Rare Earths & Rare Metals
- Mar 12: 8 Strong Themes — Solar, Telecom Equipment
- Jan 7: 5 Strong Themes — Autonomous Driving, Rare Earths & Rare Metals
- Weekly Theme Wrap (Oct 13 – Oct 17)
- Oct 13: 7 Strong Themes — Rare Earths & Rare Metals, Battery
- Weekly Theme Wrap (Oct 10 – Oct 10)
- Oct 10: 7 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 16: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Apr 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 21 – Apr 25)
- Apr 21: 8 Strong Themes — FuriosaAI, Venture Capital
- Weekly Theme Wrap (Apr 14 – Apr 18)
- Apr 16: 8 Strong Themes — Telemedicine, Medical Devices
- Apr 14: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung)
- Mar 4: 8 Strong Themes — Defense & War, Shipbuilding
- Weekly Theme Wrap (Feb 24 – Feb 28)
- Feb 28: 2 Strong Themes — Beauty & Cosmetics, Rare Earths & Rare Metals
- Feb 26: 8 Strong Themes — Battery, EV
- Feb 3: 8 Strong Themes — ChatGPT & AI Chatbots, LPG (Liquefied Petroleum Gas)
- Dec 4: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon)
- Weekly Theme Wrap (Nov 25 – Nov 29)
- Nov 29: 3 Strong Themes — Baby & Birth Rate, Masks
- Nov 26: 8 Strong Themes — Drones, AI & Robotics
- Oct 28: 8 Strong Themes — Battery, Solar
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- Dec 22: 8 Strong Themes — OLED Displays, Ferrite
- Nov 8: 8 Strong Themes — Mobile Games, Games
- Oct 18: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Rare Earths & Rare Metals
- Jul 28: 8 Strong Themes — Battery, Auto Parts
- Weekly Theme Wrap (Jul 3 – Jul 7)
- Jul 5: 6 Strong Themes — Battery, Lithium
- Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
- Jun 23: 7 Strong Themes — Semiconductor Equipment, Beauty & Cosmetics
- Apr 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 24 – Apr 28)
- Apr 28: 8 Strong Themes — Mobile Games, Games
- Apr 25: 7 Strong Themes — Rare Earths & Rare Metals, Defense & War
- Apr 24: 7 Strong Themes — Solar, OLED Displays
- Apr 19: 8 Strong Themes — Battery, Beauty & Cosmetics
- Apr 10: 7 Strong Themes — Battery, Lithium
- Weekly Theme Wrap (Apr 3 – Apr 7)
- Apr 6: 3 Strong Themes — Rare Earths & Rare Metals, Microbiome
- Apr 5: 8 Strong Themes — Gene Therapy & Genomics, Microbiome
- Mar 27: 8 Strong Themes — Battery, Lithium
- Feb 17: 8 Strong Themes — Rare Earths & Rare Metals, Hair Loss Treatment (Related)
- Feb 6: 8 Strong Themes — Battery, Rare Earths & Rare Metals
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 17: 7 Strong Themes — Apple Pay, Rare Earths & Rare Metals
- Oct 11: 1 Strong Theme — Rare Earths & Rare Metals
- Aug 2022 Theme Wrap — The Monthly Theme Map
- Aug 9: 6 Strong Themes — Asphalt Concrete, Currency & ATM Systems (incl. CBDC)
- Weekly Theme Wrap (Aug 1 – Aug 5)
- Aug 2: 4 Strong Themes — AI & Robotics / Smart Factory, Rare Earths & Rare Metals
- Aug 1: 8 Strong Themes — Solar / Wind, Shipbuilding Equipment
- Jul 19: 8 Strong Themes — COVID, Digital Health & Telehealth
- Jul 1: 6 Strong Themes — Ukraine Reconstruction (Related), Rare Earths & Rare Metals
- May 23: 8 Strong Themes — UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, Hydrogen (Fuel Cells, Vehicles)
- Apr 6: 8 Strong Themes — Games / Mobile Games, Animal Feed / Fertilizers / Agriculture
- Weekly Theme Wrap (Feb 14 – Feb 18)
- Feb 17: 7 Strong Themes — Shipping, UAM (Urban Air Mobility)
- Feb 15: 4 Strong Themes — Paper, Rare Earths & Rare Metals
- Weekly Theme Wrap (Dec 6 – Dec 10)
- Dec 7: 8 Strong Themes — Rare Earths & Rare Metals, Pharma & Biotech
- Dec 6: 7 Strong Themes — Political Ties (Yoon Suk-yeol), iPhone Supply Chain
- Weekly Theme Wrap (Nov 1 – Nov 5)
- Nov 3: 5 Strong Themes — Rare Earths & Rare Metals, Diesel Exhaust Fluid (Urea)
- Oct 2021 Theme Wrap — The Monthly Theme Map
- Oct 29: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- Oct 5: 6 Strong Themes — Rare Earths & Rare Metals, Casinos
- Oct 1: 4 Strong Themes — Power Equipment, Metaverse & VR
