Weekly Theme Wrap (Apr 14 – Apr 18)

April 18, 2025 · #Beauty & Cosmetics #Semiconductor Equipment #Semiconductor Materials & Components #Semiconductor Majors (Fabrication) #AI & Robotics #Telemedicine #System Semiconductors #Medical AI #Webtoons #Rare Earths & Rare Metals

5 trading days · top 10 themes — most persistent is Beauty & Cosmetics at 3 days (weekly avg. +7.8%). Best single day this week: Apr 14, +19.9%.

Trading days5d Most days strong3d weekly avg.+7.8% LeaderThe Lamy

Average change over the period

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+7.8%
Semiconductor Equipment
+6.1%
Semiconductor Materials & Components
+5.0%
Semiconductor Majors (Fabrication)
+0.7%
AI & Robotics
+13.7%
Telemedicine
+9.6%
System Semiconductors
+8.0%
Medical AI
+8.0%
Webtoons
+6.6%
Rare Earths & Rare Metals
+5.8%

Between Apr 14 and Apr 18, Beauty & Cosmetics and three semiconductor themes each stayed strong on 3 days. Beauty & Cosmetics led that group with an average change of 7.79%, peaking at 10.42% on Apr 17.

AI & Robotics posted the week’s biggest single-day move, 19.91% on Apr 14, led by RoboRobo and WISEnut. Its average change was 13.69% across 2 strong days.

Semiconductor Equipment peaked at 8.04% on Apr 15, while Semiconductor Majors (Fabrication) averaged just 0.72%. Telemedicine, led by Insung Information, hit 11.82% on Apr 16.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Beauty & Cosmetics3d+7.8%2025-04-17 (+10.4%)runningThe Lamy, Outin Futures, SMCG
Semiconductor Equipment3d+6.1%2025-04-15 (+8.0%)recurredShinsung E&g, RS Automation, Auros Technology
Semiconductor Materials & Components3d+5.0%2025-04-15 (+6.1%)recurredS&S Tech, INNOX Advanced Materials, Hansol IONES
Semiconductor Majors (Fabrication)3d+0.7%2025-04-14 (+1.1%)recurredDB HiTek, Samsung Electronics
AI & Robotics2d+13.7%2025-04-14 (+19.9%)runningRoboRobo, WISEnut
Telemedicine2d+9.6%2025-04-16 (+11.8%)recurredInsung Information
System Semiconductors2d+8.0%2025-04-14 (+11.7%)runningSigetronics, S&S Tech
Medical AI2d+8.0%2025-04-14 (+10.2%)recurredInsung Information, Tomatosystem
Webtoons2d+6.6%2025-04-17 (+10.8%)runningMr. Blue, Finger Story
Rare Earths & Rare Metals2d+5.8%2025-04-14 (+7.6%)recurredNovatech

What to Watch Next Week

Beauty & Cosmetics, AI & Robotics, System Semiconductors and Webtoons were marked as consecutive streaks. Webtoons, led by Mr. Blue and Finger Story, peaked at 10.78% on Apr 17.

Semiconductor Equipment, Medical AI, Telemedicine and Rare Earths & Rare Metals were marked as recurring. Whether these themes show up again next week is the open question.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1404-1504-1604-1704-18
Beauty & Cosmetics+7.2+5.8+10.4
Semiconductor Equipment+4.8+8.0+5.5
Semiconductor Materials & Components+4.1+6.1+4.9
Semiconductor Majors (Fabrication)+1.1+0.4+0.7
AI & Robotics+19.9+7.5
Telemedicine+11.8+7.3
System Semiconductors+11.7+4.3
Medical AI+10.2+5.7
Webtoons+10.8+2.4
Rare Earths & Rare Metals+7.6+3.9
Down UpBlank = not in that day's strong list