HD Korea Shipbuilding & Offshore Engineering · 009540
- Nov 2: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Jul 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 27 – Jul 31)
- Jul 30: 8 Strong Themes — Construction (Small & Mid Cap), Battery
- Jul 16: 8 Strong Themes — Japan Boycott Beneficiaries, Pharma
- Weekly Theme Wrap (Jun 15 – Jun 19)
- Jun 10: 7 Strong Themes — Shipbuilding Equipment, Solar
- May 26: 8 Strong Themes — Quantum Cryptography & Computing, MLCC (Multilayer Ceramic Capacitors)
- Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components
- Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance
- Jan 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Jan 9: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Jan 8: 8 Strong Themes — Auto Parts, Defense & War
- Jan 7: 5 Strong Themes — Autonomous Driving, Rare Earths & Rare Metals
- Dec 23: 6 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Dec 9: 8 Strong Themes — Cancer Immunotherapy, Wind
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Oct 27: 8 Strong Themes — Pharma, Holding Companies
- Oct 22: 8 Strong Themes — Battery, Petrochemicals
- Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Sep 1: 4 Strong Themes — Superconductors, Shipbuilding
- Aug 28: 5 Strong Themes — Holding Companies, Shipbuilding Equipment
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Aug 21: 8 Strong Themes — Nuclear, Auto Parts
- Aug 13: 8 Strong Themes — OLED Displays, Semiconductor Equipment
- Aug 7: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Aug 5: 8 Strong Themes — Battery, EV
- Jul 31: 8 Strong Themes — Inter-Korean Economic Cooperation, Beauty & Cosmetics
- Jul 21: 8 Strong Themes — Lithium, Battery
- Jul 17: 4 Strong Themes — Pharma, GLP-1 & Obesity Drugs
- May 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 26 – May 30)
- Apr 2025 Theme Wrap — The Monthly Theme Map
- Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment
- Apr 24: 8 Strong Themes — GLP-1 & Obesity Drugs, Beauty & Cosmetics
- Weekly Theme Wrap (Apr 7 – Apr 11)
- Apr 11: 8 Strong Themes — Webtoons, Media & Content
- Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital
- Apr 9: 4 Strong Themes — Steel Pipe, Korea-Russia Gas Pipeline
- Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung)
- Mar 18: 8 Strong Themes — Medical AI, Pharma
- Mar 13: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 12: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 11: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 10: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 7: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)
- Mar 4: 8 Strong Themes — Defense & War, Shipbuilding
- Feb 25: 8 Strong Themes — Fashion & Clothing, Quantum Cryptography & Computing
- Feb 19: 8 Strong Themes — Battery, Semiconductor Equipment
- Feb 12: 6 Strong Themes — Defense & War, Venture Capital
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Jan 31: 8 Strong Themes — Robotics (Industrial & Collaborative), ChatGPT & AI Chatbots
- Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Jan 15: 8 Strong Themes — Quantum Cryptography, Shipbuilding Equipment
- Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Dec 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment
- Dec 23: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Dec 18: 8 Strong Themes — Auto Parts, Autonomous Driving
- Dec 17: 8 Strong Themes — Carbon Emission Credits, Semiconductor Equipment
