Apr 27: 8 Strong Themes — Power Equipment, Semiconductor Equipment
8 strong themes — 4 running · 3 recurred · 1 new. Top: Power Equipment +14.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Power Equipment | Cheryong Industrial | +29.94% | |
| Semiconductor Equipment | HANMI Semiconductor | +26.40% | |
| System Semiconductors | HANMI Semiconductor | +26.40% | |
| Steel Majors | Posco Steeleon | +29.94% | |
| Electric Cables | KBI Metal | +13.44% | |
| HBM (High Bandwidth Memory) | HANMI Semiconductor | +26.40% | |
| Securities Brokers | SK Securities | +29.89% | |
| Power Semiconductors | Sigetronics | +3.29% |
Every strong theme on Apr 27 closed with all of its stocks higher. Power Equipment led with an average change of 14.11% on a streak of 4, as Cheryong Industrial rose 29.94%.
Chip names were close behind. Semiconductor Equipment extended its streak to 12 with an average change of 12.15%, while HANMI Semiconductor rose 26.4% and led several chip themes.
Steel Majors returned after a gap of 17 days with an average change of 9.13%, led by Posco Steeleon at 29.94%. In brokers, SK Securities climbed 29.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Power Equipment | 4 days running | +14.1% | 10/10 | Cheryong Industrial |
| 2 | Semiconductor Equipment | 12 days running | +12.2% | 10/10 | HANMI Semiconductor |
| 3 | System Semiconductors | 2 days running | +12.1% | 10/10 | HANMI Semiconductor |
| 4 | Steel Majors | recurred after 17 days | +9.1% | 10/10 | Posco Steeleon |
| 5 | Electric Cables | 4 days running | +8.7% | 8/8 | KBI Metal |
| 6 | HBM (High Bandwidth Memory) | recurred after 11 days | +8.3% | 10/10 | HANMI Semiconductor |
| 7 | Securities Brokers | recurred after 13 days | +7.2% | 10/10 | SK Securities |
| 8 | Power Semiconductors | new | +6.9% | 10/10 | Sigetronics |
Theme by Theme
1. Power Equipment (4 days running)
- Episode: started 2026-04-22, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheryong Industrial 147830 | +29.9% | 10,850 | ★ |
SemyungElectricMachinery 017510 | +17.4% | 13,460 | |
TC Materials 125020 | +16.0% | 7,190 | |
Iljin Electric 103590 | +13.9% | 109,900 | |
LS ELECTRIC 010120 | +12.8% | 255,500 | |
Dawon Cable 006340 | +12.8% | 10,170 | |
Hyosung Heavy Industries 298040 | +10.9% | 3,941,000 | |
Cheryong Electric 033100 | +10.1% | 61,000 | |
Gaon Cable 000500 | +9.4% | 220,500 | |
LS Eco Energy 229640 | +7.9% | 68,300 |
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2. Semiconductor Equipment (12 days running)
- Episode: started 2026-04-10, day 18
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +26.4% | 373,500 | ★ |
The Codi 224060 | +21.4% | 6,250 | |
C&G Hi Tech 264660 | +17.1% | 24,700 | |
Laserssel 412350 | +11.5% | 8,610 | |
Wonik Holdings 030530 | +10.2% | 35,100 | |
Hanwha Vision 489790 | +8.6% | 88,800 | |
Robostar 090360 | +8.2% | 71,000 | |
GlobalStandardTechnology 083450 | +6.2% | 47,150 | |
Green Resource 402490 | +6.2% | 24,050 | |
Intekplus 064290 | +5.8% | 31,150 |
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3. System Semiconductors (2 days running)
- Episode: started 2026-04-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +26.4% | 373,500 | ★ |
Fadu 440110 | +19.4% | 81,300 | |
Alt 172670 | +14.7% | 18,250 | |
LB Semicon 061970 | +13.3% | 6,880 | |
Gaonchips 399720 | +12.2% | 79,900 | |
Mirai Semiconductors 254490 | +11.5% | 22,350 | |
