Weekly Theme Wrap (Apr 6 – Apr 10)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +11.2%). Best single day this week: Apr 8, +23.9%.
Average change over the period
Chip themes led the week of Apr 6 to Apr 10. Semiconductor Equipment was strong on 4 days, with an average change of 11.22% and a best day of 15.53% on Apr 8.
Apr 8 was the best day for six of the ten themes, including Construction Majors at 23.91%. Semiconductor Materials & Components peaked at 13.77% that same day.
Late in the week, Telecom Equipment posted the highest average change at 17.66%, with a 23.42% best day on Apr 10. Defense & War also peaked that day at 21.15%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +11.2% | 2026-04-08 (+15.5%) | recurred | Hmnex, N2tech, Pro2000 |
| Semiconductor Materials & Components | 4d | +8.0% | 2026-04-08 (+13.8%) | recurred | Nepes, Duksanhimetal, MKElectron |
| Semiconductor Majors (Fabrication) | 4d | +4.0% | 2026-04-08 (+9.1%) | recurred | DB HiTek, SK hynix |
| Defense & War | 3d | +13.6% | 2026-04-10 (+21.1%) | running | Ace Technologies, Catis, Firstec |
| Construction Majors | 3d | +9.7% | 2026-04-08 (+23.9%) | recurred | Daewoo Engineering & Construction |
| Construction Equipment | 3d | +6.8% | 2026-04-08 (+13.3%) | recurred | DaedongMetal, Sammi Metal Products, Soosan Cebotics |
| Plastic Alternatives & Biodegradables | 3d | +6.4% | 2026-04-06 (+8.1%) | recurred | Jinyoung |
| Steel Majors | 3d | +3.6% | 2026-04-08 (+4.6%) | running | Kiswire, Kisco, Hyundai Steel Company |
| Telecom Equipment | 2d | +17.7% | 2026-04-10 (+23.4%) | recurred | CS, VISSEM Electronics |
| Optical Communications | 2d | +10.5% | 2026-04-10 (+14.9%) | recurred | TAIHAN Fiberoptics, Korea Advanced Materials |
Related News by Theme
- Semiconductor Materials & Components (2026-04-08) [장중수급포착] 엠케이전자, 외국인/기관 동시 순매수… 주가 +27.38% — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2026-04-08) [비즈투데이] SK하이닉스, AI PC 차세대 저장장치 공급 — OBS (Korean)
- Construction Majors (2026-04-08) [리포트 브리핑]대우건설, ‘다져지는 실적, 더해지는 모멘텀’ 목표가 22,000원 - LS증권 — 뉴스핌 (Korean)
What to Watch Next Week
Next week, readers can track whether Defense & War, strong on 3 days, keeps its run going. Optical Communications joined it on Apr 10 with a 14.89% best day.
Chip news is another thread to follow after an Apr 8 report that SK hynix will supply next-generation storage for AI PCs. Steel Majors, strong on 3 days, posted an average change of 3.57%.
Theme heatmap
| 04-06 | 04-07 | 04-08 | 04-09 | 04-10 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +9.9 | +6.2 | +15.5 | +13.2 | |
| Semiconductor Materials & Components | +4.6 | +5.5 | +13.8 | +8.3 | |
| Semiconductor Majors (Fabrication) | +2.0 | +2.6 | +9.1 | +2.1 | |
| Defense & War | +9.4 | +10.3 | +21.1 | ||
| Construction Majors | +2.3 | +23.9 | +2.8 | ||
| Construction Equipment | +2.4 | +13.3 | +4.8 | ||
| Plastic Alternatives & Biodegradables | +8.1 | +6.6 | +4.4 | ||
| Steel Majors | +4.6 | +2.6 | +3.5 | ||
| Telecom Equipment | +11.9 | +23.4 | |||
| Optical Communications | +6.1 | +14.9 |