Banks
- Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
- Jul 2: 8 Strong Themes — Construction (Small & Mid Cap), Beauty & Cosmetics
- Jun 5: 3 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Feb 2026 Theme Wrap — The Monthly Theme Map
- Feb 11: 8 Strong Themes — Nuclear, Power Equipment
- Aug 12: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- Jul 2025 Theme Wrap — The Monthly Theme Map
- Jul 25: 5 Strong Themes — Stablecoins, Aircraft Components
- Weekly Theme Wrap (Jul 7 – Jul 11)
- Jul 10: 8 Strong Themes — Stablecoins, STO (Security Token Offering)
- Jul 8: 8 Strong Themes — Beauty & Cosmetics, Securities Brokers
- Weekly Theme Wrap (Jun 23 – Jun 27)
- Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Dec 6: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon)
- Oct 25: 8 Strong Themes — EV, Semiconductor Equipment
- Weekly Theme Wrap (Sep 2 – Sep 6)
- Sep 2: 8 Strong Themes — Lithium, Battery
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Weekly Theme Wrap (Jul 1 – Jul 5)
- Jul 3: 8 Strong Themes — EV, Energy Storage (ESS)
- Jul 2: 2 Strong Themes — GLP-1 & Obesity Drugs, Banks
- Weekly Theme Wrap (May 7 – May 10)
- May 8: 8 Strong Themes — Nuclear, Food
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Apr 8: 8 Strong Themes — Glass Substrates, Defense & War
- Mar 2024 Theme Wrap — The Monthly Theme Map
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 26 – Feb 29)
- Feb 29: 8 Strong Themes — Shipping, OLED Displays
- Feb 27: 4 Strong Themes — HBM (High Bandwidth Memory), Shipbuilding
- Feb 19: 8 Strong Themes — AI & Robotics, Telemedicine
- Weekly Theme Wrap (Jan 29 – Feb 2)
- Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
- Jan 31: 7 Strong Themes — Banks, EV
- Nov 9: 6 Strong Themes — Crypto & Bitcoin, Dunamu
- Oct 2023 Theme Wrap — The Monthly Theme Map
- Oct 18: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Rare Earths & Rare Metals
- Weekly Theme Wrap (Oct 10 – Oct 13)
- Oct 13: 4 Strong Themes — LPG (Liquefied Petroleum Gas), Animal Feed
- Oct 10: 6 Strong Themes — Defense & War, LPG (Liquefied Petroleum Gas)
- Weekly Theme Wrap (Jul 24 – Jul 28)
- Jul 26: 1 Strong Theme — Banks
- Jun 22: 8 Strong Themes — Graphene, Education & E-Learning
- Apr 28: 8 Strong Themes — Mobile Games, Games
- Weekly Theme Wrap (Mar 13 – Mar 17)
- Feb 10: 8 Strong Themes — Botulinum Toxin, Beauty & Cosmetics
- Feb 8: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Jan 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 2 – Jan 6)
- Jan 5: 8 Strong Themes — Internet of Things (IoT), Cybersecurity
- Dec 20: 3 Strong Themes — Banks, Animal Feed
- Weekly Theme Wrap (Nov 28 – Dec 2)
- Nov 30: 8 Strong Themes — Natural Gas Utilities, EV Charging
- Nov 29: 8 Strong Themes — Beauty & Cosmetics, Space & Aerospace
- Nov 16: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear
- Oct 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 19: 8 Strong Themes — Network Integration (NI), Battery
- Oct 12: 7 Strong Themes — Ukraine Reconstruction (Related), Battery
- Weekly Theme Wrap (Oct 4 – Oct 7)
- Oct 7: 5 Strong Themes — Cannabis, Hydrogen (Fuel Cells, Vehicles)
- Oct 5: 8 Strong Themes — Semiconductor Materials & Components, NEOM City
- Weekly Theme Wrap (Jul 18 – Jul 22)
- Jul 18: 8 Strong Themes — Shipbuilding Equipment, Cannabis
- Jul 1: 6 Strong Themes — Ukraine Reconstruction (Related), Rare Earths & Rare Metals
- May 24: 8 Strong Themes — AI & Robotics, Chicken (Poultry)
- Apr 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 18 – Apr 22)
- Apr 22: 4 Strong Themes — Animal Feed / Agriculture / Fertilizers / Chicken (Poultry) / Food, AI & Robotics
- Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays
- Weekly Theme Wrap (Apr 11 – Apr 15)
- Mar 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 21 – Mar 25)
- Weekly Theme Wrap (Mar 14 – Mar 18)
- Mar 15: 7 Strong Themes — Hair Loss Treatment (Related), Nuclear
- Feb 11: 7 Strong Themes — Animal Feed, Petrochemicals
- Jan 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 10 – Jan 14)
- Jan 11: 4 Strong Themes — COVID (Treatments & Vaccines), Banks
- Jan 10: 7 Strong Themes — Nuclear, Property & Casualty Insurance / Life Insurance
- Weekly Theme Wrap (Jan 3 – Jan 7)
- Dec 17: 8 Strong Themes — Property & Casualty Insurance, Metals (Non-Ferrous)
