Semiconductors
- Weekly Theme Wrap (Aug 8 – Aug 12)
- Aug 12: 8 Strong Themes — Solar, Semiconductors
- Jul 2022 Theme Wrap — The Monthly Theme Map
- Jul 28: 8 Strong Themes — Metals (Non-Ferrous), Solar
- Weekly Theme Wrap (Jul 18 – Jul 22)
- Jul 21: 8 Strong Themes — Education & E-Learning, Cannabis
- Jul 20: 8 Strong Themes — Cold Chain Logistics, Media & Content
- Weekly Theme Wrap (Jul 11 – Jul 15)
- Jul 15: 3 Strong Themes — COVID, Monkeypox
- Weekly Theme Wrap (Jul 4 – Jul 8)
- Jul 7: 8 Strong Themes — Nuclear, COVID
- Weekly Theme Wrap (May 30 – Jun 3)
- Jun 3: 8 Strong Themes — Construction Equipment, Water Resources
- May 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 23 – May 27)
- May 27: 8 Strong Themes — African Swine Fever (ASF), Monkeypox
- May 23: 8 Strong Themes — UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (May 16 – May 20)
- May 18: 8 Strong Themes — Animal Feed / Chicken (Poultry), Currency & ATM Systems (incl. CBDC)
- May 13: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Inter-Korean Economic Cooperation
- May 3: 8 Strong Themes — Agriculture / Fertilizers, AI & Robotics
- Apr 2022 Theme Wrap — The Monthly Theme Map
- Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays
- Mar 2022 Theme Wrap — The Monthly Theme Map
- Mar 30: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Integrated Logistics
- Mar 25: 5 Strong Themes — AI & Robotics, Currency & ATM Systems (incl. CBDC)
- Weekly Theme Wrap (Mar 14 – Mar 18)
- Mar 17: 8 Strong Themes — AI & Robotics / Metaverse & VR, Galaxy Supply Chain / Smartphones
- Weekly Theme Wrap (Mar 7 – Mar 11)
- Mar 10: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction / Remodeling & Interiors
- Feb 2022 Theme Wrap — The Monthly Theme Map
- Jan 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 10 – Jan 14)
- Jan 12: 8 Strong Themes — Autonomous Driving, Battery / EV
- Jan 7: 8 Strong Themes — AI & Robotics, Political Ties (Yoon Suk-yeol)
- Dec 2021 Theme Wrap — The Monthly Theme Map
- Dec 30: 8 Strong Themes — Political Ties (Ahn Cheol-soo), Games / Mobile Games
- Weekly Theme Wrap (Dec 20 – Dec 24)
- Dec 22: 8 Strong Themes — Natural Gas Utilities / LPG (Liquefied Petroleum Gas), COVID (Pfizer)
- Dec 21: 7 Strong Themes — AI & Robotics, Battery Recycling (Related)
- Weekly Theme Wrap (Dec 13 – Dec 17)
- Dec 13: 8 Strong Themes — AI & Robotics, Cybersecurity
- Weekly Theme Wrap (Dec 6 – Dec 10)
- Dec 7: 8 Strong Themes — Rare Earths & Rare Metals, Pharma & Biotech
- Dec 6: 7 Strong Themes — Political Ties (Yoon Suk-yeol), iPhone Supply Chain
- Weekly Theme Wrap (Nov 29 – Dec 3)
- Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth
- Dec 1: 8 Strong Themes — Medical Devices, OLED Displays
- Nov 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 22 – Nov 26)
- Nov 22: 8 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors
- Weekly Theme Wrap (Nov 15 – Nov 19)
- Nov 19: 7 Strong Themes — Autonomous Driving / Smart Cars, EV
- Nov 15: 5 Strong Themes — Metaverse & VR, Cannabis
- Nov 12: 8 Strong Themes — Metals (Non-Ferrous), Carbon Emission Credits
- Weekly Theme Wrap (Nov 1 – Nov 5)
- Nov 5: 5 Strong Themes — Political Ties (Lee Jae-myung), Integrated Logistics
- Nov 2: 6 Strong Themes — Crypto & Bitcoin, 5G / Telecom Equipment
- Oct 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 25 – Oct 29)
- Oct 28: 3 Strong Themes — Battery (LFP), Cement & Ready-Mix Concrete
- Oct 26: 8 Strong Themes — Political Ties (Hong Joon-pyo), Games / Mobile Games
- Weekly Theme Wrap (Oct 12 – Oct 15)
- Oct 15: 4 Strong Themes — Nuclear, Crypto & Bitcoin / Dunamu
