https://theme-insight.com/en/weekly/Recent content in Weeklies on Theme InsightHugoen-usFri, 06 Nov 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w45/Fri, 06 Nov 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w45/The themes that moved the market this week: Solar, Wind, Energy Storage (ESS), Semiconductor Equipment, Post-War Reconstruction (Ukraine, Middle East)https://theme-insight.com/en/weekly/2026/w44/Fri, 30 Oct 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w44/The themes that moved the market this week: Robotics (Industrial & Collaborative), Cybersecurity, Physical AI & Humanoid Robots, Optical Communications, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2026/w43/Fri, 23 Oct 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w43/The themes that moved the market this week: Defense & War, Solar, Space & Aerospace (Nuri Rocket, Satellites), Post-War Reconstruction (Ukraine, Middle East), Construction Equipmenthttps://theme-insight.com/en/weekly/2026/w42/Fri, 16 Oct 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w42/The themes that moved the market this week: Cement & Ready-Mix Concrete, Beauty & Cosmetics, Pipe Fittings & Valves, Construction (Small & Mid Cap), Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2026/w41/Thu, 08 Oct 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w41/The themes that moved the market this week: Battery, EV, Semiconductor Equipment, Semiconductor Materials & Components, System Semiconductorshttps://theme-insight.com/en/weekly/2026/w40/Fri, 02 Oct 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w40/The themes that moved the market this week: Semiconductor Equipment, HBM (High Bandwidth Memory), Semiconductor Materials & Components, Semiconductor Substrates (FC-BGA, MLB), CXL (Compute Express Link)https://theme-insight.com/en/weekly/2026/w39/Wed, 23 Sep 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w39/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory), Semiconductor Majors (Fabrication), Semiconductor Substrates (FC-BGA, MLB)https://theme-insight.com/en/weekly/2026/w38/Fri, 18 Sep 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w38/The themes that moved the market this week: 5G, Optical Communications, Defense & War, Telecom Equipment, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2026/w37/Fri, 11 Sep 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w37/The themes that moved the market this week: Nuclear, Semiconductor Equipment, AI & Robotics, Semiconductor Materials & Components, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2026/w36/Fri, 04 Sep 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w36/The themes that moved the market this week: Hair Loss Treatment, Inter-Korean Economic Cooperation, Battery, Oil Refining, Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2026/w35/Fri, 28 Aug 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w35/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory), Semiconductor Substrates (FC-BGA, MLB), SOCAMM Memory Moduleshttps://theme-insight.com/en/weekly/2026/w34/Fri, 21 Aug 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w34/The themes that moved the market this week: Inter-Korean Economic Cooperation, Railways, Semiconductor Majors (Fabrication), Fashion & Clothing, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2026/w33/Fri, 14 Aug 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w33/The themes that moved the market this week: Semiconductor Equipment, HBM (High Bandwidth Memory), Semiconductor Materials & Components, Semiconductor Substrates (FC-BGA, MLB), CXL (Compute Express Link)https://theme-insight.com/en/weekly/2026/w32/Fri, 07 Aug 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w32/The themes that moved the market this week: AI & Robotics, Construction Majors, Telecom Equipment, 5G, Robotics (Industrial & Collaborative)https://theme-insight.com/en/weekly/2026/w31/Fri, 31 Jul 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w31/The themes that moved the market this week: Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots, AI & Robotics, Defense & War, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2026/w30/Fri, 24 Jul 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w30/The themes that moved the market this week: AI & Robotics, Solar, Shipbuilding Equipment, Animal Feed, Plastic Alternatives & Biodegradableshttps://theme-insight.com/en/weekly/2026/w29/Thu, 16 Jul 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w29/The themes that moved the market this week: LPG (Liquefied Petroleum Gas), Gas Stations, Dehumidifiers, Summer Season, Animal Feedhttps://theme-insight.com/en/weekly/2026/w28/Fri, 10 Jul 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w28/The themes that moved the market this week: Construction (Small & Mid Cap), Shipbuilding Equipment, Lubricants, Semiconductor Equipment, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2026/w27/Fri, 03 Jul 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w27/The themes that moved the market this week: Semiconductor Equipment, Power Equipment, Semiconductor Materials & Components, Construction (Small & Mid Cap), Nuclearhttps://theme-insight.com/en/weekly/2026/w26/Fri, 26 Jun 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w26/The themes that moved the market this week: Cement & Ready-Mix Concrete, Semiconductor Equipment, Construction (Small & Mid Cap), Semiconductor Majors (Fabrication), Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2026/w25/Fri, 19 Jun 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w25/The themes that moved the market this week: Hair Loss Treatment, Shipbuilding Equipment, Shipbuilding, Semiconductor Majors (Fabrication), MLCC (Multilayer Ceramic Capacitors)https://theme-insight.com/en/weekly/2026/w24/Fri, 12 Jun 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w24/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory), Semiconductor Majors (Fabrication), Semiconductor Substrates (FC-BGA, MLB)https://theme-insight.com/en/weekly/2026/w23/Fri, 05 Jun 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w23/The themes that moved the market this week: AI & Robotics, Robotics (Industrial & Collaborative), Smart Factory, Physical AI & Humanoid Robots, Department Storeshttps://theme-insight.com/en/weekly/2026/w22/Fri, 29 May 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w22/The themes that moved the market this week: Semiconductor Equipment, MLCC (Multilayer Ceramic Capacitors), Semiconductor Majors (Fabrication), Quantum Cryptography & Computing, AI & Roboticshttps://theme-insight.com/en/weekly/2026/w21/Fri, 22 May 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w21/The themes that moved the market this week: 5G, Telecom Equipment, Optical Communications, Semiconductor Equipment, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2026/w20/Fri, 15 May 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w20/The themes that moved the market this week: Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots, Metals (Non-Ferrous), Semiconductor Equipment, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2026/w19/Fri, 08 May 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w19/The themes that moved the market this week: Semiconductor Majors (Fabrication), Power Equipment, Semiconductor Equipment, Electric Cables, Robotics (Industrial & Collaborative)https://theme-insight.com/en/weekly/2026/w18/Thu, 30 Apr 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w18/The themes that moved the market this week: Power Equipment, Electric Cables, Steel (Small & Mid Cap), Battery, Steel Majorshttps://theme-insight.com/en/weekly/2026/w17/Fri, 24 Apr 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w17/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Battery, Shipbuilding Equipment, Power Equipmenthttps://theme-insight.com/en/weekly/2026/w16/Fri, 17 Apr 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w16/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Semiconductor Majors (Fabrication), Cybersecurity, Quantum Cryptography & Computinghttps://theme-insight.com/en/weekly/2026/w15/Fri, 10 Apr 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w15/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Semiconductor Majors (Fabrication), Defense & War, Construction Majorshttps://theme-insight.com/en/weekly/2026/w14/Fri, 03 Apr 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w14/The themes that moved the market this week: Metals (Non-Ferrous), Defense & War, Solar, Nuclear, Windhttps://theme-insight.com/en/weekly/2026/w13/Fri, 27 Mar 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w13/The themes that moved the market this week: Telecom Equipment, Optical Communications, Plastic Alternatives & Biodegradables, 5G, Space & Aerospace (Nuri Rocket, Satellites)https://theme-insight.com/en/weekly/2026/w12/Fri, 20 Mar 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w12/The themes that moved the market this week: Nuclear, Holding Companies, Telecom Equipment, 5G, Windhttps://theme-insight.com/en/weekly/2026/w11/Fri, 13 Mar 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w11/The themes that moved the market this week: Telecom Equipment, Nuclear, 5G, Semiconductor Equipment, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2026/w10/Fri, 06 Mar 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w10/The themes that moved the market this week: Defense & War, LPG (Liquefied Petroleum Gas), Semiconductor Equipment, Battery, Space & Aerospace (Nuri Rocket, Satellites)https://theme-insight.com/en/weekly/2026/w09/Fri, 27 Feb 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w09/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), Defense & War, Electric Cables, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2026/w08/Fri, 20 Feb 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w08/The themes that moved the market this week: Securities Brokers, Nuclear, Shipbuilding Equipment, Shipping, Shipbuildinghttps://theme-insight.com/en/weekly/2026/w07/Fri, 13 Feb 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w07/The themes that moved the market this week: Securities Brokers, Holding Companies, Power Equipment, Semiconductor Equipment, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2026/w06/Fri, 06 Feb 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w06/The themes that moved the market this week: Real-Estate Asset Plays, Battery, Space & Aerospace (Nuri Rocket, Satellites), Holding Companies, SpaceXhttps://theme-insight.com/en/weekly/2026/w05/Fri, 30 Jan 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w05/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory), AI & Robotics, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2026/w04/Fri, 23 Jan 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w04/The themes that moved the market this week: Robotics (Industrial & Collaborative), Space & Aerospace (Nuri Rocket, Satellites), SpaceX, Securities Brokers, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2026/w03/Fri, 16 Jan 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w03/The themes that moved the market this week: Robotics (Industrial & Collaborative), Smart Factory, Nuclear, Car Majors, Auto Partshttps://theme-insight.com/en/weekly/2026/w02/Fri, 09 Jan 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w02/The themes that moved the market this week: Shipbuilding, Shipbuilding Equipment, Defense & War, Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)https://theme-insight.com/en/weekly/2026/w01/Fri, 02 Jan 2026 16:00:00 +0900https://theme-insight.com/en/weekly/2026/w01/The themes that moved the market this week: Semiconductor Equipment, HBM (High Bandwidth Memory), Semiconductor Majors (Fabrication), Robotics (Industrial & Collaborative), AI & Roboticshttps://theme-insight.com/en/weekly/2025/w52/Fri, 26 Dec 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w52/The themes that moved the market this week: Robotics (Industrial & Collaborative), Space & Aerospace (Nuri Rocket, Satellites), Autonomous Driving, SpaceX, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2025/w51/Fri, 19 Dec 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w51/The themes that moved the market this week: SpaceX, Space & Aerospace (Nuri Rocket, Satellites), Hair Loss Treatment, Venture Capital, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2025/w50/Fri, 12 Dec 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w50/The themes that moved the market this week: Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction, Construction Equipment, Battery, Autonomous Drivinghttps://theme-insight.com/en/weekly/2025/w49/Fri, 05 Dec 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w49/The themes that moved the market this week: Semiconductor Equipment, Construction (Small & Mid Cap), Robotics (Industrial & Collaborative), Auto Parts, AI & Roboticshttps://theme-insight.com/en/weekly/2025/w48/Fri, 28 Nov 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w48/The themes that moved the market this week: AI & Robotics, Semiconductor Equipment, Semiconductor Materials & Components, Semiconductor Majors (Fabrication), Robotics (Industrial & Collaborative)https://theme-insight.com/en/weekly/2025/w47/Fri, 21 Nov 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w47/The themes that moved