Dec 4: 6 Strong Themes — Construction (Small & Mid Cap), Robotics (Industrial & Collaborative)
6 strong themes — 3 running · 3 recurred. Top: Construction (Small & Mid Cap) +11.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Construction (Small & Mid Cap) | Sangji Construction | +29.99% | |
| Robotics (Industrial & Collaborative) | Hallacast | +17.73% | |
| Auto Parts | Hallacast | +17.73% | |
| AI & Robotics | Hallacast | +17.73% | |
| Smart Factory | Smec | +14.29% | |
| Car Majors | HL Mando | +3.64% |
On 2025-12-04, Construction (Small & Mid Cap) led the strong themes with an average change of 11.66%. All 10 of its stocks rose, and the theme’s streak reached 2 days.
Leader Sangji Construction gained 29.99%. Ilsung Construction rose 29.95% and DongshinEngineering&Construction rose 29.82%.
Robotics (Industrial & Collaborative) came next with an average change of 10.79%, led by Hallacast at 17.73%. Hallacast also led Auto Parts and AI & Robotics.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction (Small & Mid Cap) | 2 days running | +11.7% | 10/10 | Sangji Construction |
| 2 | Robotics (Industrial & Collaborative) | 2 days running | +10.8% | 10/10 | Hallacast |
| 3 | Auto Parts | recurred after 2 days | +8.2% | 10/10 | Hallacast |
| 4 | AI & Robotics | 2 days running | +7.8% | 9/9 | Hallacast |
| 5 | Smart Factory | recurred after 3 days | +6.0% | 9/9 | Smec |
| 6 | Car Majors | recurred after 2 days | +5.2% | 5/5 | HL Mando |
Theme by Theme
1. Construction (Small & Mid Cap) (2 days running)
- Episode: started 2025-12-03, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Sangji Construction 042940 | +30.0% | 9,840 | ★ |
Ilsung Construction 013360 | +29.9% | 1,883 | |
DongshinEngineering&Construction 025950 | +29.8% | 23,250 | |
Hanshin Construction 004960 | +9.9% | 12,140 | |
SGC E&c 016250 | +4.1% | 15,620 | |
Dongbu 005960 | +3.7% | 5,940 | |
Namkwang Engineering & Construction 001260 | +2.6% | 7,740 | |
Kye-ryong Construction Industrial 013580 | +2.5% | 20,200 | |
ShinwonConstruction 017000 | +2.4% | 2,765 | |
Nam Hwa Construction Company 091590 | +1.6% | 3,840 |
2. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2025-12-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hallacast 125490 | +17.7% | 18,330 | ★ |
Wonik Holdings 030530 | +16.1% | 27,750 | |
Smec 099440 | +14.3% | 7,840 | |
Y2 Solution 011690 | +11.2% | 4,505 | |
SJG Sejong 033530 | +10.2% | 10,060 | |
Korea Robot Manufacturing 093640 | +9.2% | 4,040 | |
Doosan Robotics 454910 | +7.8% | 82,700 | |
Intops 049070 | +7.3% | 16,380 | |
PJ Electronics 006140 | +7.1% | 5,560 | |
Pim Korea 448900 | +6.9% | 66,900 |
Related news
- [장중수급포착] 한라캐스트, 외국인 6일 연속 순매수행진… 주가 +18.11% — 뉴스핌 (Korean)
3. Auto Parts (recurred after 2 days)
- Episode: started 2025-12-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hallacast 125490 | +17.7% | 18,330 | ★ |
SJG Sejong 033530 | +10.2% | 10,060 | |
HL Holdings 060980 | +9.0% | 52,200 | |
Hyundai Mobis 012330 | +8.8% | 347,500 | |
Intops 049070 | +7.3% | 16,380 | |
Pim Korea 448900 | +6.9% | 66,900 | |
Keyang Electric Machinery 012200 | +6.6% | 1,510 | |
Hyundai Wia 011210 | +5.8% | 67,200 | |
Unick 011320 | +5.0% | 4,810 | |
LG Innotek 011070 | +4.4% | 283,000 |
Related news
- [장중수급포착] 한라캐스트, 외국인 6일 연속 순매수행진… 주가 +18.11% — 뉴스핌 (Korean)
4. AI & Robotics (2 days running)
- Episode: started 2025-12-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hallacast 125490 | +17.7% | 18,330 | ★ |
Smec 099440 | +14.3% | 7,840 | |
Robotis 108490 | +12.7% | 288,000 | |
LG Electronics 066570 | +5.9% | 94,800 | |
Yujin Robot 056080 | +4.4% | 12,990 | |
S2W 488280 | +4.4% | 30,700 | |
Nota 486990 | +4.2% | 42,500 | |
Clobot 466100 | +3.5% | 44,700 | |
Hyulim ROBOT 090710 | +3.4% | 5,800 |
Related news
- [장중수급포착] 한라캐스트, 외국인 6일 연속 순매수행진… 주가 +18.11% — 뉴스핌 (Korean)
5. Smart Factory (recurred after 3 days)
- Episode: started 2025-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Smec 099440 | +14.3% | 7,840 | ★ |
LG CNS 064400 | +7.0% | 62,900 | |
RS Automation 140670 | +6.7% | 13,920 | |
Zenix Robotics 381620 | +6.5% | 16,300 | |
ISAAC Engineering 351330 | +4.7% | 8,950 | |
SP Systems 317830 | +4.4% | 11,380 | |
MX On 347890 | +3.9% | 6,650 | |
Kornic Automation 391710 | +3.6% | 2,470 | |
Hyulim ROBOT 090710 | +3.4% | 5,800 |
Related news
- 경영권 분쟁 격화…스맥, 18%대 ‘급등’ — 한국경제 (Korean)
- [장중수급포착] 스맥, 외국인/기관 동시 순매수… 주가 +10.79% — 뉴스핌 (Korean)
6. Car Majors (recurred after 2 days)
- Episode: started 2025-12-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Mobis 012330 | +8.8% | 347,500 | |
Hyundai Motor 005380 | +6.4% | 283,500 | |
Hyundai Wia 011210 | +5.8% | 67,200 | |
HL Mando 204320 | +3.6% | 54,100 | ★ |
Kia 000270 | +1.4% | 120,300 |
Closing Thoughts
Construction (Small & Mid Cap) and the two robotics themes each reached a 2-day streak. Auto Parts, Smart Factory and Car Majors returned after gaps of 2 to 3 days.
In Smart Factory, Smec led with 14.29% on volume of 36369935, and news on Dec 3 reported a dispute over control of the company. In Car Majors, all 5 stocks rose and Hyundai Mobis gained 8.76%.