May 17: 6 Strong Themes — mRNA, Baby & Birth Rate
6 strong themes — 4 recurred · 2 new. Top: mRNA +16.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| mRNA | Reyon Pharmaceutical | +29.90% | |
| Baby & Birth Rate | Samsung Publishing | +5.68% | |
| Travel / Airlines & Low-Cost Carriers / Casinos | Jin Air | +5.83% | |
| Music & Entertainment | SM Entertainment | +7.47% | |
| Political Ties (Yoon Suk-yeol) | Dcksung | +8.92% | |
| Shipbuilding | HD Hyundai Mipo | +2.36% | - |
A new mRNA theme led the 2021-05-17 session, with all 8 stocks rising for an average change of 16.95%. Reyon Pharmaceutical topped the group at 29.9%.
Olipass gained 28.92% and GeneOne Life Science 25.85%. A same-day Korean news report linked Reyon Pharmaceutical to a plant due next month that could make finished mRNA products.
Baby & Birth Rate came back after 389 days with an average change of 6.17%. Travel / Airlines & Low-Cost Carriers / Casinos rose 5.17% on average, led by Jin Air.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | mRNA | new | +16.9% | 8/8 | Reyon Pharmaceutical |
| 2 | Baby & Birth Rate | recurred after 389 days | +6.2% | 4/4 | Samsung Publishing |
| 3 | Travel / Airlines & Low-Cost Carriers / Casinos | new | +5.2% | 6/6 | Jin Air |
| 4 | Music & Entertainment | recurred after 256 days | +4.4% | 4/4 | SM Entertainment |
| 5 | Political Ties (Yoon Suk-yeol) | recurred after 5 days | +3.8% | 4/4 | Dcksung |
| 6 | Shipbuilding | recurred after 6 days | +2.4% | 3/3 | HD Hyundai Mipo |
Theme by Theme
1. mRNA (new)
- Episode: started 2021-05-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Reyon Pharmaceutical 102460 | +29.9% | 32,150 | ★ |
Olipass 244460 | +28.9% | 127,625 | |
GeneOne Life Science 011000 | +25.9% | 79,680 | |
Aminologics 074430 | +24.7% | 4,185 | |
EyeGene 185490 | +13.9% | 28,790 | |
OliX Pharmaceuticals 226950 | +6.7% | 44,050 | |
Nibec 138610 | +5.4% | 34,150 | |
SeouLinBioscience 038070 | +0.2% | 22,957 |
Related news
- 아이진 주가 7%↑…“방대본, 오늘 회의 통해 mRNA 기술 정부 지원 방향 결정” — 아주경제 (Korean)
- 이연제약 주가 29%↑…“내달 충주공장 완공, mRNA 완제 생산 가능” — 아주경제 (Korean)
- 진원생명과학 주가 8%↑…“mRNA 시장 개화 실질적 수혜주” — 아주경제 (Korean)
2. Baby & Birth Rate (recurred after 389 days)
- Episode: started 2021-05-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neopharm 092730 | +8.9% | 18,741 | |
Samsung Publishing 068290 | +5.7% | 43,700 | ★ |
Agabang&company 013990 | +5.1% | 5,400 | |
Toebox Korea 215480 | +5.0% | 8,381 |
Related news
- 토박스코리아, ‘주가 6%↑’ 출산장려정책 지원 전망에 ‘강세’ — 아주경제 (Korean)
3. Travel / Airlines & Low-Cost Carriers / Casinos (new)
- Episode: started 2021-05-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanatour Service 039130 | +8.0% | 72,188 | |
Modetournetwork 080160 | +6.8% | 26,100 | |
Jin Air 272450 | +5.8% | 24,528 | ★ |
Korean Air Lines 003490 | +4.1% | 30,500 | |
Asiana Airlines 020560 | +3.6% | 17,470 | |
Grand Korea Leisure 114090 | +2.6% | 17,400 |
Related news
- 진에어, 1Q 영업손실 601억…적자 확대 — 뉴스핌 (Korean)
- 진에어, 1분기 영업손실 601억원…적자 확대 — 아시아경제 (Korean)
- 진에어, 1분기 영업익 601억원 적자 — 헤럴드경제 (Korean)
4. Music & Entertainment (recurred after 256 days)
- Episode: started 2021-05-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Entertainment 041510 | +7.5% | 35,950 | ★ |
JYP Entertainment 035900 | +4.9% | 37,650 | |
Panentertainment 068050 | +3.1% | 6,600 | |
YG Entertainment 122870 | +2.2% | 46,100 |
5. Political Ties (Yoon Suk-yeol) (recurred after 5 days)
- Episode: started 2021-05-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dcksung 004830 | +8.9% | 25,650 | ★ |
Seoyon E-hwa 200880 | +2.8% | 9,310 | |
Wiz 038620 | +1.9% | 21,765 | |
Jindo 088790 | +1.7% | 5,450 |
6. Shipbuilding (recurred after 6 days)
- Episode: started 2021-05-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.0% | 153,000 | |
HD Hyundai Mipo 010620 | +2.4% | 91,000 | ★ |
Samsung Heavy Industries 010140 | +1.7% | 5,606 |
Related news
- “현대미포조선, LNG추진선 시대의 가장 큰 수혜 입어” — 아시아투데이 (Korean)
Closing Thoughts
Every theme had a streak of 1, so the next question is whether mRNA carries into a second session. A Korean news report said health authorities planned to discuss support for mRNA.
Jin Air led travel stocks even though Korean news reports said its first-quarter operating loss grew. Music & Entertainment, up 4.42% on average, and Shipbuilding, up 2.36%, also came back.