Aju IB Investment · 027360
- Sep 23: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Sep 17: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War
- Jun 30: 8 Strong Themes — Semiconductor Equipment, Semiconductor Substrates (FC-BGA, MLB)
- May 18: 4 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX
- Apr 17: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Vaccines, Diagnostics & Epidemic Control
- Apr 14: 8 Strong Themes — Telecom Equipment, Cybersecurity
- Weekly Theme Wrap (Mar 23 – Mar 27)
- Mar 27: 5 Strong Themes — 5G, Telecom Equipment
- Mar 25: 8 Strong Themes — Telecom Equipment, Defense & War
- Mar 11: 8 Strong Themes — 5G, Telecom Equipment
- Feb 6: 6 Strong Themes — Inter-Korean Economic Cooperation, Space & Aerospace (Nuri Rocket, Satellites)
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 26 – Jan 30)
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 29: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX
- Jan 23: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Jan 6: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Jan 2: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Robotics (Industrial & Collaborative)
- Dec 2025 Theme Wrap — The Monthly Theme Map
- Dec 24: 7 Strong Themes — Autonomous Driving, Robotics (Industrial & Collaborative)
- Dec 22: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War
- Weekly Theme Wrap (Dec 15 – Dec 19)
- Dec 19: 8 Strong Themes — Gene Therapy & Genomics, Venture Capital
- Dec 18: 3 Strong Themes — SpaceX, Space & Aerospace (Nuri Rocket, Satellites)
- Dec 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Space & Aerospace (Nuri Rocket, Satellites)
- Apr 21: 8 Strong Themes — FuriosaAI, Venture Capital
- Apr 14: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital
- Feb 12: 6 Strong Themes — Defense & War, Venture Capital
- Weekly Theme Wrap (Jun 3 – Jun 7)
- Dec 13: 8 Strong Themes — CXL (Compute Express Link), Yanolja
- Feb 8: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Oct 25: 5 Strong Themes — Yanolja, Semiconductor Equipment
- Apr 25: 7 Strong Themes — Animal Feed, Chicken (Poultry)
- Feb 7: 5 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Nuclear
- Oct 29: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- Weekly Theme Wrap (Aug 17 – Aug 20)
- Aug 18: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Semiconductors
- Jul 29: 6 Strong Themes — Carbon Emission Credits, COVID (Treatments & Vaccines)
- Jul 15: 8 Strong Themes — Nuclear, Power Equipment / Smart Grid
- Jun 15: 6 Strong Themes — Cement & Ready-Mix Concrete, Sejong City Capital Relocation
- Apr 28: 4 Strong Themes — COVID (Sputnik V), Political Ties (Yoon Suk-yeol)
- Apr 7: 7 Strong Themes — Bicycles / E-Bikes, Securities Brokers