Semiconductor Equipment, Materials & Components
- May 25: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Paper
- Jun 24: 8 Strong Themes — Auto Parts, Political Ties (Choi Jae-hyung)
- Weekly Theme Wrap (Dec 21 – Dec 24)
- Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving
- Dec 8: 8 Strong Themes — Political Ties (Lee Jae-myung), Cold Chain Logistics
- Weekly Theme Wrap (Nov 2 – Nov 6)
- Nov 3: 6 Strong Themes — Semiconductor Equipment, Materials & Components, 5G / Telecom Equipment
- Weekly Theme Wrap (Oct 26 – Oct 30)
- Oct 29: 2 Strong Themes — COVID (Diagnostics), Semiconductor Equipment, Materials & Components
- Sep 11: 3 Strong Themes — North Korea, Semiconductor Equipment, Materials & Components
- Jul 22: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Metals (Non-Ferrous)
- Weekly Theme Wrap (Jul 6 – Jul 10)
- Jul 9: 8 Strong Themes — Remote Work & Smart Work, AI & Robotics
- Aug 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 5 – Aug 9)
- Aug 7: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Political Ties (Lee Nak-yon)
- Jul 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 15 – Jul 19)
- Jul 18: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductor Equipment, Materials & Components
- Weekly Theme Wrap (Jul 1 – Jul 5)
- Jul 4: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Oil Refining
- Jul 3: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Battery
- Weekly Theme Wrap (Jul 23 – Jul 27)
- Jul 27: 2 Strong Themes — North Korea, Semiconductor Equipment, Materials & Components
- Weekly Theme Wrap (May 21 – May 25)
- May 23: 2 Strong Themes — Semiconductor Equipment, Materials & Components, Semiconductor Majors (Fabrication)
- Feb 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 5 – Feb 9)
- Feb 7: 1 Strong Theme — Semiconductor Equipment, Materials & Components