the market this week: Travel, Casinos, Hotels & Resorts, Semiconductor Equipment, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2025/w46/Fri, 14 Nov 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w46/The themes that moved the market this week: Holding Companies, Pharma, Biosimilars, Cancer Immunotherapy, Batteryhttps://theme-insight.com/en/weekly/2025/w45/Fri, 07 Nov 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w45/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory), AI & Robotics, Batteryhttps://theme-insight.com/en/weekly/2025/w44/Fri, 31 Oct 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w44/The themes that moved the market this week: Semiconductor Majors (Fabrication), Telecom Equipment, Pharma, AI & Robotics, Power Equipmenthttps://theme-insight.com/en/weekly/2025/w43/Fri, 24 Oct 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w43/The themes that moved the market this week: Battery, Auto Parts, EV, Semiconductor Equipment, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2025/w42/Fri, 17 Oct 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w42/The themes that moved the market this week: Battery, Robotics (Industrial & Collaborative), EV, Lithium, AI & Roboticshttps://theme-insight.com/en/weekly/2025/w41/Fri, 10 Oct 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w41/The themes that moved the market this week: Robotics (Industrial & Collaborative), AI & Robotics, Semiconductor Equipment, Nuclear, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2025/w40/Thu, 02 Oct 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w40/The themes that moved the market this week: Semiconductor Materials & Components, Semiconductor Equipment, HBM (High Bandwidth Memory), System Semiconductors, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2025/w39/Fri, 26 Sep 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w39/The themes that moved the market this week: Nuclear, Stablecoins, Semiconductor Equipment, Battery, System Semiconductorshttps://theme-insight.com/en/weekly/2025/w38/Fri, 19 Sep 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w38/The themes that moved the market this week: Semiconductor Equipment, Robotics (Industrial & Collaborative), Semiconductor Materials & Components, Quantum Cryptography & Computing, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2025/w37/Fri, 12 Sep 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w37/The themes that moved the market this week: Semiconductor Majors (Fabrication), Semiconductor Equipment, Pharma, Steel (Small & Mid Cap), Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2025/w36/Fri, 05 Sep 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w36/The themes that moved the market this week: Robotics (Industrial & Collaborative), Smart Factory, Semiconductor Equipment, AI & Robotics, GLP-1 & Obesity Drugshttps://theme-insight.com/en/weekly/2025/w35/Fri, 29 Aug 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w35/The themes that moved the market this week: Semiconductor Equipment, Robotics (Industrial & Collaborative), Shipbuilding Equipment, Semiconductor Majors (Fabrication), GLP-1 & Obesity Drugshttps://theme-insight.com/en/weekly/2025/w34/Fri, 22 Aug 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w34/The themes that moved the market this week: Shipbuilding Equipment, Shipbuilding, Nuclear, Defense & War, Auto Partshttps://theme-insight.com/en/weekly/2025/w33/Thu, 14 Aug 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w33/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment, Inter-Korean Economic Cooperation, Pharma, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2025/w32/Fri, 08 Aug 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w32/The themes that moved the market this week: Semiconductor Materials & Components, Casinos, Semiconductor Majors (Fabrication), Battery, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2025/w31/Fri, 01 Aug 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w31/The themes that moved the market this week: Inter-Korean Economic Cooperation, Shipbuilding Equipment, Shipbuilding, Semiconductor Equipment, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2025/w30/Fri, 25 Jul 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w30/The themes that moved the market this week: Lithium, EV, Battery, Construction Equipment, Steel (Small & Mid Cap)https://theme-insight.com/en/weekly/2025/w29/Fri, 18 Jul 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w29/The themes that moved the market this week: Beauty & Cosmetics, GLP-1 & Obesity Drugs, Crypto & Bitcoin, Semiconductor Equipment, Defense & Warhttps://theme-insight.com/en/weekly/2025/w28/Fri, 11 Jul 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w28/The themes that moved the market this week: Securities Brokers, Holding Companies, Beauty & Cosmetics, Property & Casualty Insurance, Stablecoinshttps://theme-insight.com/en/weekly/2025/w27/Fri, 04 Jul 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w27/The themes that moved the market this week: Casinos, Beauty & Cosmetics, Holding Companies, Summer Season, Steel Pipehttps://theme-insight.com/en/weekly/2025/w26/Fri, 27 Jun 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w26/The themes that moved the market this week: Robotics (Industrial & Collaborative), Holding Companies, Semiconductor Materials & Components, Semiconductor Equipment, Solarhttps://theme-insight.com/en/weekly/2025/w25/Fri, 20 Jun 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w25/The themes that moved the market this week: AI & Robotics, ChatGPT & AI Chatbots, Cybersecurity, STO (Security Token Offering), Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2025/w24/Fri, 13 Jun 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w24/The themes that moved the market this week: STO (Security Token Offering), Beauty & Cosmetics, Defense & War, Electronic Payments, Nuclearhttps://theme-insight.com/en/weekly/2025/w23/Thu, 05 Jun 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w23/The themes that moved the market this week: AI & Robotics, Wind, Food, Semiconductor Majors (Fabrication), Local Currency Vouchershttps://theme-insight.com/en/weekly/2025/w22/Fri, 30 May 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w22/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Holding Companies, Pharma, Shipbuilding Equipment, Power Equipmenthttps://theme-insight.com/en/weekly/2025/w21/Fri, 23 May 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w21/The themes that moved the market this week: Beauty & Cosmetics, COVID (Diagnostics, Treatments, Vaccines), Nuclear, Pharma, Windhttps://theme-insight.com/en/weekly/2025/w20/Fri, 16 May 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w20/The themes that moved the market this week: Solar, Wind, Nuclear, Semiconductor Equipment, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2025/w19/Fri, 09 May 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w19/The themes that moved the market this week: Defense & War, Local Currency Vouchers, Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo), Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2025/w18/Fri, 02 May 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w18/The themes that moved the market this week: Beauty & Cosmetics, Music & Entertainment, Cybersecurity, Biometrics, Power Equipmenthttps://theme-insight.com/en/weekly/2025/w17/Fri, 25 Apr 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w17/The themes that moved the market this week: Semiconductor Materials & Components, Semiconductor Equipment, Solar, Wind, Telecom Equipmenthttps://theme-insight.com/en/weekly/2025/w16/Fri, 18 Apr 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w16/The themes that moved the market this week: Beauty & Cosmetics, Semiconductor Equipment, Semiconductor Materials & Components, Semiconductor Majors (Fabrication), AI & Roboticshttps://theme-insight.com/en/weekly/2025/w15/Fri, 11 Apr 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w15/The themes that moved the market this week: Shipbuilding, Political Ties (Lee Jae-myung), Shipbuilding Equipment, Political Ties (Kim Moon-soo), Employment & Recruitinghttps://theme-insight.com/en/weekly/2025/w14/Fri, 04 Apr 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w14/The themes that moved the market this week: Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo), Baby & Birth Rate, Employment & Recruiting, Political Ties (Han Dong-hoon)https://theme-insight.com/en/weekly/2025/w13/Fri, 28 Mar 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w13/The themes that moved the market this week: Political Ties (Lee Jae-myung), Auto Parts, EV, Afforestation, Agriculturehttps://theme-insight.com/en/weekly/2025/w12/Fri, 21 Mar 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w12/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory), Semiconductor Majors (Fabrication), Defense & Warhttps://theme-insight.com/en/weekly/2025/w11/Fri, 14 Mar 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w11/The themes that moved the market this week: Quantum Cryptography & Computing, Defense & War, Glass Substrates, Cybersecurity, Shipbuildinghttps://theme-insight.com/en/weekly/2025/w10/Fri, 07 Mar 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w10/The themes that moved the market this week: Defense & War, Shipbuilding, Steel Majors, Steel (Small & Mid Cap), Quantum Cryptography & Computinghttps://theme-insight.com/en/weekly/2025/w09/Fri, 28 Feb 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w09/The themes that moved the market this week: Beauty & Cosmetics, Battery, Ukraine Reconstruction, Quantum Cryptography & Computing, Rare Earths & Rare Metalshttps://theme-insight.com/en/weekly/2025/w08/Fri, 21 Feb 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w08/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Steel Majors, Semiconductor Majors (Fabrication), Batteryhttps://theme-insight.com/en/weekly/2025/w07/Fri, 14 Feb 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w07/The themes that moved the market this week: Semiconductor Materials & Components, Semiconductor Equipment, Ukraine Reconstruction, Defense & War, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2025/w06/Fri, 07 Feb 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w06/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), HBM (High Bandwidth Memory), Robotics (Industrial & Collaborative), Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2025/w05/Fri, 31 Jan 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w05/The themes that moved the market this week: Robotics (Industrial & Collaborative), ChatGPT & AI Chatbots, Cybersecurity, Korea-Listed Chinese Companies, Political Ties (Oh Se-hoon)https://theme-insight.com/en/weekly/2025/w04/Fri, 24 Jan 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w04/The themes that moved the market this week: Space & Aerospace (Nuri Rocket, Satellites), Semiconductor Equipment, Battery, Defense & War, EVhttps://theme-insight.com/en/weekly/2025/w03/Fri, 17 Jan 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w03/The themes that moved the market this week: Power Equipment, Electric Cables, Battery, Nuclear, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2025/w02/Fri, 10 Jan 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w02/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Beauty & Cosmetics, Shipbuilding Equipment, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2025/w01/Fri, 03 Jan 2025 16:00:00 +0900https://theme-insight.com/en/weekly/2025/w01/The themes that moved the market this week: EV, Robotics (Industrial & Collaborative), Political Ties (Lee Jae-myung), AI & Robotics, Quantum Cryptographyhttps://theme-insight.com/en/weekly/2024/w52/Fri, 27 Dec 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w52/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), Quantum Cryptography, Robotics (Industrial & Collaborative), AI & Roboticshttps://theme-insight.com/en/weekly/2024/w51/Fri, 20 Dec 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w51/The themes that moved the market this week: Quantum Cryptography, Shipbuilding, Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2024/w50/Fri, 13 Dec 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w50/The themes that moved the market this week: Quantum Cryptography, Beauty & Cosmetics, Ukraine Reconstruction, Semiconductor Equipment, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2024/w49/Fri, 06 Dec 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w49/The themes that moved the market this week: Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon), Semiconductor Equipment, Battery, Political Ties (Ahn Cheol-soo)https://theme-insight.com/en/weekly/2024/w48/Fri, 29 Nov 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w48/The themes that moved the market this week: Battery, AI & Robotics, ChatGPT & AI Chatbots, Inter-Korean Economic Cooperation, Droneshttps://theme-insight.com/en/weekly/2024/w47/Fri, 22 Nov 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w47/The themes that moved the market this week: AI & Robotics, Autonomous Driving, ChatGPT & AI Chatbots, Beauty & Cosmetics, Nuclearhttps://theme-insight.com/en/weekly/2024/w46/Fri, 15 Nov 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w46/The themes that moved