DL E&c · 375500
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Sep 8: 8 Strong Themes — Nuclear, Abortion & Contraception
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers
- Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jun 16: 8 Strong Themes — Wind, Defense & War
- May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment
- Apr 2026 Theme Wrap — The Monthly Theme Map
- Apr 21: 8 Strong Themes — Battery, Energy Storage (ESS)
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Apr 3: 8 Strong Themes — Solar, Telecom Equipment
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Mar 18: 8 Strong Themes — Nuclear, Drones
- Mar 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
- Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells)
- Feb 10: 8 Strong Themes — FuriosaAI, Venture Capital
- Dec 12: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Nuclear
- Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Oct 24: 8 Strong Themes — Battery, EV
- Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
- Jun 16: 8 Strong Themes — AI & Robotics, Defense & War
- May 2025 Theme Wrap — The Monthly Theme Map
- May 29: 8 Strong Themes — Holding Companies, Securities Brokers
- May 23: 8 Strong Themes — Nuclear, Fashion & Clothing
- May 21: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Shipbuilding Equipment
- Apr 30: 7 Strong Themes — Political Ties (Lee Jae-myung), Construction (Small & Mid Cap)
- Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung)
- Feb 25: 8 Strong Themes — Fashion & Clothing, Quantum Cryptography & Computing
- Nov 1: 8 Strong Themes — Defense & War, Beauty & Cosmetics
- Oct 17: 8 Strong Themes — Nuclear, GLP-1 & Obesity Drugs
- Oct 15: 8 Strong Themes — Animal Feed, Quantum Cryptography
- Aug 23: 6 Strong Themes — Quantum Cryptography, EV Fire Prevention (Thermal Runaway)
- Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
- Aug 8: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jul 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- Jul 12: 8 Strong Themes — Beauty & Cosmetics, Cancer Immunotherapy
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
- Jan 10: 8 Strong Themes — Robotics (Industrial & Collaborative), Toss
- Nov 17: 3 Strong Themes — Gene Therapy & Genomics, Semiconductor Equipment
- Jul 10: 8 Strong Themes — Advertising, Ukraine Reconstruction
- Feb 21: 8 Strong Themes — Battery, AI & Robotics
- Jan 20: 8 Strong Themes — NFTs, 5G
- Jan 19: 8 Strong Themes — Beauty & Cosmetics, NFTs
- Jan 10: 8 Strong Themes — ChatGPT & AI Chatbots, Smart Factory
- Jan 6: 8 Strong Themes — Cloud Computing, Dementia
- Nov 22: 4 Strong Themes — Nuclear, Political Ties (Lee Nak-yon)
- Nov 11: 8 Strong Themes — Internet Majors, 5G
- Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind
- Oct 24: 8 Strong Themes — Water Resources, Ukraine Reconstruction (Related)
- Aug 12: 8 Strong Themes — Solar, Semiconductors
- Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
- Aug 5: 8 Strong Themes — Battery / EV, Remodeling & Interiors / Paint
- Jul 1: 6 Strong Themes — Ukraine Reconstruction (Related), Rare Earths & Rare Metals
- Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment
- Jan 28: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), AI & Robotics
- Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung)