KEC · 092220
- Sep 21: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Sep 16: 8 Strong Themes — 5G, Semiconductor Equipment
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Jul 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- May 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 18 – May 22)
- May 22: 8 Strong Themes — EV, Semiconductor Equipment
- Apr 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 20 – Apr 24)
- Apr 24: 8 Strong Themes — Beauty & Cosmetics, System Semiconductors
- Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components
- Apr 21: 8 Strong Themes — Battery, Energy Storage (ESS)
- Mar 30: 8 Strong Themes — Battery, Plastic Alternatives & Biodegradables
- Weekly Theme Wrap (Mar 3 – Mar 6)
- Feb 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 23 – Feb 27)
- Feb 24: 8 Strong Themes — Semiconductor Equipment, Battery
- Jan 26: 8 Strong Themes — Battery, Robotics (Industrial & Collaborative)
- Aug 13: 8 Strong Themes — OLED Displays, Semiconductor Equipment
- May 28: 8 Strong Themes — Battery, Holding Companies
- Mar 20: 7 Strong Themes — Battery, EV
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Jan 16: 8 Strong Themes — Cybersecurity, Battery
- Jan 6: 8 Strong Themes — Vaccines, Diagnostics & Epidemic Control, COVID (Diagnostics, Treatments, Vaccines)
- Dec 17: 8 Strong Themes — Carbon Emission Credits, Semiconductor Equipment
- Oct 28: 8 Strong Themes — Battery, Solar
- Jun 13: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Apr 24: 8 Strong Themes — Autonomous Driving, Semiconductor Equipment
- Mar 12: 8 Strong Themes — Semiconductor Equipment, Battery
- Jan 9: 8 Strong Themes — Metaverse & VR, LED
- Dec 13: 8 Strong Themes — CXL (Compute Express Link), Yanolja
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- Nov 27: 8 Strong Themes — System Semiconductors, Pharma
- Oct 30: 8 Strong Themes — Robotics (Industrial & Collaborative), LPG (Liquefied Petroleum Gas)
- Oct 17: 8 Strong Themes — Lithium, Semiconductor Equipment
- Oct 11: 8 Strong Themes — Smartphones, Battery
- Aug 30: 8 Strong Themes — Autonomous Driving, AI & Robotics
- Jul 25: 8 Strong Themes — Power Equipment, Electric Cables
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Jun 29: 8 Strong Themes — UAM (Urban Air Mobility), Semiconductor Equipment
- Weekly Theme Wrap (Jun 5 – Jun 9)
- Jun 9: 8 Strong Themes — Battery, EV
- Jun 8: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Materials & Components
- May 8: 8 Strong Themes — Semiconductor Materials & Components, Food
- Mar 30: 8 Strong Themes — System Semiconductors, AI & Robotics
- Feb 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 6 – Feb 10)
- Feb 9: 8 Strong Themes — Battery, Beauty & Cosmetics
- Dec 22: 8 Strong Themes — Beauty & Cosmetics, Shipping
- Nov 2022 Theme Wrap — The Monthly Theme Map
- Oct 6: 8 Strong Themes — Semiconductor Equipment, Battery
- Sep 20: 8 Strong Themes — Battery, EV
- Jul 11: 8 Strong Themes — Rivian, Media & Content
- Dec 23: 8 Strong Themes — PCB & Flexible PCB, COVID (Pfizer)
- Weekly Theme Wrap (Nov 15 – Nov 19)
- Nov 19: 7 Strong Themes — Autonomous Driving / Smart Cars, EV
- Sep 27: 8 Strong Themes — Power Equipment, Construction (Small & Mid Cap)
- Aug 3: 3 Strong Themes — Semiconductors, EV / Battery
- Jun 24: 8 Strong Themes — Auto Parts, Political Ties (Choi Jae-hyung)
- Dec 15: 5 Strong Themes — Battery / EV, Carbon Emission Credits
- Nov 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 23 – Nov 27)
- Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment
- Oct 8: 5 Strong Themes — Solar, Autonomous Driving
- Sep 29: 4 Strong Themes — Battery / EV, Securities Brokers
- Aug 28: 8 Strong Themes — Integrated Logistics, Packaging
- Jun 19: 4 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization)
- Jun 4: 6 Strong Themes — Drones, Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
- Jul 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 4 – Jul 8)
- Jul 8: 2 Strong Themes — Defense & War, EV / Battery
- Jun 29: 3 Strong Themes — Education & E-Learning, Electronic Payments / FinTech