the market this week: Ukraine Reconstruction, Inter-Korean Economic Cooperation, Robotics (Industrial & Collaborative), AI & Robotics, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2024/w45/Fri, 08 Nov 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w45/The themes that moved the market this week: Defense & War, Ukraine Reconstruction, Beauty & Cosmetics, Lithium, Batteryhttps://theme-insight.com/en/weekly/2024/w44/Fri, 01 Nov 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w44/The themes that moved the market this week: Defense & War, Semiconductor Equipment, Beauty & Cosmetics, Ukraine Reconstruction, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2024/w43/Fri, 25 Oct 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w43/The themes that moved the market this week: Defense & War, Music & Recordings, Battery, EV, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2024/w42/Fri, 18 Oct 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w42/The themes that moved the market this week: GLP-1 & Obesity Drugs, Defense & War, System Semiconductors, COVID (Diagnostics, Treatments, Vaccines), Nuclearhttps://theme-insight.com/en/weekly/2024/w41/Fri, 11 Oct 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w41/The themes that moved the market this week: Ukraine Reconstruction, Inter-Korean Economic Cooperation, Battery, GLP-1 & Obesity Drugs, Lithiumhttps://theme-insight.com/en/weekly/2024/w40/Fri, 04 Oct 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w40/The themes that moved the market this week: Defense & War, LPG (Liquefied Petroleum Gas), Beauty & Cosmetics, Korea-Listed Chinese Companies, Media & Contenthttps://theme-insight.com/en/weekly/2024/w39/Fri, 27 Sep 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w39/The themes that moved the market this week: Battery, EV, Semiconductor Equipment, Semiconductor Materials & Components, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2024/w38/Fri, 20 Sep 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w38/The themes that moved the market this week: Pharma, Defense & War, Cancer Immunotherapy, Biosimilars, Electric Cableshttps://theme-insight.com/en/weekly/2024/w37/Fri, 13 Sep 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w37/The themes that moved the market this week: Beauty & Cosmetics, Solar, Wind, EV, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2024/w36/Fri, 06 Sep 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w36/The themes that moved the market this week: STO (Security Token Offering), Autonomous Driving, Battery, Beauty & Cosmetics, EVhttps://theme-insight.com/en/weekly/2024/w35/Fri, 30 Aug 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w35/The themes that moved the market this week: Cybersecurity, AI & Robotics, EV Fire Prevention (Thermal Runaway), Battery, Deepfakeshttps://theme-insight.com/en/weekly/2024/w34/Fri, 23 Aug 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w34/The themes that moved the market this week: EV Fire Prevention (Thermal Runaway), Pipe Fittings & Valves, Construction Majors, Battery (Solid-State), Medical AIhttps://theme-insight.com/en/weekly/2024/w33/Fri, 16 Aug 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w33/The themes that moved the market this week: Semiconductor Majors (Fabrication), COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2024/w32/Fri, 09 Aug 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w32/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), GLP-1 & Obesity Drugs, Semiconductor Majors (Fabrication), Defense & War, Pharmahttps://theme-insight.com/en/weekly/2024/w31/Fri, 02 Aug 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w31/The themes that moved the market this week: Semiconductor Equipment, Integrated Logistics, COVID (Diagnostics, Treatments, Vaccines), Mycoplasma Pneumonia, Construction (Small & Mid Cap)https://theme-insight.com/en/weekly/2024/w30/Fri, 26 Jul 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w30/The themes that moved the market this week: Cannabis, Ukraine Reconstruction, Beauty & Cosmetics, Construction Equipment, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2024/w29/Fri, 19 Jul 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w29/The themes that moved the market this week: Shipbuilding Equipment, Inter-Korean Economic Cooperation, Crypto & Bitcoin, Shipbuilding, Ukraine Reconstructionhttps://theme-insight.com/en/weekly/2024/w28/Fri, 12 Jul 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w28/The themes that moved the market this week: Foldable Phones, Nuclear, Power Equipment, Beauty & Cosmetics, GLP-1 & Obesity Drugshttps://theme-insight.com/en/weekly/2024/w27/Fri, 05 Jul 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w27/The themes that moved the market this week: Banks, GLP-1 & Obesity Drugs, EV, Battery, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2024/w26/Fri, 28 Jun 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w26/The themes that moved the market this week: Shipping, Integrated Logistics, Semiconductor Equipment, Auto Parts, Rivianhttps://theme-insight.com/en/weekly/2024/w25/Fri, 21 Jun 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w25/The themes that moved the market this week: Defense & War, Shipbuilding Equipment, Car Majors, Shipbuilding, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2024/w24/Fri, 14 Jun 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w24/The themes that moved the market this week: Beauty & Cosmetics, Food, Power Equipment, Electric Cables, Batteryhttps://theme-insight.com/en/weekly/2024/w23/Fri, 07 Jun 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w23/The themes that moved the market this week: Battery, Pharma, Lithium, Biosimilars, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2024/w22/Fri, 31 May 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w22/The themes that moved the market this week: Beauty & Cosmetics, Nuclear, Semiconductor Equipment, Semiconductor Materials & Components, Korea-Listed Chinese Companieshttps://theme-insight.com/en/weekly/2024/w21/Fri, 24 May 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w21/The themes that moved the market this week: Nuclear, Solar, Hydrogen (Fuel Cells, Vehicles), Solid Oxide Fuel Cells (SOFC), Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2024/w20/Fri, 17 May 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w20/The themes that moved the market this week: Battery, Food, Electric Cables, Power Equipment, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2024/w19/Fri, 10 May 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w19/The themes that moved the market this week: Food, Beauty & Cosmetics, Power Equipment, Electric Cables, Nuclearhttps://theme-insight.com/en/weekly/2024/w18/Fri, 03 May 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w18/The themes that moved the market this week: Beauty & Cosmetics, Semiconductor Materials & Components, Semiconductor Equipment, System Semiconductors, Aesthetic Deviceshttps://theme-insight.com/en/weekly/2024/w17/Fri, 26 Apr 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w17/The themes that moved the market this week: Semiconductor Equipment, Autonomous Driving, Solar, Semiconductor Materials & Components, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2024/w16/Fri, 19 Apr 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w16/The themes that moved the market this week: Beauty & Cosmetics, Electric Cables, Power Equipment, Metals (Non-Ferrous), Defense & Warhttps://theme-insight.com/en/weekly/2024/w15/Fri, 12 Apr 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w15/The themes that moved the market this week: Electric Cables, Semiconductor Equipment, Beauty & Cosmetics, Glass Substrates, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2024/w14/Fri, 05 Apr 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w14/The themes that moved the market this week: Glass Substrates, LPG (Liquefied Petroleum Gas), Semiconductor Majors (Fabrication), Beauty & Cosmetics, Power Equipmenthttps://theme-insight.com/en/weekly/2024/w13/Fri, 29 Mar 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w13/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), HBM (High Bandwidth Memory), Semiconductor Materials & Components, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2024/w12/Fri, 22 Mar 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w12/The themes that moved the market this week: Robotics (Industrial & Collaborative), Pharma, Semiconductor Equipment, Semiconductor Materials & Components, HBM (High Bandwidth Memory)https://theme-insight.com/en/weekly/2024/w11/Fri, 15 Mar 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w11/The themes that moved the market this week: Battery, Nuclear, Power Equipment, Semiconductor Equipment, System Semiconductorshttps://theme-insight.com/en/weekly/2024/w10/Fri, 08 Mar 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w10/The themes that moved the market this week: CXL (Compute Express Link), Semiconductor Equipment, Semiconductor Materials & Components, Battery (Solid-State), Superconductorshttps://theme-insight.com/en/weekly/2024/w09/Thu, 29 Feb 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w09/The themes that moved the market this week: Crypto & Bitcoin, HBM (High Bandwidth Memory), OLED Displays, Semiconductor Equipment, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2024/w08/Fri, 23 Feb 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w08/The themes that moved the market this week: System Semiconductors, AI & Robotics, Neuromorphic Semiconductors, Semiconductor Equipment, Telemedicinehttps://theme-insight.com/en/weekly/2024/w07/Fri, 16 Feb 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w07/The themes that moved the market this week: EV, Battery, Superconductors, Property & Casualty Insurance, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2024/w06/Thu, 08 Feb 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w06/The themes that moved the market this week: Semiconductor Equipment, Superconductors, Battery, HBM (High Bandwidth Memory), Robotics (Industrial & Collaborative)https://theme-insight.com/en/weekly/2024/w05/Fri, 02 Feb 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w05/The themes that moved the market this week: Life Insurance, Property & Casualty Insurance, Banks, Holding Companies, Securities Brokershttps://theme-insight.com/en/weekly/2024/w04/Fri, 26 Jan 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w04/The themes that moved the market this week: Semiconductor Equipment, HBM (High Bandwidth Memory), Semiconductor Materials & Components, Camera Modules & Parts, Webtoonshttps://theme-insight.com/en/weekly/2024/w03/Fri, 19 Jan 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w03/The themes that moved the market this week: System Semiconductors, Defense & War, AI & Robotics, ChatGPT & AI Chatbots, Telecom Equipmenthttps://theme-insight.com/en/weekly/2024/w02/Fri, 12 Jan 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w02/The themes that moved the market this week: Robotics (Industrial & Collaborative), AI & Robotics, Defense & War, Crypto & Bitcoin, Metaverse & VRhttps://theme-insight.com/en/weekly/2024/w01/Fri, 05 Jan 2024 16:00:00 +0900https://theme-insight.com/en/weekly/2024/w01/The themes that moved the market this week: Political Ties (Lee Jun-seok), CXL (Compute Express Link), Shipping, Political Ties (Lee Nak-yon), ChatGPT & AI Chatbotshttps://theme-insight.com/en/weekly/2023/w52/Thu, 28 Dec 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w52/The themes that moved the market this week: Political Ties (Han Dong-hoon), Cancer Immunotherapy, Biosimilars, Pharma, STO (Security Token Offering)https://theme-insight.com/en/weekly/2023/w51/Fri, 22 Dec 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w51/The themes that moved the market this week: System Semiconductors, Political Ties (Han Dong-hoon), Cancer Immunotherapy, Battery, Shippinghttps://theme-insight.com/en/weekly/2023/w50/Fri, 15 Dec 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w50/The themes that moved the market this week: Semiconductor Equipment, On-Device AI, HBM (High Bandwidth Memory), Wind, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2023/w49/Fri, 08 Dec 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w49/The themes that moved the market this week: Pharma, Diesel Exhaust Fluid (Urea), COVID (Diagnostics, Treatments, Vaccines), STO (Security-Type Token Issuance), Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2023/w48/Fri, 01 Dec 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w48/The themes that moved the market this week: System Semiconductors, Semiconductor Equipment, Semiconductor Materials & Components, Games, Defense & Warhttps://theme-insight.com/en/weekly/2023/w47/Fri, 24 Nov 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w47/The themes that moved the market this week: Semiconductor Equipment, Food, Hydrogen (Fuel Cells, Vehicles), Shipbuilding, GLP-1 & Obesity Drugshttps://theme-insight.com/en/weekly/2023/w46/Fri, 17 Nov 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w46/The themes that moved the market this week: Semiconductor Equipment, Auto Parts, Semiconductor Materials & Components, HBM (High Bandwidth Memory), Car Majorshttps://theme-insight.com/en/weekly/2023/w45/Fri, 