Jan 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Foot-and-Mouth & BSE Beneficiaries

January 12, 2016 · #Vaccines, Diagnostics & Epidemic Control #Foot-and-Mouth & BSE Beneficiaries #Oil Refining

3 strong themes — 3 recurred. Top: Vaccines, Diagnostics & Epidemic Control +17.5%.

Strong themes3 Top change+17.5% LeaderCheil Bio

Average change by strong theme

Average change of member stocks, by theme · descending
Vaccines, Diagnostics & Epidemic Control
+17.5%
Foot-and-Mouth & BSE Beneficiaries
+11.7%
Oil Refining
+2.4%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Vaccines, Diagnostics & Epidemic ControlCheil Bio+29.82%-
Foot-and-Mouth & BSE BeneficiariesSilla SG+10.63%
Oil RefiningSK Innovation+4.35%

Animal-disease fears drove the Jan 12 session. Vaccines, Diagnostics & Epidemic Control led with an average change of 17.53%, and all 6 of its stocks closed higher.

Leader Cheil Bio jumped 29.82% and Paru rose 29.81%, with Eagle Veterinary Technology up 22.37%. A same-day Korean news report tied the move to a foot-and-mouth outbreak.

Foot-and-Mouth & BSE Beneficiaries came back after a 1357-day gap, with an average change of 11.69%. Oil Refining added an average of 2.44%, led by SK Innovation at 4.35%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Vaccines, Diagnostics & Epidemic Controlrecurred after 112 days+17.5%6/6Cheil Bio
2Foot-and-Mouth & BSE Beneficiariesrecurred after 1357 days+11.7%3/3Silla SG
3Oil Refiningrecurred after 4 days+2.4%3/3SK Innovation

Theme by Theme

1. Vaccines, Diagnostics & Epidemic Control (recurred after 112 days)

StockChangeCloseLeader
Cheil Bio 052670+29.8%3,309★
Paru 043200+29.8%5,430
Eagle Veterinary Technology 044960+22.4%7,220
Choong Ang Vaccine Laboratory 072020+9.5%14,456
WooGeneB&G 018620+7.7%17,295
Daehan Nupharm 054670+6.0%17,700

Related news

2. Foot-and-Mouth & BSE Beneficiaries (recurred after 1357 days)

StockChangeCloseLeader
Daesung Microbiological Labs 036480+14.1%10,509
Silla SG 025870+10.6%6,970★
Dongwon Fisheries 030720+10.3%9,300

Related news

3. Oil Refining (recurred after 4 days)

StockChangeCloseLeader
SK Innovation 096770+4.3%129,881★
GS Holdings 078930+2.1%49,300
S-Oil 010950+0.9%78,700

Closing Thoughts

The vaccine theme came back after a 112-day gap, and both disease themes have run only one day so far. A Korean news report said the foot-and-mouth alert level was raised.

Oil Refining came back after just 4 days, and all 3 of its stocks rose. S-Oil gained the least at 0.9%, while GS Holdings rose 2.07%.