Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction

November 24, 2025 · #AI & Robotics #Ukraine Reconstruction #Robotics (Industrial & Collaborative) #Construction Equipment #Semiconductor Equipment #Semiconductor Materials & Components #Holding Companies #Modular Housing

8 strong themes — 3 running · 5 recurred. Top: AI & Robotics +11.5%.

Strong themes8 Top change+11.5% LeaderSmec

Average change by strong theme

Average change of member stocks, by theme · descending
AI & Robotics
+11.5%
Ukraine Reconstruction
+11.3%
Robotics (Industrial & Collaborative)
+8.9%
Construction Equipment
+7.6%
Semiconductor Equipment
+7.1%
Semiconductor Materials & Components
+5.8%
Holding Companies
+4.3%
Modular Housing
+2.6%

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
AI & RoboticsSmec+29.97%
Ukraine ReconstructionDAEMO Engineering+29.96%
Robotics (Industrial & Collaborative)Smec+29.97%
Construction EquipmentDAEMO Engineering+29.96%
Semiconductor EquipmentSec+14.13%
Semiconductor Materials & ComponentsSemcns+8.74%
Holding CompaniesHanjinkal+10.67%
Modular HousingKumkang Kind+5.11%

On 2025-11-24, AI & Robotics led the strong themes with an average change of 11.5%. All 10 of its stocks rose, and Smec gained 29.97%.

Ukraine Reconstruction reached a streak of 3 with an average change of 11.29%. DAEMO Engineering led it with a gain of 29.96%, and Construction Equipment also posted a streak of 3.

Chip stocks rose as well: Semiconductor Equipment averaged 7.13%, and Sec, its leader, gained 14.13%. Every stock in all eight listed themes closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1AI & Roboticsrecurred after 4 days+11.5%10/10Smec
2Ukraine Reconstruction3 days running+11.3%10/10DAEMO Engineering
3Robotics (Industrial & Collaborative)recurred after 5 days+8.9%10/10Smec
4Construction Equipment3 days running+7.6%10/10DAEMO Engineering
5Semiconductor Equipmentrecurred after 4 days+7.1%10/10Sec
6Semiconductor Materials & Componentsrecurred after 7 days+5.8%10/10Semcns
7Holding Companiesrecurred after 4 days+4.3%10/10Hanjinkal
8Modular Housing2 days running+2.6%8/8Kumkang Kind

Theme by Theme

1. AI & Robotics (recurred after 4 days)

StockChangeCloseLeader
Smec 099440+30.0%4,575★
P&S Robotics 460940+27.1%13,960
Hallacast 125490+11.6%11,200
Wsi 299170+9.2%2,185
Mobiis 250060+9.0%2,895
KohYoungTechnology 098460+7.9%18,890
Robotis 108490+7.7%206,500
Curexo 060280+6.0%10,120
S2W 488280+3.4%24,100
Nepes 033640+3.1%16,320

2. Ukraine Reconstruction (3 days running)

StockChangeCloseLeader
DAEMO Engineering 317850+30.0%8,720★
DaedongGear 008830+19.4%19,100
Development Advance Solution 058730+14.8%3,490
Hyundai Everdigm 041440+10.4%8,500
SC Engineering 023960+8.4%1,207
SY Steel Tech 365330+7.2%3,635
Seoam Machinery Industry 100660+6.8%3,680
SG 255220+6.0%2,545
HD Construction Equipment 267270+5.6%95,500
HD Hyundai Infracore 042670+4.2%14,570

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3. Robotics (Industrial & Collaborative) (recurred after 5 days)

StockChangeCloseLeader
Smec 099440+30.0%4,575★
DaedongGear 008830+19.4%19,100
Hallacast 125490+11.6%11,200
Seoam Machinery Industry 100660+6.8%3,680
Higen RNM 160190+5.9%48,400
TXR Robotics 484810+4.8%13,570
Hyundai Movex 319400+3.3%8,540
Haisung Aero-Robotics 059270+2.9%7,410
SJG Sejong 033530+2.2%8,200
Kornic Automation 391710+2.1%2,155

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4. Construction Equipment (3 days running)

StockChangeCloseLeader
DAEMO Engineering 317850+30.0%8,720★
Hyundai Everdigm 041440+10.4%8,500
Jinsung T.e.c 036890+5.9%12,280
HD Construction Equipment 267270+5.6%95,500
Doosan Bobcat 241560+5.5%57,300
HD Hyundai Infracore 042670+4.2%14,570
Daechang Forging 015230+3.8%6,590
DaedongMetal 020400+3.6%6,100
Soosan Cebotics 017550+3.5%1,779
Seoyon Topmetal 019770+3.2%3,690

5. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
Sec 081180+14.1%11,310★
Seojin System 178320+13.8%24,800
KohYoungTechnology 098460+7.9%18,890
Yest 122640+6.5%17,790
Tfe 425420+6.3%41,450
Systems Technology 039440+6.1%24,300
Wonik IPS 240810+4.6%59,300
Exicon 092870+4.6%13,980
Tse 131290+3.8%47,850
LEENO Industrial 058470+3.7%56,400

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6. Semiconductor Materials & Components (recurred after 7 days)

StockChangeCloseLeader
ISC 095340+9.8%88,200
Semcns 252990+8.7%6,840★
Hana Materials 166090+7.7%40,600
FNS Tech 083500+7.2%13,380
Protec Mems Technology 147760+4.6%3,205
Tiger Elec 219130+4.5%16,150
LTC 170920+4.2%16,430
HVM 295310+3.9%24,000
KPX Chemical 025000+3.8%52,400
HanaMicron 067310+3.5%23,400

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7. Holding Companies (recurred after 4 days)

StockChangeCloseLeader
Hanjinkal 180640+10.7%108,900★
Doosan Bobcat 241560+5.5%57,300
Dong-A Pharmaceutical 000640+4.0%110,200
Dongsung Chemical 102260+3.9%4,320
SK Square 402340+3.8%276,000
Eagon Holdings 039020+3.4%4,385
HD Korea Shipbuilding & Offshore Engineering 009540+3.3%434,000
CoAsia 045970+3.2%5,180
DN Automotive 007340+3.0%23,850
Solborn 035610+2.4%3,850

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8. Modular Housing (2 days running)

StockChangeCloseLeader
Dukshinepc 090410+5.8%1,312
Kumkang Kind 014280+5.1%6,170★
NRB 475230+3.4%12,620
SY 109610+2.5%3,025
Hanshin Construction 004960+1.1%8,460
NatureandEnvironment 043910+1.0%621
Samsung C&T 028260+0.9%218,000
KolonGlobal 003070+0.9%9,190

Closing Thoughts

Ukraine Reconstruction and Construction Equipment are in the same episode, which began on Nov 20 and has lasted 5 days. The next sessions will show whether that streak continues.

Semiconductor Materials & Components came back after a gap of 7 days, and Semcns gained 8.74%. Hanjinkal led Holding Companies with a gain of 10.67% after a gap of 4 days.