HL Mando · 204320
- Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Jul 2: 8 Strong Themes — Construction (Small & Mid Cap), Beauty & Cosmetics
- Jun 2026 Theme Wrap — The Monthly Theme Map
- Jun 15: 8 Strong Themes — Hair Loss Treatment, Pharma
- Jun 12: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
- May 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- May 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells)
- Feb 11: 8 Strong Themes — Nuclear, Power Equipment
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Jan 21: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Weekly Theme Wrap (Jan 12 – Jan 16)
- Jan 14: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Jan 13: 8 Strong Themes — EV, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Dec 1 – Dec 5)
- Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Dec 4: 6 Strong Themes — Construction (Small & Mid Cap), Robotics (Industrial & Collaborative)
- Dec 1: 8 Strong Themes — Battery, Cybersecurity
- Nov 19: 8 Strong Themes — Seafood & Fishing, Robotics (Industrial & Collaborative)
- Oct 31: 8 Strong Themes — Robotics (Industrial & Collaborative), Autonomous Driving
- Oct 17: 6 Strong Themes — Battery, EV
- Oct 16: 8 Strong Themes — Battery, Auto Parts
- Jul 23: 8 Strong Themes — Steel Pipe, Auto Parts
- Apr 15: 8 Strong Themes — Auto Parts, Steel (Small & Mid Cap)
- Weekly Theme Wrap (Mar 24 – Mar 28)
- Mar 25: 8 Strong Themes — Auto Parts, EV
- Mar 24: 7 Strong Themes — Beauty & Cosmetics, Auto Parts
- Mar 18: 8 Strong Themes — Medical AI, Pharma
- Mar 6: 8 Strong Themes — Beauty & Cosmetics, Auto Parts
- Jan 14: 8 Strong Themes — Medical Devices, Advertising
- Nov 18: 8 Strong Themes — Autonomous Driving, ChatGPT & AI Chatbots
- Oct 24: 8 Strong Themes — Music & Recordings, Battery
- Sep 24: 8 Strong Themes — Battery, Solar
- Jul 23: 8 Strong Themes — GLP-1 & Obesity Drugs, Power Equipment
- Jun 2024 Theme Wrap — The Monthly Theme Map
- Jun 26: 8 Strong Themes — Semiconductor Equipment, Rivian
- Jun 25: 6 Strong Themes — Auto Parts, Shipping
- Jun 17: 7 Strong Themes — Auto Parts, Food
- Jun 5: 8 Strong Themes — Steel (Small & Mid Cap), Steel Pipe
- May 22: 8 Strong Themes — Solid Oxide Fuel Cells (SOFC), Hydrogen (Fuel Cells, Vehicles)
- May 8: 8 Strong Themes — Nuclear, Food
- Apr 29: 8 Strong Themes — Electric Cables, Power Equipment
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Apr 11: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Apr 8: 8 Strong Themes — Glass Substrates, Defense & War
- Feb 5: 8 Strong Themes — Superconductors, Auto Parts
- Jan 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Dec 28: 7 Strong Themes — Auto Parts, Political Ties (Han Dong-hoon)
- Sep 25: 8 Strong Themes — Beauty & Cosmetics, Political Ties (Lee Nak-yon)
- Sep 20: 8 Strong Themes — Shipping, 5G
- Aug 18: 7 Strong Themes — MXenes, Semiconductor Equipment
- Jul 14: 8 Strong Themes — PCB & Flexible PCB, Semiconductor Equipment
- Jul 6: 4 Strong Themes — Auto Parts, Hydrogen (Fuel Cells, Vehicles)
- Jun 21: 7 Strong Themes — Education & E-Learning, Auto Parts
- Jun 15: 8 Strong Themes — Semiconductor Equipment, Battery
- May 15: 6 Strong Themes — Tires, System Semiconductors
- May 9: 8 Strong Themes — Natural Gas Utilities, Food
- Apr 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 24 – Apr 28)
- Apr 25: 7 Strong Themes — Rare Earths & Rare Metals, Defense & War
- Apr 24: 7 Strong Themes — Solar, OLED Displays
- Apr 11: 8 Strong Themes — Auto Parts, Semiconductor Materials & Components
- Feb 14: 7 Strong Themes — System Semiconductors, Ukraine Reconstruction (Related)
- Feb 3: 7 Strong Themes — Apple Pay, Metaverse & VR
- Weekly Theme Wrap (Jan 2 – Jan 6)
- Jan 2: 8 Strong Themes — Pharma, Medical Devices
- Nov 14: 8 Strong Themes — Battery, Beauty & Cosmetics
- Oct 28: 3 Strong Themes — Battery, Ukraine Reconstruction (Related)
- Jul 25: 6 Strong Themes — Crypto & Bitcoin, Smart Grid / Power Equipment
- Jun 27: 8 Strong Themes — Nuclear, EV Charging
- Apr 2022 Theme Wrap — The Monthly Theme Map
- Apr 26: 7 Strong Themes — UAM (Urban Air Mobility), Paper
- Apr 6: 8 Strong Themes — Games / Mobile Games, Animal Feed / Fertilizers / Agriculture
- Mar 3: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Cement & Ready-Mix Concrete
- Nov 22: 8 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors
