Samsung Heavy Industries · 010140
- Nov 2: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Weekly Theme Wrap (Oct 12 – Oct 16)
- Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Jul 2026 Theme Wrap — The Monthly Theme Map
- Jul 30: 8 Strong Themes — Construction (Small & Mid Cap), Battery
- Jul 16: 8 Strong Themes — Japan Boycott Beneficiaries, Pharma
- Jun 10: 7 Strong Themes — Shipbuilding Equipment, Solar
- Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Jan 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Weekly Theme Wrap (Jan 5 – Jan 9)
- Jan 9: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Jan 8: 8 Strong Themes — Auto Parts, Defense & War
- Jan 7: 5 Strong Themes — Autonomous Driving, Rare Earths & Rare Metals
- Dec 23: 6 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Dec 9: 8 Strong Themes — Cancer Immunotherapy, Wind
- Oct 2025 Theme Wrap — The Monthly Theme Map
- Oct 27: 8 Strong Themes — Pharma, Holding Companies
- Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Aug 2025 Theme Wrap — The Monthly Theme Map
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Aug 18 – Aug 22)
- Aug 21: 8 Strong Themes — Nuclear, Auto Parts
- Aug 18: 7 Strong Themes — Systems Integration (SI), Shipbuilding Equipment
- Aug 13: 8 Strong Themes — OLED Displays, Semiconductor Equipment
- Aug 5: 8 Strong Themes — Battery, EV
- Jul 2025 Theme Wrap — The Monthly Theme Map
- Jul 31: 8 Strong Themes — Inter-Korean Economic Cooperation, Beauty & Cosmetics
- Jul 21: 8 Strong Themes — Lithium, Battery
- Jul 17: 4 Strong Themes — Pharma, GLP-1 & Obesity Drugs
- Jul 8: 8 Strong Themes — Beauty & Cosmetics, Securities Brokers
- May 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 26 – May 30)
- May 27: 8 Strong Themes — Cancer Immunotherapy, COVID (Diagnostics, Treatments, Vaccines)
- May 16: 8 Strong Themes — Nuclear, Hydrogen (Fuel Cells, Vehicles)
- Apr 2025 Theme Wrap — The Monthly Theme Map
- Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment
- Apr 24: 8 Strong Themes — GLP-1 & Obesity Drugs, Beauty & Cosmetics
- Apr 11: 8 Strong Themes — Webtoons, Media & Content
- Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung)
- Mar 2025 Theme Wrap — The Monthly Theme Map
- Mar 18: 8 Strong Themes — Medical AI, Pharma
- Mar 4: 8 Strong Themes — Defense & War, Shipbuilding
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Feb 25: 8 Strong Themes — Fashion & Clothing, Quantum Cryptography & Computing
- Feb 19: 8 Strong Themes — Battery, Semiconductor Equipment
- Feb 12: 6 Strong Themes — Defense & War, Venture Capital
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Jan 2025 Theme Wrap — The Monthly Theme Map
- Jan 31: 8 Strong Themes — Robotics (Industrial & Collaborative), ChatGPT & AI Chatbots
- Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Jan 15: 8 Strong Themes — Quantum Cryptography, Shipbuilding Equipment
- Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Dec 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment
- Dec 23: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Dec 18: 8 Strong Themes — Auto Parts, Autonomous Driving
- Nov 20: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 11: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction
- Nov 7: 7 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Telecom Equipment
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Aug 8: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jul 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS)
- Jun 24: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Jun 3: 8 Strong Themes — Natural Gas Utilities, LPG (Liquefied Petroleum Gas)
- May 24: 7 Strong Themes — Power Equipment, Food
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 23: 8 Strong Themes — Solar, Defense & War
- Apr 18: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Apr 15: 8 Strong Themes — Electric Cables, Metals (Non-Ferrous)
- Apr 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Weekly Theme Wrap (Mar 11 – Mar 15)
- Mar 14: 8 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Mar 11: 8 Strong Themes — Political Ties (Cho Kuk), Battery
