Weekly Theme Wrap (Apr 8 – Apr 12)
4 trading days · top 10 themes — most persistent is Electric Cables at 3 days (weekly avg. +4.7%). Best single day this week: Apr 8, +9.3%.
Average change over the period
Electric Cables was the week’s most persistent theme, strong on 3 days between Apr 8 and Apr 12. Gaon Cable and Dawon Cable led it, with an average change of 4.7%.
Semiconductor Equipment had the week’s highest average change at 8.19%, peaking at 8.53% on Apr 11. Advanced Process Systems and JNB led the group.
Other chip themes also rose, with Semiconductor Materials & Components at 6.89% and System Semiconductors at 6.15%. Glass Substrates posted the week’s best single day: 9.35% on Apr 8.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Electric Cables | 3d | +4.7% | 2024-04-12 (+6.5%) | recurred | Gaon Cable, Dawon Cable |
| Semiconductor Equipment | 2d | +8.2% | 2024-04-11 (+8.5%) | running | Advanced Process Systems, JNB |
| Beauty & Cosmetics | 2d | +7.6% | 2024-04-12 (+8.1%) | recurred | DYD, Leaders Cosmetics |
| Glass Substrates | 2d | +7.6% | 2024-04-08 (+9.3%) | recurred | meerecompanyIncorporated, FNS Tech |
| Semiconductor Materials & Components | 2d | +6.9% | 2024-04-12 (+7.2%) | running | Mecaro, Welkeeps Hitech |
| System Semiconductors | 2d | +6.2% | 2024-04-12 (+6.4%) | recurred | Sapien Semiconductors, Asicland |
| Power Equipment | 2d | +5.8% | 2024-04-12 (+7.0%) | recurred | Gaon Cable, Dawon Cable |
| Metals (Non-Ferrous) | 2d | +3.0% | 2024-04-12 (+3.2%) | recurred | Poongsan |
| Shipbuilding | 2d | +2.6% | 2024-04-12 (+3.8%) | recurred | Hanwha Ocean |
| Car Majors | 2d | +2.2% | 2024-04-11 (+2.9%) | recurred | Kia, Hyundai Motor |
Related News by Theme
- Electric Cables (2024-04-12) 치솟는 구리 가격에…전선株 불기둥 — 서울경제 (Korean)
- Semiconductor Equipment (2024-04-11) [특징주] 제이엔비, 삼성전자 70억 달러 보조금 미국 테일러 공장 투자…4나노 공정 대응 스태커 시스템 개발 부각 — 이투데이 (Korean)
- Beauty & Cosmetics (2024-04-12) [오후의 쟁점] 낸드와 전력 ‘AI 인프라’ / 북미와 중국 ‘화장품’ — 머니투데이 (Korean)
- Glass Substrates (2024-04-08) [한경유레카 특징주] 제이앤티씨, 유리 기판 산업 중장기 수혜 기대-NH — 한국경제 (Korean)
What to Watch Next Week
Most themes peaked on Apr 12, including Beauty & Cosmetics at 8.07% and Power Equipment at 6.96%. The open question is whether that late-week strength carries into next week.
Gaon Cable and Dawon Cable led both Electric Cables and Power Equipment, so the two themes moved together. Metals (Non-Ferrous), led by Poongsan, had an average change of 2.98%.
Theme heatmap
| 04-08 | 04-09 | 04-11 | 04-12 | |
|---|---|---|---|---|
| Electric Cables | +4.9 | +2.7 | +6.5 | |
| Semiconductor Equipment | +8.5 | +7.8 | ||
| Beauty & Cosmetics | +7.2 | +8.1 | ||
| Glass Substrates | +9.3 | +5.8 | ||
| Semiconductor Materials & Components | +6.6 | +7.2 | ||
| System Semiconductors | +5.9 | +6.4 | ||
| Power Equipment | +4.7 | +7.0 | ||
| Metals (Non-Ferrous) | +2.8 | +3.2 | ||
| Shipbuilding | +1.3 | +3.8 | ||
| Car Majors | +1.5 | +2.9 |