Dec 22: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War

December 22, 2025 · #Space & Aerospace (Nuri Rocket, Satellites) #Defense & War #SpaceX #Robotics (Industrial & Collaborative) #Telecom Equipment #Medical AI #AI & Robotics #5G

8 strong themes — 2 running · 6 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +21.6%.

Strong themes8 Top change+21.6% LeaderVitzro Nextech

Average change by strong theme

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+21.6%
Defense & War
+15.1%
SpaceX
+14.9%
Robotics (Industrial & Collaborative)
+14.8%
Telecom Equipment
+12.9%
Medical AI
+10.3%
AI & Robotics
+9.1%
5G
+8.6%

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
Space & Aerospace (Nuri Rocket, Satellites)Vitzro Nextech+30.00%
Defense & WarKencoa Aerospace+29.99%
SpaceXKencoa Aerospace+29.99%
Robotics (Industrial & Collaborative)Keyang Electric Machinery+30.00%
Telecom EquipmentRF Materials+22.61%
Medical AICellumed+29.92%
AI & RoboticsKAON Group+13.26%
5GSensorview+14.12%

Space & Aerospace stocks led the Dec 22 session. Space & Aerospace (Nuri Rocket, Satellites) posted an average change of 21.62%, all 10 of its stocks rose, and its streak reached 3.

Vitzro Nextech led that group with a 30.0% gain, and Kencoa Aerospace rose 29.99%. Kencoa Aerospace also led both SpaceX and Defense & War.

Defense & War came back after a 14-day gap with an average change of 15.11%. SpaceX followed with 14.92%, as headlines pointed to hopes for a SpaceX IPO.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Space & Aerospace (Nuri Rocket, Satellites)3 days running+21.6%10/10Vitzro Nextech
2Defense & Warrecurred after 14 days+15.1%10/10Kencoa Aerospace
3SpaceX3 days running+14.9%10/10Kencoa Aerospace
4Robotics (Industrial & Collaborative)recurred after 7 days+14.8%10/10Keyang Electric Machinery
5Telecom Equipmentrecurred after 12 days+12.9%9/9RF Materials
6Medical AIrecurred after 11 days+10.3%10/10Cellumed
7AI & Roboticsrecurred after 14 days+9.1%9/9KAON Group
85Grecurred after 12 days+8.6%9/9Sensorview

Theme by Theme

1. Space & Aerospace (Nuri Rocket, Satellites) (3 days running)

StockChangeCloseLeader
Vitzro Nextech 488900+30.0%14,430★
Kencoa Aerospace 274090+30.0%15,170
Nara Space Technology 478340+26.8%45,650
HVM 295310+22.2%52,200
Contec 451760+19.6%10,930
Intellian Technologies 189300+19.1%60,500
LK Samyang 225190+18.0%1,621
Fiberpro 368770+17.1%11,420
SeAH Besteel Holdings 001430+16.7%51,300
Innospace 462350+16.6%15,000

2. Defense & War (recurred after 14 days)

StockChangeCloseLeader
Kencoa Aerospace 274090+30.0%15,170★
RF Materials 327260+22.6%26,300
Samhyun 437730+17.6%56,600
Fiberpro 368770+17.1%11,420
Sensorview 321370+14.1%1,261
SatrecInitiative 099320+12.5%65,800
Genohco 361390+10.5%18,110
Green Optics 0015G0+10.2%17,350
i3system 214430+8.6%78,400
Duksanhimetal 077360+7.9%6,260

Related news

3. SpaceX (3 days running)

StockChangeCloseLeader
Kencoa Aerospace 274090+30.0%15,170★
Mirae Asset Venture Investment 100790+30.0%22,200
HVM 295310+22.2%52,200
SeAH Besteel Holdings 001430+16.7%51,300
Sensorview 321370+14.1%1,261
Yjlink 209640+10.2%4,430
Aju IB Investment 027360+9.2%3,685
Sphere 347700+8.1%14,010
NanoTIM 417010+5.9%8,630
LG Energy Solution 373220+2.8%389,500

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4. Robotics (Industrial & Collaborative) (recurred after 7 days)

StockChangeCloseLeader
Keyang Electric Machinery 012200+30.0%3,445★
Hyundai Movex 319400+18.6%16,130
Elensys 264850+17.8%7,420
Samhyun 437730+17.6%56,600
RS Automation 140670+12.8%17,650
SJG Sejong 033530+11.8%10,110
T-Robotics 117730+11.1%20,350
Raon Robotics 232680+10.4%10,270
Everybot 270660+9.7%20,750
Ajinextek 059120+7.7%9,370

Related news

5. Telecom Equipment (recurred after 12 days)

StockChangeCloseLeader
RF Materials 327260+22.6%26,300★
Intellian Technologies 189300+19.1%60,500
Sensorview 321370+14.1%1,261
RFHIC 218410+13.7%36,200
HFR 230240+13.4%13,650
OE Solutions 138080+12.1%14,970
Asia Pacific Satellite lnc 211270+9.3%12,630
Solid 050890+7.2%8,340
Wavice 289930+4.8%8,700

6. Medical AI (recurred after 11 days)

StockChangeCloseLeader
Cellumed 049180+29.9%864★
SELVAS Healthcare 208370+16.0%5,810
JLK 322510+13.0%6,500
Lunit 328130+8.3%43,850
Sphere 347700+8.1%14,010
Vuno 338220+7.3%24,950
SyntekaBio 226330+6.6%4,345
Deepnoid 315640+4.9%3,645
Selvas AI 108860+4.6%12,660
Secern AI 340810+4.2%2,995

7. AI & Robotics (recurred after 14 days)

StockChangeCloseLeader
KAON Group 078890+13.3%6,150★
T-Robotics 117730+11.1%20,350
S2W 488280+10.3%37,600
Everybot 270660+9.7%20,750
Curexo 060280+9.4%13,670
Emro 058970+8.2%38,350
RoboRobo 215100+7.7%7,950
Maum.ai 377480+6.2%18,570
Clobot 466100+5.8%69,100

8. 5G (recurred after 12 days)

StockChangeCloseLeader
Sensorview 321370+14.1%1,261★
RFHIC 218410+13.7%36,200
HFR 230240+13.4%13,650
OE Solutions 138080+12.1%14,970
Solid 050890+7.2%8,340
Wavice 289930+4.8%8,700
KMW 032500+4.2%16,400
OptiCore 380540+4.1%1,937
Samsung Electronics 005930+4.0%110,500

Closing Thoughts

Robotics (Industrial & Collaborative) returned with an average change of 14.75%, led by Keyang Electric Machinery at 30.0%. Headlines tied that move to a supply contract with Hyundai Transys.

Next, watch whether the Space & Aerospace (Nuri Rocket, Satellites) run, now 5 days long since Dec 18, continues. Medical AI (10.29%) and 5G (8.62%) also made the list.