Samsung C&T · 028260
- Oct 28: 8 Strong Themes — Cybersecurity, Semiconductor Equipment
- Oct 21: 8 Strong Themes — Semiconductor Equipment, Biotechnology
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Aug 21: 8 Strong Themes — Crypto & Bitcoin, Inter-Korean Economic Cooperation
- Weekly Theme Wrap (Jul 27 – Jul 31)
- Jul 31: 8 Strong Themes — S7 (Samsung Electronics, SK hynix etc.), Semiconductor Majors (Fabrication)
- Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Jul 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers
- Jun 25: 8 Strong Themes — Solar, Semiconductor Equipment
- Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jun 16: 8 Strong Themes — Wind, Defense & War
- Jun 2: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- May 29: 8 Strong Themes — AI & Robotics, Cloud Computing
- May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment
- Apr 21: 8 Strong Themes — Battery, Energy Storage (ESS)
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Mar 18: 8 Strong Themes — Nuclear, Drones
- Feb 10: 8 Strong Themes — FuriosaAI, Venture Capital
- Feb 9: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Nov 20: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Sep 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Materials & Components
- Sep 11: 8 Strong Themes — Shipbuilding Equipment, Hydrogen (Fuel Cells, Vehicles)
- Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables
- Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
- Jun 11: 8 Strong Themes — Cybersecurity, Solar
- May 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 19 – May 23)
- May 23: 8 Strong Themes — Nuclear, Fashion & Clothing
- May 21: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Shipbuilding Equipment
- Apr 30: 7 Strong Themes — Political Ties (Lee Jae-myung), Construction (Small & Mid Cap)
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Nov 1: 8 Strong Themes — Defense & War, Beauty & Cosmetics
- Sep 3: 8 Strong Themes — STO (Security Token Offering), NFTs
- Aug 23: 6 Strong Themes — Quantum Cryptography, EV Fire Prevention (Thermal Runaway)
- Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
- Aug 8: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Jul 29: 8 Strong Themes — Pipe Fittings & Valves, Beauty & Cosmetics
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Weekly Theme Wrap (Jul 15 – Jul 19)
- Jun 27: 8 Strong Themes — Power Equipment, Electric Cables
- May 7: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Mar 28: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Mar 20: 8 Strong Themes — Beauty & Cosmetics, Pharma
- Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jan 29: 8 Strong Themes — Holding Companies, Pharma
- Nov 17: 3 Strong Themes — Gene Therapy & Genomics, Semiconductor Equipment
- Sep 13: 8 Strong Themes — Telecom Equipment, 5G
- Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment
- Jul 10: 8 Strong Themes — Advertising, Ukraine Reconstruction
- Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing
- Jan 6: 8 Strong Themes — Cloud Computing, Dementia
- Dec 13: 7 Strong Themes — Pharma, Masks
- Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind
- Oct 27: 8 Strong Themes — Battery, Solar
- Oct 24: 8 Strong Themes — Water Resources, Ukraine Reconstruction (Related)
- Sep 8: 8 Strong Themes — Battery, AI & Robotics
- Jun 21: 8 Strong Themes — Solar, Shipbuilding / Shipbuilding Equipment
- Apr 28: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Beauty & Cosmetics
- Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth
- Jul 28: 5 Strong Themes — North Korea, COVID (Diagnostics)
- Apr 29: 8 Strong Themes — Integrated Logistics, Steel Majors / Steel (Small & Mid Cap)
- Feb 3: 5 Strong Themes — Cement & Ready-Mix Concrete, Car Majors / Auto Parts / EV / Autonomous Driving
- Dec 11: 8 Strong Themes — Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines)
- Nov 16: 7 Strong Themes — Airlines & Low-Cost Carriers, COVID (Negative-Pressure Wards & Ambulances)
- Apr 22: 5 Strong Themes — Cement & Ready-Mix Concrete, Construction (Small & Mid Cap) / Railways
- Dec 19: 4 Strong Themes — Nuclear, Beauty & Cosmetics
- Nov 27: 4 Strong Themes — Yellow Dust & Fine Particulates / Masks, Games / Mobile Games
- Jun 10: 1 Strong Theme — Construction Majors
- Feb 18: 4 Strong Themes — OLED Displays, Construction Majors
- Jan 18: 1 Strong Theme — Construction Majors