- Nov 20: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 7: 7 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Telecom Equipment
- Oct 15: 8 Strong Themes — Animal Feed, Quantum Cryptography
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Sep 30: 8 Strong Themes — Beauty & Cosmetics, Korea-Listed Chinese Companies
- Weekly Theme Wrap (Sep 19 – Sep 20)
- Sep 19: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Autonomous Driving
- Weekly Theme Wrap (Aug 5 – Aug 9)
- Aug 8: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Aug 6: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Defense & War
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 22 – Jul 26)
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Weekly Theme Wrap (Jul 15 – Jul 19)
- Jul 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS)
- Jun 24: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Weekly Theme Wrap (Jun 17 – Jun 21)
- Jun 21: 6 Strong Themes — Beauty & Cosmetics, Power Equipment
- May 24: 7 Strong Themes — Power Equipment, Food
- May 13: 8 Strong Themes — Electric Cables, Nuclear
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 23: 8 Strong Themes — Solar, Defense & War
- Apr 18: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Apr 15: 8 Strong Themes — Electric Cables, Metals (Non-Ferrous)
- Apr 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Mar 14: 8 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Mar 11: 8 Strong Themes — Political Ties (Cho Kuk), Battery
- Feb 27: 4 Strong Themes — HBM (High Bandwidth Memory), Shipbuilding
- Dec 28: 7 Strong Themes — Auto Parts, Political Ties (Han Dong-hoon)
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- Nov 22: 4 Strong Themes — Shipping, Shipbuilding
- Nov 20: 8 Strong Themes — Employment & Recruiting, Food
- Oct 25: 8 Strong Themes — Beauty & Cosmetics, Pharma
- Aug 28: 8 Strong Themes — Nuclear, AI & Robotics
- Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
- Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction
- Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food
- Jun 12: 8 Strong Themes — Battery, Food
- Jun 5: 8 Strong Themes — Lithium, Auto Parts
- Weekly Theme Wrap (May 22 – May 26)
- May 22: 8 Strong Themes — Ukraine Reconstruction, Food
- May 18: 8 Strong Themes — EV, OLED Displays
- May 15: 6 Strong Themes — Tires, System Semiconductors
- Weekly Theme Wrap (May 8 – May 12)
- May 9: 8 Strong Themes — Natural Gas Utilities, Food
- Apr 28: 8 Strong Themes — Mobile Games, Games
- Apr 20: 7 Strong Themes — Defense & War, Animal Feed
- Apr 19: 8 Strong Themes — Battery, Beauty & Cosmetics
- Mar 31: 8 Strong Themes — Nuclear, Auto Parts
- Mar 28: 8 Strong Themes — OLED Displays, PCB & Flexible PCB
- Feb 2023 Theme Wrap — The Monthly Theme Map
- Feb 13: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Feb 10: 8 Strong Themes — Botulinum Toxin, Beauty & Cosmetics
- Feb 3: 7 Strong Themes — Apple Pay, Metaverse & VR
- Jan 31: 8 Strong Themes — AI & Robotics, Political Ties (Ahn Cheol-soo)
- Weekly Theme Wrap (Dec 19 – Dec 23)
- Dec 21: 6 Strong Themes — Medical Devices, Media & Content
- Nov 25: 8 Strong Themes — Battery, Ukraine Reconstruction (Related)
- Nov 16: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear
- Weekly Theme Wrap (Oct 4 – Oct 7)
- Sep 21: 8 Strong Themes — Autonomous Driving, Agriculture
- Aug 23: 8 Strong Themes — Shipbuilding Equipment, Wind
- Jul 18: 8 Strong Themes — Shipbuilding Equipment, Cannabis
