Weekly
- Weekly Theme Wrap (Feb 26 – Feb 29)
The themes that moved the market this week: Crypto & Bitcoin, HBM (High Bandwidth Memory), OLED Displays, …
- Weekly Theme Wrap (Feb 19 – Feb 23)
The themes that moved the market this week: System Semiconductors, AI & Robotics, Neuromorphic Semiconductors, …
- Weekly Theme Wrap (Feb 13 – Feb 16)
The themes that moved the market this week: EV, Battery, Superconductors, Property & Casualty Insurance, …
- Weekly Theme Wrap (Feb 5 – Feb 8)
The themes that moved the market this week: Semiconductor Equipment, Superconductors, Battery, HBM (High Bandwidth …
- Weekly Theme Wrap (Jan 29 – Feb 2)
The themes that moved the market this week: Life Insurance, Property & Casualty Insurance, Banks, Holding Companies, …
- Weekly Theme Wrap (Jan 22 – Jan 26)
The themes that moved the market this week: Semiconductor Equipment, HBM (High Bandwidth Memory), Semiconductor …
- Weekly Theme Wrap (Jan 15 – Jan 19)
The themes that moved the market this week: System Semiconductors, Defense & War, AI & Robotics, ChatGPT & …
- Weekly Theme Wrap (Jan 8 – Jan 12)
The themes that moved the market this week: Robotics (Industrial & Collaborative), AI & Robotics, Defense & …
- Weekly Theme Wrap (Jan 2 – Jan 5)
The themes that moved the market this week: Political Ties (Lee Jun-seok), CXL (Compute Express Link), Shipping, …
- Weekly Theme Wrap (Dec 26 – Dec 28)
The themes that moved the market this week: Political Ties (Han Dong-hoon), Cancer Immunotherapy, Biosimilars, Pharma, …
- Weekly Theme Wrap (Dec 18 – Dec 22)
The themes that moved the market this week: System Semiconductors, Political Ties (Han Dong-hoon), Cancer Immunotherapy, …
- Weekly Theme Wrap (Dec 11 – Dec 15)
The themes that moved the market this week: Semiconductor Equipment, On-Device AI, HBM (High Bandwidth Memory), Wind, …
- Weekly Theme Wrap (Dec 4 – Dec 8)
The themes that moved the market this week: Pharma, Diesel Exhaust Fluid (Urea), COVID (Diagnostics, Treatments, …
- Weekly Theme Wrap (Nov 27 – Dec 1)
The themes that moved the market this week: System Semiconductors, Semiconductor Equipment, Semiconductor Materials …
- Weekly Theme Wrap (Nov 20 – Nov 24)
The themes that moved the market this week: Semiconductor Equipment, Food, Hydrogen (Fuel Cells, Vehicles), …
- Weekly Theme Wrap (Nov 13 – Nov 17)
The themes that moved the market this week: Semiconductor Equipment, Auto Parts, Semiconductor Materials & …
- Weekly Theme Wrap (Nov 6 – Nov 10)
The themes that moved the market this week: Pharma, Games, Agriculture, Beauty & Cosmetics, Crypto & Bitcoin
- Weekly Theme Wrap (Oct 30 – Nov 3)
The themes that moved the market this week: Battery, Semiconductor Equipment, Semiconductor Materials & Components, …
- Weekly Theme Wrap (Oct 23 – Oct 27)
The themes that moved the market this week: Beauty & Cosmetics, Pharma, Vaccines, Diagnostics & Epidemic …
- Weekly Theme Wrap (Oct 16 – Oct 20)
The themes that moved the market this week: Defense & War, LPG (Liquefied Petroleum Gas), Natural Gas Utilities, …