iPhone Supply Chain
- Sep 14: 8 Strong Themes — Cybersecurity, Telecom Equipment
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Oct 31: 8 Strong Themes — Robotics (Industrial & Collaborative), Autonomous Driving
- Weekly Theme Wrap (Aug 25 – Aug 29)
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Aug 11: 8 Strong Themes — Lithium, Battery
- Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital
- Weekly Theme Wrap (Feb 10 – Feb 14)
- Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components
- Feb 10: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Aug 30: 8 Strong Themes — OLED Displays, Deepfakes
- Jun 12: 8 Strong Themes — Beauty & Cosmetics, Autonomous Driving
- May 29: 8 Strong Themes — Beauty & Cosmetics, Cooling Systems (Immersion Cooling)
- May 14: 8 Strong Themes — Battery, iPhone Supply Chain
- May 3: 8 Strong Themes — ChatGPT & AI Chatbots, System Semiconductors
- Apr 4: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Jan 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Nov 9: 6 Strong Themes — Crypto & Bitcoin, Dunamu
- Oct 20: 6 Strong Themes — Graphene, Political Ties (Lee Jae-myung)
- Aug 17: 6 Strong Themes — Battery, Semiconductor Equipment
- Mar 6: 8 Strong Themes — Battery, EV
- Nov 30: 8 Strong Themes — Natural Gas Utilities, EV Charging
- Oct 31: 8 Strong Themes — Semiconductor Equipment, Animal Feed
- Weekly Theme Wrap (Sep 13 – Sep 16)
- Sep 13: 8 Strong Themes — Ukraine Reconstruction (Related), Solar
- Aug 31: 8 Strong Themes — OLED Displays, Nuclear
- Jul 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 25 – Jul 29)
- Jul 21: 8 Strong Themes — Education & E-Learning, Cannabis
- Jul 7: 8 Strong Themes — Nuclear, COVID
- Dec 23: 8 Strong Themes — PCB & Flexible PCB, COVID (Pfizer)
- Dec 6: 7 Strong Themes — Political Ties (Yoon Suk-yeol), iPhone Supply Chain
- Jul 15: 8 Strong Themes — Nuclear, Power Equipment / Smart Grid
- Jan 26: 3 Strong Themes — Semiconductors, iPhone Supply Chain
- Dec 16: 8 Strong Themes — Remote Work & Smart Work, Food
- Oct 13: 7 Strong Themes — Solar, Wind
- Oct 7: 6 Strong Themes — Political Ties (Ahn Cheol-soo), COVID (Plasma Therapy)
- Weekly Theme Wrap (Sep 28 – Sep 29)
- Sep 28: 6 Strong Themes — Battery / EV, Semiconductors
- Sep 2: 5 Strong Themes — 5G / Telecom Equipment, Games / Mobile Games
- Weekly Theme Wrap (Jun 8 – Jun 12)
- Jun 11: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Battery
- Apr 17: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Employment & Recruiting
- Mar 2020 Theme Wrap — The Monthly Theme Map
- Mar 24: 6 Strong Themes — 5G / Telecom Equipment, Semiconductors
- Weekly Theme Wrap (Mar 16 – Mar 20)
- Mar 20: 7 Strong Themes — iPhone Supply Chain, Crypto & Bitcoin
- Mar 3: 3 Strong Themes — Autonomous Driving, iPhone Supply Chain
- Weekly Theme Wrap (Jan 28 – Jan 31)
- Jan 29: 3 Strong Themes — Battery / EV, Political Ties (Lee Nak-yon)
- Weekly Theme Wrap (Aug 12 – Aug 16)
- Aug 14: 4 Strong Themes — Seafood & Fishing, Defense & War
- Weekly Theme Wrap (Jul 1 – Jul 5)
- Jul 1: 4 Strong Themes — North Korea, iPhone Supply Chain