Nov 11: 8 Strong Themes — Holding Companies, Telecom Equipment

November 11, 2025 · #Holding Companies #Telecom Equipment #Medical AI #Semiconductor Materials & Components #Semiconductor Equipment #Battery #Semiconductor Majors (Fabrication) #Energy Storage (ESS)

8 strong themes — 2 running · 6 recurred. Top: Holding Companies +7.5%.

Strong themes8 Top change+7.5% LeaderHyosung

Average change by strong theme

Average change of member stocks, by theme · descending
Holding Companies
+7.5%
Telecom Equipment
+7.2%
Medical AI
+7.1%
Semiconductor Materials & Components
+6.6%
Semiconductor Equipment
+6.5%
Battery
+5.8%
Semiconductor Majors (Fabrication)
+5.6%
Energy Storage (ESS)
+5.2%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Holding CompaniesHyosung+12.77%
Telecom EquipmentInno Instrument+29.90%
Medical AIPharos iBio+29.87%
Semiconductor Materials & ComponentsWorldexindustry&trading+7.27%
Semiconductor EquipmentAsflow+8.39%
BatteryLotte Energy Materials+9.84%
Semiconductor Majors (Fabrication)DB HiTek+11.81%
Energy Storage (ESS)Unitekno+29.94%

On Nov 11, all eight strong themes closed with every member stock higher. Holding Companies led with an average change of 7.53%, topped by Hyosung at 12.77%.

Chip stocks joined in. Semiconductor Materials & Components averaged 6.6% and Semiconductor Equipment 6.52%, while DB HiTek rose 11.81%.

Big single-stock jumps stood out elsewhere. Unitekno gained 29.94%, Inno Instrument 29.9% and Pharos iBio 29.87%, and each one led its theme.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Holding Companies2 days running+7.5%10/10Hyosung
2Telecom Equipmentrecurred after 8 days+7.2%9/9Inno Instrument
3Medical AIrecurred after 21 days+7.1%9/9Pharos iBio
4Semiconductor Materials & Componentsrecurred after 5 days+6.6%10/10Worldexindustry&trading
5Semiconductor Equipmentrecurred after 5 days+6.5%10/10Asflow
6Batteryrecurred after 5 days+5.8%10/10Lotte Energy Materials
7Semiconductor Majors (Fabrication)2 days running+5.6%3/3DB HiTek
8Energy Storage (ESS)recurred after 7 days+5.2%9/9Unitekno

Theme by Theme

1. Holding Companies (2 days running)

StockChangeCloseLeader
Hyosung 004800+12.8%164,300★
Hanwha Vision 489790+10.3%49,650
F&F Holdings 007700+9.9%20,050
Doosan 000150+8.0%1,014,000
SK Square 402340+7.4%311,500
Ecopro 086520+7.0%94,100
Iljin Holdings 015860+6.2%8,070
Woongjin 016880+4.8%3,860
SNT Holdings 036530+4.5%69,000
DL Holdings 000210+4.3%41,200

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2. Telecom Equipment (recurred after 8 days)

StockChangeCloseLeader
Inno Instrument 215790+29.9%782★
Ace Technologies 088800+13.4%3,730
Lightron Fiber-optic Devices 069540+6.3%797
Wooriro 046970+4.0%1,384
Zaram Technology 389020+3.2%38,400
Solid 050890+2.3%8,030
RF Materials 327260+2.1%19,320
KMW 032500+1.9%16,480
Sawnics 088280+1.9%2,160

3. Medical AI (recurred after 21 days)

StockChangeCloseLeader
Pharos iBio 388870+29.9%6,740★
Insung Information 033230+9.2%2,035
Deepnoid 315640+5.2%4,175
SELVAS Healthcare 208370+4.8%4,120
NGeneBio 354200+4.4%1,484
Lunit 328130+3.6%45,100
Tomatosystem 393210+2.2%5,930
Neurophet 380550+2.2%25,650
3billion 394800+2.0%9,970

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4. Semiconductor Materials & Components (recurred after 5 days)

StockChangeCloseLeader
Kctech 281820+9.3%43,500
Mi 059090+8.3%15,550
Doosan 000150+8.0%1,014,000
WONIK Materials 104830+7.4%34,250
Worldexindustry&trading 101160+7.3%26,550★
OKins Electronics 080580+7.2%9,650
Ji-tech 417500+4.9%3,300
Haesung DS 195870+4.7%55,800
Soulbrain 357780+4.7%281,000
Samt 031330+4.3%3,975

5. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
Hanwha Vision 489790+10.3%49,650
Kctech 281820+9.3%43,500
Asflow 159010+8.4%4,200★
GlobalStandardTechnology 083450+5.9%28,850
Iste 212710+5.6%10,120
Union Semiconductor Equipment Co.,ltd; 036200+5.4%10,740
KoMi 183300+5.2%111,500
Systems Technology 039440+5.1%23,600
Di 003160+5.0%23,900
Mirae 025560+4.9%13,690

6. Battery (recurred after 5 days)

StockChangeCloseLeader
Lotte Energy Materials 020150+9.8%35,150★
DSK 109740+8.9%8,550
Mi 059090+8.3%15,550
Ecopro 086520+7.0%94,100
Lemon 294140+5.0%8,020
Soulbrain 357780+4.7%281,000
Kangwon Energy 114190+4.4%18,490
Soulbrain Holdings 036830+4.2%42,700
Sangsinenergydisplayprecision 091580+3.3%12,820
INNOXCorporation 088390+2.8%10,470

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7. Semiconductor Majors (Fabrication) (2 days running)

StockChangeCloseLeader
DB HiTek 000990+11.8%69,100★
Samsung Electronics 005930+2.9%103,500
SK hynix 000660+2.1%619,000

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8. Energy Storage (ESS) (recurred after 7 days)

StockChangeCloseLeader
Unitekno 241690+29.9%4,015★
LS ELECTRIC 010120+2.8%491,500
Shinsung ST 416180+2.7%42,200
Samwha Electric 009470+2.4%34,450
Samsung SDI 006400+2.2%322,000
Hyosung Heavy Industries 298040+2.2%2,304,000
Korea Electronic Power Industrial Development 130660+1.7%11,970
mPlus 259630+1.6%15,190
LG Energy Solution 373220+1.6%473,000

Closing Thoughts

Holding Companies has an episode running to Nov 12, and so does Battery. If gains stay broad in both, the moves may run past two sessions.

Telecom Equipment came back after 8 days and Medical AI after 21 days, both as one-day episodes. In each, one stock did most of the lifting, so the next test is whether other members follow.