Vehicles) | 4d | +9.9% | 2022-11-10 (+13.0%) | SY Dong-a, Doosan Fuel Cell, Pusan Cast Iron |
| EV | 4d | +6.4% | 2022-11-23 (+9.6%) | Bosung Power Technology, YM Tech, Woory Industrial |
| Semiconductor Materials & Components | 4d | +6.0% | 2022-11-15 (+9.1%) | KEC, Micro Contact Solution, Fine Semitech |
| Music & Entertainment | 4d | +5.7% | 2022-11-23 (+9.0%) | IHQ, Kakao, Keyeast |
What to Watch Next Month
Battery, Beauty & Cosmetics, Games and EV ended the month marked “running”. Beauty & Cosmetics posted its best change of 12.97% on Nov 29.
The data shows a recurrent count of 88. NEOM City and Ukraine Reconstruction (Related) were both marked “recurred”. The open question is whether these patterns carry into December.
Theme heatmap
| 11-01 | 11-02 | 11-03 | 11-04 | 11-07 | 11-08 | 11-09 | 11-10 | 11-11 | 11-14 | 11-15 | 11-16 | 11-17 | 11-18 | 11-21 | 11-22 | 11-23 | 11-24 | 11-25 | 11-28 | 11-29 | 11-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Battery | +8.2 | +7.0 | +7.9 | +12.9 | +6.9 | +8.4 | +5.8 | |||||||||||||||
| Beauty & Cosmetics | +7.6 | +7.3 | +6.5 | +10.0 | +4.6 | +13.0 | +3.6 | |||||||||||||||
| NEOM City | +10.8 | +1.9 | +14.6 | +2.7 | +4.2 | +4.5 | +5.4 | |||||||||||||||
| Media & Content | +3.7 | +3.2 | +4.6 | +5.2 | +11.5 | +9.9 | +4.7 | |||||||||||||||
| Nuclear | +17.2 | +5.4 | +5.6 | +6.3 | +6.1 | +8.5 | ||||||||||||||||
| Games | +9.3 | +8.4 | +3.7 | +7.8 | +7.6 | +7.8 | ||||||||||||||||
| Semiconductor Majors (Fabrication) | +1.7 | +1.8 | +4.0 | +3.0 | +0.6 | +1.1 | ||||||||||||||||
| Ukraine Reconstruction (Related) | +6.4 | +10.1 | +6.2 | +8.9 | +5.7 | |||||||||||||||||
| Semiconductor Equipment | +7.1 | +7.0 | +8.9 | +3.1 | +5.5 | |||||||||||||||||
| Defense & War | +6.0 | +3.5 | +2.9 | +7.2 | +3.5 | |||||||||||||||||
| UAM (Urban Air Mobility) | +5.9 | +2.0 | +5.6 | +3.8 | +2.4 | |||||||||||||||||
| Hydrogen (Fuel Cells, Vehicles) | +4.1 | +12.6 | +13.0 | +9.8 | ||||||||||||||||||
| EV | +6.8 | +9.6 | +5.0 | +4.3 | ||||||||||||||||||
| Semiconductor Materials & Components | +4.6 | +6.4 | +9.1 | +3.7 | ||||||||||||||||||
| Music & Entertainment | +6.8 | +4.9 | +2.2 | +9.0 |