Weekly Theme Wrap (Dec 1 – Dec 5)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +6.1%). Best single day this week: Dec 5, +16.0%.
Average change over the period
Construction (Small & Mid Cap) led the Dec 1 to Dec 5 week with an average change of 13.99%. Its best day was Dec 5, at 16.02%. Sangji Construction and Hanshin Construction led the group.
Semiconductor Equipment was strong on 4 days, more than any other theme. It averaged 6.13% and peaked at 7.33% on Dec 3, led by Iste, Yest, Wonik Holdings and Innotech.
Robotics (Industrial & Collaborative) averaged 9.36%, with a best day of 10.79% on Dec 4. Hallacast also led in Auto Parts and AI & Robotics.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +6.1% | 2025-12-03 (+7.3%) | recurred | Iste, Yest, Wonik Holdings |
| Construction (Small & Mid Cap) | 3d | +14.0% | 2025-12-05 (+16.0%) | running | Sangji Construction, Hanshin Construction |
| Robotics (Industrial & Collaborative) | 3d | +9.4% | 2025-12-04 (+10.8%) | running | Smec, CP System, Hallacast |
| Auto Parts | 3d | +8.1% | 2025-12-05 (+9.5%) | running | Neotechnicalsystem, Pim Korea, Hallacast |
| AI & Robotics | 3d | +7.7% | 2025-12-03 (+9.8%) | running | KohYoungTechnology, Smec, Hallacast |
| Nuclear | 3d | +7.2% | 2025-12-05 (+10.3%) | recurred | Samyoung M-tek C0, Woojin, Taewoong |
| Car Majors | 3d | +5.2% | 2025-12-05 (+5.5%) | running | HL Mando, KG Mobility |
| HBM (High Bandwidth Memory) | 3d | +3.8% | 2025-12-05 (+4.6%) | recurred | KohYoungTechnology, Yest |
| Semiconductor Majors (Fabrication) | 3d | +1.6% | 2025-12-02 (+2.4%) | recurred | DB HiTek, SK hynix, Samsung Electronics |
| EV | 2d | +6.4% | 2025-12-03 (+7.4%) | recurred | HL Mando, Nuin Tek |
Related News by Theme
- Robotics (Industrial & Collaborative) (2025-12-04) [장중수급포착] 한라캐스트, 외국인 6일 연속 순매수행진… 주가 +18.11% — 뉴스핌 (Korean)
- AI & Robotics (2025-12-03) [ET특징주]스맥, 최영섭 대표 지분 확대에 상승세 — 전자신문 (Korean)
What to Watch Next Week
Nuclear posted a 10.28% best day on Dec 5, and Auto Parts hit 9.5% the same day. Whether that Dec 5 momentum carries into next week is the open question.
Chip majors lagged: Semiconductor Majors (Fabrication) averaged 1.6%, against 3.75% for HBM (High Bandwidth Memory). The gap with equipment names is one to track.
Theme heatmap
| 12-01 | 12-02 | 12-03 | 12-04 | 12-05 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +6.7 | +5.6 | +7.3 | +4.9 | |
| Construction (Small & Mid Cap) | +14.3 | +11.7 | +16.0 | ||
| Robotics (Industrial & Collaborative) | +9.0 | +8.3 | +10.8 | ||
| Auto Parts | +6.7 | +8.2 | +9.5 | ||
| AI & Robotics | +5.4 | +9.8 | +7.8 | ||
| Nuclear | +4.9 | +6.5 | +10.3 | ||
| Car Majors | +5.0 | +5.2 | +5.5 | ||
| HBM (High Bandwidth Memory) | +4.2 | +2.4 | +4.6 | ||
| Semiconductor Majors (Fabrication) | +1.1 | +2.4 | +1.4 | ||
| EV | +5.4 | +7.4 |