Weekly Theme Wrap (Apr 20 – Apr 24)

April 24, 2026 · #Semiconductor Equipment #Semiconductor Materials & Components #Battery #Shipbuilding Equipment #Power Equipment #Electric Cables #Lithium #Semiconductor Majors (Fabrication) #Shipbuilding #Beauty & Cosmetics

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 5 days (weekly avg. +11.1%). Best single day this week: Apr 21, +24.7%.

Trading days5d Most days strong5d weekly avg.+11.1% LeaderKohYoungTechnology

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+11.1%
Semiconductor Materials & Components
+10.0%
Battery
+19.4%
Shipbuilding Equipment
+9.4%
Power Equipment
+8.2%
Electric Cables
+7.1%
Lithium
+6.7%
Semiconductor Majors (Fabrication)
+6.0%
Shipbuilding
+5.4%
Beauty & Cosmetics
+14.6%

Chip-related themes set the tone from Apr 20 to Apr 24. Semiconductor Equipment was strong on all 5 days, with an average change of 11.1%.

Semiconductor Materials & Components also stayed strong for all 5 days, with an average change of 10.02%. Both chip themes had their best day on Apr 24.

The biggest average move came from Battery at 19.45%, peaking at 24.7% on Apr 21. Beauty & Cosmetics averaged 14.64% across just 2 strong days.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment5d+11.1%2026-04-24 (+18.5%)runningKohYoungTechnology, Gigalane, Innotech
Semiconductor Materials & Components5d+10.0%2026-04-24 (+12.9%)running3S Korea, KEC, Mi
Battery3d+19.4%2026-04-21 (+24.7%)runningA.f.w, Finetek
Shipbuilding Equipment3d+9.4%2026-04-24 (+11.4%)recurredHD Hyundai Marine Solution, Sung Kwang Bend, Cape Industries
Power Equipment3d+8.2%2026-04-23 (+13.5%)runningGaon Cable, Dawon Cable
Electric Cables3d+7.1%2026-04-23 (+10.5%)runningGaon Cable, Dawon Cable
Lithium3d+6.7%2026-04-21 (+14.7%)runningLithium-for-earth, Sebitchem
Semiconductor Majors (Fabrication)3d+6.0%2026-04-20 (+10.9%)recurredDB HiTek, SK hynix
Shipbuilding3d+5.4%2026-04-22 (+10.6%)recurredHD Hyundai Heavy Industries, Dongil Steelux
Beauty & Cosmetics2d+14.6%2026-04-24 (+21.0%)runningBeautyskin, Organic Tea Cosmetics Holdings

What to Watch Next Week

Power Equipment and Electric Cables each logged 3 strong days, and both peaked on Apr 23. One thing to follow is whether that streak in cable-related names continues.

Shipbuilding Equipment came back with an average change of 9.41% and had its best day on Apr 24. Lithium and Semiconductor Majors (Fabrication) also logged 3 strong days each.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2004-2104-2204-2304-24
Semiconductor Equipment+10.5+12.1+8.6+5.7+18.5
Semiconductor Materials & Components+7.5+7.0+12.1+10.5+12.9
Battery+17.1+24.7+16.6
Shipbuilding Equipment+8.8+8.0+11.4
Power Equipment+4.5+13.5+6.5
Electric Cables+5.1+10.5+5.6
Lithium+1.3+14.7+4.1
Semiconductor Majors (Fabrication)+10.9+3.5+3.6
Shipbuilding+3.6+10.6+1.9
Beauty & Cosmetics+8.3+21.0
Down UpBlank = not in that day's strong list