RF Materials · 327260
- Oct 29: 4 Strong Themes — Political Ties (Oh Se-hoon), Optical Communications
- Oct 16: 8 Strong Themes — Biotechnology, Beauty & Cosmetics
- Oct 2: 8 Strong Themes — Telecom Equipment, Optical Communications
- Sep 18: 8 Strong Themes — Power Equipment, Electric Cables
- Sep 14: 8 Strong Themes — Cybersecurity, Telecom Equipment
- Sep 9: 8 Strong Themes — Telecom Equipment, Optical Communications
- Aug 2026 Theme Wrap — The Monthly Theme Map
- Aug 10: 8 Strong Themes — Semiconductor Materials & Components, Space & Aerospace (Nuri Rocket, Satellites)
- Aug 7: 8 Strong Themes — Battery, Telecom Equipment
- Aug 5: 8 Strong Themes — 5G, Telecom Equipment
- Aug 4: 8 Strong Themes — AI & Robotics, Telecom Equipment
- Weekly Theme Wrap (Jul 27 – Jul 31)
- Jul 31: 8 Strong Themes — S7 (Samsung Electronics, SK hynix etc.), Semiconductor Majors (Fabrication)
- Weekly Theme Wrap (Jul 6 – Jul 10)
- Jul 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
- May 22: 8 Strong Themes — EV, Semiconductor Equipment
- May 20: 5 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Vaccines, Diagnostics & Epidemic Control
- May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment
- May 4: 8 Strong Themes — Power Equipment, Telecom Equipment
- Apr 20: 8 Strong Themes — Cybersecurity, Quantum Cryptography & Computing
- Apr 14: 8 Strong Themes — Telecom Equipment, Cybersecurity
- Apr 10: 8 Strong Themes — 5G, Telecom Equipment
- Apr 9: 8 Strong Themes — Steel (Small & Mid Cap), Defense & War
- Apr 6: 8 Strong Themes — Telecom Equipment, Metals (Non-Ferrous)
- Apr 3: 8 Strong Themes — Solar, Telecom Equipment
- Mar 25: 8 Strong Themes — Telecom Equipment, Defense & War
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Mar 19: 7 Strong Themes — Telecom Equipment, 5G
- Mar 13: 8 Strong Themes — Cancer Immunotherapy, Telecom Equipment
- Mar 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
- Mar 3: 6 Strong Themes — Shipping, Defense & War
- Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance
- Jan 21: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Dec 22: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War
- Dec 10: 8 Strong Themes — EV, Battery
- Nov 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Nov 11: 8 Strong Themes — Holding Companies, Telecom Equipment
- Oct 15: 8 Strong Themes — 5G, Telecom Equipment
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Sep 16: 8 Strong Themes — Webtoons, Nuclear
- Sep 11: 8 Strong Themes — Shipbuilding Equipment, Hydrogen (Fuel Cells, Vehicles)
- Sep 10: 8 Strong Themes — Steel (Small & Mid Cap), Cybersecurity
- Sep 5: 8 Strong Themes — Robotics (Industrial & Collaborative), Smart Factory
- Aug 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Jul 15: 8 Strong Themes — AI & Robotics, Cancer Immunotherapy
- May 27: 8 Strong Themes — Cancer Immunotherapy, COVID (Diagnostics, Treatments, Vaccines)
- Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment
- Mar 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 17 – Mar 21)
- Mar 19: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Mar 6: 8 Strong Themes — Beauty & Cosmetics, Auto Parts
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Feb 4: 8 Strong Themes — Battery, Medical AI
- Jan 17: 8 Strong Themes — Power Equipment, Nuclear
- Dec 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Nov 1: 8 Strong Themes — Defense & War, Beauty & Cosmetics
- Sep 20: 8 Strong Themes — Shipping, 5G
- May 10: 8 Strong Themes — Beauty & Cosmetics, Auto Parts
- Sep 22: 8 Strong Themes — Animal Feed, Beauty & Cosmetics
- Mar 31: 8 Strong Themes — Electric Cables, 5G / Telecom Equipment
- Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung)
- Mar 12: 8 Strong Themes — Coupang, Market Kurly
- Weekly Theme Wrap (Dec 21 – Dec 24)
- Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving
- Dec 15: 5 Strong Themes — Battery / EV, Carbon Emission Credits
- Dec 10: 6 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles)
- Aug 28: 8 Strong Themes — Integrated Logistics, Packaging