Sep 27: 2 Strong Themes — Travel, Vaccines, Diagnostics & Epidemic Control

September 27, 2017 · #Travel #Vaccines, Diagnostics & Epidemic Control

2 strong themes — 2 recurred. Top: Travel +4.5%.

Strong themes2 Top change+4.5% LeaderSM Culture & Contents

Average change by strong theme

Average change of member stocks, by theme · descending
Travel
+4.5%
Vaccines, Diagnostics & Epidemic Control
+4.1%

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
TravelSM Culture & Contents+7.22%
Vaccines, Diagnostics & Epidemic ControlEyeGene+6.40%

On 2017-09-27, two themes came back strong after long breaks. Travel returned after 133 days with an average change of 4.53%, and all 3 of its stocks closed higher.

SM Culture & Contents led Travel, rising 7.22% to close at 2895. A Korean news report linked the move to expected growth in ad billings. RedcapTour rose 3.23% and Sejoong gained 3.15%.

Vaccines, Diagnostics & Epidemic Control returned after 114 days with an average change of 4.07%. EyeGene led with a 6.4% gain. A Korean news report noted foot-and-mouth vaccine stocks moving up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Travelrecurred after 133 days+4.5%3/3SM Culture & Contents
2Vaccines, Diagnostics & Epidemic Controlrecurred after 114 days+4.1%3/3EyeGene

Theme by Theme

1. Travel (recurred after 133 days)

StockChangeCloseLeader
SM Culture & Contents 048550+7.2%2,895★
RedcapTour 038390+3.2%8,000
Sejoong 039310+3.1%2,950

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2. Vaccines, Diagnostics & Epidemic Control (recurred after 114 days)

StockChangeCloseLeader
EyeGene 185490+6.4%11,747★
Eagle Veterinary Technology 044960+3.5%5,380
Choong Ang Vaccine Laboratory 072020+2.3%14,173

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Closing Thoughts

Both themes are on a streak of 1, and each episode lasted a single day. The next sessions will show whether either run continues.

For Travel, it matters whether the gains spread beyond SM Culture & Contents, since RedcapTour traded only 3284 shares. In the vaccine theme, the question is whether EyeGene’s 6.4% move gets any follow-through.