Dec 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
3 strong themes — 3 recurred. Top: Vaccines, Diagnostics & Epidemic Control +6.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control | Korean Drug | +9.68% | |
| Shipbuilding | Samsung Heavy Industries | +7.11% | |
| Construction Majors | Hyundai Engineering & Construction | +6.50% |
Three themes led the Korean market on Dec 12, 2016, and each one came back after a pause. Vaccines, Diagnostics & Epidemic Control came first, with an average change of 6.19%.
Korean Drug led that theme with a gain of 9.68%, and 4 of its 5 stocks rose. A same-day Korean news report said avian influenza vaccine interest lifted Eagle Veterinary Technology.
Shipbuilding was next with an average change of 5.66%, and Samsung Heavy Industries led at 7.11%. A Korean news report pointed to the first Iranian ship contract in a decade. Construction Majors averaged 4.77%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Vaccines, Diagnostics & Epidemic Control | recurred after 21 days | +6.2% | 4/5 | Korean Drug |
| 2 | Shipbuilding | recurred after 11 days | +5.7% | 2/3 | Samsung Heavy Industries |
| 3 | Construction Majors | recurred after 11 days | +4.8% | 3/4 | Hyundai Engineering & Construction |
Theme by Theme
1. Vaccines, Diagnostics & Epidemic Control (recurred after 21 days)
- Episode: started 2016-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Drug 014570 | +9.7% | 5,550 | ★ |
Eagle Veterinary Technology 044960 | +6.4% | 6,150 | |
Shinpoong Pharmaceutical 019170 | +4.8% | 5,420 | |
Paru 043200 | +3.8% | 4,200 | |
SK Discovery 006120 | - | - |
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2. Shipbuilding (recurred after 11 days)
- Episode: started 2016-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +7.1% | 8,030 | ★ |
HD Hyundai Mipo 010620 | +4.2% | 34,843 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
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3. Construction Majors (recurred after 11 days)
- Episode: started 2016-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +6.5% | 42,227 | ★ |
GS Engineering & Construction 006360 | +4.6% | 26,000 | |
HDC Holdings 012630 | +3.2% | 32,530 | |
Doosan Engineering & Construction 011160 | - | - |
Closing Thoughts
All three themes are on the first day of a new episode, with a streak of 1. Vaccines, Diagnostics & Epidemic Control came back after a gap of 21 days, and the other two after 11 days.
The share of rising stocks differed: 2 of 3 Shipbuilding stocks rose, and 3 of 4 in Construction Majors did. Another Korean news report linked the OPEC output cut to oil-related sectors, shipbuilding among them.