Namuga · 190510

33 posts · 2016-02-19 ~ 2026-10-30

Oct 2026 Theme Wrap — The Monthly Theme Map 2026-10-30
Weekly Theme Wrap (Oct 26 – Oct 30) 2026-10-30
Oct 28: 8 Strong Themes — Cybersecurity, Semiconductor Equipment 2026-10-28
Oct 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2026-10-27
Oct 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots 2026-10-26
Sep 2026 Theme Wrap — The Monthly Theme Map 2026-09-30
Sep 7: 8 Strong Themes — Nuclear, Semiconductor Equipment 2026-09-07
Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment 2026-09-04
Jul 3: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2026-07-03
Dec 10: 8 Strong Themes — Ukraine Reconstruction, Media & Content 2024-12-10
Aug 6: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Defense & War 2024-08-06
Jul 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Metaverse & VR 2024-07-11
Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS) 2024-07-10
Weekly Theme Wrap (Jan 22 – Jan 26) 2024-01-26
Jan 26: 8 Strong Themes — Battery, Virtual Reality (VR) 2024-01-26
Jan 22: 8 Strong Themes — Semiconductor Equipment, Smartphones 2024-01-22
Feb 2: 8 Strong Themes — Metaverse & VR, Securities Brokers 2023-02-02
Dec 26: 5 Strong Themes — Pharma, Camera Modules & Parts 2022-12-26
Weekly Theme Wrap (Nov 28 – Dec 2) 2022-12-02
Dec 2: 8 Strong Themes — Digital Health & Telehealth, Beauty & Cosmetics 2022-12-02
Nov 24: 8 Strong Themes — Virtual Reality (VR), Media & Content 2022-11-24
Oct 6: 8 Strong Themes — Semiconductor Equipment, Battery 2022-10-06
Aug 25: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Beauty & Cosmetics 2022-08-25
May 23: 8 Strong Themes — UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, Hydrogen (Fuel Cells, Vehicles) 2022-05-23
Mar 17: 8 Strong Themes — AI & Robotics / Metaverse & VR, Galaxy Supply Chain / Smartphones 2022-03-17
Dec 16: 8 Strong Themes — AI & Robotics, Education & E-Learning 2021-12-16
Dec 13: 8 Strong Themes — AI & Robotics, Cybersecurity 2021-12-13
Aug 5: 4 Strong Themes — Battery / EV, Pharma & Biotech 2020-08-05
Weekly Theme Wrap (Feb 17 – Feb 21) 2020-02-21
Feb 17: 3 Strong Themes — Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts, Hydrogen (Fuel Cells, Vehicles) 2020-02-17
Jun 18: 4 Strong Themes — Graphene, Steel Pipe / Water Resources 2019-06-18
Jul 13: 4 Strong Themes — Games, Virtual Reality (VR) 2016-07-13
Feb 19: 1 Strong Theme — Virtual Reality (VR) 2016-02-19