- Jun 17: 7 Strong Themes — Monkeypox, Battery / EV
- Jun 8: 8 Strong Themes — Power Equipment, Hydrogen (Fuel Cells, Vehicles)
- Jun 7: 8 Strong Themes — Solar, Defense & War
- May 31: 8 Strong Themes — Korea-Listed Chinese Companies, Solar / Wind
- Apr 15: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap)
- Apr 11: 8 Strong Themes — Resource Development, Fertilizers / Animal Feed / Agriculture
- Feb 23: 8 Strong Themes — Shipbuilding Equipment, Korea-Russia Gas Pipeline
- Jan 10: 7 Strong Themes — Nuclear, Property & Casualty Insurance / Life Insurance
- Jan 4: 8 Strong Themes — AI & Robotics, Cement & Ready-Mix Concrete
- Oct 25: 8 Strong Themes — Nuclear, Vaccine Passports
- Sep 10: 7 Strong Themes — Wireless Charging, Construction / Remodeling & Interiors / Paint
- Aug 23: 8 Strong Themes — Political Ties (Hong Joon-pyo), CCTV & DVR
- Jul 21: 5 Strong Themes — Digital Health & Telehealth, COVID (Diagnostics, Treatments, Vaccines)
- Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung)
- Jun 21: 6 Strong Themes — Political Ties (Choi Jae-hyung), COVID (Diagnostics, Treatments, Vaccines)
- May 17: 6 Strong Themes — mRNA, Baby & Birth Rate
- Apr 2021 Theme Wrap — The Monthly Theme Map
- Apr 30: 6 Strong Themes — Shipbuilding / Shipbuilding Equipment, Fashion & Clothing
- Apr 29: 8 Strong Themes — Integrated Logistics, Steel Majors / Steel (Small & Mid Cap)
- Apr 26: 8 Strong Themes — Pfizer, Cold Chain Logistics
- Apr 12: 7 Strong Themes — COVID (Diagnostics), Battery / EV
- Mar 26: 8 Strong Themes — Cement & Ready-Mix Concrete, Integrated Logistics
- Mar 15: 8 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Mar 9: 7 Strong Themes — Crypto & Bitcoin, Political Ties (Lee Jae-myung)
- Mar 8: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Steel Majors / Steel (Small & Mid Cap)
- Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung)
- Feb 23: 4 Strong Themes — Currency & ATM Systems (incl. CBDC), Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution
- Feb 15: 8 Strong Themes — Integrated Logistics, Corrugated Board / Paper
- Feb 8: 4 Strong Themes — Crypto & Bitcoin, Wind
- Jan 25: 7 Strong Themes — AI & Robotics, Autonomous Driving
- Jan 5: 5 Strong Themes — Integrated Logistics, Shipping
- Dec 11: 8 Strong Themes — Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines)
- Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment
- Nov 10: 7 Strong Themes — Pfizer, Oil Refining
- Nov 9: 7 Strong Themes — Shipping / Shipbuilding / Shipbuilding Equipment, Wind / Solar / Battery / Hydrogen
- Sep 25: 4 Strong Themes — North Korea, Battery / EV
- Aug 25: 7 Strong Themes — COVID (Plasma Therapy), EV / Battery
- Aug 11: 5 Strong Themes — Four Major Rivers Restoration, 5G / Telecom Equipment
- Jun 2: 5 Strong Themes — Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas), Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
- May 2020 Theme Wrap — The Monthly Theme Map
- May 27: 8 Strong Themes — Rare Earths & Rare Metals, Solar
- May 26: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), North Korea
- May 25: 5 Strong Themes — Cybersecurity, Battery / EV
- May 19: 7 Strong Themes — Car Majors / Auto Parts, Hydrogen (Fuel Cells, Vehicles)
- Apr 2020 Theme Wrap — The Monthly Theme Map
- Apr 29: 8 Strong Themes — Securities Brokers, New Airport
- Mar 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 16 – Mar 20)
- Mar 20: 7 Strong Themes — iPhone Supply Chain, Crypto & Bitcoin