- Oct 13: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Aug 2021 Theme Wrap — The Monthly Theme Map
- Aug 30: 8 Strong Themes — Construction (Small & Mid Cap), Steel Majors / Steel (Small & Mid Cap)
- Weekly Theme Wrap (Aug 23 – Aug 27)
- Aug 26: 8 Strong Themes — Political Ties (Hong Joon-pyo), Hydrogen (Fuel Cells, Vehicles)
- Aug 25: 8 Strong Themes — Carbon Emission Credits, Semiconductors
- Weekly Theme Wrap (Aug 17 – Aug 20)
- Aug 18: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Semiconductors
- Aug 9: 6 Strong Themes — Battery / EV, OLED Displays
- Weekly Theme Wrap (Aug 2 – Aug 6)
- Aug 3: 3 Strong Themes — Semiconductors, EV / Battery
- Aug 2: 3 Strong Themes — Pharma & Biotech, Semiconductors
- Weekly Theme Wrap (Jul 19 – Jul 23)
- Jul 22: 8 Strong Themes — Travel / Airlines & Low-Cost Carriers / Casinos, Semiconductors
- Jul 15: 8 Strong Themes — Nuclear, Power Equipment / Smart Grid
- Jun 2021 Theme Wrap — The Monthly Theme Map
- Jun 29: 7 Strong Themes — Education & E-Learning, Games / Mobile Games
- Weekly Theme Wrap (Jun 14 – Jun 18)
- Jun 18: 7 Strong Themes — Political Ties (Choi Jae-hyung), 5G / Telecom Equipment
- Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung)
- Jun 10: 7 Strong Themes — Pharma & Biotech, Political Ties (Lee Jae-myung)
- Jun 3: 6 Strong Themes — CCTV & DVR, Electric Cables
- May 2021 Theme Wrap — The Monthly Theme Map
- May 20: 6 Strong Themes — Nuclear, Political Ties (Yoon Suk-yeol)
- May 14: 6 Strong Themes — Battery, Political Ties (Lee Jae-myung)
- May 4: 4 Strong Themes — Political Ties (Hong Joon-pyo), Crypto & Bitcoin / Dunamu
- Apr 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 19 – Apr 23)
- Apr 19: 7 Strong Themes — COVID (Moderna), PCB & Flexible PCB
- Apr 16: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products
- Apr 5: 7 Strong Themes — Crypto & Bitcoin, AI & Robotics
- Weekly Theme Wrap (Mar 29 – Apr 2)
- Apr 2: 5 Strong Themes — Crypto & Bitcoin / Venture Capital / Dunamu, Political Ties (Chung Sye-kyun)
- Apr 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Crypto & Bitcoin / Dunamu
- Mar 2021 Theme Wrap — The Monthly Theme Map
- Mar 22: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Games / Mobile Games
- Weekly Theme Wrap (Mar 15 – Mar 19)
- Mar 18: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- Mar 16: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), 5G / Telecom Equipment
- Weekly Theme Wrap (Mar 8 – Mar 12)
- Mar 12: 8 Strong Themes — Coupang, Market Kurly
- Mar 11: 8 Strong Themes — Coupang, Construction Equipment
- Mar 2: 6 Strong Themes — Crypto & Bitcoin, Games / Mobile Games
- Feb 2021 Theme Wrap — The Monthly Theme Map
- Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung)
- Weekly Theme Wrap (Feb 15 – Feb 19)
- Feb 19: 5 Strong Themes — Rare Earths & Rare Metals, Semiconductors
- Feb 16: 7 Strong Themes — Corrugated Board / Paper, Coupang / Integrated Logistics
- Feb 15: 8 Strong Themes — Integrated Logistics, Corrugated Board / Paper
- Weekly Theme Wrap (Feb 8 – Feb 10)
- Feb 9: 5 Strong Themes — Crypto & Bitcoin, Semiconductors
- Weekly Theme Wrap (Feb 1 – Feb 5)
- Feb 2: 6 Strong Themes — Petrochemicals, Securities Brokers
- Feb 1: 8 Strong Themes — Battery / EV, Car Majors / Auto Parts
- Jan 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 25 – Jan 29)
- Jan 26: 3 Strong Themes — Semiconductors, iPhone Supply Chain
- Jan 25: 7 Strong Themes — AI & Robotics, Autonomous Driving
- Weekly Theme Wrap (Jan 18 – Jan 22)
