Ukraine Reconstruction
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Feb 12: 8 Strong Themes — Semiconductor Equipment, Holding Companies
- Weekly Theme Wrap (Feb 2 – Feb 6)
- Feb 6: 6 Strong Themes — Inter-Korean Economic Cooperation, Space & Aerospace (Nuri Rocket, Satellites)
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 12: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Dec 29: 8 Strong Themes — Robotics (Industrial & Collaborative), Defense & War
- Weekly Theme Wrap (Dec 8 – Dec 12)
- Dec 12: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Nuclear
- Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma
- Nov 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 24 – Nov 28)
- Nov 26: 8 Strong Themes — Battery, Lithium
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Weekly Theme Wrap (Nov 17 – Nov 21)
- Nov 21: 5 Strong Themes — Fashion & Clothing, Beauty & Cosmetics
- Nov 20: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Oct 23: 8 Strong Themes — Quantum Cryptography & Computing, Power Equipment
- Oct 17: 6 Strong Themes — Battery, EV
- Aug 19: 8 Strong Themes — Music & Entertainment, Media & Content
- Weekly Theme Wrap (Aug 4 – Aug 8)
- Aug 8: 8 Strong Themes — Semiconductor Equipment, Ukraine Reconstruction
- Aug 7: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics
- Apr 22: 6 Strong Themes — Solar, Wind
- Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 24 – Feb 28)
- Feb 26: 8 Strong Themes — Battery, EV
- Feb 24: 8 Strong Themes — Battery, COVID (Diagnostics)
- Weekly Theme Wrap (Feb 10 – Feb 14)
- Feb 13: 8 Strong Themes — Semiconductor Equipment, EV
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Jan 24: 8 Strong Themes — Defense & War, Political Ties (Lee Jae-myung)
- Jan 10: 8 Strong Themes — Autonomous Driving, Ukraine Reconstruction
- Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Dec 19: 8 Strong Themes — Quantum Cryptography, Political Ties (Yoo Seong-min)
- Weekly Theme Wrap (Dec 9 – Dec 13)
- Dec 10: 8 Strong Themes — Ukraine Reconstruction, Media & Content
- Nov 2024 Theme Wrap — The Monthly Theme Map
- Nov 26: 8 Strong Themes — Drones, AI & Robotics
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Weekly Theme Wrap (Nov 11 – Nov 15)
- Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 12: 5 Strong Themes — Inter-Korean Economic Cooperation, Modular Housing
- Nov 11: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction
- Weekly Theme Wrap (Nov 4 – Nov 8)
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Nov 6: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Nov 5: 8 Strong Themes — Lithium, Beauty & Cosmetics
- Weekly Theme Wrap (Oct 28 – Nov 1)
- Oct 2024 Theme Wrap — The Monthly Theme Map
- Oct 30: 8 Strong Themes — Ukraine Reconstruction, Beauty & Cosmetics
- Oct 29: 8 Strong Themes — Crypto & Bitcoin, Medical Devices
- Weekly Theme Wrap (Oct 7 – Oct 11)
- Oct 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Cancer Immunotherapy
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Oct 8: 7 Strong Themes — GLP-1 & Obesity Drugs, Battery
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs
- Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 22 – Jul 26)
- Jul 25: 3 Strong Themes — Ukraine Reconstruction, Advertising
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Weekly Theme Wrap (Jul 15 – Jul 19)
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- May 27: 8 Strong Themes — Nuclear, Korea-Listed Chinese Companies
- Weekly Theme Wrap (Mar 11 – Mar 15)
- Mar 15: 5 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction
- Oct 24: 8 Strong Themes — NEOM City, Crypto & Bitcoin
- Sep 2023 Theme Wrap — The Monthly Theme Map
- Sep 18: 8 Strong Themes — Beauty & Cosmetics, Construction (Small & Mid Cap)
- Weekly Theme Wrap (Sep 11 – Sep 15)
- Sep 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Beauty & Cosmetics
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jul 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 24 – Jul 28)
- Jul 25: 8 Strong Themes — Power Equipment, Electric Cables
- Jul 24: 6 Strong Themes — Battery, Lithium
- Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment
- Weekly Theme Wrap (Jul 10 – Jul 14)
- Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
- Jul 10: 8 Strong Themes — Advertising, Ukraine Reconstruction
- Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jun 26 – Jun 30)
- Jun 30: 8 Strong Themes — Auto Parts, EV
- Jun 26: 8 Strong Themes — Medical Devices, AI & Robotics
- Weekly Theme Wrap (Jun 19 – Jun 23)
- Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing
- Weekly Theme Wrap (Jun 12 – Jun 16)
- Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food
- Jun 12: 8 Strong Themes — Battery, Food
- Jun 8: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Materials & Components
- May 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 22 – May 26)
- May 24: 8 Strong Themes — Food, Animal Feed
- May 22: 8 Strong Themes — Ukraine Reconstruction, Food
- Weekly Theme Wrap (May 15 – May 19)
- May 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- May 10: 8 Strong Themes — Beauty & Cosmetics, Auto Parts
- Apr 27: 6 Strong Themes — EV, Battery
- Weekly Theme Wrap (Apr 17 – Apr 21)
- Apr 21: 8 Strong Themes — Agriculture, Fertilizers
- Mar 14: 2 Strong Themes — Ukraine Reconstruction, Crypto & Bitcoin
- Weekly Theme Wrap (May 9 – May 13)
- May 10: 6 Strong Themes — Ukraine Reconstruction, Political Ties (Yoon Suk-yeol)