Feb 10: 3 Strong Themes — Inter-Korean Economic Cooperation, Vaccines, Diagnostics & Epidemic Control

February 10, 2017 · #Inter-Korean Economic Cooperation #Vaccines, Diagnostics & Epidemic Control #Oil Refining

3 strong themes — 3 recurred. Top: Inter-Korean Economic Cooperation +13.6%.

Strong themes3 Top change+13.6% LeaderJaeyoung Solutec

Average change by strong theme

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+13.6%
Vaccines, Diagnostics & Epidemic Control
+5.2%
Oil Refining
+3.5%

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
Inter-Korean Economic CooperationJaeyoung Solutec+29.96%
Vaccines, Diagnostics & Epidemic ControlHanil Feed+10.93%
Oil RefiningGS Holdings+5.70%

All three strong themes on 2017-02-10 finished with every stock higher. Inter-Korean Economic Cooperation stood out with an average change of 13.63%, returning after a 63-day gap.

Jaeyoung Solutec led that group, up 29.96% to close at 13230. A Korean news report linked the jump to remarks on expanding the Kaesong industrial complex. Good People rose 6.53%.

Vaccines, Diagnostics & Epidemic Control averaged 5.15% with all 5 stocks up. Hanil Feed led at 10.93%, which a Korean news report tied to interest in foot-and-mouth vaccines.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Inter-Korean Economic Cooperationrecurred after 63 days+13.6%3/3Jaeyoung Solutec
2Vaccines, Diagnostics & Epidemic Controlrecurred after 4 days+5.2%5/5Hanil Feed
3Oil Refiningrecurred after 71 days+3.5%3/3GS Holdings

Theme by Theme

1. Inter-Korean Economic Cooperation (recurred after 63 days)

StockChangeCloseLeader
Jaeyoung Solutec 049630+30.0%13,230★
Good People 033340+6.5%3,491
Hyundai Elevator 017800+4.4%39,681

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2. Vaccines, Diagnostics & Epidemic Control (recurred after 4 days)

StockChangeCloseLeader
Hanil Feed 005860+10.9%2,740★
Cheil Bio 052670+5.8%2,376
Choong Ang Vaccine Laboratory 072020+3.5%19,194
Dongwon Fisheries 030720+2.8%9,640
Eagle Veterinary Technology 044960+2.7%5,670

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3. Oil Refining (recurred after 71 days)

StockChangeCloseLeader
GS Holdings 078930+5.7%53,800★
S-Oil 010950+2.6%84,000
SK Innovation 096770+2.3%153,496

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Closing Thoughts

Oil Refining returned after a 71-day gap with an average change of 3.52%, led by GS Holdings at 5.7%. A same-day Korean news report cited record earnings for the four refiners.

All three themes sit on a 1-day streak, so the next sessions will show whether the moves extend. The vaccine theme returned after just 4 days, against gaps of 63 and 71 days for the others.