10 Nov 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w45/The themes that moved the market this week: Pharma, Games, Agriculture, Beauty & Cosmetics, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2023/w44/Fri, 03 Nov 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w44/The themes that moved the market this week: Battery, Semiconductor Equipment, Semiconductor Materials & Components, EV, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2023/w43/Fri, 27 Oct 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w43/The themes that moved the market this week: Beauty & Cosmetics, Pharma, Vaccines, Diagnostics & Epidemic Control, Crypto & Bitcoin, Auto Partshttps://theme-insight.com/en/weekly/2023/w42/Fri, 20 Oct 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w42/The themes that moved the market this week: Defense & War, LPG (Liquefied Petroleum Gas), Natural Gas Utilities, Food, Oil Refininghttps://theme-insight.com/en/weekly/2023/w41/Fri, 13 Oct 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w41/The themes that moved the market this week: LPG (Liquefied Petroleum Gas), Battery, EV, Hydrogen (Fuel Cells, Vehicles), Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2023/w40/Fri, 06 Oct 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w40/The themes that moved the market this week: Autonomous Driving, Semiconductor Equipment, Semiconductor Majors (Fabrication), Currency & ATM Systems (incl. CBDC), Quantum Cryptographyhttps://theme-insight.com/en/weekly/2023/w39/Wed, 27 Sep 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w39/The themes that moved the market this week: Political Ties (Lee Jae-myung), Beauty & Cosmetics, AI & Robotics, Robotics (Industrial & Collaborative), COVID (Diagnostics, Treatments, Vaccines)https://theme-insight.com/en/weekly/2023/w38/Fri, 22 Sep 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w38/The themes that moved the market this week: LPG (Liquefied Petroleum Gas), Nuclear Fusion, 5G, Telecom Equipment, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2023/w37/Fri, 15 Sep 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w37/The themes that moved the market this week: Telecom Equipment, 5G, Robotics (Industrial & Collaborative), Auto Parts, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2023/w36/Fri, 08 Sep 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w36/The themes that moved the market this week: Robotics (Industrial & Collaborative), AI & Robotics, LPG (Liquefied Petroleum Gas), GLP-1 & Obesity Drugs, Autonomous Drivinghttps://theme-insight.com/en/weekly/2023/w35/Fri, 01 Sep 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w35/The themes that moved the market this week: AI & Robotics, Semiconductor Majors (Fabrication), Autonomous Driving, Semiconductor Equipment, Robotics (Industrial & Collaborative)https://theme-insight.com/en/weekly/2023/w34/Fri, 25 Aug 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w34/The themes that moved the market this week: Chicken (Poultry), Seafood & Fishing, Food, Quantum Cryptography, Batteryhttps://theme-insight.com/en/weekly/2023/w33/Fri, 18 Aug 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w33/The themes that moved the market this week: Semiconductor Equipment, Superconductors, Nuclear Fusion, Beauty & Cosmetics, Semiconductor Materials & Componentshttps://theme-insight.com/en/weekly/2023/w32/Fri, 11 Aug 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w32/The themes that moved the market this week: Beauty & Cosmetics, System Semiconductors, Superconductors, AI & Robotics, Duty Freehttps://theme-insight.com/en/weekly/2023/w31/Fri, 04 Aug 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w31/The themes that moved the market this week: AI & Robotics, COVID (Diagnostics, Treatments, Vaccines), ChatGPT & AI Chatbots, Superconductors, Pharmahttps://theme-insight.com/en/weekly/2023/w30/Fri, 28 Jul 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w30/The themes that moved the market this week: Battery, Semiconductor Equipment, Power Equipment, Lithium, EVhttps://theme-insight.com/en/weekly/2023/w29/Fri, 21 Jul 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w29/The themes that moved the market this week: Battery, AI & Robotics, System Semiconductors, ChatGPT & AI Chatbots, EVhttps://theme-insight.com/en/weekly/2023/w28/Fri, 14 Jul 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w28/The themes that moved the market this week: Semiconductor Equipment, Shipbuilding Equipment, Shipbuilding, Semiconductor Majors (Fabrication), Oil Refininghttps://theme-insight.com/en/weekly/2023/w27/Fri, 07 Jul 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w27/The themes that moved the market this week: Battery, Semiconductor Equipment, Semiconductor Materials & Components, Lithium, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2023/w26/Fri, 30 Jun 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w26/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Semiconductor Majors (Fabrication), Auto Parts, EVhttps://theme-insight.com/en/weekly/2023/w25/Fri, 23 Jun 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w25/The themes that moved the market this week: Semiconductor Equipment, Education & E-Learning, Ukraine Reconstruction, AI & Robotics, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2023/w24/Fri, 16 Jun 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w24/The themes that moved the market this week: Food, Battery, Music & Entertainment, Music & Recordings, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2023/w23/Fri, 09 Jun 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w23/The themes that moved the market this week: Shipbuilding Equipment, Semiconductor Materials & Components, System Semiconductors, Animal Feed, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2023/w22/Fri, 02 Jun 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w22/The themes that moved the market this week: Battery, AI & Robotics, EV, Auto Parts, OLED Displayshttps://theme-insight.com/en/weekly/2023/w21/Fri, 26 May 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w21/The themes that moved the market this week: Food, Ukraine Reconstruction, Beauty & Cosmetics, COVID (Diagnostics, Treatments, Vaccines), Batteryhttps://theme-insight.com/en/weekly/2023/w20/Fri, 19 May 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w20/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), Auto Parts, OLED Displays, System Semiconductorshttps://theme-insight.com/en/weekly/2023/w19/Fri, 12 May 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w19/The themes that moved the market this week: Auto Parts, Vaccines, Diagnostics & Epidemic Control, Food, Animal Feed, Foot-and-Mouth & BSE Beneficiarieshttps://theme-insight.com/en/weekly/2023/w18/Thu, 04 May 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w18/The themes that moved the market this week: Dental Care & Implants, Ferrite, Hydrogen (Fuel Cells, Vehicles), Medical Devices, Batteryhttps://theme-insight.com/en/weekly/2023/w17/Fri, 28 Apr 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w17/The themes that moved the market this week: Rare Earths & Rare Metals, Defense & War, Car Majors, Internet Majors, EVhttps://theme-insight.com/en/weekly/2023/w16/Fri, 21 Apr 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w16/The themes that moved the market this week: Defense & War, Battery, Beauty & Cosmetics, Power Equipment, Metals (Non-Ferrous)https://theme-insight.com/en/weekly/2023/w15/Fri, 14 Apr 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w15/The themes that moved the market this week: Auto Parts, EV, Pharma, Biosimilars, Lithiumhttps://theme-insight.com/en/weekly/2023/w14/Fri, 07 Apr 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w14/The themes that moved the market this week: Lithium, Battery, Cancer Immunotherapy, Microbiome, Rare Earths & Rare Metalshttps://theme-insight.com/en/weekly/2023/w13/Fri, 31 Mar 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w13/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Space & Aerospace, Wind, Batteryhttps://theme-insight.com/en/weekly/2023/w12/Fri, 24 Mar 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w12/The themes that moved the market this week: Battery, Lithium, OLED Displays, Battery Recycling, Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2023/w11/Fri, 17 Mar 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w11/The themes that moved the market this week: AI & Robotics, Battery, Semiconductor Equipment, Semiconductor Materials & Components, ChatGPT & AI Chatbotshttps://theme-insight.com/en/weekly/2023/w10/Fri, 10 Mar 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w10/The themes that moved the market this week: Battery, Lithium, EV, AI & Robotics, Apple Payhttps://theme-insight.com/en/weekly/2023/w09/Fri, 03 Mar 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w09/The themes that moved the market this week: Battery, AI & Robotics, EV, Battery Recycling (Related), Digital Health & Telehealthhttps://theme-insight.com/en/weekly/2023/w08/Fri, 24 Feb 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w08/The themes that moved the market this week: AI & Robotics, ChatGPT & AI Chatbots, Autonomous Driving, Battery, Steel (Small & Mid Cap)https://theme-insight.com/en/weekly/2023/w07/Fri, 17 Feb 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w07/The themes that moved the market this week: System Semiconductors, Battery, Lithium (Related), Construction Equipment, Ukraine Reconstruction (Related)https://theme-insight.com/en/weekly/2023/w06/Fri, 10 Feb 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w06/The themes that moved the market this week: Battery, Casinos, ChatGPT & AI Chatbots, AI & Robotics, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2023/w05/Fri, 03 Feb 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w05/The themes that moved the market this week: AI & Robotics, ChatGPT & AI Chatbots, Metaverse & VR, Securities Brokers, Political Ties (Ahn Cheol-soo)https://theme-insight.com/en/weekly/2023/w04/Fri, 27 Jan 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w04/The themes that moved the market this week: Battery, EV, AI & Robotics, ChatGPT & AI Chatbots, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2023/w03/Fri, 20 Jan 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w03/The themes that moved the market this week: Metaverse & VR, AI & Robotics, Travel, Beauty & Cosmetics, NFTshttps://theme-insight.com/en/weekly/2023/w02/Fri, 13 Jan 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w02/The themes that moved the market this week: Battery, Defense & War, Solar, Wind, Nuclearhttps://theme-insight.com/en/weekly/2023/w01/Fri, 06 Jan 2023 16:00:00 +0900https://theme-insight.com/en/weekly/2023/w01/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Banks, Cloud Computing, Batteryhttps://theme-insight.com/en/weekly/2022/w52/Thu, 29 Dec 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w52/The themes that moved the market this week: Airlines & Low-Cost Carriers, Beauty & Cosmetics, Pharma, Duty Free, Travelhttps://theme-insight.com/en/weekly/2022/w51/Fri, 23 Dec 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w51/The themes that moved the market this week: Airlines & Low-Cost Carriers, Media & Content, Ukraine Reconstruction (Related), Property & Casualty Insurance, Shipbuildinghttps://theme-insight.com/en/weekly/2022/w50/Fri, 16 Dec 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w50/The themes that moved the market this week: Pharma, Medical Devices, Masks, Webtoons, COVID (Diagnostics)https://theme-insight.com/en/weekly/2022/w49/Fri, 09 Dec 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w49/The themes that moved the market this week: Beauty & Cosmetics, 5G, Media & Content, Korea-Listed Chinese Companies, Telecom Equipmenthttps://theme-insight.com/en/weekly/2022/w48/Fri, 02 Dec 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w48/The themes that moved the market this week: Beauty & Cosmetics, Duty Free, Media & Content, Space & Aerospace, Bankshttps://theme-insight.com/en/weekly/2022/w47/Fri, 25 Nov 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w47/The themes that moved the market this week: Media & Content, Battery, EV, Games, OLED Displayshttps://theme-insight.com/en/weekly/2022/w46/Fri, 18 Nov 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w46/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Railways, Ukraine Reconstruction (Related), Semiconductor Equipment, Gameshttps://theme-insight.com/en/weekly/2022/w45/Fri, 11 Nov 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w45/The themes that moved the market this week: Semiconductor Majors (Fabrication), Hydrogen (Fuel Cells, Vehicles), Semiconductor Equipment, Beauty & Cosmetics, Nuclearhttps://theme-insight.com/en/weekly/2022/w44/Fri, 04 Nov 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w44/The themes that moved the market this week: Defense & War, NEOM City, Nuclear, Battery, UAM (Urban Air Mobility)https://theme-insight.com/en/weekly/2022/w43/Fri, 28 Oct 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w43/The themes that moved the market this week: Battery, Ukraine Reconstruction (Related), Pharma, Semiconductor Majors (Fabrication), Solarhttps://theme-insight.com/en/weekly/2022/w42/Fri, 21 