Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma

December 11, 2025 · #Construction (Small & Mid Cap) #Pharma #Medical AI #Cement & Ready-Mix Concrete #Medical Devices #GLP-1 & Obesity Drugs #Space & Aerospace (Nuri Rocket, Satellites) #Ukraine Reconstruction

8 strong themes — 2 running · 6 recurred. Top: Construction (Small & Mid Cap) +11.4%.

Strong themes8 Top change+11.4% LeaderShinwonConstruction

Average change by strong theme

Average change of member stocks, by theme · descending
Construction (Small & Mid Cap)
+11.4%
Pharma
+8.1%
Medical AI
+7.5%
Cement & Ready-Mix Concrete
+6.8%
Medical Devices
+6.6%
GLP-1 & Obesity Drugs
+6.0%
Space & Aerospace (Nuri Rocket, Satellites)
+4.8%
Ukraine Reconstruction
+3.8%

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
Construction (Small & Mid Cap)ShinwonConstruction+30.00%
PharmaIl Dong Pharmaceutical+24.62%
Medical AIDreamCIS+12.03%
Cement & Ready-Mix ConcreteSAMPYO Cement+29.94%
Medical DevicesJLK+9.01%
GLP-1 & Obesity DrugsIl Dong Pharmaceutical+24.62%
Space & Aerospace (Nuri Rocket, Satellites)Sphere+17.04%
Ukraine ReconstructionHD Construction Equipment+5.81%

On Dec 11, Construction (Small & Mid Cap) led with an average change of 11.36%, and all 10 of its stocks closed higher. ShinwonConstruction topped the group at 30.0%.

Pharma came next with an average change of 8.1%. Il Dong Pharmaceutical led at 24.62%, and same-day news linked the move to a Pfizer GLP-1 deal.

Cement & Ready-Mix Concrete returned after a 498-day gap, with an average change of 6.83%. SAMPYO Cement led the group with a gain of 29.94%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Construction (Small & Mid Cap)recurred after 6 days+11.4%10/10ShinwonConstruction
2Pharmarecurred after 2 days+8.1%10/10Il Dong Pharmaceutical
3Medical AIrecurred after 30 days+7.5%9/9DreamCIS
4Cement & Ready-Mix Concreterecurred after 498 days+6.8%10/10SAMPYO Cement
5Medical Devicesrecurred after 13 days+6.6%10/10JLK
6GLP-1 & Obesity Drugs2 days running+6.0%10/10Il Dong Pharmaceutical
7Space & Aerospace (Nuri Rocket, Satellites)recurred after 3 days+4.8%10/10Sphere
8Ukraine Reconstruction2 days running+3.8%10/10HD Construction Equipment

Theme by Theme

1. Construction (Small & Mid Cap) (recurred after 6 days)

StockChangeCloseLeader
ShinwonConstruction 017000+30.0%3,835★
Sangji Construction 042940+18.6%13,550
Ilsung Construction 013360+15.4%2,590
KD 044180+13.6%670
Hanshin Construction 004960+13.3%11,380
Is Dongseo 010780+5.5%22,050
Taeyoung Engineering & Construction 009410+5.2%1,794
Namkwang Engineering & Construction 001260+4.2%8,580
KUMHO Engineering & Construction 002990+4.1%4,200
Woowon Development 046940+3.7%3,325

Related news

2. Pharma (recurred after 2 days)

StockChangeCloseLeader
Il Dong Pharmaceutical 249420+24.6%40,500★
GC Biopharma 006280+11.8%151,100
Samsung Pharmaceutical 001360+9.4%1,920
Keeps Biopharma 256940+8.3%11,590
PharmGen Science 004720+5.6%4,345
Myungmoon Pharm 017180+4.8%1,887
Wsi 299170+4.7%2,430
Shinpoong Pharmaceutical 019170+4.0%15,340
Theragen Etex 066700+3.9%2,940
Hanmi Pharm 128940+3.8%450,000

Related news

3. Medical AI (recurred after 30 days)

StockChangeCloseLeader
Sphere 347700+17.0%9,480
DreamCIS 223250+12.0%5,680★
JLK 322510+9.0%4,720
Coreline Soft 384470+8.0%4,065
SELVAS Healthcare 208370+5.9%5,950
Deepnoid 315640+5.8%3,910
Gencurix 229000+3.9%1,607
Bistos 419540+3.1%1,157
LabGenomics 084650+2.6%2,155

Related news

4. Cement & Ready-Mix Concrete (recurred after 498 days)

StockChangeCloseLeader
SAMPYO Cement 038500+29.9%4,145★
Mohenz 006920+9.9%3,055
Hanilcement 300720+8.5%20,200
Sungshin Cement 004980+5.0%10,150
Asia Cement 183190+4.9%12,420
Kangdong C&L 198440+4.7%1,119
Cenit 037760+1.9%1,688
Eugene 023410+1.6%3,565
Busan Industrial 011390+1.0%78,000
SeoSan 079650+0.9%1,420

Related news

5. Medical Devices (recurred after 13 days)

StockChangeCloseLeader
JLK 322510+9.0%4,720★
Biodyne 314930+8.7%16,310
Coreline Soft 384470+8.0%4,065
InBody 041830+7.0%33,750
T&R Biofab 246710+6.0%3,265
SELVAS Healthcare 208370+5.9%5,950
Deepnoid 315640+5.8%3,910
Classys 214150+5.5%59,800
P&S Robotics 460940+5.2%12,110
Samyang Biopharm 0120G0+5.1%65,400

6. GLP-1 & Obesity Drugs (2 days running)

StockChangeCloseLeader
Il Dong Pharmaceutical 249420+24.6%40,500★
OliX Pharmaceuticals 226950+5.7%140,200
Nibec 138610+4.7%50,600
Raphas 214260+4.6%13,350
Hanmi Pharm 128940+3.8%450,000
BNC Korea 256840+3.7%5,650
KoBioLabs 348150+3.6%6,330
Dong-a ST 170900+3.6%57,800
Daewoong Pharma 069620+3.0%193,000
Nexturn&rollkorea 089140+2.4%2,350

Related news

7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 3 days)

StockChangeCloseLeader
Sphere 347700+17.0%9,480★
HVM 295310+4.5%27,800
Innospace 462350+4.3%9,720
Kencoa Aerospace 274090+4.3%10,270
SatrecInitiative 099320+4.0%51,500
Duksanhimetal 077360+3.7%5,920
Fiberpro 368770+3.3%8,140
Vitzro Tech 042370+2.7%8,800
LK Samyang 225190+2.4%1,210
Hanyang Eng 045100+2.2%21,200

8. Ukraine Reconstruction (2 days running)

StockChangeCloseLeader
Nousbo 332290+6.0%1,370
HD Construction Equipment 267270+5.8%105,600★
Haein 003010+5.3%5,530
HD Hyundai Infracore 042670+4.7%16,430
SY Steel Tech 365330+3.6%3,465
SY 109610+2.8%3,105
FreeMs 053160+2.8%7,440
Hyundai Engineering & Construction 000720+2.5%73,600
DAEMO Engineering 317850+2.3%8,300
Hyundai 011760+2.3%22,000

Closing Thoughts

GLP-1 & Obesity Drugs and Ukraine Reconstruction were the only themes rising for a second straight day, averaging 5.96% and 3.82%. The next session will show whether either streak runs to a third day.

Medical AI came back after a 30-day gap with an average change of 7.48%, and Sphere rose 17.04%. All eight themes rose across the board, with every listed stock closing higher.