Galaxy Supply Chain
- Aug 13: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Semiconductor Equipment
- Jul 15: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jul 22: 6 Strong Themes — Lithium, FuriosaAI
- Aug 30: 8 Strong Themes — OLED Displays, Deepfakes
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Metaverse & VR
- Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS)
- Jan 22: 8 Strong Themes — Semiconductor Equipment, Smartphones
- Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- May 31: 8 Strong Themes — Battery, Auto Parts
- Mar 6: 8 Strong Themes — Battery, EV
- Weekly Theme Wrap (Jan 30 – Feb 3)
- Feb 2: 8 Strong Themes — Metaverse & VR, Securities Brokers
- Nov 19: 7 Strong Themes — Autonomous Driving / Smart Cars, EV
- Oct 14: 8 Strong Themes — Agriculture / Animal Feed, Metals (Non-Ferrous)
- Weekly Theme Wrap (Aug 30 – Sep 3)
- Sep 2: 6 Strong Themes — Nuclear, Foldable Phones
- Aug 31: 4 Strong Themes — Battery / EV, Construction Majors / Construction (Small & Mid Cap)
- Jan 13: 8 Strong Themes — Battery / EV / Hydrogen (Fuel Cells, Vehicles), Political Ties (Lee Jae-myung)
- Aug 28: 8 Strong Themes — Integrated Logistics, Packaging
- Jul 8: 6 Strong Themes — Political Ties (Lee Jae-myung), North Korea
- May 19: 7 Strong Themes — Car Majors / Auto Parts, Hydrogen (Fuel Cells, Vehicles)
- Feb 14: 3 Strong Themes — Autonomous Driving, Galaxy Supply Chain
- Weekly Theme Wrap (Jul 29 – Aug 2)
- Aug 2: 2 Strong Themes — Japan Export Curbs (Localization), Galaxy Supply Chain