Speco · 013810
- Oct 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 19 – Oct 23)
- Oct 23: 4 Strong Themes — Political Ties (Oh Se-hoon), Space & Aerospace (Nuri Rocket, Satellites)
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Jul 24: 7 Strong Themes — Dehumidifiers, Shipbuilding Equipment
- Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers
- Jun 16: 8 Strong Themes — Wind, Defense & War
- Apr 2: 8 Strong Themes — Shipping, Physical AI & Humanoid Robots
- Mar 30: 8 Strong Themes — Battery, Plastic Alternatives & Biodegradables
- Mar 3: 6 Strong Themes — Shipping, Defense & War
- Feb 6: 6 Strong Themes — Inter-Korean Economic Cooperation, Space & Aerospace (Nuri Rocket, Satellites)
- Sep 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 8 – Sep 12)
- Sep 11: 8 Strong Themes — Shipbuilding Equipment, Hydrogen (Fuel Cells, Vehicles)
- Aug 4: 8 Strong Themes — Robotics (Industrial & Collaborative), NFTs
- Jun 13: 6 Strong Themes — Defense & War, Shipping
- Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Nov 20: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Nov 12: 5 Strong Themes — Inter-Korean Economic Cooperation, Modular Housing
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Oct 2024 Theme Wrap — The Monthly Theme Map
- Oct 30: 8 Strong Themes — Ukraine Reconstruction, Beauty & Cosmetics
- Oct 29: 8 Strong Themes — Crypto & Bitcoin, Medical Devices
- Oct 22: 4 Strong Themes — Defense & War, Music & Recordings
- Oct 14: 8 Strong Themes — Drones, Defense & War
- Oct 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Cancer Immunotherapy
- Sep 2024 Theme Wrap — The Monthly Theme Map
- Sep 30: 8 Strong Themes — Beauty & Cosmetics, Korea-Listed Chinese Companies
- Sep 20: 8 Strong Themes — Pharma, 5G
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs
- Aug 2024 Theme Wrap — The Monthly Theme Map
- Aug 26: 8 Strong Themes — Battery, Telemedicine
- Aug 13: 8 Strong Themes — EV Charging, EV Fire Prevention (Thermal Runaway)
- Weekly Theme Wrap (Aug 5 – Aug 9)
- Aug 6: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Defense & War
- Aug 5: 3 Strong Themes — Natural Gas Utilities, Defense & War
- Aug 2: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mycoplasma Pneumonia
- Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jul 19: 6 Strong Themes — GLP-1 & Obesity Drugs, Cannabis
- Apr 19: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Beauty & Cosmetics
- Apr 16: 2 Strong Themes — Autonomous Driving, Defense & War
- Apr 8: 8 Strong Themes — Glass Substrates, Defense & War
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Jan 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 15 – Jan 19)
- Jan 17: 3 Strong Themes — Defense & War, Shipping
- Jan 16: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment
- Jan 5: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Oct 25: 8 Strong Themes — Beauty & Cosmetics, Pharma
- Oct 10: 6 Strong Themes — Defense & War, LPG (Liquefied Petroleum Gas)
- Sep 27: 8 Strong Themes — Political Ties (Lee Jae-myung), Robotics (Industrial & Collaborative)
- Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment
- Jul 10: 8 Strong Themes — Advertising, Ukraine Reconstruction
- Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Jun 26: 8 Strong Themes — Medical Devices, AI & Robotics
- Weekly Theme Wrap (Jun 19 – Jun 23)
- Jun 20: 8 Strong Themes — Asphalt Concrete, Semiconductor Equipment
- Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing
- May 18: 8 Strong Themes — EV, OLED Displays
- May 10: 8 Strong Themes — Beauty & Cosmetics, Auto Parts
- Apr 20: 7 Strong Themes — Defense & War, Animal Feed
- Mar 28: 8 Strong Themes — OLED Displays, PCB & Flexible PCB
- Mar 7: 8 Strong Themes — Battery, Lithium
- Jan 2: 8 Strong Themes — Pharma, Medical Devices
- Dec 2: 8 Strong Themes — Digital Health & Telehealth, Beauty & Cosmetics
- Nov 4: 8 Strong Themes — Beauty & Cosmetics, Defense & War
- Nov 2: 8 Strong Themes — Games, LPG (Liquefied Petroleum Gas)
- Nov 1: 8 Strong Themes — Nuclear, NEOM City
- Oct 2022 Theme Wrap — The Monthly Theme Map
- Oct 28: 3 Strong Themes — Battery, Ukraine Reconstruction (Related)
