Weekly Theme Wrap (Apr 15 – Apr 19)

April 19, 2024 · #Beauty & Cosmetics #Electric Cables #Power Equipment #Metals (Non-Ferrous) #Defense & War #Semiconductor Equipment #HBM (High Bandwidth Memory) #Semiconductor Materials & Components #Shipbuilding Equipment #Shipbuilding

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +7.9%). Best single day this week: Apr 17, +14.4%.

Trading days5d Most days strong3d weekly avg.+7.9% LeaderCosnine

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+7.9%
Electric Cables
+6.4%
Power Equipment
+6.1%
Metals (Non-Ferrous)
+5.3%
Defense & War
+4.5%
Semiconductor Equipment
+13.8%
HBM (High Bandwidth Memory)
+7.8%
Semiconductor Materials & Components
+6.6%
Shipbuilding Equipment
+5.3%
Shipbuilding
+5.2%

From Apr 15 to Apr 19, Beauty & Cosmetics had 3 strong days and an average change of 7.87%. Electric Cables, Power Equipment and Metals (Non-Ferrous) also stayed strong for 3 days each.

Semiconductor Equipment had the week’s highest average change, 13.77%, over 2 strong days. Its best day was Apr 17, with a change of 14.43%, and Di and Dit led the theme.

Power-related themes stood out. Electric Cables had an average change of 6.43% and Power Equipment had 6.11%. Dawon Cable was a leader in both themes.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+7.9%2024-04-17 (+11.6%)runningCosnine, Organic Tea Cosmetics Holdings, J2kbio
Electric Cables3d+6.4%2024-04-15 (+9.2%)runningKBI Metal, LS, Dawon Cable
Power Equipment3d+6.1%2024-04-18 (+10.6%)runningDawon Cable, SemyungElectricMachinery, Cheryong Electric
Metals (Non-Ferrous)3d+5.3%2024-04-15 (+7.2%)runningLeeku Industrial, PJ Metal, Hanjoo Light Metal
Defense & War3d+4.5%2024-04-19 (+5.8%)recurredDaesung Hi-Tech, Hancom Lifecare
Semiconductor Equipment2d+13.8%2024-04-17 (+14.4%)runningDi, Dit
HBM (High Bandwidth Memory)2d+7.8%2024-04-18 (+8.4%)runningDi, Dit
Semiconductor Materials & Components2d+6.6%2024-04-17 (+7.0%)runningSemcns, Ycchem
Shipbuilding Equipment2d+5.3%2024-04-18 (+7.2%)recurredSamyung ENC, KSP
Shipbuilding2d+5.2%2024-04-18 (+8.7%)recurredHanwha Ocean

What to Watch Next Week

Defense & War came back with a best change of 5.76% on Apr 19. Shipbuilding and Shipbuilding Equipment also came back, and both had their best day on Apr 18.

Di and Dit also led HBM (High Bandwidth Memory), which had an average change of 7.76%. Next week’s data will show whether this overlap with Semiconductor Equipment continues.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1504-1604-1704-1804-19
Beauty & Cosmetics+11.6+6.0+6.1
Electric Cables+9.2+2.3+7.7
Power Equipment+4.1+3.6+10.6
Metals (Non-Ferrous)+7.2+4.7+4.0
Defense & War+2.3+5.5+5.8
Semiconductor Equipment+14.4+13.1
HBM (High Bandwidth Memory)+7.1+8.4
Semiconductor Materials & Components+7.0+6.2
Shipbuilding Equipment+3.4+7.2
Shipbuilding+1.6+8.7
Down UpBlank = not in that day's strong list