Dcksung · 004830
- Weekly Theme Wrap (Nov 2 – Nov 6)
- Nov 6: 3 Strong Themes — Data Centers, Political Ties (Han Dong-hoon)
- Jul 7: 8 Strong Themes — Cement & Ready-Mix Concrete, Beauty & Cosmetics
- Apr 15: 8 Strong Themes — Quantum Cryptography & Computing, Cybersecurity
- Apr 10: 8 Strong Themes — 5G, Telecom Equipment
- Feb 11: 8 Strong Themes — Nuclear, Power Equipment
- Jan 22: 8 Strong Themes — Political Ties (Cho Kuk), Battery
- Sep 1: 4 Strong Themes — Superconductors, Shipbuilding
- Jun 13: 6 Strong Themes — Defense & War, Shipping
- Apr 7: 8 Strong Themes — Political Ties (Hong Joon-pyo), Employment & Recruiting
- Apr 1: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo)
- Feb 17: 8 Strong Themes — Semiconductor Equipment, PCB & Flexible PCB
- Dec 6: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon)
- Dec 4: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon)
- Oct 17: 8 Strong Themes — Nuclear, GLP-1 & Obesity Drugs
- Aug 20: 8 Strong Themes — Battery (Solid-State), EV Fire Prevention (Thermal Runaway)
- May 9: 8 Strong Themes — Beauty & Cosmetics, Medical Devices
- Mar 19: 6 Strong Themes — Superconductors, Robotics (Industrial & Collaborative)
- Mar 6: 8 Strong Themes — OLED Displays, Cancer Immunotherapy
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Feb 20: 8 Strong Themes — Battery, Superconductors
- Weekly Theme Wrap (Feb 13 – Feb 16)
- Feb 15: 8 Strong Themes — Battery, Superconductors
- Feb 14: 8 Strong Themes — Superconductors, Battery
- Feb 2: 8 Strong Themes — Auto Parts, Holding Companies
- Jan 22: 8 Strong Themes — Semiconductor Equipment, Smartphones
- Jan 8: 8 Strong Themes — ChatGPT & AI Chatbots, Superconductors
- Jan 4: 6 Strong Themes — Shipping, LPG (Liquefied Petroleum Gas)
- Dec 15: 8 Strong Themes — Battery, Lithium
- Dec 11: 8 Strong Themes — AI & Robotics, Quantum Cryptography
- Nov 13: 8 Strong Themes — Superconductors, Crypto & Bitcoin
- Oct 6: 8 Strong Themes — Quantum Cryptography, Cybersecurity
- Sep 14: 8 Strong Themes — Semiconductor Equipment, OLED Displays
- Sep 5: 8 Strong Themes — Battery, Camera Modules & Parts
- Aug 16: 4 Strong Themes — Superconductors, Nuclear Fusion
- Aug 14: 6 Strong Themes — Superconductors, Nuclear Fusion
- Aug 7: 8 Strong Themes — Superconductors, AI & Robotics
- Aug 3: 6 Strong Themes — Superconductors, COVID (Diagnostics, Treatments, Vaccines)
- Aug 2: 5 Strong Themes — Superconductors, Nuclear Fusion
- Feb 18: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Reopening
- Jan 17: 3 Strong Themes — Battery, Political Ties (Yoon Suk-yeol)
- Jan 12: 8 Strong Themes — Autonomous Driving, Battery / EV
- Jan 7: 8 Strong Themes — AI & Robotics, Political Ties (Yoon Suk-yeol)
- Dec 6: 7 Strong Themes — Political Ties (Yoon Suk-yeol), iPhone Supply Chain
- Nov 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 1 – Nov 5)
- Nov 1: 5 Strong Themes — Games / Mobile Games, Political Ties (Yoon Suk-yeol)
- Oct 29: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- Sep 23: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Media & Content
- Sep 9: 2 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Yoon Suk-yeol)
- Jul 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 26 – Jul 30)
- Jul 30: 6 Strong Themes — Agriculture / Fertilizers, Political Ties (Lee Jae-myung)
- Jul 27: 8 Strong Themes — North Korea, Political Ties (Yoon Suk-yeol)
- Jul 26: 7 Strong Themes — Political Ties (Yoon Suk-yeol), Metaverse & VR
- Jun 24: 8 Strong Themes — Auto Parts, Political Ties (Choi Jae-hyung)
- Jun 14: 4 Strong Themes — Paper, Political Ties (Yoon Suk-yeol)
- Jun 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products
- May 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 17 – May 21)
- May 20: 6 Strong Themes — Nuclear, Political Ties (Yoon Suk-yeol)
- May 17: 6 Strong Themes — mRNA, Baby & Birth Rate
- Apr 2021 Theme Wrap — The Monthly Theme Map
- Apr 28: 4 Strong Themes — COVID (Sputnik V), Political Ties (Yoon Suk-yeol)
- Weekly Theme Wrap (Mar 29 – Apr 2)
- Mar 2021 Theme Wrap — The Monthly Theme Map
- Mar 29: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Media & Content
- Weekly Theme Wrap (Mar 8 – Mar 12)
- Mar 8: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Steel Majors / Steel (Small & Mid Cap)
- Mar 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Political Ties (Lee Jae-myung)
- Jan 20: 6 Strong Themes — Car Majors / Auto Parts, Media & Content / Film
- Dec 28: 5 Strong Themes — Media & Content, COVID (Diagnostics, Treatments, Vaccines)
- Dec 2: 7 Strong Themes — Cybersecurity, Political Ties (Yoon Suk-yeol)
- Nov 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 9 – Nov 13)
- Nov 11: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Dental Care & Implants
- Weekly Theme Wrap (Nov 2 – Nov 6)
- Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC)
- Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers
- May 29: 5 Strong Themes — Political Ties (Hong Jung-wook), Animal Feed
- Weekly Theme Wrap (Apr 27 – Apr 29)
- Apr 28: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Travel