Weekly Theme Wrap (Apr 22 – Apr 26)

April 26, 2024 · #Semiconductor Equipment #Autonomous Driving #Solar #Semiconductor Materials & Components #Shipbuilding Equipment #Shipbuilding #OLED Displays #Battery #Space & Aerospace (Nuri Rocket, Satellites) #Holding Companies

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +9.1%). Best single day this week: Apr 26, +12.0%.

Trading days5d Most days strong3d weekly avg.+9.1% LeaderRS Automation

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+9.1%
Autonomous Driving
+6.3%
Solar
+6.2%
Semiconductor Materials & Components
+6.2%
Shipbuilding Equipment
+4.2%
Shipbuilding
+3.4%
OLED Displays
+10.4%
Battery
+7.5%
Space & Aerospace (Nuri Rocket, Satellites)
+6.7%
Holding Companies
+6.6%

Semiconductor Equipment led the week of Apr 22 to Apr 26, with an average change of 9.09%. It was strong on 3 days and hit its best day on Apr 24 at 10.46%.

OLED Displays had the highest average change of the week at 10.4%, though it was strong on only 2 days. Its best day was Apr 26 at 11.98%, led by Sunic System and Poongwon Precision.

Autonomous Driving hit 10.47% on Apr 24 and had an average change of 6.3%. Solar and Semiconductor Materials & Components were also strong for 3 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment3d+9.1%2024-04-24 (+10.5%)runningRS Automation, YC, Tse
Autonomous Driving3d+6.3%2024-04-24 (+10.5%)recurredRanix, LiComm, Furonteer
Solar3d+6.2%2024-04-23 (+8.6%)runningSDN Company, Dae Myoung Energy, RS Automation
Semiconductor Materials & Components3d+6.2%2024-04-26 (+8.1%)runningDuksanhimetal, Hanyang Digitech
Shipbuilding Equipment3d+4.2%2024-04-24 (+5.4%)recurredSamyung ENC, Taewoong, Hanwha Engine
Shipbuilding3d+3.4%2024-04-23 (+4.2%)recurredHD Hyundai Heavy Industries, Hanwha Ocean
OLED Displays2d+10.4%2024-04-26 (+12.0%)recurredSunic System, Poongwon Precision
Battery2d+7.5%2024-04-24 (+8.8%)recurredSolus Advanced Materials, Ecopro Materials
Space & Aerospace (Nuri Rocket, Satellites)2d+6.7%2024-04-24 (+7.3%)runningSatrecInitiative, Taewoong
Holding Companies2d+6.6%2024-04-22 (+7.1%)recurredKB Financial Group, Organic Tea Cosmetics Holdings

What to Watch Next Week

Shipbuilding and Shipbuilding Equipment were both strong for 3 days, with average changes of 3.37% and 4.22%. The open question is whether this steadier pace continues.

Battery and Space & Aerospace (Nuri Rocket, Satellites) were each strong on 2 days, with average changes of 7.55% and 6.66%. Holding Companies had its best day on Apr 22 at 7.12%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2204-2304-2404-2504-26
Semiconductor Equipment+10.5+8.5+8.3
Autonomous Driving+5.8+10.5+2.6
Solar+8.6+5.3+4.7
Semiconductor Materials & Components+6.3+4.1+8.1
Shipbuilding Equipment+5.2+5.4+2.1
Shipbuilding+4.3+1.6+4.2
OLED Displays+8.8+12.0
Battery+6.3+8.8
Space & Aerospace (Nuri Rocket, Satellites)+6.0+7.3
Holding Companies+7.1+6.1
Down UpBlank = not in that day's strong list