Shinhan Financial Group · 055550
- Sep 21: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
- Jul 2: 8 Strong Themes — Construction (Small & Mid Cap), Beauty & Cosmetics
- Jun 5: 3 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Feb 11: 8 Strong Themes — Nuclear, Power Equipment
- Aug 12: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- Jul 25: 5 Strong Themes — Stablecoins, Aircraft Components
- Jul 10: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Jul 8: 8 Strong Themes — Beauty & Cosmetics, Securities Brokers
- Jul 7: 8 Strong Themes — Local Currency Vouchers, FinTech
- Jun 10: 8 Strong Themes — Mobile Games, Defense & War
- Apr 21: 8 Strong Themes — FuriosaAI, Venture Capital
- Dec 6: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon)
- Nov 20: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Oct 25: 8 Strong Themes — EV, Semiconductor Equipment
- Sep 2: 8 Strong Themes — Lithium, Battery
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Jul 29: 8 Strong Themes — Pipe Fittings & Valves, Beauty & Cosmetics
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jul 3: 8 Strong Themes — EV, Energy Storage (ESS)
- Jul 2: 2 Strong Themes — GLP-1 & Obesity Drugs, Banks
- May 8: 8 Strong Themes — Nuclear, Food
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Apr 8: 8 Strong Themes — Glass Substrates, Defense & War
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Feb 29: 8 Strong Themes — Shipping, OLED Displays
- Feb 27: 4 Strong Themes — HBM (High Bandwidth Memory), Shipbuilding
- Feb 19: 8 Strong Themes — AI & Robotics, Telemedicine
- Feb 2: 8 Strong Themes — Auto Parts, Holding Companies
- Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
- Jan 31: 7 Strong Themes — Banks, EV
- Dec 28: 7 Strong Themes — Auto Parts, Political Ties (Han Dong-hoon)
- Dec 15: 8 Strong Themes — Battery, Lithium
- Nov 21: 8 Strong Themes — Education & E-Learning, Autonomous Driving
- Oct 18: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Rare Earths & Rare Metals
- Oct 10: 6 Strong Themes — Defense & War, LPG (Liquefied Petroleum Gas)
- Jul 26: 1 Strong Theme — Banks
- Jun 22: 8 Strong Themes — Graphene, Education & E-Learning
- Apr 28: 8 Strong Themes — Mobile Games, Games
- Feb 10: 8 Strong Themes — Botulinum Toxin, Beauty & Cosmetics
- Feb 8: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Jan 2023 Theme Wrap — The Monthly Theme Map
- Jan 5: 8 Strong Themes — Internet of Things (IoT), Cybersecurity
- Dec 20: 3 Strong Themes — Banks, Animal Feed
- Nov 30: 8 Strong Themes — Natural Gas Utilities, EV Charging
- Nov 29: 8 Strong Themes — Beauty & Cosmetics, Space & Aerospace
- Oct 2022 Theme Wrap — The Monthly Theme Map
- Oct 19: 8 Strong Themes — Network Integration (NI), Battery
- Oct 12: 7 Strong Themes — Ukraine Reconstruction (Related), Battery
- Weekly Theme Wrap (Oct 4 – Oct 7)
- Oct 7: 5 Strong Themes — Cannabis, Hydrogen (Fuel Cells, Vehicles)
- Oct 5: 8 Strong Themes — Semiconductor Materials & Components, NEOM City
- Jul 18: 8 Strong Themes — Shipbuilding Equipment, Cannabis
- Jul 1: 6 Strong Themes — Ukraine Reconstruction (Related), Rare Earths & Rare Metals
- May 4: 4 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung)
- Apr 2022 Theme Wrap — The Monthly Theme Map
- Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays
- Weekly Theme Wrap (Apr 11 – Apr 15)
- Jan 19: 4 Strong Themes — Metaverse & VR, Market Kurly
- Weekly Theme Wrap (Nov 22 – Nov 26)
- Nov 24: 7 Strong Themes — Rivian, Battery
- Sep 28: 8 Strong Themes — Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas), Nuclear