- Jan 22: 7 Strong Themes — Games / Mobile Games, Hydrogen (Fuel Cells, Vehicles)
- Jan 20: 6 Strong Themes — Car Majors / Auto Parts, Media & Content / Film
- Weekly Theme Wrap (Jan 11 – Jan 15)
- Jan 15: 5 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors
- Jan 11: 6 Strong Themes — Car Majors / Autonomous Driving, Solar
- Dec 2020 Theme Wrap — The Monthly Theme Map
- Dec 30: 5 Strong Themes — Battery / EV, Semiconductors
- Weekly Theme Wrap (Dec 14 – Dec 18)
- Dec 17: 6 Strong Themes — Camera Modules & Parts, Crypto & Bitcoin
- Dec 15: 5 Strong Themes — Battery / EV, Carbon Emission Credits
- Dec 2: 7 Strong Themes — Cybersecurity, Political Ties (Yoon Suk-yeol)
- Nov 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 23 – Nov 27)
- Nov 24: 8 Strong Themes — Crypto & Bitcoin / Venture Capital, Semiconductors
- Nov 23: 8 Strong Themes — Shipbuilding / Shipbuilding Equipment, Shipping
- Weekly Theme Wrap (Nov 16 – Nov 20)
- Nov 19: 4 Strong Themes — Digital Health & Telehealth / Education & E-Learning, COVID
- Nov 16: 7 Strong Themes — Airlines & Low-Cost Carriers, COVID (Negative-Pressure Wards & Ambulances)
- Nov 13: 5 Strong Themes — Education & E-Learning / Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines)
- Oct 12: 6 Strong Themes — Currency & ATM Systems (incl. CBDC) / Kiosks, African Swine Fever (ASF)
- Sep 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 28 – Sep 29)
- Sep 28: 6 Strong Themes — Battery / EV, Semiconductors
- Sep 10: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductors
- Weekly Theme Wrap (Aug 31 – Sep 4)
- Sep 3: 7 Strong Themes — COVID (Dexamethasone), Solar
- Sep 1: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery / EV
- Aug 21: 6 Strong Themes — Education & E-Learning, Battery / EV
- Aug 13: 4 Strong Themes — Graphene, China Consumer
- Jul 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 27 – Jul 31)
- Jul 30: 7 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), PCB & Flexible PCB
- Jul 28: 7 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Moderna
- Jul 27: 6 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization)
- Jul 6: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Agriculture
- Weekly Theme Wrap (Jun 29 – Jul 3)
- Jul 1: 5 Strong Themes — Semiconductors, OLED Displays
- Jun 2020 Theme Wrap — The Monthly Theme Map
- Jun 22: 5 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Jun 15 – Jun 19)
- Jun 16: 7 Strong Themes — Battery / EV, Masks
- Weekly Theme Wrap (Jun 1 – Jun 5)
- Jun 4: 6 Strong Themes — Drones, Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
- Jun 1: 8 Strong Themes — E-Bikes, Japan Boycott Beneficiaries
- May 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 18 – May 22)
- May 21: 8 Strong Themes — Korea-Listed Chinese Companies, Wind
- May 20: 6 Strong Themes — Cybersecurity, Semiconductors
- Weekly Theme Wrap (May 11 – May 15)
- May 15: 6 Strong Themes — Semiconductors, Food
- Weekly Theme Wrap (May 4 – May 8)
- May 7: 7 Strong Themes — Kiosks / Cybersecurity / Cloud Computing, Semiconductors
- May 6: 6 Strong Themes — Chicken (Poultry), Virtual Reality (VR) / Augmented Reality (AR)
- Apr 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 27 – Apr 29)
- Apr 29: 8 Strong Themes — Securities Brokers, New Airport
- Apr 17: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Employment & Recruiting
- Weekly Theme Wrap (Apr 6 – Apr 10)
- Apr 9: 3 Strong Themes — Chicken (Poultry), Semiconductors
- Apr 7: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Crypto & Bitcoin
- Mar 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 23 – Mar 27)
