Weekly Theme Wrap (Apr 1 – Apr 5)

April 5, 2024 · #Glass Substrates #LPG (Liquefied Petroleum Gas) #Semiconductor Majors (Fabrication) #Beauty & Cosmetics #Power Equipment #Electric Cables #HBM (High Bandwidth Memory) #Oil Refining #Casinos #AI & Robotics

5 trading days · top 10 themes — most persistent is Glass Substrates at 3 days (weekly avg. +9.7%). Best single day this week: Apr 3, +16.2%.

Trading days5d Most days strong3d weekly avg.+9.7% LeaderHB Technology

Average change over the period

Average change of member stocks, by theme · descending
Glass Substrates
+9.7%
LPG (Liquefied Petroleum Gas)
+5.0%
Semiconductor Majors (Fabrication)
+3.1%
Beauty & Cosmetics
+12.1%
Power Equipment
+10.5%
Electric Cables
+9.6%
HBM (High Bandwidth Memory)
+6.7%
Oil Refining
+3.7%
Casinos
+3.7%
AI & Robotics
+13.8%

Three themes stayed strong on 3 of the week’s 5 sessions: Glass Substrates, LPG (Liquefied Petroleum Gas) and Semiconductor Majors (Fabrication).

Glass Substrates peaked on Apr 3 with a 16.16% move, led by HB Technology and Philoptics. Its average change for the week was 9.74%.

Beauty & Cosmetics posted an average change of 12.1% over 2 strong days, while AI & Robotics hit 13.82% in its single strong session on Apr 1.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Glass Substrates3d+9.7%2024-04-03 (+16.2%)recurredHB Technology, Philoptics
LPG (Liquefied Petroleum Gas)3d+5.0%2024-04-05 (+6.6%)recurredJoong Ang Enervis, HeunguOil
Semiconductor Majors (Fabrication)3d+3.1%2024-04-01 (+4.9%)recurredDB HiTek, SK hynix, Samsung Electronics
Beauty & Cosmetics2d+12.1%2024-04-01 (+12.9%)recurredLeaders Cosmetics, Sewha P&C
Power Equipment2d+10.5%2024-04-05 (+11.0%)runningDawon Cable, Iljin Electric
Electric Cables2d+9.6%2024-04-05 (+10.4%)runningDawon Cable, Iljin Electric
HBM (High Bandwidth Memory)2d+6.7%2024-04-04 (+9.6%)recurredYcchem, Winpac
Oil Refining2d+3.7%2024-04-05 (+5.1%)recurredGS Holdings, SK Innovation
Casinos2d+3.7%2024-04-01 (+5.2%)recurredLotte Tour Development
AI & Robotics1d+13.8%2024-04-01 (+13.8%)runningDatasolution

What to Watch Next Week

Power Equipment and Electric Cables shared leaders Dawon Cable and Iljin Electric, and both peaked on Apr 5 at 11.01% and 10.36%. Both carried their run into the end of the week.

Oil Refining and LPG (Liquefied Petroleum Gas) also peaked on Apr 5, at 5.1% and 6.6%. HBM (High Bandwidth Memory), led by Ycchem and Winpac, had a best day of 9.59% on Apr 4.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-0104-0204-0304-0404-05
Glass Substrates+5.3+16.2+7.8
LPG (Liquefied Petroleum Gas)+6.3+2.2+6.6
Semiconductor Majors (Fabrication)+4.9+2.0+2.3
Beauty & Cosmetics+12.9+11.3
Power Equipment+10.0+11.0
Electric Cables+8.9+10.4
HBM (High Bandwidth Memory)+3.9+9.6
Oil Refining+2.3+5.1
Casinos+5.2+2.1
AI & Robotics+13.8
Down UpBlank = not in that day's strong list