Oct 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w42/The themes that moved the market this week: Battery, Network Integration (NI), Systems Integration (SI), 5G, Ukraine Reconstruction (Related)https://theme-insight.com/en/weekly/2022/w41/Fri, 14 Oct 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w41/The themes that moved the market this week: Ukraine Reconstruction (Related), Semiconductor Majors (Fabrication), Auto Parts, NEOM City, Gameshttps://theme-insight.com/en/weekly/2022/w40/Fri, 07 Oct 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w40/The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), Semiconductor Materials & Components, Hydrogen (Fuel Cells, Vehicles), Water Resourceshttps://theme-insight.com/en/weekly/2022/w39/Fri, 30 Sep 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w39/The themes that moved the market this week: Games, Natural Gas Utilities, Nickel, Dementia, Pharmahttps://theme-insight.com/en/weekly/2022/w38/Fri, 23 Sep 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w38/The themes that moved the market this week: Beauty & Cosmetics, Autonomous Driving, Animal Feed, Steel (Small & Mid Cap), Windhttps://theme-insight.com/en/weekly/2022/w37/Fri, 16 Sep 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w37/The themes that moved the market this week: Ukraine Reconstruction (Related), Solar, Steel (Small & Mid Cap), Travel, Apple Payhttps://theme-insight.com/en/weekly/2022/w36/Thu, 08 Sep 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w36/The themes that moved the market this week: Solar, Wind, Metaverse & VR, Apple Pay, Batteryhttps://theme-insight.com/en/weekly/2022/w35/Fri, 02 Sep 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w35/The themes that moved the market this week: Travel, 5G, Dental Care & Implants, Car Majors, Batteryhttps://theme-insight.com/en/weekly/2022/w34/Fri, 26 Aug 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w34/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Defense & War, Shipbuilding Equipment, Solar, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2022/w33/Fri, 19 Aug 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w33/The themes that moved the market this week: Nuclear, Baby & Birth Rate, Education & E-Learning, OLED Displays, Space & Aerospacehttps://theme-insight.com/en/weekly/2022/w32/Fri, 12 Aug 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w32/The themes that moved the market this week: Solar, Nuclear, Wind, Hydrogen (Fuel Cells, Vehicles), Battery / EVhttps://theme-insight.com/en/weekly/2022/w31/Fri, 05 Aug 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w31/The themes that moved the market this week: Rare Earths & Rare Metals, Battery / EV, Monkeypox, Seafood & Fishing, AI & Robotics / Smart Factoryhttps://theme-insight.com/en/weekly/2022/w30/Fri, 29 Jul 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w30/The themes that moved the market this week: Solar, Crypto & Bitcoin, Wind, Battery / EV, Defense & Warhttps://theme-insight.com/en/weekly/2022/w29/Fri, 22 Jul 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w29/The themes that moved the market this week: Crypto & Bitcoin, Semiconductors, Cannabis, Defense & War, Media & Contenthttps://theme-insight.com/en/weekly/2022/w28/Fri, 15 Jul 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w28/The themes that moved the market this week: COVID, Monkeypox, Media & Content, Rivian, Music & Entertainmenthttps://theme-insight.com/en/weekly/2022/w27/Fri, 08 Jul 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w27/The themes that moved the market this week: COVID, Games / Mobile Games, Nuclear, Monkeypox, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2022/w26/Fri, 01 Jul 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w26/The themes that moved the market this week: Nuclear, Construction Equipment, Defense & War, Shipbuilding, Windhttps://theme-insight.com/en/weekly/2022/w25/Fri, 24 Jun 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w25/The themes that moved the market this week: Construction Equipment, Nuclear, Solar, Currency & ATM Systems (incl. CBDC), Space & Aerospacehttps://theme-insight.com/en/weekly/2022/w24/Fri, 17 Jun 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w24/The themes that moved the market this week: Monkeypox, Battery / EV, Nuclear, Food, Animal Feedhttps://theme-insight.com/en/weekly/2022/w23/Fri, 10 Jun 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w23/The themes that moved the market this week: AI & Robotics, Oil Refining / LPG (Liquefied Petroleum Gas), Power Equipment, Autonomous Driving, Cannabishttps://theme-insight.com/en/weekly/2022/w22/Fri, 03 Jun 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w22/The themes that moved the market this week: Construction Equipment, Korea-Listed Chinese Companies, Beauty & Cosmetics, Nuclear, Semiconductorshttps://theme-insight.com/en/weekly/2022/w21/Fri, 27 May 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w21/The themes that moved the market this week: Nuclear, Hydrogen (Fuel Cells, Vehicles), Semiconductors, Casinos, Shippinghttps://theme-insight.com/en/weekly/2022/w20/Fri, 20 May 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w20/The themes that moved the market this week: Battery / EV, Construction Equipment, Solar / Wind, Nuclear, Seafood & Fishinghttps://theme-insight.com/en/weekly/2022/w19/Fri, 13 May 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w19/The themes that moved the market this week: 5G / Telecom Equipment, Shipping, UAM (Urban Air Mobility), Construction Equipment, Ukraine Reconstructionhttps://theme-insight.com/en/weekly/2022/w18/Fri, 06 May 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w18/The themes that moved the market this week: Political Ties (Lee Jae-myung), Nuclear, Animal Feed / Fertilizers / Agriculture, Agriculture / Fertilizers, 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2022/w17/Fri, 29 Apr 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w17/The themes that moved the market this week: Food, Beauty & Cosmetics, Paper, Shale Gas, Animal Feedhttps://theme-insight.com/en/weekly/2022/w16/Fri, 22 Apr 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w16/The themes that moved the market this week: Animal Feed / Fertilizers / Agriculture, Nuclear, Battery Recycling (Related), Battery / EV, Seafood & Fishinghttps://theme-insight.com/en/weekly/2022/w15/Fri, 15 Apr 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w15/The themes that moved the market this week: Shipbuilding / Shipbuilding Equipment, Beauty & Cosmetics, AI & Robotics, Banks, Korea-Listed Chinese Companieshttps://theme-insight.com/en/weekly/2022/w14/Fri, 08 Apr 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w14/The themes that moved the market this week: Battery / EV, Airlines & Low-Cost Carriers, Travel, Water Resources, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2022/w13/Fri, 01 Apr 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w13/The themes that moved the market this week: Beauty & Cosmetics, Metals (Non-Ferrous), Cybersecurity, Property & Casualty Insurance, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2022/w12/Fri, 25 Mar 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w12/The themes that moved the market this week: Animal Feed / Fertilizers / Agriculture, Nuclear, Crypto & Bitcoin, Battery / EV, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2022/w11/Fri, 18 Mar 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w11/The themes that moved the market this week: AI & Robotics, Steel Pipe, Cement & Ready-Mix Concrete, Semiconductors, Bankshttps://theme-insight.com/en/weekly/2022/w10/Fri, 11 Mar 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w10/The themes that moved the market this week: Nuclear, Construction / Remodeling & Interiors, Currency & ATM Systems (incl. CBDC), Agriculture / Fertilizers / Animal Feed, Political Ties (Yoon Suk-yeol)https://theme-insight.com/en/weekly/2022/w09/Fri, 04 Mar 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w09/The themes that moved the market this week: Defense & War, Steel Majors / Steel (Small & Mid Cap), Metals (Non-Ferrous), Media & Content, Nuclearhttps://theme-insight.com/en/weekly/2022/w08/Fri, 25 Feb 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w08/The themes that moved the market this week: AI & Robotics, Wind, 5G / Telecom Equipment, Natural Gas Utilities / LPG (Liquefied Petroleum Gas) / Animal Feed / Agriculture, Solarhttps://theme-insight.com/en/weekly/2022/w07/Fri, 18 Feb 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w07/The themes that moved the market this week: Reopening, UAM (Urban Air Mobility), Defense & War, Alcoholic Beverages & Ethanol, Rare Earths & Rare Metalshttps://theme-insight.com/en/weekly/2022/w06/Fri, 11 Feb 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w06/The themes that moved the market this week: Crypto & Bitcoin, Alcoholic Beverages & Ethanol, COVID (Diagnostics, Treatments, Vaccines), Shipping, Animal Feedhttps://theme-insight.com/en/weekly/2022/w05/Fri, 04 Feb 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w05/The themes that moved the market this week: COVID, Travel / Airlines, Integrated Logistics, Remote Work & Smart Work, Defense & Warhttps://theme-insight.com/en/weekly/2022/w04/Fri, 28 Jan 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w04/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Nuclear, COVID, Natural Gas Utilities, Steel (Small & Mid Cap) / Steel Pipehttps://theme-insight.com/en/weekly/2022/w03/Fri, 21 Jan 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w03/The themes that moved the market this week: Battery, Defense & War, Metaverse & VR, Undersea Tunnels & Underground Roads, Political Ties (Yoo Seong-min)https://theme-insight.com/en/weekly/2022/w02/Fri, 14 Jan 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w02/The themes that moved the market this week: Battery / EV, Hair Loss Treatment (Related), Banks, DMZ Peace Park, Autonomous Drivinghttps://theme-insight.com/en/weekly/2022/w01/Fri, 07 Jan 2022 16:00:00 +0900https://theme-insight.com/en/weekly/2022/w01/The themes that moved the market this week: AI & Robotics, Shipbuilding / Shipbuilding Equipment, Cement & Ready-Mix Concrete, Political Ties (Ahn Cheol-soo), Political Ties (Hong Joon-pyo)https://theme-insight.com/en/weekly/2021/w52/Thu, 30 Dec 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w52/The themes that moved the market this week: Political Ties (Lee Jae-myung), Foldable Phones / Galaxy Supply Chain, COVID (Pfizer), AI & Robotics, Metaverse & VRhttps://theme-insight.com/en/weekly/2021/w51/Fri, 24 Dec 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w51/The themes that moved the market this week: Semiconductors, COVID (Pfizer), Toss, Travel, Casinoshttps://theme-insight.com/en/weekly/2021/w50/Fri, 17 Dec 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w50/The themes that moved the market this week: AI & Robotics, Remote Work & Smart Work, COVID (Negative-Pressure Wards & Ambulances), Digital Health & Telehealth, Semiconductorshttps://theme-insight.com/en/weekly/2021/w49/Fri, 10 Dec 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w49/The themes that moved the market this week: COVID (Negative-Pressure Wards & Ambulances), Remote Work & Smart Work, Rare Earths & Rare Metals, Travel, 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2021/w48/Fri, 03 Dec 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w48/The themes that moved the market this week: COVID, Digital Health & Telehealth, Semiconductors, Beauty & Cosmetics, Nuclearhttps://theme-insight.com/en/weekly/2021/w47/Fri, 26 Nov 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w47/The themes that moved the market this week: 5G / Telecom Equipment, Property & Casualty Insurance, Banks, Smart Grid, COVID / mRNAhttps://theme-insight.com/en/weekly/2021/w46/Fri, 19 Nov 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w46/The themes that moved the market this week: Metaverse & VR, Semiconductors, 5G / Telecom Equipment, Metaverse & VR / NFTs, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2021/w45/Fri, 12 Nov 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w45/The themes that moved the market this week: Battery, Carbon Emission Credits, Construction Equipment, Nuclear, Political Ties (Yoon Suk-yeol)https://theme-insight.com/en/weekly/2021/w44/Fri, 05 Nov 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w44/The themes that moved the market this week: Integrated Logistics, Fertilizers, Political Ties (Yoon Suk-yeol), Semiconductors, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2021/w43/Fri, 29 Oct 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w43/The themes that moved the market this week: Games / Mobile Games, Semiconductors, Media & Content, Battery (LFP), Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2021/w42/Fri, 22 Oct 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w42/The themes that moved the market this week: Nuclear, Crypto & Bitcoin / Dunamu, Metaverse & VR, Crypto & Bitcoin, Media & Contenthttps://theme-insight.com/en/weekly/2021/w41/Fri, 15 Oct 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w41/The themes that moved the market this week: Nuclear, Metals (Non-Ferrous), Semiconductors, Agriculture / Animal