- Mar 26: 5 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control, Autonomous Driving
- Mar 25: 8 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices, Education & E-Learning
- Mar 24: 6 Strong Themes — 5G / Telecom Equipment, Semiconductors
- Weekly Theme Wrap (Mar 16 – Mar 20)
- Mar 20: 7 Strong Themes — iPhone Supply Chain, Crypto & Bitcoin
- Weekly Theme Wrap (Mar 2 – Mar 6)
- Mar 5: 6 Strong Themes — Pharma & Biotech, Battery / EV / Autonomous Driving
- Mar 2: 6 Strong Themes — Education & E-Learning, Political Ties (Ahn Cheol-soo)
- Feb 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 17 – Feb 21)
- Feb 19: 2 Strong Themes — Masks / Vaccines / MERS & Coronavirus, Semiconductors
- Weekly Theme Wrap (Feb 10 – Feb 14)
- Feb 13: 4 Strong Themes — Film, Semiconductors
- Feb 12: 5 Strong Themes — Japan Boycott Beneficiaries, 5G / Telecom Equipment
- Feb 3: 3 Strong Themes — Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries, Corrugated Board
- Jan 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 20 – Jan 23)
- Jan 22: 4 Strong Themes — Vaccines / MERS & Coronavirus / Masks, Beauty & Cosmetics
- Jan 20: 3 Strong Themes — Vaccines / MERS & Coronavirus / Masks, Semiconductors
- Weekly Theme Wrap (Jan 13 – Jan 17)
- Jan 17: 2 Strong Themes — Antiparasitic Drugs (Fenbendazole), Semiconductors
- Jan 16: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Semiconductors
- Jan 14: 3 Strong Themes — Political Ties (Cho Kuk), Semiconductors
- Jan 3: 6 Strong Themes — LPG (Liquefied Petroleum Gas), Vaccines, Diagnostics & Epidemic Control
- Dec 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 23 – Dec 27)
- Dec 26: 4 Strong Themes — Foldable Phones / Flexible Displays / Galaxy Supply Chain, Semiconductors
- Weekly Theme Wrap (Dec 16 – Dec 20)
- Dec 17: 1 Strong Theme — Semiconductors
- Dec 16: 2 Strong Themes — Semiconductors, 5G / Telecom Equipment
- Weekly Theme Wrap (Dec 9 – Dec 13)
- Dec 13: 7 Strong Themes — Beauty & Cosmetics, Semiconductors
- Dec 12: 4 Strong Themes — Property & Casualty Insurance, Semiconductors
- Weekly Theme Wrap (Dec 2 – Dec 6)
- Dec 6: 4 Strong Themes — Antiparasitic Drugs (Fenbendazole), African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control
- Nov 2019 Theme Wrap — The Monthly Theme Map
- Nov 26: 5 Strong Themes — Camera Modules & Parts, Semiconductors
- Weekly Theme Wrap (Nov 11 – Nov 15)
- Nov 12: 3 Strong Themes — Foldable Phones, Semiconductors
- Nov 4: 5 Strong Themes — Travel, OLED Displays
- Weekly Theme Wrap (Oct 21 – Oct 25)
- Oct 25: 2 Strong Themes — Education & E-Learning, Semiconductors
- Sep 19: 4 Strong Themes — Cybersecurity, Foldable Phones
- Jun 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 24 – Jun 28)
- Jun 27: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductors
- Weekly Theme Wrap (Jun 17 – Jun 21)
- Jun 19: 5 Strong Themes — North Korea, Korea-Listed Chinese Companies
- Mar 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 18 – Mar 22)
- Mar 21: 2 Strong Themes — Battery / EV, Semiconductors
- Weekly Theme Wrap (Mar 11 – Mar 15)
- Mar 12: 3 Strong Themes — Semiconductors, Fashion & Clothing
- Feb 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 11 – Feb 15)
- Feb 13: 1 Strong Theme — Semiconductors
- Jan 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 21 – Jan 25)
- Jan 25: 2 Strong Themes — Semiconductors, Games / Mobile Games
- Jan 24: 3 Strong Themes — North Korea, Securities Brokers
- Weekly Theme Wrap (May 8 – May 11)
- May 8: 3 Strong Themes — Metals (Non-Ferrous), Shipbuilding