Weekly Theme Wrap (Apr 27 – Apr 30)

April 30, 2026 · #Power Equipment #Electric Cables #Steel (Small & Mid Cap) #Battery #Steel Majors #Physical AI & Humanoid Robots #Solar #AI & Robotics #EV #Semiconductor Equipment

4 trading days · top 10 themes — most persistent is Power Equipment at 3 days (weekly avg. +17.1%). Best single day this week: Apr 28, +24.1%.

Trading days4d Most days strong3d weekly avg.+17.1% LeaderSeondo Electric

Average change over the period

Average change of member stocks, by theme · descending
Power Equipment
+17.1%
Electric Cables
+12.1%
Steel (Small & Mid Cap)
+14.2%
Battery
+12.4%
Steel Majors
+9.2%
Physical AI & Humanoid Robots
+6.5%
Solar
+6.4%
AI & Robotics
+6.0%
EV
+13.0%
Semiconductor Equipment
+12.2%

Power Equipment led the week of Apr 27 to Apr 30, staying strong on 3 days with an average change of 17.07%. Electric Cables also held strong for 3 days.

Steel (Small & Mid Cap) posted the week’s biggest single-day move, 24.09% on Apr 28. Moonbae Steel and Hyundai BNG Steel led the group.

Battery averaged 12.38%, and news on Apr 28 linked Aluko’s jump to its upcoming Tennessee plant. Steel Majors averaged 9.23%, led by Posco Steeleon.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Power Equipment3d+17.1%2026-04-29 (+22.0%)runningSeondo Electric, Cheryong Industrial
Electric Cables3d+12.1%2026-04-29 (+16.4%)runningKBI Metal, Dawon Cable
Steel (Small & Mid Cap)2d+14.2%2026-04-28 (+24.1%)runningMoonbae Steel, Hyundai BNG Steel
Battery2d+12.4%2026-04-28 (+14.3%)runningKorea Petro Chemical Ind, Aluko
Steel Majors2d+9.2%2026-04-28 (+9.3%)runningPosco Steeleon
Physical AI & Humanoid Robots2d+6.5%2026-04-30 (+7.5%)recurredLG Electronics, Naurobotics
Solar2d+6.4%2026-04-29 (+6.9%)runningHD Hyundai Energy Solutions, S-Energy
AI & Robotics2d+6.0%2026-04-28 (+6.9%)recurredSecern AI, CrowdWorks
EV1d+13.0%2026-04-28 (+13.0%)recurredHT Robotics
Semiconductor Equipment1d+12.2%2026-04-27 (+12.2%)runningHANMI Semiconductor

What to Watch Next Week

Physical AI & Humanoid Robots had its best day on Apr 30, the final session, at 7.46%, led by LG Electronics and Naurobotics. One open question is whether that late move continues.

Semiconductor Equipment and EV each had one strong day, led by HANMI Semiconductor and HT Robotics. It remains to be seen whether either theme shows up again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2704-2804-2904-30
Power Equipment+14.1+22.0+15.1
Electric Cables+8.7+16.4+11.1
Steel (Small & Mid Cap)+4.3+24.1
Battery+14.3+10.5
Steel Majors+9.1+9.3
Physical AI & Humanoid Robots+5.5+7.5
Solar+6.9+5.8
AI & Robotics+6.9+5.2
EV+13.0
Semiconductor Equipment+12.1
Down UpBlank = not in that day's strong list