- Feb 27: 4 Strong Themes — HBM (High Bandwidth Memory), Shipbuilding
- Dec 28: 7 Strong Themes — Auto Parts, Political Ties (Han Dong-hoon)
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- Nov 2023 Theme Wrap — The Monthly Theme Map
- Nov 22: 4 Strong Themes — Shipping, Shipbuilding
- Nov 20: 8 Strong Themes — Employment & Recruiting, Food
- Weekly Theme Wrap (Oct 30 – Nov 3)
- Aug 28: 8 Strong Themes — Nuclear, AI & Robotics
- Jul 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 10 – Jul 14)
- Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
- Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction
- Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Jun 5: 8 Strong Themes — Lithium, Auto Parts
- Weekly Theme Wrap (May 22 – May 26)
- May 22: 8 Strong Themes — Ukraine Reconstruction, Food
- May 9: 8 Strong Themes — Natural Gas Utilities, Food
- Apr 2023 Theme Wrap — The Monthly Theme Map
- Apr 19: 8 Strong Themes — Battery, Beauty & Cosmetics
- Mar 31: 8 Strong Themes — Nuclear, Auto Parts
- Feb 2023 Theme Wrap — The Monthly Theme Map
- Feb 13: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Feb 10: 8 Strong Themes — Botulinum Toxin, Beauty & Cosmetics
- Feb 3: 7 Strong Themes — Apple Pay, Metaverse & VR
- Jan 31: 8 Strong Themes — AI & Robotics, Political Ties (Ahn Cheol-soo)
- Dec 21: 6 Strong Themes — Medical Devices, Media & Content
- Sep 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 19 – Sep 23)
- Sep 21: 8 Strong Themes — Autonomous Driving, Agriculture
- Aug 2022 Theme Wrap — The Monthly Theme Map
- Aug 23: 8 Strong Themes — Shipbuilding Equipment, Wind
- Aug 19: 4 Strong Themes — Shipbuilding Equipment, African Swine Fever (ASF)
- Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
- Aug 1: 8 Strong Themes — Solar / Wind, Shipbuilding Equipment
- Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment
- Jun 21: 8 Strong Themes — Solar, Shipbuilding / Shipbuilding Equipment
- Jun 17: 7 Strong Themes — Monkeypox, Battery / EV
- May 31: 8 Strong Themes — Korea-Listed Chinese Companies, Solar / Wind
- Mar 2: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers / Seafood & Fishing, Wind / Solar
- Feb 23: 8 Strong Themes — Shipbuilding Equipment, Korea-Russia Gas Pipeline
- Oct 27: 5 Strong Themes — Media & Content, Shipbuilding Equipment
- Sep 10: 7 Strong Themes — Wireless Charging, Construction / Remodeling & Interiors / Paint
- Aug 23: 8 Strong Themes — Political Ties (Hong Joon-pyo), CCTV & DVR
- Jul 21: 5 Strong Themes — Digital Health & Telehealth, COVID (Diagnostics, Treatments, Vaccines)
- Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung)
- Jun 21: 6 Strong Themes — Political Ties (Choi Jae-hyung), COVID (Diagnostics, Treatments, Vaccines)
- Weekly Theme Wrap (May 31 – Jun 4)
- Jun 4: 6 Strong Themes — Nuclear, Cybersecurity / Blockchain
- Jun 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products
- May 17: 6 Strong Themes — mRNA, Baby & Birth Rate
- Apr 28: 4 Strong Themes — COVID (Sputnik V), Political Ties (Yoon Suk-yeol)
- Apr 5: 7 Strong Themes — Crypto & Bitcoin, AI & Robotics
- Mar 29: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Media & Content
- Mar 26: 8 Strong Themes — Cement & Ready-Mix Concrete, Integrated Logistics
- Mar 24: 6 Strong Themes — Media & Content, Political Ties (Oh Se-hoon)
- Mar 15: 8 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Mar 9: 7 Strong Themes — Crypto & Bitcoin, Political Ties (Lee Jae-myung)
- Feb 9: 5 Strong Themes — Crypto & Bitcoin, Semiconductors
- Jan 25: 7 Strong Themes — AI & Robotics, Autonomous Driving
- Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment
- Nov 23: 8 Strong Themes — Shipbuilding / Shipbuilding Equipment, Shipping
- Nov 10: 7 Strong Themes — Pfizer, Oil Refining
- Sep 25: 4 Strong Themes — North Korea, Battery / EV
- Aug 25: 7 Strong Themes — COVID (Plasma Therapy), EV / Battery
- Jul 21: 7 Strong Themes — COVID / Pharma / Vaccines, Diagnostics & Epidemic Control, Antiparasitic Drugs (Fenbendazole)
- Jun 16: 7 Strong Themes — Battery / EV, Masks
