Makus · 093520
- Sep 23: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Sep 21: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Aug 13: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Semiconductor Equipment
- Aug 11: 8 Strong Themes — Beauty & Cosmetics, Solar
- Mar 30: 8 Strong Themes — Battery, Plastic Alternatives & Biodegradables
- Feb 9: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jan 29: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX
- Jan 23: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics
- Nov 6: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Oct 27: 8 Strong Themes — Pharma, Holding Companies
- Oct 23: 8 Strong Themes — Quantum Cryptography & Computing, Power Equipment
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Aug 18: 7 Strong Themes — Systems Integration (SI), Shipbuilding Equipment
- Jul 11: 8 Strong Themes — Plastic Alternatives & Biodegradables, Battery
- Jul 9: 8 Strong Themes — Securities Brokers, Holding Companies
- Jun 23: 8 Strong Themes — AI & Robotics, Stablecoins
- Jun 11: 8 Strong Themes — Cybersecurity, Solar
- Jun 4: 8 Strong Themes — AI & Robotics, Local Currency Vouchers
- Jun 2: 8 Strong Themes — Beauty & Cosmetics, AI & Robotics
- May 19: 4 Strong Themes — Chicken (Poultry), COVID (Diagnostics, Treatments, Vaccines)
- May 16: 8 Strong Themes — Nuclear, Hydrogen (Fuel Cells, Vehicles)
- Dec 17: 8 Strong Themes — Carbon Emission Credits, Semiconductor Equipment
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Nov 5: 8 Strong Themes — Lithium, Beauty & Cosmetics
- Oct 28: 8 Strong Themes — Battery, Solar
- Aug 12: 8 Strong Themes — Battery, EV
- Jul 29: 8 Strong Themes — Pipe Fittings & Valves, Beauty & Cosmetics
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- May 21: 8 Strong Themes — Beauty & Cosmetics, Dunamu
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 13 – Feb 16)
- Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction
- Feb 8: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jan 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 15 – Jan 19)
- Jan 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Dec 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 18 – Dec 22)
- Dec 20: 8 Strong Themes — Auto Parts, EV
- Dec 19: 8 Strong Themes — System Semiconductors, Cancer Immunotherapy
- Dec 18: 8 Strong Themes — Battery, Semiconductor Equipment
- Dec 8: 8 Strong Themes — On-Device AI, System Semiconductors
- Nov 2: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Oct 24: 8 Strong Themes — NEOM City, Crypto & Bitcoin
- Jul 14: 8 Strong Themes — PCB & Flexible PCB, Semiconductor Equipment
- Jul 3: 8 Strong Themes — Semiconductor Equipment, Battery
- Jun 29: 8 Strong Themes — UAM (Urban Air Mobility), Semiconductor Equipment
- Jun 20: 8 Strong Themes — Asphalt Concrete, Semiconductor Equipment
- Jun 9: 8 Strong Themes — Battery, EV
- Weekly Theme Wrap (May 30 – Jun 2)
- May 2023 Theme Wrap — The Monthly Theme Map
- May 30: 8 Strong Themes — System Semiconductors, Crypto & Bitcoin
- May 26: 8 Strong Themes — Ferrite, Semiconductor Materials & Components
- Apr 24: 7 Strong Themes — Solar, OLED Displays
- Apr 11: 8 Strong Themes — Auto Parts, Semiconductor Materials & Components
- Mar 16: 6 Strong Themes — AI & Robotics, Battery
- Feb 16: 8 Strong Themes — Mobile Games, Games
- Feb 14: 7 Strong Themes — System Semiconductors, Ukraine Reconstruction (Related)
- Feb 8: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Jan 4: 8 Strong Themes — Drones, Semiconductor Equipment
- Jan 3: 8 Strong Themes — Crypto & Bitcoin, Media & Content
- Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components
- Oct 20: 3 Strong Themes — Nuclear, Wind
- Sep 8: 8 Strong Themes — Battery, AI & Robotics
- Aug 26: 8 Strong Themes — Solar, Defense & War
- Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays
- Feb 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 7 – Feb 11)
- Feb 9: 8 Strong Themes — Pharma, Metals (Non-Ferrous)
- 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
- Oct 29: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- May 25: 8 Strong Themes — mRNA, Education & E-Learning
- Feb 16: 7 Strong Themes — Corrugated Board / Paper, Coupang / Integrated Logistics
- Jan 21: 7 Strong Themes — Space & Aerospace, Car Majors / Auto Parts / Semiconductors
- Jul 28: 7 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Moderna
- Jun 9: 4 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Currency & ATM Systems (incl. CBDC)
- Nov 29: 2 Strong Themes — Crypto & Bitcoin, Nuclear
- Nov 27: 2 Strong Themes — Crypto & Bitcoin, Baby & Birth Rate
- Aug 14: 2 Strong Themes — Securities Brokers, Crypto & Bitcoin
- Jun 12: 3 Strong Themes — Crypto & Bitcoin, Dementia
- Weekly Theme Wrap (May 8 – May 12)
- May 8: 2 Strong Themes — Yellow Dust & Fine Particulates / Air Purifiers, Crypto & Bitcoin
- Weekly Theme Wrap (Apr 3 – Apr 7)
- Apr 5: 2 Strong Themes — Political Ties (Ahn Cheol-soo), Crypto & Bitcoin
- Jan 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 2 – Jan 6)
- Jan 2: 1 Strong Theme — Crypto & Bitcoin
- Dec 22: 1 Strong Theme — Crypto & Bitcoin
- Jun 24: 1 Strong Theme — Crypto & Bitcoin