- Weekly Theme Wrap (Feb 3 – Feb 7)
- Feb 6: 5 Strong Themes — Shipbuilding, Hydrogen / EV
- Nov 26: 5 Strong Themes — Camera Modules & Parts, Semiconductors
- Oct 8: 2 Strong Themes — Cannabis, Shipbuilding
- Sep 2019 Theme Wrap — The Monthly Theme Map
- Sep 6: 1 Strong Theme — Shipbuilding
- Aug 19: 3 Strong Themes — Seafood & Fishing, Shipbuilding
- Apr 23: 2 Strong Themes — LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding, System Semiconductors
- Feb 21: 2 Strong Themes — Cybersecurity / Blockchain, Shipbuilding
- Jan 28: 1 Strong Theme — Shipbuilding
- Jan 18: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Games / Mobile Games
- Jan 3: 3 Strong Themes — North Korea, Games / Mobile Games
- Dec 27: 3 Strong Themes — China Consumer, North Korea
- Nov 28: 4 Strong Themes — 5G / Telecom Equipment, Fourth Mobile Carrier
- Nov 12: 3 Strong Themes — Flexible Displays / OLED Displays / Foldable Phones, Property & Casualty Insurance
- Nov 6: 3 Strong Themes — Shipbuilding, Airlines & Low-Cost Carriers
- Oct 15: 4 Strong Themes — Air Purifiers / Yellow Dust & Fine Particulates, North Korea
- Sep 6: 3 Strong Themes — Afforestation, Car Majors
- Aug 20: 1 Strong Theme — Shipbuilding
- Jul 23: 2 Strong Themes — Shipbuilding, Car Majors
- Jul 6: 4 Strong Themes — Beauty & Cosmetics, Car Majors
- May 31: 4 Strong Themes — North Korea, Beauty & Cosmetics
- May 4: 4 Strong Themes — Afforestation, Beauty & Cosmetics
- Apr 26: 2 Strong Themes — Shipbuilding, Semiconductor Majors (Fabrication)
- Apr 12: 1 Strong Theme — Shipbuilding
- Apr 5: 6 Strong Themes — Shipbuilding Equipment, Shipping
- Mar 8: 1 Strong Theme — Shipbuilding
- Mar 6: 5 Strong Themes — EV / Battery, Shipbuilding
- Jan 23: 5 Strong Themes — Crypto & Bitcoin, Securities Brokers
- Dec 5: 5 Strong Themes — Steel (Small & Mid Cap), Fourth Industrial Revolution
- Oct 11: 2 Strong Themes — Fourth Industrial Revolution, Shipbuilding
- Sep 26: 2 Strong Themes — Shipbuilding, Games
- Sep 19: 2 Strong Themes — Shipbuilding, Steel Majors
- Jun 13: 1 Strong Theme — Shipbuilding
- May 23: 3 Strong Themes — Securities Brokers, Shipbuilding
- Mar 16: 5 Strong Themes — Autonomous Driving, Shipbuilding
- Feb 21: 2 Strong Themes — Shipbuilding, Securities Brokers
- Dec 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
- Dec 1: 5 Strong Themes — Currency & ATM Systems (incl. CBDC), Shipbuilding
- Jul 28: 1 Strong Theme — Shipbuilding
- Jun 3: 2 Strong Themes — Zika Virus, Shipbuilding
- May 26: 7 Strong Themes — Political Ties (Ban Ki-moon), CCTV & DVR
- May 12: 2 Strong Themes — Cement & Ready-Mix Concrete, Shipbuilding
- Apr 26: 2 Strong Themes — Zika Virus, Shipbuilding
- Oct 12: 2 Strong Themes — Securities Brokers, Shipbuilding
- Jul 21: 2 Strong Themes — Shipbuilding, Car Majors
- Jun 22: 3 Strong Themes — Airlines, Casinos
- May 19: 3 Strong Themes — Infant & Child Products, Vaccines, Diagnostics & Epidemic Control
- Apr 28: 2 Strong Themes — Beauty & Cosmetics, Shipbuilding
- Apr 8: 4 Strong Themes — Shipbuilding, Petrochemicals
- Apr 7: 1 Strong Theme — Shipbuilding
- Mar 19: 3 Strong Themes — Travel, Shipbuilding
- Mar 4: 2 Strong Themes — Nuclear, Shipbuilding
- Feb 26: 7 Strong Themes — Remodeling & Interiors, Construction
- Feb 2: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
- Jan 27: 3 Strong Themes — Petrochemicals, Oil Refining
- Jan 22: 6 Strong Themes — Steel Pipe, Korea-Russia Gas Pipeline
- Jan 19: 7 Strong Themes — Wireless Charging, Shipbuilding