Weekly Theme Wrap (Dec 8 – Dec 12)

December 12, 2025 · #Space & Aerospace (Nuri Rocket, Satellites) #Ukraine Reconstruction #Construction Equipment #Battery #Autonomous Driving #Pharma #GLP-1 & Obesity Drugs #Shipbuilding Equipment #Semiconductor Equipment #Glass Substrates

5 trading days · top 10 themes — most persistent is Space & Aerospace (Nuri Rocket, Satellites) at 3 days (weekly avg. +8.6%). Best single day this week: Dec 12, +14.5%.

Trading days5d Most days strong3d weekly avg.+8.6% LeaderSphere

Average change over the period

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+8.6%
Ukraine Reconstruction
+3.8%
Construction Equipment
+2.7%
Battery
+10.6%
Autonomous Driving
+9.0%
Pharma
+7.0%
GLP-1 & Obesity Drugs
+6.2%
Shipbuilding Equipment
+6.0%
Semiconductor Equipment
+5.3%
Glass Substrates
+4.2%

Space & Aerospace (Nuri Rocket, Satellites) led the week of Dec 8 to Dec 12, staying strong for 3 days. Its best day came on Dec 12, with a change of 14.53% led by Sphere.

Battery posted the week’s highest average change of 10.63%, with a best day of 12.56% on Dec 8. Innometry and Chemtros led the theme.

Autonomous Driving posted an average change of 9.02%, led by Dasan DMC and Autocrypt. Il Dong Pharmaceutical led both Pharma and GLP-1 & Obesity Drugs, averaging 6.98% and 6.2%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Space & Aerospace (Nuri Rocket, Satellites)3d+8.6%2025-12-12 (+14.5%)runningSphere
Ukraine Reconstruction3d+3.8%2025-12-12 (+4.5%)runningHD Construction Equipment, SG, Seoam Machinery Industry
Construction Equipment3d+2.7%2025-12-12 (+3.0%)runningHD Construction Equipment, Doosan Bobcat, HD Hyundai Infracore
Battery2d+10.6%2025-12-08 (+12.6%)recurredInnometry, Chemtros
Autonomous Driving2d+9.0%2025-12-08 (+11.8%)recurredDasan DMC, Autocrypt
Pharma2d+7.0%2025-12-11 (+8.1%)recurredSamsung Pharmaceutical, Il Dong Pharmaceutical
GLP-1 & Obesity Drugs2d+6.2%2025-12-10 (+6.4%)runningIl Dong Pharmaceutical
Shipbuilding Equipment2d+6.0%2025-12-12 (+6.7%)recurredKS Industry, Samyoung M-tek C0
Semiconductor Equipment2d+5.3%2025-12-08 (+7.2%)recurredKoses, Pamtek
Glass Substrates2d+4.2%2025-12-10 (+4.7%)runningInnometry

What to Watch Next Week

Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction and Construction Equipment all peaked on Dec 12. Whether that late strength carries over is the open question.

Innometry appeared among the leaders of both Battery and Glass Substrates. SG featured in Dec 12 news on Ukraine reconstruction and global infrastructure demand.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
12-0812-0912-1012-1112-12
Space & Aerospace (Nuri Rocket, Satellites)+6.5+4.8+14.5
Ukraine Reconstruction+2.9+3.8+4.5
Construction Equipment+2.1+2.9+3.0
Battery+12.6+8.7
Autonomous Driving+11.8+6.2
Pharma+5.9+8.1
GLP-1 & Obesity Drugs+6.4+6.0
Shipbuilding Equipment+5.4+6.7
Semiconductor Equipment+7.2+3.3
Glass Substrates+3.7+4.7
Down UpBlank = not in that day's strong list