Feb 2: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
3 strong themes — 3 recurred. Top: Vaccines, Diagnostics & Epidemic Control +4.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | Cheil Bio | +7.97% | - |
| Shipbuilding | HJ Shipbuilding & Construction | +3.09% | |
| Oil Refining | SK Innovation | +4.06% |
Vaccines, Diagnostics & Epidemic Control led the 2015-02-02 session with an average change of 4.88%. All 4 of its stocks rose as the theme returned after a 17-day gap.
Cheil Bio led the group with a 7.97% gain to close at 2208. Daehan Nupharm added 4.64%, while Seegene and Polaris AI Pharma rose 3.66% and 3.25%.
Shipbuilding and Oil Refining both returned after a 6-day gap, with average changes of 3.09% and 2.69%. Same-day Korean news reports linked both moves to a rebound in oil prices.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Vaccines, Diagnostics & Epidemic Control | recurred after 17 days | +4.9% | 4/4 | Cheil Bio |
| 2 | Shipbuilding | recurred after 6 days | +3.1% | 1/2 | HJ Shipbuilding & Construction |
| 3 | Oil Refining | recurred after 6 days | +2.7% | 2/2 | SK Innovation |
Theme by Theme
1. Vaccines, Diagnostics & Epidemic Control (recurred after 17 days)
- Episode: started 2015-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheil Bio 052670 | +8.0% | 2,208 | ★ |
Daehan Nupharm 054670 | +4.6% | 16,900 | |
Seegene 096530 | +3.7% | 17,087 | |
Polaris AI Pharma 041910 | +3.2% | 6,990 |
2. Shipbuilding (recurred after 6 days)
- Episode: started 2015-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +3.1% | 44,841 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
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3. Oil Refining (recurred after 6 days)
- Episode: started 2015-02-02, day 1
Related news
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Closing Thoughts
All three themes had an episode of 1 day, so the open question is whether they continue past 2015-02-02. A Korean news report tied the refiners’ gains to hopes that oil supply would shrink.
In Oil Refining, SK Innovation rose 4.06% and GS Holdings rose 1.32%. HJ Shipbuilding & Construction gained 3.09%, and the theme’s other stock had no recorded change.