Aug 17: 2 Strong Themes — COVID (Moderna) / mRNA / Cold Chain Logistics, Property & Casualty Insurance

August 17, 2021 · #COVID (Moderna) / mRNA / Cold Chain Logistics #Property & Casualty Insurance

2 strong themes — 1 recurred · 1 new. Top: COVID (Moderna) / mRNA / Cold Chain Logistics +8.8%.

Strong themes2 Top change+8.8% LeaderSeouLinBioscience

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Moderna) / mRNA / Cold Chain Logistics
+8.8%
Property & Casualty Insurance
+4.7%

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
COVID (Moderna) / mRNA / Cold Chain LogisticsSeouLinBioscience+29.85%
Property & Casualty InsuranceDB Insurance+5.56%

Two themes led the Aug 17 session, and every stock in both closed higher. COVID (Moderna) / mRNA / Cold Chain Logistics posted an average change of 8.84% across 6 stocks, with all 6 rising.

SeouLinBioscience led the group with a 29.85% gain to close at 31854 on volume of 17789179 shares. Reyon Pharmaceutical added 9.31%, while Daihan Scientific rose 5.0%.

Property & Casualty Insurance returned after a gap of 26 days, with all 3 stocks up for an average change of 4.72%. DB Insurance led at 5.56%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Moderna) / mRNA / Cold Chain Logisticsnew+8.8%6/6SeouLinBioscience
2Property & Casualty Insurancerecurred after 26 days+4.7%3/3DB Insurance

Theme by Theme

1. COVID (Moderna) / mRNA / Cold Chain Logistics (new)

StockChangeCloseLeader
SeouLinBioscience 038070+29.9%31,854★
Reyon Pharmaceutical 102460+9.3%63,400
Daihan Scientific 131220+5.0%12,600
Pharmicell 005690+3.8%17,800
Samsung Biologics 207940+3.0%1,471,974
ST Pharm 237690+2.1%114,300

Related news

2. Property & Casualty Insurance (recurred after 26 days)

StockChangeCloseLeader
DB Insurance 005830+5.6%62,700★
Samsung Fire & Marine Insurance 000810+4.8%229,500
Hyundaimarine&fireinsurance 001450+3.8%27,150

Closing Thoughts

COVID (Moderna) / mRNA / Cold Chain Logistics is a new theme as of Aug 17. News that day tied SeouLinBioscience to expanded Moderna vaccine supply in Korea. Whether the move lasts beyond a streak of 1 day is still open.

Insurers now face a test after their 26-day gap. Samsung Fire & Marine Insurance rose 4.79% and Hyundaimarine&fireinsurance 3.82%, so the next sessions will show if the move holds.