Apr 2024 Theme Wrap — The Monthly Theme Map
21 trading days · 72 recurring themes · top 15 themes — most persistent is Semiconductor Equipment at 10 days (monthly avg. +9.6%). Best single day this month: Apr 26, +17.1%.
Average change over the period
April 2024 was led by chip and power names. Semiconductor Equipment, Electric Cables and Semiconductor Materials & Components were each strong on 10 days.
Power Equipment had the month’s biggest single-day move, 17.08% on Apr 26. Electric Cables peaked on the same day at 15.33%.
Semiconductor Equipment had the highest average change at 9.6%, followed by Beauty & Cosmetics at 9.24%. Glass Substrates hit 16.16% on Apr 3 and was strong on 6 days.
72 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Equipment | 10d | +9.6% | 2024-04-17 (+14.4%) | Advanced Process Systems, Di, Dit |
| Electric Cables | 10d | +8.0% | 2024-04-26 (+15.3%) | KBI Metal, LS, LS Eco Energy |
| Semiconductor Materials & Components | 10d | +6.5% | 2024-04-29 (+10.2%) | Duksanhimetal, Micro2nano, Mecaro |
| Beauty & Cosmetics | 9d | +9.2% | 2024-04-30 (+13.4%) | DYD, Leaders Cosmetics, Bbia |
| Power Equipment | 9d | +8.8% | 2024-04-26 (+17.1%) | LS Eco Energy, Gaon Cable, Dawon Cable |
| HBM (High Bandwidth Memory) | 8d | +6.4% | 2024-04-04 (+9.6%) | Di, Dit, Openedges Technology |
| Semiconductor Majors (Fabrication) | 8d | +2.4% | 2024-04-01 (+4.9%) | DB HiTek, SK hynix, Samsung Electronics |
| Autonomous Driving | 7d | +6.2% | 2024-04-24 (+10.5%) | Ranix, LiComm, Mobile Appliance |
| Metals (Non-Ferrous) | 7d | +4.4% | 2024-04-15 (+7.2%) | Leeku Industrial, Poongsan, PJ Metal |
| LPG (Liquefied Petroleum Gas) | 7d | +4.2% | 2024-04-19 (+6.8%) | Joong Ang Enervis, HeunguOil |
| Shipbuilding Equipment | 7d | +3.9% | 2024-04-18 (+7.2%) | Samyung ENC, KSP, Taewoong |
| Shipbuilding | 7d | +3.7% | 2024-04-18 (+8.7%) | HD Hyundai Heavy Industries, Hanwha Ocean |
| Glass Substrates | 6d | +8.9% | 2024-04-03 (+16.2%) | HB Technology, meerecompanyIncorporated, FNS Tech |
| Battery | 6d | +8.1% | 2024-04-09 (+12.1%) | HB Technology, Solus Advanced Materials, Ecopro Materials |
| System Semiconductors | 6d | +6.3% | 2024-04-01 (+10.7%) | Ranix, Sapien Semiconductors, I&C Technology |
What to Watch Next Month
Several themes were still on continuous streaks at month-end, including Beauty & Cosmetics and Autonomous Driving. Beauty & Cosmetics peaked at 13.45% on Apr 30, the last session.
The open question is whether the cable and power move continues. LS Eco Energy, Gaon Cable and Dawon Cable led both themes, while Semiconductor Majors (Fabrication) averaged a milder 2.43%.
Theme heatmap
| 04-01 | 04-02 | 04-03 | 04-04 | 04-05 | 04-08 | 04-09 | 04-11 | 04-12 | 04-15 | 04-16 | 04-17 | 04-18 | 04-19 | 04-22 | 04-23 | 04-24 | 04-25 | 04-26 | 04-29 | 04-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Equipment | +13.5 | +8.5 | +7.8 | +14.4 | +13.1 | +10.5 | +8.5 | +8.3 | +6.8 | +4.5 | |||||||||||
| Electric Cables | +8.9 | +10.4 | +4.9 | +2.7 | +6.5 | +9.2 | +2.3 | +7.7 | +15.3 | +11.6 | |||||||||||
| Semiconductor Materials & Components | +6.1 | +6.6 | +7.2 | +7.0 | +6.2 | +6.3 | +4.1 | +8.1 | +10.2 | +2.7 | |||||||||||
| Beauty & Cosmetics | +12.9 | +11.3 | +7.2 | +8.1 | +11.6 | +6.0 | +6.1 | +6.6 | +13.4 | ||||||||||||
| Power Equipment | +10.0 | +11.0 | +4.7 | +7.0 | +4.1 | +3.6 | +10.6 | +17.1 | +11.5 | ||||||||||||
| HBM (High Bandwidth Memory) | +3.9 | +9.6 | +5.6 | +7.1 | +8.4 | +6.3 | +3.6 | +7.1 | |||||||||||||
| Semiconductor Majors (Fabrication) | +4.9 | +2.0 | +2.3 | +1.8 | +1.2 | +3.4 | +2.9 | +1.0 | |||||||||||||
| Autonomous Driving | +5.2 | +5.7 | +5.8 | +10.5 | +2.6 | +7.6 | +5.9 | ||||||||||||||
| Metals (Non-Ferrous) | +5.2 | +2.8 | +3.2 | +7.2 | +4.7 | +4.0 | +3.7 | ||||||||||||||
| LPG (Liquefied Petroleum Gas) | +6.3 | +2.2 | +6.6 | +1.9 | +2.6 | +2.9 | +6.8 | ||||||||||||||
| Shipbuilding Equipment | +1.9 | +2.3 | +3.4 | +7.2 | +5.2 | +5.4 | +2.1 | ||||||||||||||
| Shipbuilding | +1.3 | +3.8 | +1.6 | +8.7 | +4.3 | +1.6 | +4.2 | ||||||||||||||
| Glass Substrates | +5.3 | +16.2 | +7.8 | +9.3 | +5.8 | +9.2 | |||||||||||||||
| Battery | +7.6 | +12.1 | +8.0 | +6.3 | +8.8 | +6.0 | |||||||||||||||
| System Semiconductors | +10.7 | +5.9 | +6.4 | +5.6 | +5.9 | +3.2 |