- Sep 24: 8 Strong Themes — North Korea, Battery
- Aug 9: 6 Strong Themes — Battery / EV, OLED Displays
- Jul 22: 8 Strong Themes — Travel / Airlines & Low-Cost Carriers / Casinos, Semiconductors
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- May 6: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Autonomous Driving
- Apr 23: 5 Strong Themes — Steel Majors / Steel (Small & Mid Cap), COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work
- Apr 15: 5 Strong Themes — Metals (Non-Ferrous), LPG (Liquefied Petroleum Gas) / Oil Refining
- Mar 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Political Ties (Lee Jae-myung)
- Feb 2021 Theme Wrap — The Monthly Theme Map
- Feb 24: 2 Strong Themes — Rare Earths & Rare Metals, Banks
- Jan 13: 8 Strong Themes — Battery / EV / Hydrogen (Fuel Cells, Vehicles), Political Ties (Lee Jae-myung)
- Jan 12: 3 Strong Themes — Corrugated Board / Integrated Logistics / Paper, Media & Content
- Jan 7: 8 Strong Themes — Political Ties (Lee Jae-myung), Life Insurance / Property & Casualty Insurance
- Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment
- Nov 11: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Dental Care & Implants
- Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC)
- Oct 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 19 – Oct 23)
- Oct 22: 5 Strong Themes — Crypto & Bitcoin, Seafood & Fishing
- Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas)
- Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals
- Aug 11: 5 Strong Themes — Four Major Rivers Restoration, 5G / Telecom Equipment
- Jul 13: 8 Strong Themes — Car Majors / Auto Parts, Hydrogen / Solar / Wind
- Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment
- Apr 27: 6 Strong Themes — Political Ties (Hong Jung-wook), Digital Health & Telehealth / Education & E-Learning
- Mar 27: 6 Strong Themes — Education & E-Learning, OLED Displays
- Mar 25: 8 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices, Education & E-Learning
- Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
- Apr 2: 3 Strong Themes — Crypto & Bitcoin, Autonomous Driving
- Apr 1: 4 Strong Themes — Integrated Logistics, Securities Brokers
- Jul 13: 4 Strong Themes — North Korea, Games / Mobile Games
- Jul 6: 4 Strong Themes — Beauty & Cosmetics, Car Majors
- Weekly Theme Wrap (Dec 11 – Dec 15)
- Dec 14: 1 Strong Theme — Banks
- Nov 28: 4 Strong Themes — Remodeling & Interiors, China Consumer
- Sep 2017 Theme Wrap — The Monthly Theme Map
- Sep 22: 3 Strong Themes — Defense & War, Property & Casualty Insurance / Life Insurance
- Weekly Theme Wrap (Sep 4 – Sep 8)
- Sep 7: 2 Strong Themes — Securities Brokers, Banks
- Jul 21: 2 Strong Themes — Banks, Telecom Carriers
- Jun 28: 2 Strong Themes — Renewable Energy, Banks
- Apr 24: 1 Strong Theme — Banks
- Mar 14: 4 Strong Themes — Venture Capital, Four Major Rivers Restoration
- Jan 16: 1 Strong Theme — Banks
- Dec 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 12 – Dec 16)
- Dec 16: 3 Strong Themes — Disaster Safety (Earthquake), Vaccines, Diagnostics & Epidemic Control
- Dec 8: 3 Strong Themes — Political Ties (Moon Jae-in), Banks
- Nov 2016 Theme Wrap — The Monthly Theme Map
- Nov 23: 2 Strong Themes — Banks, Telecom Carriers
- Weekly Theme Wrap (Nov 7 – Nov 11)
- Nov 11: 4 Strong Themes — Insurance, Autonomous Driving
- Oct 17: 1 Strong Theme — Banks
- May 19: 2 Strong Themes — Virtual Reality (VR), Banks
- Feb 5: 1 Strong Theme — Banks
- Jul 16: 2 Strong Themes — FinTech, Banks
- May 4: 2 Strong Themes — Property & Casualty Insurance, Banks