Feed, Rivianhttps://theme-insight.com/en/weekly/2021/w40/Fri, 08 Oct 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w40/The themes that moved the market this week: Political Ties (Lee Jae-myung), Crypto & Bitcoin / Dunamu, Carbon Emission Credits, Banks, COVID (Diagnostics)https://theme-insight.com/en/weekly/2021/w39/Fri, 01 Oct 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w39/The themes that moved the market this week: North Korea, Power Equipment, Media & Content, LPG (Liquefied Petroleum Gas), Oil Refininghttps://theme-insight.com/en/weekly/2021/w38/Fri, 24 Sep 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w38/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), North Korea, Media & Content, Battery, Airlines & Low-Cost Carriershttps://theme-insight.com/en/weekly/2021/w37/Fri, 17 Sep 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w37/The themes that moved the market this week: LPG (Liquefied Petroleum Gas), Oil Refining, Travel, Fashion & Clothing, Petrochemicalshttps://theme-insight.com/en/weekly/2021/w36/Fri, 10 Sep 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w36/The themes that moved the market this week: Political Ties (Hong Joon-pyo), Political Ties (Lee Jae-myung), Metals (Non-Ferrous), Nuclear, Wireless Charginghttps://theme-insight.com/en/weekly/2021/w35/Fri, 03 Sep 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w35/The themes that moved the market this week: Nuclear, Foldable Phones, Galaxy Supply Chain, Construction (Small & Mid Cap), Political Ties (Hong Joon-pyo, Yoo Seong-min, Choi Jae-hyung)https://theme-insight.com/en/weekly/2021/w34/Fri, 27 Aug 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w34/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Semiconductors, Political Ties (Hong Joon-pyo), Foldable Phones / Flexible Displays / Galaxy Supply Chain, Carbon Emission Creditshttps://theme-insight.com/en/weekly/2021/w33/Fri, 20 Aug 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w33/The themes that moved the market this week: EV / Battery, COVID (Sputnik V), COVID (Moderna) / mRNA / Cold Chain Logistics, COVID, Steel Majors / Steel (Small & Mid Cap)https://theme-insight.com/en/weekly/2021/w32/Fri, 13 Aug 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w32/The themes that moved the market this week: Battery / EV, Banks, COVID (Treatments & Vaccines), Digital Health & Telehealth, COVID (Diagnostics, Treatments, Vaccines)https://theme-insight.com/en/weekly/2021/w31/Fri, 06 Aug 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w31/The themes that moved the market this week: Metaverse & VR, Semiconductors, EV / Battery, Blockchain / Cybersecurity, LEDhttps://theme-insight.com/en/weekly/2021/w30/Fri, 30 Jul 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w30/The themes that moved the market this week: Political Ties (Yoon Suk-yeol), Carbon Emission Credits, Agriculture / Fertilizers, Crypto & Bitcoin, North Koreahttps://theme-insight.com/en/weekly/2021/w29/Fri, 23 Jul 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w29/The themes that moved the market this week: COVID (Diagnostics), Shipbuilding, Summer Season, KakaoBank, Digital Health & Telehealthhttps://theme-insight.com/en/weekly/2021/w28/Fri, 16 Jul 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w28/The themes that moved the market this week: Summer Season, Political Ties (Lee Nak-yon), Smart Grid, Battery / EV, Remote Work & Smart Workhttps://theme-insight.com/en/weekly/2021/w27/Fri, 09 Jul 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w27/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), mRNA, Education & E-Learning, Nuclear, COVID (Negative-Pressure Wards & Ambulances)https://theme-insight.com/en/weekly/2021/w26/Fri, 02 Jul 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w26/The themes that moved the market this week: mRNA, Education & E-Learning, Construction (Small & Mid Cap), COVID (Diagnostics, Treatments, Vaccines), COVID (Sputnik V)https://theme-insight.com/en/weekly/2021/w25/Fri, 25 Jun 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w25/The themes that moved the market this week: Political Ties (Choi Jae-hyung), COVID (Diagnostics, Treatments, Vaccines), Auto Parts, Banks, Political Ties (Yoo Seong-min)https://theme-insight.com/en/weekly/2021/w24/Fri, 18 Jun 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w24/The themes that moved the market this week: 5G / Telecom Equipment, Semiconductors, Battery / EV, Systems Integration (SI), Political Ties (Choi Jae-hyung)https://theme-insight.com/en/weekly/2021/w23/Fri, 11 Jun 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w23/The themes that moved the market this week: Nuclear, Shipping, Digital Health & Telehealth, COVID (Treatments & Vaccines), Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2021/w22/Fri, 04 Jun 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w22/The themes that moved the market this week: Nuclear, 5G / Telecom Equipment, Shipbuilding / Shipbuilding Equipment, Food, Political Ties (Yoon Suk-yeol)https://theme-insight.com/en/weekly/2021/w21/Fri, 28 May 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w21/The themes that moved the market this week: Metaverse & VR, COVID (Sputnik V), Nuclear, Travel, SPACshttps://theme-insight.com/en/weekly/2021/w20/Fri, 21 May 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w20/The themes that moved the market this week: Currency & ATM Systems (incl. CBDC), Nuclear, Political Ties (Yoon Suk-yeol), mRNA, Natural Gas Utilities / Shale Gashttps://theme-insight.com/en/weekly/2021/w19/Fri, 14 May 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w19/The themes that moved the market this week: Metals (Non-Ferrous), Beauty & Cosmetics, Shipbuilding, COVID (Treatments & Vaccines), Dunamuhttps://theme-insight.com/en/weekly/2021/w18/Fri, 07 May 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w18/The themes that moved the market this week: Undersea Tunnels & Underground Roads, Shipping, Political Ties (Yoon Suk-yeol), Political Ties (Hong Joon-pyo), Steel Majors / Steel (Small & Mid Cap)https://theme-insight.com/en/weekly/2021/w17/Fri, 30 Apr 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w17/The themes that moved the market this week: COVID (Sputnik V), Shipbuilding / Shipbuilding Equipment, Shipbuilding, Afforestation, Steel (Small & Mid Cap)https://theme-insight.com/en/weekly/2021/w16/Fri, 23 Apr 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w16/The themes that moved the market this week: COVID (Sputnik V), COVID (Diagnostics), Shipping, Metals (Non-Ferrous), COVID (Moderna)https://theme-insight.com/en/weekly/2021/w15/Fri, 16 Apr 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w15/The themes that moved the market this week: Battery / EV, Mobile Content / Webtoons, COVID (Diagnostics), COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work, COVID (Moderna)https://theme-insight.com/en/weekly/2021/w14/Fri, 09 Apr 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w14/The themes that moved the market this week: Steel Majors / Steel (Small & Mid Cap), COVID (Diagnostics, Treatments, Vaccines), Securities Brokers, AI & Robotics, Seafood & Fishinghttps://theme-insight.com/en/weekly/2021/w13/Fri, 02 Apr 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w13/The themes that moved the market this week: Political Ties (Yoon Suk-yeol), Semiconductors, Crypto & Bitcoin / Venture Capital, LED, Crypto & Bitcoin / Venture Capital / Dunamuhttps://theme-insight.com/en/weekly/2021/w12/Fri, 26 Mar 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w12/The themes that moved the market this week: Political Ties (Oh Se-hoon), Steel Majors, Cement & Ready-Mix Concrete, Political Ties (Yoon Suk-yeol), Rare Earths & Rare Metalshttps://theme-insight.com/en/weekly/2021/w11/Fri, 19 Mar 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w11/The themes that moved the market this week: Currency & ATM Systems (incl. CBDC), Crypto & Bitcoin, Rare Earths & Rare Metals, Semiconductors, Animal Feedhttps://theme-insight.com/en/weekly/2021/w10/Fri, 12 Mar 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w10/The themes that moved the market this week: Coupang, Nuclear, Crypto & Bitcoin, Battery / EV, Semiconductorshttps://theme-insight.com/en/weekly/2021/w09/Fri, 05 Mar 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w09/The themes that moved the market this week: Crypto & Bitcoin, Hydrogen (Fuel Cells, Vehicles), Banks / Property & Casualty Insurance / Life Insurance, Political Ties (Yoon Suk-yeol), AR & VRhttps://theme-insight.com/en/weekly/2021/w08/Fri, 26 Feb 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w08/The themes that moved the market this week: Rare Earths & Rare Metals, Currency & ATM Systems (incl. CBDC) / Kiosks, Electronic Payments, Currency & ATM Systems (incl. CBDC), Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2021/w07/Fri, 19 Feb 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w07/The themes that moved the market this week: Crypto & Bitcoin, Semiconductors, Corrugated Board / Paper, Rare Earths & Rare Metals, 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2021/w06/Wed, 10 Feb 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w06/The themes that moved the market this week: Crypto & Bitcoin, Political Ties (Lee Jae-myung), Space & Aerospace, Corrugated Board / Paper, Semiconductorshttps://theme-insight.com/en/weekly/2021/w05/Fri, 05 Feb 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w05/The themes that moved the market this week: Securities Brokers, Space & Aerospace, Cement & Ready-Mix Concrete, Remodeling & Interiors, Semiconductorshttps://theme-insight.com/en/weekly/2021/w04/Fri, 29 Jan 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w04/The themes that moved the market this week: Semiconductors, Political Ties (Lee Jae-myung), AI & Robotics, Autonomous Driving, Media & Contenthttps://theme-insight.com/en/weekly/2021/w03/Fri, 22 Jan 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w03/The themes that moved the market this week: Autonomous Driving, Semiconductors, EV, Steel Majors / Steel (Small & Mid Cap), Space & Aerospacehttps://theme-insight.com/en/weekly/2021/w02/Fri, 15 Jan 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w02/The themes that moved the market this week: Political Ties (Lee Jae-myung), Semiconductors, Defense & War, Corrugated Board / Integrated Logistics / Paper, Battery / EV / Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2021/w01/Fri, 08 Jan 2021 16:00:00 +0900https://theme-insight.com/en/weekly/2021/w01/The themes that moved the market this week: Crypto & Bitcoin, Political Ties (Lee Jae-myung), Shipping, Battery / EV, Integrated Logisticshttps://theme-insight.com/en/weekly/2020/w53/Mon, 28 Dec 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w53/The themes that moved the market this week: Media & Content, COVID (Diagnostics, Treatments, Vaccines), System Semiconductors, Political Ties (Yoon Suk-yeol), Cold Chain Logisticshttps://theme-insight.com/en/weekly/2020/w52/Thu, 24 Dec 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w52/The themes that moved the market this week: EV / Battery, Autonomous Driving, Semiconductor Majors (Fabrication), COVID (Treatments & Vaccines), Political Ties (Ahn Cheol-soo)https://theme-insight.com/en/weekly/2020/w51/Fri, 18 Dec 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w51/The themes that moved the market this week: Remote Work & Smart Work, Battery / EV, Semiconductors, Solar / Wind, AI & Roboticshttps://theme-insight.com/en/weekly/2020/w50/Fri, 11 Dec 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w50/The themes that moved the market this week: Media & Content, Remote Work & Smart Work, Construction Majors / Construction (Small & Mid Cap), Carbon Emission Credits, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2020/w49/Fri, 04 Dec 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w49/The themes that moved the market this week: Corrugated Board / Paper, COVID (Moderna), Cybersecurity, Cement & Ready-Mix Concrete, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2020/w48/Fri, 27 Nov 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w48/The themes that moved the market this week: Battery / EV, COVID (Negative-Pressure Wards & Ambulances), Paper / Corrugated Board, Semiconductors, Travelhttps://theme-insight.com/en/weekly/2020/w47/Fri, 20 Nov 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w47/The themes that moved the market this week: Semiconductors, COVID, Battery / EV, Crypto & Bitcoin, Airlines & Low-Cost Carriershttps://theme-insight.com/en/weekly/2020/w46/Fri, 13 Nov 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w46/The themes that moved the market this week: Banks, Political Ties (Yoon Suk-yeol), Shipping / Integrated Logistics, Pfizer, Shipping / Shipbuilding / Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2020/w45/Fri, 06 Nov 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w45/The themes that moved the market this week: Crypto & Bitcoin, Cannabis, Political Ties (Yoon Suk-yeol), Wind / Solar / Battery / Carbon Emission Credits, Carbon Emission Creditshttps://theme-insight.com/en/weekly/2020/w44/Fri, 30 Oct 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w44/The themes that moved the market this week: COVID (Diagnostics), EV / Hydrogen (Fuel