Weekly Theme Wrap (Apr 29 – May 3)

May 3, 2024 · #Beauty & Cosmetics #Semiconductor Materials & Components #Semiconductor Equipment #System Semiconductors #Aesthetic Devices #Electric Cables #Power Equipment #Glass Substrates #Autonomous Driving #HBM (High Bandwidth Memory)

4 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +9.2%). Best single day this week: Apr 30, +13.4%.

Trading days4d Most days strong3d weekly avg.+9.2% LeaderMetalabs

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+9.2%
Semiconductor Materials & Components
+5.1%
Semiconductor Equipment
+5.0%
System Semiconductors
+4.8%
Aesthetic Devices
+3.4%
Electric Cables
+8.0%
Power Equipment
+7.7%
Glass Substrates
+6.9%
Autonomous Driving
+6.8%
HBM (High Bandwidth Memory)
+4.9%

Beauty & Cosmetics led the week of Apr 29 to May 3, strong on 3 days with an average change of 9.22%. Its best day, Apr 30, saw a 13.45% move, with Metalabs, Bbia and Cosnine leading.

Three chip themes stayed strong on 3 days, led by Semiconductor Materials & Components at an average change of 5.12%. Ycchem appeared as a leader in three themes.

LS Eco Energy led both Electric Cables and Power Equipment, with best-day moves of 11.62% and 11.5% on Apr 29. Aesthetic Devices also stayed strong on 3 days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+9.2%2024-04-30 (+13.4%)runningMetalabs, Bbia, Cosnine
Semiconductor Materials & Components3d+5.1%2024-04-29 (+10.2%)recurredYcchem, Protec Mems Technology, Hanyang Digitech
Semiconductor Equipment3d+5.0%2024-04-29 (+6.8%)recurredLEENO Industrial, GnBS eco, Tse
System Semiconductors3d+4.8%2024-04-29 (+5.9%)recurredRanix, Sigetronics, I&C Technology
Aesthetic Devices3d+3.4%2024-04-29 (+5.1%)runningLaseroptek, Jeisys Medical
Electric Cables2d+8.0%2024-04-29 (+11.6%)recurredLS Eco Energy
Power Equipment2d+7.7%2024-04-29 (+11.5%)recurredLS Eco Energy
Glass Substrates2d+6.9%2024-04-29 (+9.2%)recurredYcchem
Autonomous Driving2d+6.8%2024-04-29 (+7.6%)runningRanix, CHEMTRONICSCo
HBM (High Bandwidth Memory)2d+4.9%2024-04-29 (+7.1%)recurredLaserssel, Ycchem

What to Watch Next Week

Beauty & Cosmetics and Aesthetic Devices are tagged as continuing runs, while the chip and power themes are recurrences. Whether that split holds next week is the key thing to track.

Every theme but Beauty & Cosmetics hit its best day on Apr 29, the first session of the week. Whether that early strength carries past May 3 will show if the moves have staying power.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2904-3005-0205-03
Beauty & Cosmetics+6.6+13.4+7.6
Semiconductor Materials & Components+10.2+2.7+2.4
Semiconductor Equipment+6.8+4.5+3.7
System Semiconductors+5.9+3.2+5.3
Aesthetic Devices+5.1+2.1+2.9
Electric Cables+11.6+4.5
Power Equipment+11.5+3.9
Glass Substrates+9.2+4.6
Autonomous Driving+7.6+5.9
HBM (High Bandwidth Memory)+7.1+2.6
Down UpBlank = not in that day's strong list