- Weekly Theme Wrap (Nov 22 – Nov 26)
- Nov 24: 7 Strong Themes — Rivian, Battery
- Nov 23: 8 Strong Themes — Smart Grid, Steel (Small & Mid Cap)
- Oct 2021 Theme Wrap — The Monthly Theme Map
- Oct 20: 6 Strong Themes — Agriculture / Animal Feed / Fertilizers, Media & Content / Film
- Weekly Theme Wrap (Oct 5 – Oct 8)
- Oct 6: 7 Strong Themes — Media & Content, Life Insurance
- Weekly Theme Wrap (Sep 27 – Oct 1)
- Sep 2021 Theme Wrap — The Monthly Theme Map
- Sep 30: 6 Strong Themes — Battery (Solid-State), Media & Content
- Sep 28: 8 Strong Themes — Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas), Nuclear
- Sep 24: 8 Strong Themes — North Korea, Battery
- Sep 8: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery (Materials & Parts)
- Weekly Theme Wrap (Aug 9 – Aug 13)
- Aug 9: 6 Strong Themes — Battery / EV, OLED Displays
- Jul 22: 8 Strong Themes — Travel / Airlines & Low-Cost Carriers / Casinos, Semiconductors
- Jun 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 21 – Jun 25)
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- Jun 4: 6 Strong Themes — Nuclear, Cybersecurity / Blockchain
- May 13: 6 Strong Themes — Baby & Birth Rate / Infant & Child Products, Life Insurance
- May 6: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Autonomous Driving
- Apr 2021 Theme Wrap — The Monthly Theme Map
- Apr 30: 6 Strong Themes — Shipbuilding / Shipbuilding Equipment, Fashion & Clothing
- Apr 23: 5 Strong Themes — Steel Majors / Steel (Small & Mid Cap), COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work
- Apr 15: 5 Strong Themes — Metals (Non-Ferrous), LPG (Liquefied Petroleum Gas) / Oil Refining
- Apr 7: 7 Strong Themes — Bicycles / E-Bikes, Securities Brokers
- Mar 2021 Theme Wrap — The Monthly Theme Map
- Mar 8: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Steel Majors / Steel (Small & Mid Cap)
- Mar 3: 7 Strong Themes — AR & VR, Animal Feed
- Feb 2021 Theme Wrap — The Monthly Theme Map
- Feb 24: 2 Strong Themes — Rare Earths & Rare Metals, Banks
- Weekly Theme Wrap (Feb 8 – Feb 10)
- Feb 8: 4 Strong Themes — Crypto & Bitcoin, Wind
- Feb 5: 4 Strong Themes — Wind, Banks
- Jan 12: 3 Strong Themes — Corrugated Board / Integrated Logistics / Paper, Media & Content
- Jan 7: 8 Strong Themes — Political Ties (Lee Jae-myung), Life Insurance / Property & Casualty Insurance
- Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap)
- Nov 2020 Theme Wrap — The Monthly Theme Map
- Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment
- Weekly Theme Wrap (Nov 9 – Nov 13)
- Nov 11: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Dental Care & Implants
- Nov 10: 7 Strong Themes — Pfizer, Oil Refining
- Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC)
- Oct 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 19 – Oct 23)
- Oct 22: 5 Strong Themes — Crypto & Bitcoin, Seafood & Fishing
- Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas)
- Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals
- Aug 11: 5 Strong Themes — Four Major Rivers Restoration, 5G / Telecom Equipment
- Jul 13: 8 Strong Themes — Car Majors / Auto Parts, Hydrogen / Solar / Wind
- Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment
- May 28: 8 Strong Themes — Education & E-Learning, Animal Feed
- Weekly Theme Wrap (Apr 27 – Apr 29)
- Apr 27: 6 Strong Themes — Political Ties (Hong Jung-wook), Digital Health & Telehealth / Education & E-Learning
- Weekly Theme Wrap (Mar 23 – Mar 27)
- Mar 27: 6 Strong Themes — Education & E-Learning, OLED Displays
- Mar 25: 8 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control / Medical Devices, Education & E-Learning
- Feb 27: 5 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Education & E-Learning
- Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
- Apr 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 1 – Apr 5)
- Apr 2: 3 Strong Themes — Crypto & Bitcoin, Autonomous Driving
- Apr 1: 4 Strong Themes — Integrated Logistics, Securities Brokers
- Oct 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 1 – Oct 5)
- Oct 4: 2 Strong Themes — North Korea, Banks
- Oct 1: 5 Strong Themes — Beauty & Cosmetics, Music & Entertainment / Music & Recordings
- Jul 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 9 – Jul 13)
- Jul 13: 4 Strong Themes — North Korea, Games / Mobile Games