- Nov 4: 8 Strong Themes — Fertilizers, Nuclear
- Oct 13: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Aug 24: 8 Strong Themes — Travel, Music & Recordings / Music & Entertainment
- Jun 4: 6 Strong Themes — Nuclear, Cybersecurity / Blockchain
- May 2021 Theme Wrap — The Monthly Theme Map
- May 28: 8 Strong Themes — Car Majors / Auto Parts, Political Ties (Yoon Suk-yeol)
- May 14: 6 Strong Themes — Battery, Political Ties (Lee Jae-myung)
- May 12: 7 Strong Themes — Dunamu, Animal Feed / Food
- May 3: 7 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding / Shipbuilding Equipment / Integrated Logistics
- Apr 2: 5 Strong Themes — Crypto & Bitcoin / Venture Capital / Dunamu, Political Ties (Chung Sye-kyun)
- Mar 18: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- Mar 2: 6 Strong Themes — Crypto & Bitcoin, Games / Mobile Games
- Feb 9: 5 Strong Themes — Crypto & Bitcoin, Semiconductors
- Feb 3: 5 Strong Themes — Cement & Ready-Mix Concrete, Car Majors / Auto Parts / EV / Autonomous Driving
- Jan 21: 7 Strong Themes — Space & Aerospace, Car Majors / Auto Parts / Semiconductors
- Jan 11: 6 Strong Themes — Car Majors / Autonomous Driving, Solar
- Jan 8: 3 Strong Themes — Car Majors / Auto Parts / Autonomous Driving / EV / Battery, Hydrogen (Fuel Cells, Vehicles)
- Jan 7: 8 Strong Themes — Political Ties (Lee Jae-myung), Life Insurance / Property & Casualty Insurance
- Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving
- Dec 22: 1 Strong Theme — Autonomous Driving
- Nov 11: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Dental Care & Implants
- Oct 27: 2 Strong Themes — Car Majors / Auto Parts, COVID (Diagnostics)
- Oct 26: 2 Strong Themes — Shipping, Car Majors
- Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals
- Sep 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 21 – Sep 25)
- Sep 21: 3 Strong Themes — Political Ties (Yoo Seong-min), Battery
- Weekly Theme Wrap (Sep 14 – Sep 18)
- Sep 17: 1 Strong Theme — Car Majors
- Sep 14: 5 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Graphene
- Aug 10: 5 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Car Majors / Hydrogen / EV / Battery
- Aug 6: 5 Strong Themes — North Korea, Typhoons & Monsoon
- Jul 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 27 – Jul 31)
- Jul 30: 7 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), PCB & Flexible PCB
- Jul 29: 5 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Nafamostat
- Jul 23: 6 Strong Themes — Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines), Rare Earths & Rare Metals
- Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment
- May 26: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), North Korea
- Weekly Theme Wrap (Jan 20 – Jan 23)
- Jan 23: 3 Strong Themes — Vaccines / MERS & Coronavirus / Masks, Battery / EV
- Sep 24: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Autonomous Driving
- Jul 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 22 – Jul 26)
- Jul 24: 1 Strong Theme — Car Majors
- Dec 17: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Car Majors
- Dec 12: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Car Majors
- Oct 30: 8 Strong Themes — Wind, Solar
- Oct 17: 4 Strong Themes — Agriculture / Animal Feed, North Korean Mineral Resources
- Aug 28: 5 Strong Themes — Dementia, Digital Health & Telehealth
- Jul 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 23 – Jul 27)
- Jul 23: 2 Strong Themes — Shipbuilding, Car Majors
- Weekly Theme Wrap (Jul 16 – Jul 20)
- Jul 20: 2 Strong Themes — Medical Devices, Car Majors
- Jul 16: 4 Strong Themes — Summer Season, Kiosks / Currency & ATM Systems (incl. CBDC)
- Weekly Theme Wrap (Jul 2 – Jul 6)
- Jul 6: 4 Strong Themes — Beauty & Cosmetics, Car Majors
- Weekly Theme Wrap (Jan 29 – Feb 2)
- Feb 2: 1 Strong Theme — Car Majors
- Nov 30: 5 Strong Themes — Car Majors, Steel Majors
- Dec 8: 3 Strong Themes — Political Ties (Moon Jae-in), Banks
- May 26: 7 Strong Themes — Political Ties (Ban Ki-moon), CCTV & DVR
- Feb 17: 1 Strong Theme — Car Majors
- Nov 3: 2 Strong Themes — Fourth Mobile Carrier, Car Majors
- Sep 7: 1 Strong Theme — Car Majors
- Jul 27: 1 Strong Theme — Car Majors
- Jul 15: 3 Strong Themes — Paint, Construction
- Jun 11: 2 Strong Themes — Auto Parts, Car Majors
- Weekly Theme Wrap (Mar 2 – Mar 6)
- Mar 3: 1 Strong Theme — Car Majors / Auto Parts