Apr 2026 Theme Wrap — The Monthly Theme Map
22 trading days · 102 recurring themes · top 15 themes — most persistent is Semiconductor Equipment at 17 days (monthly avg. +11.8%). Best single day this month: Apr 13, +29.9%.
Average change over the period
Chip stocks led April. Semiconductor Equipment and Semiconductor Materials & Components were each strong on 17 days, the longest runs of the month.
Semiconductor Equipment had an average change of 11.84%, with its best day at 18.51% on Apr 24. Semiconductor Majors (Fabrication), led by SK hynix and Samsung Electronics, was strong on 14 days.
Outside chips, Telecom Equipment had the highest average change at 22.23% over 6 strong days. Its best day was Apr 13, with a 29.93% move.
102 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Equipment | 17d | +11.8% | 2026-04-24 (+18.5%) | KohYoungTechnology, Gigalane, Shinsung E&g |
| Semiconductor Materials & Components | 17d | +9.7% | 2026-04-01 (+16.1%) | 3S Korea, KEC, Nepes |
| Semiconductor Majors (Fabrication) | 14d | +4.7% | 2026-04-01 (+11.2%) | DB HiTek, SK hynix, Samsung Electronics |
| Defense & War | 11d | +12.6% | 2026-04-10 (+21.1%) | STX Engine, TAIHAN Fiberoptics, Victek |
| Battery | 9d | +13.5% | 2026-04-21 (+24.7%) | Korea Petro Chemical Ind, Aluko, A.f.w |
| Power Equipment | 9d | +12.3% | 2026-04-29 (+22.0%) | LS ELECTRIC, Gaon Cable, Dawon Cable |
| Electric Cables | 9d | +9.1% | 2026-04-29 (+16.4%) | KBI Metal, Gaon Cable, Dawon Cable |
| Construction Majors | 9d | +7.6% | 2026-04-08 (+23.9%) | DL E&c, Daewoo Engineering & Construction |
| Construction Equipment | 8d | +5.5% | 2026-04-08 (+13.3%) | DaedongMetal, Sammi Metal Products, Soosan Cebotics |
| Plastic Alternatives & Biodegradables | 8d | +5.2% | 2026-04-06 (+8.1%) | Serim B&G, Jinyoung |
| Beauty & Cosmetics | 7d | +9.1% | 2026-04-24 (+21.0%) | Globon, Beautyskin, CQV |
| Telecom Equipment | 6d | +22.2% | 2026-04-13 (+29.9%) | CS, VISSEM Electronics, Frtek |
| Optical Communications | 6d | +13.2% | 2026-04-01 (+22.8%) | TAIHAN Fiberoptics, Mercury, Lightron Fiber-optic Devices |
| Shipbuilding Equipment | 6d | +9.7% | 2026-04-24 (+11.4%) | HD Hyundai Marine Solution, STX Engine, Sammi Metal Products |
| Metals (Non-Ferrous) | 6d | +7.8% | 2026-04-13 (+12.8%) | Namsun Aluminium, Sama Aluminium, Aluko |
What to Watch Next Month
Several themes were still running at the end of the month. Power Equipment and Electric Cables both had their best day on Apr 29, at 21.96% and 16.4%.
Defense & War had an average change of 12.57% over 11 strong days, and Battery hit 24.7% on Apr 21. The month’s recurrent count was 102.
Theme heatmap
| 04-01 | 04-02 | 04-03 | 04-06 | 04-07 | 04-08 | 04-09 | 04-10 | 04-13 | 04-14 | 04-15 | 04-16 | 04-17 | 04-20 | 04-21 | 04-22 | 04-23 | 04-24 | 04-27 | 04-28 | 04-29 | 04-30 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Equipment | +18.2 | +9.4 | +9.9 | +6.2 | +15.5 | +13.2 | +11.8 | +12.3 | +13.5 | +10.1 | +13.5 | +10.5 | +12.1 | +8.6 | +5.7 | +18.5 | +12.1 | |||||
| Semiconductor Materials & Components | +16.1 | +6.7 | +4.6 | +5.5 | +13.8 | +8.3 | +8.3 | +13.8 | +8.6 | +13.3 | +9.4 | +7.5 | +7.0 | +12.1 | +10.5 | +12.9 | +6.6 | |||||
| Semiconductor Majors (Fabrication) | +11.2 | +6.2 | +2.0 | +2.6 | +9.1 | +2.1 | +1.5 | +3.0 | +2.4 | +3.2 | +10.9 | +3.5 | +3.6 | +4.2 | ||||||||
| Defense & War | +18.2 | +7.1 | +14.9 | +9.4 | +10.3 | +21.1 | +19.4 | +12.0 | +9.9 | +10.7 | +5.3 | |||||||||||
| Battery | +6.3 | +9.2 | +11.1 | +11.8 | +17.1 | +24.7 | +16.6 | +14.3 | +10.5 | |||||||||||||
| Power Equipment | +10.7 | +4.8 | +19.3 | +4.5 | +13.5 | +6.5 | +14.1 | +22.0 | +15.1 | |||||||||||||
| Electric Cables | +7.8 | +1.8 | +15.2 | +5.1 | +10.5 | +5.6 | +8.7 | +16.4 | +11.1 | |||||||||||||
| Construction Majors | +13.1 | +4.5 | +2.3 | +23.9 | +2.8 | +2.8 | +7.3 | +6.3 | +5.2 | |||||||||||||
| Construction Equipment | +10.0 | +5.0 | +2.4 | +13.3 | +4.8 | +3.1 | +2.2 | +3.5 | ||||||||||||||
| Plastic Alternatives & Biodegradables | +6.9 | +8.1 | +6.6 | +4.4 | +7.6 | +3.1 | +3.4 | +1.9 | ||||||||||||||
| Beauty & Cosmetics | +7.5 | +8.5 | +7.6 | +5.3 | +5.5 | +8.3 | +21.0 | |||||||||||||||
| Telecom Equipment | +27.6 | +16.7 | +11.9 | +23.4 | +29.9 | +23.8 | ||||||||||||||||
| Optical Communications | +22.8 | +10.5 | +6.1 | +14.9 | +14.0 | +11.1 | ||||||||||||||||
| Shipbuilding Equipment | +9.1 | +10.4 | +10.6 | +8.8 | +8.0 | +11.4 | ||||||||||||||||
| Metals (Non-Ferrous) | +3.2 | +5.3 | +10.3 | +12.8 | +7.2 | +8.2 |