SFA Semicon · 036540
- Sep 21: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Sep 10: 8 Strong Themes — Soybeans, Semiconductor Equipment
- Sep 9: 8 Strong Themes — Telecom Equipment, Optical Communications
- Sep 7: 8 Strong Themes — Nuclear, Semiconductor Equipment
- Aug 11: 8 Strong Themes — Beauty & Cosmetics, Solar
- Jul 15: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- May 22: 8 Strong Themes — EV, Semiconductor Equipment
- May 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Apr 24: 8 Strong Themes — Beauty & Cosmetics, System Semiconductors
- Feb 26: 8 Strong Themes — Semiconductor Equipment, 5G
- Jan 29: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX
- Jan 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jan 5: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Nov 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Nov 13: 8 Strong Themes — Cancer Immunotherapy, Plastic Alternatives & Biodegradables
- Nov 6: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Sep 2025 Theme Wrap — The Monthly Theme Map
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Sep 23: 8 Strong Themes — Cybersecurity, Inter-Korean Economic Cooperation
- Sep 19: 8 Strong Themes — Cybersecurity, AI & Robotics
- Sep 11: 8 Strong Themes — Shipbuilding Equipment, Hydrogen (Fuel Cells, Vehicles)
- Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Jun 19: 8 Strong Themes — Steel (Small & Mid Cap), Semiconductor Equipment
- Mar 28: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jan 24: 6 Strong Themes — Webtoons, Semiconductor Equipment
- Dec 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 11 – Dec 15)
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- Nov 27: 8 Strong Themes — System Semiconductors, Pharma
- Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
- Jul 11: 8 Strong Themes — Nuclear, EV
- Jun 8: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Materials & Components
- May 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- May 18: 8 Strong Themes — EV, OLED Displays
- Mar 2023 Theme Wrap — The Monthly Theme Map
- Mar 30: 8 Strong Themes — System Semiconductors, AI & Robotics
- Mar 29: 8 Strong Themes — Battery, Lithium
- Weekly Theme Wrap (Mar 13 – Mar 17)
- Mar 16: 6 Strong Themes — AI & Robotics, Battery
- Dec 14: 8 Strong Themes — Pharma, COVID (Pfizer)
- Nov 8: 8 Strong Themes — Webtoons, Beauty & Cosmetics
- Oct 25: 5 Strong Themes — Yanolja, Semiconductor Equipment
- Jul 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 11 – Jul 15)
- Nov 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 1 – Nov 5)
- Nov 2: 6 Strong Themes — Crypto & Bitcoin, 5G / Telecom Equipment
- Apr 19: 7 Strong Themes — COVID (Moderna), PCB & Flexible PCB
- Feb 2021 Theme Wrap — The Monthly Theme Map
- Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung)
- Weekly Theme Wrap (Feb 15 – Feb 19)
- Feb 15: 8 Strong Themes — Integrated Logistics, Corrugated Board / Paper
- Jan 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 25 – Jan 29)
- Jan 26: 3 Strong Themes — Semiconductors, iPhone Supply Chain
- Jan 25: 7 Strong Themes — AI & Robotics, Autonomous Driving
- Sep 10: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductors
- Aug 13: 4 Strong Themes — Graphene, China Consumer
- Jul 27: 6 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization)
- May 7: 7 Strong Themes — Kiosks / Cybersecurity / Cloud Computing, Semiconductors
- Feb 3: 3 Strong Themes — Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries, Corrugated Board
- Jan 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 20 – Jan 23)
- Jan 20: 3 Strong Themes — Vaccines / MERS & Coronavirus / Masks, Semiconductors
- Dec 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 16 – Dec 20)
- Dec 16: 2 Strong Themes — Semiconductors, 5G / Telecom Equipment
- Nov 2019 Theme Wrap — The Monthly Theme Map
- Nov 26: 5 Strong Themes — Camera Modules & Parts, Semiconductors
- Weekly Theme Wrap (Apr 29 – May 3)
- Apr 2019 Theme Wrap — The Monthly Theme Map
- Apr 29: 3 Strong Themes — System Semiconductors, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Apr 22 – Apr 26)
- Apr 23: 2 Strong Themes — LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding, System Semiconductors