Mdevice 226590 | +6.9% | 29,400 | |
SK hynix 000660 | +5.7% | 1,292,000 | |
Openedges Technology 394280 | +5.7% | 21,400 | |
Ictk 456010 | +5.4% | 23,400 |
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4. Steel Majors (recurred after 17 days)
- Episode: started 2026-04-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Steeleon 058430 | +29.9% | 7,030 | ★ |
Dongkuk Steel Mill 460860 | +22.7% | 14,490 | |
Daehan Steel 084010 | +8.9% | 12,620 | |
Dongkuk Coated Metal 460850 | +7.2% | 6,520 | |
KG Dongbusteel 016380 | +5.7% | 6,510 | |
SeAH Steel 306200 | +5.4% | 162,600 | |
Kiswire 002240 | +3.9% | 25,300 | |
Kisco 104700 | +3.2% | 10,370 | |
Hyundai Steel Company 004020 | +2.5% | 43,550 | |
SeAH Besteel Holdings 001430 | +2.0% | 72,500 |
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5. Electric Cables (4 days running)
- Episode: started 2026-04-22, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +13.9% | 109,900 | |
KBI Metal 024840 | +13.4% | 3,080 | ★ |
Dawon Cable 006340 | +12.8% | 10,170 | |
Gaon Cable 000500 | +9.4% | 220,500 | |
LS Eco Energy 229640 | +7.9% | 68,300 | |
LS 006260 | +6.9% | 426,000 | |
LS Marine Solution 060370 | +3.3% | 39,150 | |
Taihan Cable & Solution 001440 | +1.6% | 43,550 |
6. HBM (High Bandwidth Memory) (recurred after 11 days)
- Episode: started 2026-04-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +26.4% | 373,500 | ★ |
Laserssel 412350 | +11.5% | 8,610 | |
Mirai Semiconductors 254490 | +11.5% | 22,350 | |
Hanwha Vision 489790 | +8.6% | 88,800 | |
SK hynix 000660 | +5.7% | 1,292,000 | |
Openedges Technology 394280 | +5.7% | 21,400 | |
Dit 110990 | +3.9% | 26,650 | |
Genesem 217190 | +3.4% | 7,350 | |
PSK Holdings 031980 | +3.4% | 117,300 | |
Zeus 079370 | +3.3% | 17,590 |
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- 투자의견 하향에도 굴하지 않는다…SK하이닉스, 한미반도체 신고가 돌파 [매경 자이앤트] — 매일경제 (Korean)
7. Securities Brokers (recurred after 13 days)
- Episode: started 2026-04-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Securities 001510 | +29.9% | 4,845 | ★ |
Sangsangininvestment&securities 001290 | +13.5% | 1,515 | |
Eugene Investment & Securities 001200 | +8.4% | 5,560 | |
Yuanta Securities Korea 003470 | +4.4% | 5,420 | |
Hanwha Investment&securities 003530 | +3.5% | 7,990 | |
Daol Investment & Securities 030210 | +3.2% | 4,410 | |
Mirae Asset Securities 006800 | +2.7% | 68,700 | |
Hanyang Securities 001750 | +2.3% | 31,000 | |
Hyundai Motor Securities 001500 | +2.1% | 11,480 | |
DB Securities 016610 | +1.9% | 14,200 |
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8. Power Semiconductors (new)
- Episode: started 2026-04-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Alt 172670 | +14.7% | 18,250 | |
Kostecsys 355150 | +13.8% | 41,550 | |
LB Semicon 061970 | +13.3% | 6,880 | |
SK hynix 000660 | +5.7% | 1,292,000 | |
Powernet Technologies 037030 | +5.7% | 6,330 | |
DB HiTek 000990 | +4.6% | 159,000 | |
Dit 110990 | +3.9% | 26,650 | |
Sigetronics 429270 | +3.3% | 8,160 | ★ |
Samsung Electronics 005930 | +2.3% | 224,500 | |
KNS 432470 | +2.1% | 14,360 |
Closing Thoughts
The next session will show whether Semiconductor Equipment can stretch its streak of 12, and whether Power Equipment and Electric Cables, each on a streak of 4, hold together.
Power Semiconductors appeared as a new theme with an average change of 6.94%. Whether it recurs in coming sessions will show if the move was a one-day event.