- Oct 19: 8 Strong Themes — Network Integration (NI), Battery
- Oct 14: 8 Strong Themes — Auto Parts, NEOM City
- Oct 4: 8 Strong Themes — Autonomous Driving, Auto Parts
- Sep 29: 8 Strong Themes — Dementia, Pharma
- Aug 2: 4 Strong Themes — AI & Robotics / Smart Factory, Rare Earths & Rare Metals
- Jun 7: 8 Strong Themes — Solar, Defense & War
- May 19: 4 Strong Themes — Solar / Wind, Construction Equipment
- May 18: 8 Strong Themes — Animal Feed / Chicken (Poultry), Currency & ATM Systems (incl. CBDC)
- May 10: 6 Strong Themes — Ukraine Reconstruction, Political Ties (Yoon Suk-yeol)
- May 9: 6 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung)
- Mar 14: 8 Strong Themes — Steel Pipe, Baby & Birth Rate
- Mar 11: 7 Strong Themes — Nuclear, Construction / Remodeling & Interiors
- Feb 14: 3 Strong Themes — LPG (Liquefied Petroleum Gas) / Natural Gas Utilities, Metals (Non-Ferrous)
- Feb 3: 8 Strong Themes — COVID, Remote Work & Smart Work
- Jan 25: 4 Strong Themes — Natural Gas Utilities, Steel (Small & Mid Cap) / Steel Pipe
- Jan 21: 3 Strong Themes — Political Ties (Yoo Seong-min), Defense & War
- Jan 20: 7 Strong Themes — UAM (Urban Air Mobility) / Drones, COVID
- Jan 13: 6 Strong Themes — Battery / EV, Defense & War
- Aug 27: 7 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Energy Storage (ESS)
- Apr 12: 7 Strong Themes — COVID (Diagnostics), Battery / EV
- Jan 15: 5 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors
- Nov 24: 8 Strong Themes — Crypto & Bitcoin / Venture Capital, Semiconductors
- Sep 24: 1 Strong Theme — Defense & War
- Sep 16: 5 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea
- Jul 7: 2 Strong Themes — Battery / EV, Defense & War
- Jun 18: 5 Strong Themes — Defense & War, Japan Export Curbs (Localization)
- Jun 17: 3 Strong Themes — Defense & War, Construction Equipment
- Jun 15: 1 Strong Theme — Defense & War
- Jun 9: 4 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Currency & ATM Systems (incl. CBDC)
- May 28: 8 Strong Themes — Education & E-Learning, Animal Feed
- Apr 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 20 – Apr 24)
- Apr 24: 2 Strong Themes — Defense & War, Masks
- Apr 21: 1 Strong Theme — Defense & War
- Jan 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 6 – Jan 10)
- Jan 8: 2 Strong Themes — Defense & War, Semiconductor Majors (Fabrication)
- Dec 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 9 – Dec 13)
- Dec 9: 3 Strong Themes — Battery / EV, Defense & War
- Weekly Theme Wrap (Dec 2 – Dec 6)
- Dec 4: 1 Strong Theme — Defense & War
- Apr 4: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Defense & War
- Mar 15: 3 Strong Themes — Defense & War, Yellow Dust & Fine Particulates / Air Purifiers / Masks
- Nov 21: 3 Strong Themes — North Korea, Pharma & Biotech
- Jun 29: 2 Strong Themes — North Korea, Banks
- Jun 25: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea
- Sep 22: 3 Strong Themes — Defense & War, Property & Casualty Insurance / Life Insurance
- Sep 4: 1 Strong Theme — Defense & War
- Aug 29: 2 Strong Themes — Defense & War, 3D NAND / Semiconductor Equipment
- Aug 3: 1 Strong Theme — Defense & War
- Jul 4: 1 Strong Theme — Defense & War
- Jun 20: 1 Strong Theme — Renewable Energy
- Apr 10: 2 Strong Themes — Defense & War, Yellow Dust & Fine Particulates
- Nov 9: 1 Strong Theme — Defense & War
- Oct 7: 3 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Moon Jae-in Policy Beneficiaries
- Sep 9: 1 Strong Theme — Defense & War
- Jul 8: 2 Strong Themes — Defense & War, EV / Battery
- Jun 21: 2 Strong Themes — Internet of Things (IoT), Defense & War
- Mar 15: 2 Strong Themes — Defense & War, Beauty & Cosmetics
- Mar 3: 1 Strong Theme — Defense & War
- Feb 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 11 – Feb 12)
- Feb 11: 2 Strong Themes — Defense & War, Masks
- Feb 3: 2 Strong Themes — Zika Virus, North Korea Satellite Launch (Defense)
- Jan 28: 1 Strong Theme — Defense & War
- Jan 8: 2 Strong Themes — Defense & War, Oil Refining
- Jan 6: 1 Strong Theme — Defense & War
- Sep 15: 1 Strong Theme — Defense & War
- Aug 21: 1 Strong Theme — Defense & War
- Aug 11: 1 Strong Theme — Defense & War