Dec 1: 8 Strong Themes — Battery, Cybersecurity

December 1, 2025 · #Battery #Cybersecurity #Robotics (Industrial & Collaborative) #Pharma #Cancer Immunotherapy #Semiconductor Equipment #EV #AI & Robotics

8 strong themes — 4 running · 4 recurred. Top: Battery +11.8%.

Strong themes8 Top change+11.8% LeaderChemtros

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+11.8%
Cybersecurity
+10.2%
Robotics (Industrial & Collaborative)
+9.0%
Pharma
+8.7%
Cancer Immunotherapy
+6.8%
Semiconductor Equipment
+6.7%
EV
+5.4%
AI & Robotics
+5.4%

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
BatteryChemtros+29.95%
CybersecuritySoftcamp+29.98%
Robotics (Industrial & Collaborative)CP System+15.68%
PharmaIt-chem+28.89%
Cancer ImmunotherapyViGenCell+11.56%
Semiconductor EquipmentWonik Holdings+5.27%
EVHL Mando+9.87%
AI & RoboticsKohYoungTechnology+10.55%

Eight strong themes closed on 2025-12-01 with every listed stock higher. Battery led with an average change of 11.79%, as all 9 of its stocks rose.

Cybersecurity returned after a 40-day gap with an average change of 10.23%. Softcamp jumped 29.98%, leading all 8 stocks in the theme higher.

Robotics (Industrial & Collaborative) and Pharma extended streaks to 2, averaging 9.0% and 8.66%. In Pharma, It-chem gained 28.89%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 4 days+11.8%9/9Chemtros
2Cybersecurityrecurred after 40 days+10.2%8/8Softcamp
3Robotics (Industrial & Collaborative)2 days running+9.0%10/10CP System
4Pharma2 days running+8.7%10/10It-chem
5Cancer Immunotherapyrecurred after 11 days+6.8%9/9ViGenCell
6Semiconductor Equipment3 days running+6.7%9/9Wonik Holdings
7EVrecurred after 4 days+5.4%10/10HL Mando
8AI & Robotics3 days running+5.4%10/10KohYoungTechnology

Theme by Theme

1. Battery (recurred after 4 days)

StockChangeCloseLeader
Chemtros 220260+29.9%5,250★
Fino 033790+18.3%5,290
Soulbrain 357780+12.8%295,500
Ecopro 086520+10.1%93,000
Lemon 294140+9.4%7,180
Lotte Energy Materials 020150+7.7%42,100
Jeio 418550+6.1%7,840
Ecopro BM 247540+6.0%158,900
Intekplus 064290+5.8%14,300

2. Cybersecurity (recurred after 40 days)

StockChangeCloseLeader
Softcamp 258790+30.0%1,682★
Genians 263860+15.1%22,250
CyberOne 356890+13.4%4,570
Ictk 456010+5.5%14,590
Nanocms 247660+5.2%5,440
Hunesion 290270+4.8%3,690
Sands Lab 411080+3.9%7,920
Hanssak 430690+3.9%5,400

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3. Robotics (Industrial & Collaborative) (2 days running)

StockChangeCloseLeader
Woorim Power Train Solution 101170+18.3%9,770
CP System 413630+15.7%4,870★
Pim Korea 448900+12.6%60,000
Hallacast 125490+11.4%15,570
SP Systems 317830+7.0%11,120
Wonik Holdings 030530+5.3%24,950
RS Automation 140670+5.3%14,000
Dae-il 092200+5.2%9,560
Raon Robotics 232680+4.8%8,020
Oneul E&m 192410+4.5%817

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4. Pharma (2 days running)

StockChangeCloseLeader
It-chem 309710+28.9%46,850★
Hanall Biopharma 009420+17.9%55,200
Wsi 299170+8.6%2,465
Cellbion 308430+6.9%24,150
Keeps Biopharma 256940+5.1%10,150
Jeil Pharmaceutical 271980+4.9%15,750
HLB Pharmaceutical 047920+4.0%16,010
Sam Chun Dang Pharm 000250+3.9%225,000
Daewoong Pharma 069620+3.2%182,000
Dae Hwa Pharm 067080+3.2%17,930

5. Cancer Immunotherapy (recurred after 11 days)

StockChangeCloseLeader
Helixmith 084990+15.0%7,200
ViGenCell 308080+11.6%6,850★
AbClon 174900+7.3%41,100
Qurient 115180+6.8%31,200
Eutilex 263050+5.0%1,397
ABL Bio 298380+4.7%196,800
Chabiotech 085660+4.2%14,480
HLB 028300+3.5%48,550
CG Invites 083790+3.2%1,564

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6. Semiconductor Equipment (3 days running)

StockChangeCloseLeader
KohYoungTechnology 098460+10.6%26,200
Asflow 159010+8.9%4,300
Jusung Engineering 036930+7.3%29,350
EO Technics 039030+6.2%273,000
Intekplus 064290+5.8%14,300
PSK 319660+5.4%31,300
Seojin System 178320+5.3%25,700
Wonik Holdings 030530+5.3%24,950★
RS Automation 140670+5.3%14,000

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7. EV (recurred after 4 days)

StockChangeCloseLeader
Samyoung 003720+10.0%7,460
HL Mando 204320+9.9%51,200★
Sungho Electronics 043260+7.3%2,630
SFA Nexel 222080+5.7%7,440
Seojin System 178320+5.3%25,700
Dae-il 092200+5.2%9,560
GMB Korea 013870+3.0%3,935
HanJungNCS 107640+2.9%48,500
SY Dong-a 041930+2.7%6,540
L&F 066970+2.3%128,100

8. AI & Robotics (3 days running)

StockChangeCloseLeader
Hallacast 125490+11.4%15,570
KohYoungTechnology 098460+10.6%26,200★
Wsi 299170+8.6%2,465
Datasolution 263800+3.8%5,190
Obzen 417860+3.8%13,990
Saltlux 304100+3.8%30,450
Curexo 060280+3.4%12,340
WISEnut 096250+3.1%12,660
Twim 290090+2.8%7,600
LaonPeople 300120+2.7%2,095

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Closing Thoughts

Semiconductor Equipment and AI & Robotics are on a streak of 3, the longest in the set. The Semiconductor Equipment episode runs from 2025-11-27 to 2025-12-03.

Battery, Cancer Immunotherapy and EV each show a streak of 1. A second session would show whether these recurrences become runs.