Cells, Vehicles), Solar, Wind, Carbon Emission Creditshttps://theme-insight.com/en/weekly/2020/w43/Fri, 23 Oct 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w43/The themes that moved the market this week: Seafood & Fishing, Securities Brokers, Rare Earths & Rare Metals, Banks, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2020/w42/Fri, 16 Oct 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w42/The themes that moved the market this week: Solar, Wind, Hydrogen (Fuel Cells, Vehicles), Carbon Emission Credits, Currency & ATM Systems (incl. CBDC) / Kioskshttps://theme-insight.com/en/weekly/2020/w41/Thu, 08 Oct 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w41/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Solar, Battery, Political Ties (Ahn Cheol-soo), COVID (Plasma Therapy)https://theme-insight.com/en/weekly/2020/w40/Tue, 29 Sep 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w40/The themes that moved the market this week: Battery / EV, Semiconductors, 5G / Telecom Equipment, China Consumer, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2020/w39/Fri, 25 Sep 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w39/The themes that moved the market this week: Battery, Autonomous Driving, Defense & War, Political Ties (Yoo Seong-min), North Koreahttps://theme-insight.com/en/weekly/2020/w38/Fri, 18 Sep 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w38/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Graphene, North Korea, Car Majors / Auto Parts / EV, Defense & Warhttps://theme-insight.com/en/weekly/2020/w37/Fri, 11 Sep 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w37/The themes that moved the market this week: 5G / Telecom Equipment, Wind, COVID (Diagnostics), Solar, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2020/w36/Fri, 04 Sep 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w36/The themes that moved the market this week: Wind, Hydrogen (Fuel Cells, Vehicles), Solar, Semiconductors, Securities Brokershttps://theme-insight.com/en/weekly/2020/w35/Fri, 28 Aug 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w35/The themes that moved the market this week: Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines), Education & E-Learning, Masks, 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2020/w34/Fri, 21 Aug 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w34/The themes that moved the market this week: Education & E-Learning, COVID / Vaccines, Diagnostics & Epidemic Control, Masks, Battery / EV, COVID (Diagnostics, Treatments, Vaccines)https://theme-insight.com/en/weekly/2020/w33/Fri, 14 Aug 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w33/The themes that moved the market this week: China Consumer, Travel, COVID (Diagnostics, Treatments, Vaccines), EV / Battery / Hydrogen, Political Ties (Hong Jung-wook)https://theme-insight.com/en/weekly/2020/w32/Fri, 07 Aug 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w32/The themes that moved the market this week: Battery / EV, Securities Brokers, COVID, 5G / Telecom Equipment, Political Ties (Lee Jae-myung)https://theme-insight.com/en/weekly/2020/w31/Fri, 31 Jul 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w31/The themes that moved the market this week: Semiconductors, Virtual Reality (VR) / Augmented Reality (AR), Space & Aerospace, Battery / EV, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2020/w30/Fri, 24 Jul 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w30/The themes that moved the market this week: Rare Earths & Rare Metals, Soybeans, Political Ties (Lee Jae-myung), COVID / Pharma / Vaccines, Diagnostics & Epidemic Control, Water Resourceshttps://theme-insight.com/en/weekly/2020/w29/Fri, 17 Jul 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w29/The themes that moved the market this week: Securities Brokers, Political Ties (Lee Jae-myung), COVID (Diagnostics, Treatments, Vaccines), Rare Earths & Rare Metals, Modernahttps://theme-insight.com/en/weekly/2020/w28/Fri, 10 Jul 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w28/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Battery / EV, Defense & War, Political Ties (Lee Jae-myung), COVID (Diagnostics, Treatments, Vaccines)https://theme-insight.com/en/weekly/2020/w27/Fri, 03 Jul 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w27/The themes that moved the market this week: Chicken (Poultry), Beauty & Cosmetics, Semiconductors, Rare Earths & Rare Metals, COVID (Diagnostics, Treatments, Vaccines)https://theme-insight.com/en/weekly/2020/w26/Fri, 26 Jun 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w26/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Digital Health & Telehealth, Rare Earths & Rare Metals, North Korea, COVID (Diagnostics, Treatments, Vaccines)https://theme-insight.com/en/weekly/2020/w25/Fri, 19 Jun 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w25/The themes that moved the market this week: Defense & War, Japan Export Curbs (Localization), Japan Boycott Beneficiaries, Battery / EV, EV / Batteryhttps://theme-insight.com/en/weekly/2020/w24/Fri, 12 Jun 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w24/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Currency & ATM Systems (incl. CBDC), Hydrogen (Fuel Cells, Vehicles), Masks, EV / Batteryhttps://theme-insight.com/en/weekly/2020/w23/Fri, 05 Jun 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w23/The themes that moved the market this week: Japan Export Curbs (Localization) / Japan Boycott Beneficiaries, Semiconductors, Airlines & Low-Cost Carriers, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas), Droneshttps://theme-insight.com/en/weekly/2020/w22/Fri, 29 May 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w22/The themes that moved the market this week: Shipbuilding, Rare Earths & Rare Metals, Animal Feed, Battery / EV, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2020/w21/Fri, 22 May 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w21/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Cybersecurity, Rare Earths & Rare Metals, Semiconductors, Korea-Listed Chinese Companieshttps://theme-insight.com/en/weekly/2020/w20/Fri, 15 May 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w20/The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Education & E-Learning, Digital Health & Telehealth, EV / Battery, Graphenehttps://theme-insight.com/en/weekly/2020/w19/Fri, 08 May 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w19/The themes that moved the market this week: Chicken (Poultry), Semiconductors, Waste Management, Masks, Rare Earths & Rare Metalshttps://theme-insight.com/en/weekly/2020/w18/Wed, 29 Apr 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w18/The themes that moved the market this week: Securities Brokers, Political Ties (Hong Jung-wook), Political Ties (Yoon Suk-yeol), Travel, Digital Health & Telehealth / Education & E-Learninghttps://theme-insight.com/en/weekly/2020/w17/Fri, 24 Apr 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w17/The themes that moved the market this week: Defense & War, Airlines & Low-Cost Carriers, COVID (Diagnostics, Treatments, Vaccines), Cement & Ready-Mix Concrete, Construction (Small & Mid Cap) / Railwayshttps://theme-insight.com/en/weekly/2020/w16/Fri, 17 Apr 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w16/The themes that moved the market this week: EV / Battery, North Korea, Hydrogen (Fuel Cells, Vehicles), Employment & Recruiting, 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2020/w15/Fri, 10 Apr 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w15/The themes that moved the market this week: Battery / EV, Securities Brokers, Semiconductors, Currency & ATM Systems (incl. CBDC), Digital Health & Telehealthhttps://theme-insight.com/en/weekly/2020/w14/Fri, 03 Apr 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w14/The themes that moved the market this week: Masks, North Korea, Education & E-Learning, Food, COVID / Vaccines, Diagnostics & Epidemic Controlhttps://theme-insight.com/en/weekly/2020/w13/Fri, 27 Mar 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w13/The themes that moved the market this week: Education & E-Learning, Securities Brokers, Semiconductors, Airlines & Low-Cost Carriers, Bankshttps://theme-insight.com/en/weekly/2020/w12/Fri, 20 Mar 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w12/The themes that moved the market this week: COVID / Vaccines, Diagnostics & Epidemic Control, iPhone Supply Chain, Crypto & Bitcoin, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas), Semiconductorshttps://theme-insight.com/en/weekly/2020/w11/Fri, 13 Mar 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w11/The themes that moved the market this week: Remote Work & Smart Work, Alcoholic Beverages & Ethanol, Vaccines, Diagnostics & Epidemic Control / Gene Therapy & Genomics / Masks, Autonomous Driving, Education & E-Learninghttps://theme-insight.com/en/weekly/2020/w10/Fri, 06 Mar 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w10/The themes that moved the market this week: Autonomous Driving, Semiconductors, Securities Brokers, Education & E-Learning, Maskshttps://theme-insight.com/en/weekly/2020/w09/Fri, 28 Feb 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w09/The themes that moved the market this week: Education & E-Learning, Seafood & Fishing, Vaccines, Diagnostics & Epidemic Control, Integrated Logistics, Foodhttps://theme-insight.com/en/weekly/2020/w08/Fri, 21 Feb 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w08/The themes that moved the market this week: Masks / Vaccines / MERS & Coronavirus, Education & E-Learning, Alcoholic Beverages & Ethanol, Hand Sanitizer (Ethanol), Vaccines / Masks / MERS & Coronavirushttps://theme-insight.com/en/weekly/2020/w07/Fri, 14 Feb 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w07/The themes that moved the market this week: Battery / EV, Korea-Russia Gas Pipeline, Semiconductors, Japan Boycott Beneficiaries, Filmhttps://theme-insight.com/en/weekly/2020/w06/Fri, 07 Feb 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w06/The themes that moved the market this week: Battery / EV, Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries, Vaccines, Diagnostics & Epidemic Control / Masks / MERS & Coronavirus, Corrugated Board, Korea-Listed Chinese Companieshttps://theme-insight.com/en/weekly/2020/w05/Fri, 31 Jan 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w05/The themes that moved the market this week: Battery / EV, Vaccines / MERS & Coronavirus / Masks, Political Ties (Yoon Suk-yeol), Masks, Political Ties (Lee Nak-yon)https://theme-insight.com/en/weekly/2020/w04/Thu, 23 Jan 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w04/The themes that moved the market this week: Vaccines / MERS & Coronavirus / Masks, Semiconductors, Battery / EV, LPG (Liquefied Petroleum Gas), Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2020/w03/Fri, 17 Jan 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w03/The themes that moved the market this week: Semiconductors, North Korea, Battery / EV, Antiparasitic Drugs (Fenbendazole), Political Ties (Cho Kuk)https://theme-insight.com/en/weekly/2020/w02/Fri, 10 Jan 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w02/The themes that moved the market this week: Defense & War, China Consumer, Petroleum Retail / LPG (Liquefied Petroleum Gas) / Shale Gas, Cybersecurity, North Koreahttps://theme-insight.com/en/weekly/2020/w01/Fri, 03 Jan 2020 16:00:00 +0900https://theme-insight.com/en/weekly/2020/w01/The themes that moved the market this week: Beauty & Cosmetics, Duty Free, Political Ties (Ahn Cheol-soo), LPG (Liquefied Petroleum Gas), 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2019/w52/Fri, 27 Dec 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w52/The themes that moved the market this week: Foldable Phones / Flexible Displays / Galaxy Supply Chain, Pharma & Biotech, Semiconductors, OLED Displays, China Consumerhttps://theme-insight.com/en/weekly/2019/w51/Fri, 20 Dec 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w51/The themes that moved the market this week: Semiconductors, Political Ties (Lee Nak-yon), System Semiconductors, 5G / Telecom Equipment, Nuclearhttps://theme-insight.com/en/weekly/2019/w50/Fri, 13 Dec 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w50/The themes that moved the market this week: Beauty & Cosmetics, Semiconductors, Steel, Battery / EV, Defense & Warhttps://theme-insight.com/en/weekly/2019/w49/Fri, 06 Dec 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w49/The themes that moved the market this week: Antiparasitic Drugs (Fenbendazole), Defense & War, Foldable Phones / Flexible Displays, African Swine Fever (ASF) / Vaccines, Diagnostics & Epidemic Control, North Koreahttps://theme-insight.com/en/weekly/2019/w48/Fri, 29 Nov 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w48/The themes that moved the market this week: Beauty & Cosmetics, Steel Majors, Baby & Birth Rate / Infant & Child Products, Nuclear, Dementiahttps://theme-insight.com/en/weekly/2019/w47/Fri, 22 Nov 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w47/The themes that moved the market this week: Cannabis, Antiparasitic Drugs (Fenbendazole), North Korea, Yellow Dust & Fine Particulates, Chicken (Poultry)https://theme-insight.com/en/weekly/2019/w46/Fri, 15 Nov 