Aug 21: 2 Strong Themes — Dementia, Oil Refining
2 strong themes — 2 recurred. Top: Dementia +3.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Dementia | HLB Pharmaceutical | +2.99% | |
| Oil Refining | S-Oil | +2.64% |
Two themes stood out in the Korean market on 2017-08-21, and every stock in both closed higher. Dementia led with an average change of 3.73%, ahead of Oil Refining.
Within Dementia, FutureChem rose 5.23% and leader HLB Pharmaceutical gained 2.99%. A same-day Korean news report pointed to lower medical costs for patients with severe dementia.
Oil Refining averaged 2.35%, led by S-Oil at 2.64%, with GS Holdings and SK Innovation also higher. A Korean news report tied the move to a sharp rise in international oil prices.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Dementia | recurred after 11 days | +3.7% | 3/3 | HLB Pharmaceutical |
| 2 | Oil Refining | recurred after 20 days | +2.4% | 3/3 | S-Oil |
Theme by Theme
1. Dementia (recurred after 11 days)
- Episode: started 2017-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FutureChem 220100 | +5.2% | 7,325 | |
HLB Pharmaceutical 047920 | +3.0% | 6,200 | ★ |
Samjin Pharmaceutical 005500 | +3.0% | 32,800 |
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2. Oil Refining (recurred after 20 days)
- Episode: started 2017-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +2.6% | 116,500 | ★ |
GS Holdings 078930 | +2.4% | 69,600 | |
SK Innovation 096770 | +2.0% | 171,207 |
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Closing Thoughts
Both themes came back after a pause: Dementia after 11 days and Oil Refining after 20 days. Each has a streak of 1, so later sessions will show whether either run continues.
For Oil Refining, the next thing to watch is whether crude prices keep moving. For Dementia, any further news on the healthcare cost policy will show whether the theme still has support.