- Weekly Theme Wrap (Jul 2 – Jul 6)
- Jul 6: 4 Strong Themes — Beauty & Cosmetics, Car Majors
- Weekly Theme Wrap (Jun 25 – Jun 29)
- Jun 29: 2 Strong Themes — North Korea, Banks
- Apr 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 23 – Apr 27)
- Apr 23: 2 Strong Themes — North Korea, Banks
- Weekly Theme Wrap (Apr 9 – Apr 13)
- Apr 13: 2 Strong Themes — Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment, Banks
- Weekly Theme Wrap (Mar 19 – Mar 23)
- Mar 22: 1 Strong Theme — Banks
- Feb 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 12 – Feb 14)
- Feb 12: 2 Strong Themes — Securities Brokers, Banks
- Weekly Theme Wrap (Feb 5 – Feb 9)
- Feb 5: 2 Strong Themes — Dementia, Banks
- Weekly Theme Wrap (Dec 11 – Dec 15)
- Dec 14: 1 Strong Theme — Banks
- Weekly Theme Wrap (Nov 27 – Dec 1)
- Nov 2017 Theme Wrap — The Monthly Theme Map
- Nov 30: 5 Strong Themes — Car Majors, Steel Majors
- Nov 28: 4 Strong Themes — Remodeling & Interiors, China Consumer
- Oct 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 23 – Oct 27)
- Oct 24: 3 Strong Themes — Beauty & Cosmetics, Construction Majors
- Weekly Theme Wrap (Oct 10 – Oct 13)
- Oct 10: 3 Strong Themes — Blockchain, Semiconductor Majors (Fabrication)
- Sep 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 25 – Sep 29)
- Sep 28: 3 Strong Themes — Duty Free, Beauty & Cosmetics
- Weekly Theme Wrap (Sep 18 – Sep 22)
- Sep 22: 3 Strong Themes — Defense & War, Property & Casualty Insurance / Life Insurance
- Weekly Theme Wrap (Sep 4 – Sep 8)
- Sep 7: 2 Strong Themes — Securities Brokers, Banks
- Jul 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 17 – Jul 21)
- Jul 21: 2 Strong Themes — Banks, Telecom Carriers
- Jul 10: 4 Strong Themes — Autonomous Driving, Life Insurance
- Jun 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 26 – Jun 30)
- Jun 28: 2 Strong Themes — Renewable Energy, Banks
- Weekly Theme Wrap (Jun 12 – Jun 16)
- Jun 12: 3 Strong Themes — Crypto & Bitcoin, Dementia
- Apr 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 24 – Apr 28)
- Apr 24: 1 Strong Theme — Banks
- Weekly Theme Wrap (Apr 17 – Apr 21)
- Apr 21: 1 Strong Theme — Banks
- Mar 2017 Theme Wrap — The Monthly Theme Map
- Mar 14: 4 Strong Themes — Venture Capital, Four Major Rivers Restoration
- Weekly Theme Wrap (Feb 27 – Mar 3)
- Mar 2: 3 Strong Themes — Securities Brokers, Banks
- Feb 2017 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 6 – Feb 10)
- Feb 9: 8 Strong Themes — Chicken (Poultry), Battery
- Feb 6: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Securities Brokers
- Weekly Theme Wrap (Jan 31 – Feb 3)
- Feb 1: 1 Strong Theme — Banks
- Weekly Theme Wrap (Jan 16 – Jan 20)
- Jan 16: 1 Strong Theme — Banks
- Dec 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 12 – Dec 16)
- Dec 16: 3 Strong Themes — Disaster Safety (Earthquake), Vaccines, Diagnostics & Epidemic Control
- Weekly Theme Wrap (Dec 5 – Dec 9)
- Dec 8: 3 Strong Themes — Political Ties (Moon Jae-in), Banks
- Nov 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 21 – Nov 25)
- Nov 23: 2 Strong Themes — Banks, Telecom Carriers
- Weekly Theme Wrap (Nov 7 – Nov 11)
- Nov 11: 4 Strong Themes — Insurance, Autonomous Driving
- Oct 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 24 – Oct 28)
- Oct 24: 2 Strong Themes — Disaster Safety (Earthquake), Banks
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 17: 1 Strong Theme — Banks
- Weekly Theme Wrap (Aug 29 – Sep 2)
- Aug 29: 2 Strong Themes — Political Ties (Ahn Cheol-soo), Banks
- Weekly Theme Wrap (Jun 7 – Jun 10)
- Jun 9: 3 Strong Themes — Political Ties (Ban Ki-moon), Securities Brokers
- Weekly Theme Wrap (May 16 – May 20)
- May 19: 2 Strong Themes — Virtual Reality (VR), Banks
- Feb 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 15 – Feb 19)
- Feb 15: 2 Strong Themes — Radar (THAAD), Banks
- Weekly Theme Wrap (Feb 1 – Feb 5)
- Feb 5: 1 Strong Theme — Banks
- Weekly Theme Wrap (Aug 17 – Aug 21)
- Aug 18: 4 Strong Themes — Tires, Car Majors
- Weekly Theme Wrap (Jul 13 – Jul 17)
- Jul 16: 2 Strong Themes — FinTech, Banks
- Weekly Theme Wrap (May 4 – May 8)
- May 4: 2 Strong Themes — Property & Casualty Insurance, Banks
- Apr 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 13 – Apr 17)
- Apr 14: 3 Strong Themes — Banks, Property & Casualty Insurance