Dec 12: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Nuclear

December 12, 2025 · #Space & Aerospace (Nuri Rocket, Satellites) #Nuclear #Shipbuilding Equipment #Autonomous Driving #System Semiconductors #Ukraine Reconstruction #Hydrogen (Fuel Cells, Vehicles) #Semiconductor Equipment

8 strong themes — 2 running · 6 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +14.5%.

Strong themes8 Top change+14.5% LeaderSphere

Average change by strong theme

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+14.5%
Nuclear
+9.4%
Shipbuilding Equipment
+6.7%
Autonomous Driving
+6.2%
System Semiconductors
+4.9%
Ukraine Reconstruction
+4.5%
Hydrogen (Fuel Cells, Vehicles)
+4.1%
Semiconductor Equipment
+3.3%

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
Space & Aerospace (Nuri Rocket, Satellites)Sphere+19.83%
NuclearBhi+21.82%
Shipbuilding EquipmentKS Industry+17.69%
Autonomous DrivingDasan DMC+9.62%
System SemiconductorsNextchip+10.34%
Ukraine ReconstructionSG+7.66%
Hydrogen (Fuel Cells, Vehicles)THN+4.75%
Semiconductor EquipmentKoses+3.60%

On Dec 12, Space & Aerospace (Nuri Rocket, Satellites) led the session with an average change of 14.53%, and all 10 of its stocks rose. It was the theme’s second straight day on the list.

SeAH Besteel Holdings had the theme’s biggest gain at 29.9%, and theme leader Sphere rose 19.83%. Hanwha Systems added 10.51%.

Nuclear came back after a 7-day gap with an average change of 9.44%, led by Bhi at 21.82%. Every stock rose in all eight themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Space & Aerospace (Nuri Rocket, Satellites)2 days running+14.5%10/10Sphere
2Nuclearrecurred after 7 days+9.4%10/10Bhi
3Shipbuilding Equipmentrecurred after 3 days+6.7%10/10KS Industry
4Autonomous Drivingrecurred after 4 days+6.2%10/10Dasan DMC
5System Semiconductorsrecurred after 7 days+4.9%10/10Nextchip
6Ukraine Reconstruction3 days running+4.5%10/10SG
7Hydrogen (Fuel Cells, Vehicles)recurred after 9 days+4.1%10/10THN
8Semiconductor Equipmentrecurred after 4 days+3.3%9/9Koses

Theme by Theme

1. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)

StockChangeCloseLeader
SeAH Besteel Holdings 001430+29.9%44,750
Sphere 347700+19.8%11,360★
HVM 295310+18.0%32,800
Taewoong 044490+16.6%29,900
Innospace 462350+12.8%10,960
SatrecInitiative 099320+12.6%58,000
Vitzro Nextech 488900+10.8%10,200
Hanwha Systems 272210+10.5%53,100
Vitzro Tech 042370+7.4%9,450
Kencoa Aerospace 274090+7.0%10,990

2. Nuclear (recurred after 7 days)

StockChangeCloseLeader
Bhi 083650+21.8%64,200★
Taewoong 044490+16.6%29,900
Orbitech 046120+11.8%4,500
Taihan Cable & Solution 001440+7.6%24,000
Woojin 105840+6.9%21,650
Bosung Power Technology 006910+6.8%5,650
SNTEnergy 100840+6.7%43,300
Hyundai Engineering & Construction 000720+6.0%78,000
DL E&c 375500+5.2%45,100
GS Engineering & Construction 006360+4.9%20,600

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3. Shipbuilding Equipment (recurred after 3 days)

StockChangeCloseLeader
KS Industry 101000+17.7%845★
Taewoong 044490+16.6%29,900
SK oceanplant 100090+6.7%19,940
Bumhan Fuel Cell 382900+4.8%30,250
Il Seung 333430+4.1%6,390
STX Engine 077970+3.8%38,450
Hanla IMS 092460+3.5%18,100
Dongsung Finetec 033500+3.3%26,500
Dongbang Ship Machinery 099410+3.3%4,840
Cape Industries 064820+2.8%10,600

4. Autonomous Driving (recurred after 4 days)

StockChangeCloseLeader
Yujin Robot 056080+14.0%16,920
Nextchip 396270+10.3%4,535
Dasan DMC 208860+9.6%1,425★
KG Mobility 003620+7.3%3,680
Hyundai Mobis 012330+4.7%377,500
Hallacast 125490+4.4%17,960
Sos Lab 464080+4.0%11,590
Unitrontech 142210+3.0%6,460
Dreamtech 192650+2.5%7,230
KT 030200+2.5%52,600

5. System Semiconductors (recurred after 7 days)

StockChangeCloseLeader
Nextchip 396270+10.3%4,535★
Mdevice 226590+8.8%13,790
Dongwoon Anatech 094170+6.6%29,000
Sapien Semiconductors 452430+5.5%35,650
Ictk 456010+4.8%15,400
Nepes 033640+3.3%17,630
Alt 172670+2.9%10,050
Quality Reliability Technology 405100+2.8%15,270
Di 003160+2.2%21,250
Imagis 115610+1.7%1,172

6. Ukraine Reconstruction (3 days running)

StockChangeCloseLeader
SG 255220+7.7%2,740★
Hyundai Engineering & Construction 000720+6.0%78,000
Daedong 000490+5.5%10,160
SC Engineering 023960+5.0%1,260
TYM 002900+4.7%6,630
SY Steel Tech 365330+3.6%3,590
DaedongGear 008830+3.4%17,840
Hyundai 011760+3.2%22,700
HD Hyundai Infracore 042670+3.1%16,940
Firstec 010820+2.7%3,955

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7. Hydrogen (Fuel Cells, Vehicles) (recurred after 9 days)

StockChangeCloseLeader
Doosan Fuel Cell 336260+5.8%32,100
Bumhan Fuel Cell 382900+4.8%30,250
THN 019180+4.8%7,500★
Mi 059090+4.5%14,300
Hyundai-Rotem 064350+4.0%186,400
Jinsung T.e.c 036890+3.7%14,000
Woniltni 136150+3.6%19,950
Hyundai Steel Company 004020+3.6%31,650
Iljin Hysolus 271940+3.3%15,020
SNT Motiv 064960+3.2%35,300

8. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
SUNGDO Engineering & Construction 037350+5.8%6,610
Robostar 090360+5.5%82,100
RS Automation 140670+4.0%14,870
Koses 089890+3.6%25,900★
Laserssel 412350+2.2%2,050
Russell 217500+2.2%2,065
Di 003160+2.2%21,250
GigaVis 420770+2.1%33,500
UniTest 086390+2.1%14,550

Closing Thoughts

Ukraine Reconstruction extended its streak to 3 days, led by SG at 7.66%. Space & Aerospace (Nuri Rocket, Satellites) has a 2-day streak. The next sessions will show whether either run continues.

Taewoong was listed in three themes and rose 16.57%. Hydrogen (Fuel Cells, Vehicles) and Semiconductor Equipment had smaller average changes of 4.13% and 3.31%.