Nov 20: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment

November 20, 2025 · #Beauty & Cosmetics #Semiconductor Equipment #AI & Robotics #Cancer Immunotherapy #Pharma #Holding Companies #Ukraine Reconstruction #Casinos

8 strong themes — 1 running · 7 recurred. Top: Beauty & Cosmetics +7.9%.

Strong themes8 Top change+7.9% LeaderOutin Futures

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+7.9%
Semiconductor Equipment
+7.7%
AI & Robotics
+7.7%
Cancer Immunotherapy
+6.8%
Pharma
+6.8%
Holding Companies
+6.4%
Ukraine Reconstruction
+6.0%
Casinos
+6.0%

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
Beauty & CosmeticsOutin Futures+10.18%
Semiconductor EquipmentLaserssel+29.90%
AI & RoboticsKAON Group+11.11%
Cancer ImmunotherapyNeoImmuneTech+8.06%
PharmaIl Dong Pharmaceutical+9.12%
Holding CompaniesGS P&L+12.84%
Ukraine ReconstructionDAEMO Engineering+8.24%
CasinosLotte Tour Development+14.97%

All eight strong themes on 2025-11-20 closed with every listed stock higher. Beauty & Cosmetics led with an average change of 7.88%, and all 10 of its stocks rose.

Semiconductor Equipment followed at 7.74%, lifted by Laserssel’s 29.9% jump. AI & Robotics was the only theme on a streak, up a second day with an average change of 7.68%.

Casinos rose an average of 5.96% as Lotte Tour Development gained 14.97%. A Maeil Business Newspaper headline linked the jump in casino and travel stocks to China stepping up pressure on Japan.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 13 days+7.9%10/10Outin Futures
2Semiconductor Equipmentrecurred after 3 days+7.7%9/9Laserssel
3AI & Robotics2 days running+7.7%10/10KAON Group
4Cancer Immunotherapyrecurred after 7 days+6.8%10/10NeoImmuneTech
5Pharmarecurred after 6 days+6.8%10/10Il Dong Pharmaceutical
6Holding Companiesrecurred after 8 days+6.4%10/10GS P&L
7Ukraine Reconstructionrecurred after 28 days+6.0%10/10DAEMO Engineering
8Casinosrecurred after 2 days+6.0%6/6Lotte Tour Development

Theme by Theme

1. Beauty & Cosmetics (recurred after 13 days)

StockChangeCloseLeader
Able C&C 078520+16.6%10,810
Outin Futures 227610+10.2%909★
The Lamy 032860+7.8%1,472
Tonymoly 214420+7.2%9,090
Pharmicell 005690+7.1%18,530
PharmaResearch 214450+6.7%477,000
Pum-tech Korea 251970+6.1%55,900
CSA Cosmic 083660+5.9%642
Spigen Korea 192440+5.6%23,500
Apr 278470+5.6%237,000

2. Semiconductor Equipment (recurred after 3 days)

StockChangeCloseLeader
Laserssel 412350+29.9%2,550★
Yest 122640+9.9%17,850
Gigalane 049080+5.3%579
GigaVis 420770+4.3%33,550
Innotech 469610+4.3%37,800
Shinsung E&g 011930+4.2%1,578
Dawon Nexview 323350+4.1%5,880
Systems Technology 039440+4.0%24,950
HPSP 403870+3.8%30,150

3. AI & Robotics (2 days running)

StockChangeCloseLeader
Nota 486990+11.5%33,900
KAON Group 078890+11.1%5,050★
WISE iTech 065370+10.0%5,840
Pintel 291810+8.7%5,130
meerecompanyIncorporated 049950+8.4%16,050
CrowdWorks 355390+6.1%4,880
Mobiis 250060+6.0%2,725
Alchera 347860+5.4%2,450
Simplatform 444530+4.9%8,100
Newen AI 463020+4.7%18,270

4. Cancer Immunotherapy (recurred after 7 days)

StockChangeCloseLeader
AbClon 174900+14.6%34,450
OSCOTECInc 039200+10.1%54,300
NeoImmuneTech 950220+8.1%603★
Chabiotech 085660+6.0%12,980
GC Cell 144510+5.9%24,150
Genexine 095700+5.4%5,060
Vaxcell-Bio Therapeutics 323990+5.0%10,010
SillaJen 215600+4.5%2,810
ABL Bio 298380+4.4%177,300
ImmuneOncia Therapeutics 424870+4.3%7,240

5. Pharma (recurred after 6 days)

StockChangeCloseLeader
Kolon Life Science 102940+11.0%42,450
Il Dong Pharmaceutical 249420+9.1%31,100★
Samil Pharmaceutical 000520+7.9%10,780
It-chem 309710+7.7%30,200
Myungin Pharm 317450+5.9%73,300
Bukwang Pharmaceutical Ind 003000+5.6%3,870
Hanall Biopharma 009420+5.5%45,450
Shinpoong Pharmaceutical 019170+5.4%14,260
Cellbion 308430+5.4%19,950
Green Lifescience 114450+4.7%3,900

6. Holding Companies (recurred after 8 days)

StockChangeCloseLeader
GS P&L 499790+12.8%53,600★
CJ 001040+8.3%189,300
Kolon 002020+6.9%51,800
Cosmax Bti 044820+5.8%14,500
LS Eco Energy 229640+5.6%37,050
Vitzro Tech 042370+5.2%8,700
Samsung C&T 028260+5.2%224,000
Kolmar Holdings 024720+4.9%10,750
Ecopro 086520+4.8%83,100
F&F Holdings 007700+4.7%20,100

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7. Ukraine Reconstruction (recurred after 28 days)

StockChangeCloseLeader
DAEMO Engineering 317850+8.2%6,700★
SY Steel Tech 365330+7.5%3,380
DaedongGear 008830+6.8%15,640
Daedong 000490+6.7%9,600
SG 255220+5.9%2,255
FreeMs 053160+5.7%7,190
SY 109610+5.7%2,865
Development Advance Solution 058730+4.7%3,035
Oneul E&m 192410+4.6%800
DASAN Networks 039560+4.3%3,140

8. Casinos (recurred after 2 days)

StockChangeCloseLeader
Lotte Tour Development 032350+15.0%22,350★
Paradise 034230+13.7%18,400
Grand Korea Leisure 114090+5.9%15,040
Kortek 052330+0.6%8,650
Kangwon Land 035250+0.4%17,630
TOVISCo 051360+0.2%14,580

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Closing Thoughts

Seven of the eight themes returned after a gap. Ukraine Reconstruction came back after 28 days, and its episode runs to Nov 24, the longest window in the set.

The open question is whether AI & Robotics extends its 2-day streak. Holding Companies drew a Financial News piece calling for looser rules on holding-company investment.