- Jun 9: 8 Strong Themes — Airlines & Low-Cost Carriers, Duty Free
- May 25: 8 Strong Themes — mRNA, Education & E-Learning
- Apr 9: 6 Strong Themes — Japan Boycott Beneficiaries, COVID (Moderna)
- Mar 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 22 – Mar 26)
- Mar 23: 3 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Weekly Theme Wrap (Mar 15 – Mar 19)
- Mar 19: 7 Strong Themes — Currency & ATM Systems (incl. CBDC), Crypto & Bitcoin
- Mar 15: 8 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Mar 8: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Steel Majors / Steel (Small & Mid Cap)
- Feb 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 22 – Feb 26)
- Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung)
- Feb 24: 2 Strong Themes — Rare Earths & Rare Metals, Banks
- Weekly Theme Wrap (Feb 15 – Feb 19)
- Feb 19: 5 Strong Themes — Rare Earths & Rare Metals, Semiconductors
- Feb 16: 7 Strong Themes — Corrugated Board / Paper, Coupang / Integrated Logistics
- Dec 8: 8 Strong Themes — Political Ties (Lee Jae-myung), Cold Chain Logistics
- Nov 30: 7 Strong Themes — Corrugated Board / Paper, Integrated Logistics
- Nov 12: 5 Strong Themes — Shipping / Integrated Logistics, Korea-Listed Chinese Companies
- Oct 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 19 – Oct 23)
- Oct 21: 5 Strong Themes — Winter Season, Currency & ATM Systems (incl. CBDC)
- Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas)
- Weekly Theme Wrap (Oct 5 – Oct 8)
- Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals
- Sep 1: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery / EV
- Jul 2020 Theme Wrap — The Monthly Theme Map
- Jul 29: 5 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Nafamostat
- Weekly Theme Wrap (Jul 20 – Jul 24)
- Jul 24: 5 Strong Themes — Pharma & Biotech, Cement & Ready-Mix Concrete / Construction (Small & Mid Cap)
- Jul 23: 6 Strong Themes — Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines), Rare Earths & Rare Metals
- Weekly Theme Wrap (Jul 13 – Jul 17)
- Jul 15: 4 Strong Themes — Moderna, 5G / Telecom Equipment
- Jul 14: 4 Strong Themes — Political Ties (Lee Jae-myung), Dexamethasone
- Weekly Theme Wrap (Jun 29 – Jul 3)
- Jun 2020 Theme Wrap — The Monthly Theme Map
- Jun 30: 8 Strong Themes — Beauty & Cosmetics, Vaccines, Diagnostics & Epidemic Control
- Jun 29: 4 Strong Themes — Rare Earths & Rare Metals, Graphene
- Weekly Theme Wrap (Jun 22 – Jun 26)
- Jun 26: 5 Strong Themes — 5G / Telecom Equipment, Wind / Solar / Nuclear Fusion
- Jun 25: 2 Strong Themes — Digital Health & Telehealth, Rare Earths & Rare Metals
- Jun 4: 6 Strong Themes — Drones, Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
- May 2020 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 25 – May 29)
- May 29: 5 Strong Themes — Political Ties (Hong Jung-wook), Animal Feed
- May 27: 8 Strong Themes — Rare Earths & Rare Metals, Solar
- Weekly Theme Wrap (May 18 – May 22)
- May 22: 2 Strong Themes — Rare Earths & Rare Metals, Smart Grid
- May 18: 4 Strong Themes — Cybersecurity, Rare Earths & Rare Metals
- May 12: 4 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Games / Mobile Games
- Weekly Theme Wrap (May 4 – May 8)
- May 4: 5 Strong Themes — Rare Earths & Rare Metals, Summer Season
- Aug 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 5 – Aug 9)
- Aug 9: 2 Strong Themes — Autonomous Driving, Rare Earths & Rare Metals
- Jun 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 10 – Jun 14)
- Jun 12: 3 Strong Themes — Rare Earths & Rare Metals, African Swine Fever (ASF)
- Weekly Theme Wrap (Jun 3 – Jun 7)
- Jun 7: 2 Strong Themes — 5G / Telecom Equipment, Rare Earths & Rare Metals
- May 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 27 – May 31)
- May 29: 1 Strong Theme — Rare Earths & Rare Metals
- Weekly Theme Wrap (May 20 – May 24)
- May 21: 2 Strong Themes — Rare Earths & Rare Metals, 5G / Galaxy Supply Chain / Camera Modules & Parts