- Jun 2: 5 Strong Themes — Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas), Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
- Jun 1: 8 Strong Themes — E-Bikes, Japan Boycott Beneficiaries
- May 25: 5 Strong Themes — Cybersecurity, Battery / EV
- Apr 2: 5 Strong Themes — Masks, Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals
- Mar 2020 Theme Wrap — The Monthly Theme Map
- Mar 25: 8 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices, Education & E-Learning
- Feb 6: 5 Strong Themes — Shipbuilding, Hydrogen / EV
- Oct 8: 2 Strong Themes — Cannabis, Shipbuilding
- Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
- Sep 6: 1 Strong Theme — Shipbuilding
- Aug 19: 3 Strong Themes — Seafood & Fishing, Shipbuilding
- Feb 21: 2 Strong Themes — Cybersecurity / Blockchain, Shipbuilding
- Jan 28: 1 Strong Theme — Shipbuilding
- Jan 3: 3 Strong Themes — North Korea, Games / Mobile Games
- Dec 27: 3 Strong Themes — China Consumer, North Korea
- Nov 12: 3 Strong Themes — Flexible Displays / OLED Displays / Foldable Phones, Property & Casualty Insurance
- Sep 13: 2 Strong Themes — Shipbuilding, Travel
- Sep 3: 3 Strong Themes — Currency & ATM Systems (incl. CBDC), North Korea
- Aug 20: 1 Strong Theme — Shipbuilding
- Jul 6: 4 Strong Themes — Beauty & Cosmetics, Car Majors
- Jun 28: 2 Strong Themes — Convenience Stores / Retail Distribution, Shipbuilding
- Jun 22: 1 Strong Theme — Shipbuilding
- May 2018 Theme Wrap — The Monthly Theme Map
- May 31: 4 Strong Themes — North Korea, Beauty & Cosmetics
- Weekly Theme Wrap (May 8 – May 11)
- May 8: 3 Strong Themes — Metals (Non-Ferrous), Shipbuilding
- May 4: 4 Strong Themes — Afforestation, Beauty & Cosmetics
- Apr 26: 2 Strong Themes — Shipbuilding, Semiconductor Majors (Fabrication)
- Mar 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 5 – Mar 9)
- Mar 8: 1 Strong Theme — Shipbuilding
- Jan 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 22 – Jan 26)
- Jan 25: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Shipbuilding Equipment
- Jan 23: 5 Strong Themes — Crypto & Bitcoin, Securities Brokers
- Dec 5: 5 Strong Themes — Steel (Small & Mid Cap), Fourth Industrial Revolution
- Weekly Theme Wrap (Oct 10 – Oct 13)
- Oct 11: 2 Strong Themes — Fourth Industrial Revolution, Shipbuilding
- Sep 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 25 – Sep 29)
- Sep 26: 2 Strong Themes — Shipbuilding, Games
- Sep 19: 2 Strong Themes — Shipbuilding, Steel Majors
- Jun 13: 1 Strong Theme — Shipbuilding
- Weekly Theme Wrap (May 22 – May 26)
- May 23: 3 Strong Themes — Securities Brokers, Shipbuilding
- Apr 26: 3 Strong Themes — Korea-Listed Chinese Companies, Shipbuilding
- Mar 16: 5 Strong Themes — Autonomous Driving, Shipbuilding
- Feb 21: 2 Strong Themes — Shipbuilding, Securities Brokers
- Dec 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 12 – Dec 16)
- Dec 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
- Weekly Theme Wrap (Nov 28 – Dec 2)
- Dec 1: 5 Strong Themes — Currency & ATM Systems (incl. CBDC), Shipbuilding
- Jul 28: 1 Strong Theme — Shipbuilding
- Weekly Theme Wrap (May 30 – Jun 3)
- Jun 3: 2 Strong Themes — Zika Virus, Shipbuilding
- May 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 23 – May 27)
- May 26: 7 Strong Themes — Political Ties (Ban Ki-moon), CCTV & DVR
- Oct 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 12 – Oct 16)
- Oct 12: 2 Strong Themes — Securities Brokers, Shipbuilding
- Sep 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 7 – Sep 11)
- Sep 10: 1 Strong Theme — Shipbuilding
- Jul 2015 Theme Wrap — The Monthly Theme Map
- Jul 21: 2 Strong Themes — Shipbuilding, Car Majors
- Weekly Theme Wrap (Jun 29 – Jul 3)
- Jul 1: 2 Strong Themes — Shipbuilding, Property & Casualty Insurance
- Jun 22: 3 Strong Themes — Airlines, Casinos
- May 19: 3 Strong Themes — Infant & Child Products, Vaccines, Diagnostics & Epidemic Control
- Apr 28: 2 Strong Themes — Beauty & Cosmetics, Shipbuilding
- Apr 7: 1 Strong Theme — Shipbuilding
- Feb 26: 7 Strong Themes — Remodeling & Interiors, Construction
- Jan 27: 3 Strong Themes — Petrochemicals, Oil Refining
- Jan 22: 6 Strong Themes — Steel Pipe, Korea-Russia Gas Pipeline