Rorze Systems · 071280
- Oct 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Oct 6: 8 Strong Themes — Cybersecurity, Battery
- Sep 30: 8 Strong Themes — Steel (Small & Mid Cap), Battery
- Sep 23: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Jun 30: 8 Strong Themes — Semiconductor Equipment, Semiconductor Substrates (FC-BGA, MLB)
- Apr 16: 8 Strong Themes — Cybersecurity, Quantum Cryptography & Computing
- Feb 9: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Dec 26: 8 Strong Themes — Autonomous Driving, Robotics (Industrial & Collaborative)
- Nov 6: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Oct 2: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Aug 28: 5 Strong Themes — Holding Companies, Shipbuilding Equipment
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Aug 12: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- May 13: 8 Strong Themes — Gene Therapy & Genomics, Cancer Immunotherapy
- Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components
- Jan 22: 8 Strong Themes — Quantum Cryptography & Computing, Semiconductor Equipment
- Dec 12: 8 Strong Themes — Political Ties (Kim Dong-yeon), Quantum Cryptography
- Nov 22: 8 Strong Themes — ChatGPT & AI Chatbots, Nuclear
- Sep 25: 8 Strong Themes — Battery, Korea-Listed Chinese Companies
- Sep 11: 8 Strong Themes — Solar, Energy Storage (ESS)
- Aug 16: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Aug 9: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Construction (Small & Mid Cap)
- Jun 18: 8 Strong Themes — Auto Parts, Beauty & Cosmetics
- Jun 14: 8 Strong Themes — Seafood & Fishing, Food
- May 28: 8 Strong Themes — Beauty & Cosmetics, Nuclear
- Apr 30: 8 Strong Themes — Beauty & Cosmetics, Battery
- Apr 24: 8 Strong Themes — Autonomous Driving, Semiconductor Equipment
- Apr 4: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Feb 21: 8 Strong Themes — System Semiconductors, OLED Displays
- Dec 22: 8 Strong Themes — OLED Displays, Ferrite
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- May 8: 8 Strong Themes — Semiconductor Materials & Components, Food
- Apr 26: 8 Strong Themes — Animal Feed, Food
- Mar 22: 8 Strong Themes — Battery, AI & Robotics
- Mar 9: 5 Strong Themes — Quantum Cryptography, Beauty & Cosmetics
- Feb 7: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Nov 23: 8 Strong Themes — Media & Content, Webtoons
- Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components
- Jan 7: 8 Strong Themes — AI & Robotics, Political Ties (Yoon Suk-yeol)
- Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving
- Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment
- May 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 4 – May 8)
- May 7: 7 Strong Themes — Kiosks / Cybersecurity / Cloud Computing, Semiconductors
- Jan 22: 4 Strong Themes — Vaccines / MERS & Coronavirus / Masks, Beauty & Cosmetics
- Jan 25: 2 Strong Themes — Semiconductors, Games / Mobile Games