Jan 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Foot-and-Mouth & BSE Beneficiaries
3 strong themes — 3 recurred. Top: Vaccines, Diagnostics & Epidemic Control +17.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | Cheil Bio | +29.82% | - |
| Foot-and-Mouth & BSE Beneficiaries | Silla SG | +10.63% | |
| Oil Refining | SK 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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Vaccines, Diagnostics & Epidemic Control | recurred after 112 days | +17.5% | 6/6 | Cheil Bio |
| 2 | Foot-and-Mouth & BSE Beneficiaries | recurred after 1357 days | +11.7% | 3/3 | Silla SG |
| 3 | Oil Refining | recurred after 4 days | +2.4% | 3/3 | SK Innovation |
Theme by Theme
1. Vaccines, Diagnostics & Epidemic Control (recurred after 112 days)
- Episode: started 2016-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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
- 구제역 발생에 백신주 급등 — 서울경제 (Korean)
- 구제역 양성판정 소식에 백신주 급등 — 서울경제 (Korean)
2. Foot-and-Mouth & BSE Beneficiaries (recurred after 1357 days)
- Episode: started 2016-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Microbiological Labs 036480 | +14.1% | 10,509 | |
Silla SG 025870 | +10.6% | 6,970 | ★ |
Dongwon Fisheries 030720 | +10.3% | 9,300 |
Related news
- [특징주]구제역 ‘주의’로 격상… 동물 백신株 급등 — 이데일리 (Korean)
- [오!마이스탁] 방역·백신 관련주, 구제역 위기 단계 격상에 동반 강세 — 머니투데이 (Korean)
- 구제역 양성판정 소식에 백신주 급등 — 서울경제 (Korean)
3. Oil Refining (recurred after 4 days)
- Episode: started 2016-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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%.