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w46/The themes that moved the market this week: Film / Media & Content, Political Ties (Lee Nak-yon), Vaccines, Diagnostics & Epidemic Control, Foldable Phones, Internet Majorshttps://theme-insight.com/en/weekly/2019/w45/Fri, 08 Nov 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w45/The themes that moved the market this week: Airlines & Low-Cost Carriers, North Korea, Shipping, Dementia, Travelhttps://theme-insight.com/en/weekly/2019/w44/Fri, 01 Nov 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w44/The themes that moved the market this week: Beauty & Cosmetics, Crypto & Bitcoin, P2P Lending, Antiparasitic Drugs (Fenbendazole, Albendazole), Games / Mobile Gameshttps://theme-insight.com/en/weekly/2019/w43/Fri, 25 Oct 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w43/The themes that moved the market this week: Education & E-Learning, Dementia, Semiconductors, Autonomous Driving, Battery / EVhttps://theme-insight.com/en/weekly/2019/w42/Fri, 18 Oct 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w42/The themes that moved the market this week: Political Ties (Yoon Suk-yeol), Political Ties (Rhyu Si-min), Autonomous Driving, Japan Boycott Beneficiaries, Political Ties (Lee Nak-yon)https://theme-insight.com/en/weekly/2019/w41/Fri, 11 Oct 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w41/The themes that moved the market this week: Pharma & Biotech, LPG (Liquefied Petroleum Gas), Cannabis, Property & Casualty Insurance, Shipbuildinghttps://theme-insight.com/en/weekly/2019/w40/Fri, 04 Oct 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w40/The themes that moved the market this week: Japan Export Curbs (Localization), Pharma & Biotech, Cannabis, African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed, Political Ties (Ahn Cheol-soo)https://theme-insight.com/en/weekly/2019/w39/Fri, 27 Sep 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w39/The themes that moved the market this week: Chicken (Poultry), Animal Feed, Hydrogen (Fuel Cells, Vehicles), Autonomous Driving, African Swine Fever (ASF) / Animal Feed / Chicken (Poultry) / Seafood & Fishinghttps://theme-insight.com/en/weekly/2019/w38/Fri, 20 Sep 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w38/The themes that moved the market this week: African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed, Chicken (Poultry), Animal Feed, African Swine Fever (ASF), Seafood & Fishinghttps://theme-insight.com/en/weekly/2019/w37/Wed, 11 Sep 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w37/The themes that moved the market this week: North Korea, Hydrogen (Fuel Cells, Vehicles), Chicken (Poultry), Shipbuilding, Steel Majorshttps://theme-insight.com/en/weekly/2019/w36/Fri, 06 Sep 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w36/The themes that moved the market this week: 5G / Telecom Equipment, Education & E-Learning, AI & Robotics, Japan Export Curbs (Localization), Cement & Ready-Mix Concretehttps://theme-insight.com/en/weekly/2019/w35/Fri, 30 Aug 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w35/The themes that moved the market this week: Korea-Listed Chinese Companies, Railways, OLED Displays, Seafood & Fishing, Chicken (Poultry)https://theme-insight.com/en/weekly/2019/w34/Fri, 23 Aug 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w34/The themes that moved the market this week: Pharma & Biotech, System Semiconductors, Seafood & Fishing, Shipbuilding, Shipbuilding Equipmenthttps://theme-insight.com/en/weekly/2019/w33/Fri, 16 Aug 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w33/The themes that moved the market this week: Seafood & Fishing, Drones, Beauty & Cosmetics, Autonomous Driving, Defense & Warhttps://theme-insight.com/en/weekly/2019/w32/Fri, 09 Aug 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w32/The themes that moved the market this week: Autonomous Driving, Beauty & Cosmetics, Japan Boycott Beneficiaries, Seafood & Fishing, Semiconductor Equipment, Materials & Componentshttps://theme-insight.com/en/weekly/2019/w31/Fri, 02 Aug 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w31/The themes that moved the market this week: Stem Cells, Fashion & Clothing, Food, North Korea, Japan Export Curbs (Localization)https://theme-insight.com/en/weekly/2019/w30/Fri, 26 Jul 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w30/The themes that moved the market this week: Graphene, Semiconductor Materials & Components, Car Majors, Shipping, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2019/w29/Fri, 19 Jul 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w29/The themes that moved the market this week: Semiconductor Materials & Components, Solar, Hydrogen (Fuel Cells, Vehicles), MLCC (Multilayer Ceramic Capacitors), Semiconductor Equipment, Materials & Componentshttps://theme-insight.com/en/weekly/2019/w28/Fri, 12 Jul 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w28/The themes that moved the market this week: Japan Boycott Beneficiaries, Machine Tools, North Korea, Semiconductor Materials & Components, Battery / EVhttps://theme-insight.com/en/weekly/2019/w27/Fri, 05 Jul 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w27/The themes that moved the market this week: Semiconductor Equipment, Materials & Components, Semiconductor Materials & Components, North Korea, North Korea, iPhone Supply Chainhttps://theme-insight.com/en/weekly/2019/w26/Fri, 28 Jun 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w26/The themes that moved the market this week: Crypto & Bitcoin, Hydrogen (Fuel Cells, Vehicles), Dehumidifiers / Summer Season, North Korea, DMZ Peace Parkhttps://theme-insight.com/en/weekly/2019/w25/Fri, 21 Jun 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w25/The themes that moved the market this week: Smart Factory / AI & Robotics, Hydrogen (Fuel Cells, Vehicles), Graphene, North Korea, Korea-Listed Chinese Companieshttps://theme-insight.com/en/weekly/2019/w24/Fri, 14 Jun 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w24/The themes that moved the market this week: 5G / Telecom Equipment, Auto Parts, LPG (Liquefied Petroleum Gas) / Shale Gas, Rare Earths & Rare Metals, Battery / EVhttps://theme-insight.com/en/weekly/2019/w23/Fri, 07 Jun 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w23/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control, Limestone, 5G / Telecom Equipment, African Swine Fever (ASF), Batteryhttps://theme-insight.com/en/weekly/2019/w22/Fri, 31 May 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w22/The themes that moved the market this week: African Swine Fever (ASF), Autonomous Driving, Rare Earths & Rare Metals, 5G / Telecom Equipment, North Koreahttps://theme-insight.com/en/weekly/2019/w21/Fri, 24 May 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w21/The themes that moved the market this week: Summer Season, Rare Earths & Rare Metals, Political Ties (Rhyu Si-min), Corrugated Board, CCTV & DVR / Physical Securityhttps://theme-insight.com/en/weekly/2019/w20/Fri, 17 May 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w20/The themes that moved the market this week: Crypto & Bitcoin, 5G / Telecom Equipment, North Korea, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2019/w19/Fri, 10 May 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w19/The themes that moved the market this week: Carbon Nanotubes (CNT) / Graphene, North Korea, Animal Feed / Chicken (Poultry) / Seafood & Fishing / Foot-and-Mouth & BSE Beneficiaries, Defense & War, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2019/w18/Fri, 03 May 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w18/The themes that moved the market this week: System Semiconductors, Duty Free, Graphene, 5G / Telecom Equipment, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2019/w17/Fri, 26 Apr 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w17/The themes that moved the market this week: System Semiconductors, Busan Copper Mine Development, Seafood & Fishing / Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries, LPG (Liquefied Petroleum Gas) / Oil Refining / Shipbuilding, 5Ghttps://theme-insight.com/en/weekly/2019/w16/Fri, 19 Apr 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w16/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control / Animal Feed / Chicken (Poultry), Yellow Dust & Fine Particulates, Vaccines, Diagnostics & Epidemic Control / Foot-and-Mouth & BSE Beneficiaries, Cybersecurity / Blockchain, China Consumerhttps://theme-insight.com/en/weekly/2019/w15/Fri, 12 Apr 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w15/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), China Consumer, Medical Devices, Korea-Listed Chinese Companies, Currency & ATM Systems (incl. CBDC)https://theme-insight.com/en/weekly/2019/w14/Fri, 05 Apr 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w14/The themes that moved the market this week: Banks, Crypto & Bitcoin, North Korea, Autonomous Driving, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2019/w13/Fri, 29 Mar 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w13/The themes that moved the market this week: North Korea, Robotics (Industrial & Collaborative), Yellow Dust & Fine Particulates / Masks / Air Purifiers, Cybersecurity, Yellow Dust & Fine Particulates / Air Purifiers / Maskshttps://theme-insight.com/en/weekly/2019/w12/Fri, 22 Mar 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w12/The themes that moved the market this week: Yellow Dust & Fine Particulates / Air Purifiers / Masks, Animal Feed, Yellow Dust & Fine Particulates, Battery / EV, Semiconductorshttps://theme-insight.com/en/weekly/2019/w11/Fri, 15 Mar 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w11/The themes that moved the market this week: Yellow Dust & Fine Particulates / Air Purifiers / Masks, LPG (Liquefied Petroleum Gas), Defense & War, Construction Majors / Construction (Small & Mid Cap), Yellow Dust & Fine Particulateshttps://theme-insight.com/en/weekly/2019/w10/Fri, 08 Mar 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w10/The themes that moved the market this week: Yellow Dust & Fine Particulates / Masks / Air Purifiers, Cannabis, Defense & War, Bicycles / E-Bikes, Venture Capitalhttps://theme-insight.com/en/weekly/2019/w09/Thu, 28 Feb 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w09/The themes that moved the market this week: Nuclear, Paper / Corrugated Board, OLED Displays, North Korea, Solarhttps://theme-insight.com/en/weekly/2019/w08/Fri, 22 Feb 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w08/The themes that moved the market this week: North Korea, Cybersecurity / Blockchain, China Consumer, Hydrogen (Fuel Cells, Vehicles), Petrochemicalshttps://theme-insight.com/en/weekly/2019/w07/Fri, 15 Feb 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w07/The themes that moved the market this week: Semiconductors, North Korea, Hydrogen (Fuel Cells, Vehicles), New Airporthttps://theme-insight.com/en/weekly/2019/w06/Fri, 08 Feb 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w06/The themes that moved the market this week: North Korea, Foldable Phones / Flexible Displays / OLED Displays, Steel Pipe / Water Resourceshttps://theme-insight.com/en/weekly/2019/w05/Fri, 01 Feb 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w05/The themes that moved the market this week: Foot-and-Mouth & BSE Beneficiaries / Vaccines, Diagnostics & Epidemic Control, Cement & Ready-Mix Concrete, Political Ties (Hwang Kyo-ahn), Railways, North Koreahttps://theme-insight.com/en/weekly/2019/w04/Fri, 25 Jan 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w04/The themes that moved the market this week: North Korea, Semiconductors, Games / Mobile Games, OLED Displays, Securities Brokershttps://theme-insight.com/en/weekly/2019/w03/Fri, 18 Jan 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w03/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), North Korea, Political Ties (Hwang Kyo-ahn), Wind, Yellow Dust & Fine Particulates / Masks / Air Purifiershttps://theme-insight.com/en/weekly/2019/w02/Fri, 11 Jan 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w02/The themes that moved the market this week: North Korea, Oil Refining, Cannabis, Beauty & Cosmetics, Steel Majors / Steel (Small & Mid Cap)https://theme-insight.com/en/weekly/2019/w01/Fri, 04 Jan 2019 16:00:00 +0900https://theme-insight.com/en/weekly/2019/w01/The themes that moved the market this week: Games / Mobile Games, North Korea, Hydrogen (Fuel Cells, Vehicles), Pharma & Biotech, Telecom Equipment / 5Ghttps://theme-insight.com/en/weekly/2018/w52/Fri, 28 Dec 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w52/The themes that moved the market this week: 5G / Telecom Equipment, Hydrogen (Fuel Cells, Vehicles), China Consumer, Foldable Phones / Flexible Displays, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2018/w51/Fri, 21 Dec 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w51/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Crypto & Bitcoin, North Korea, Games / Mobile Games, Autonomous Drivinghttps://theme-insight.com/en/weekly/2018/w50/Fri, 14 Dec 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w50/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Smart Factory, North Korea, Cybersecurity, Car Majorshttps://theme-insight.com/en/weekly/2018/w49/Fri, 07 Dec 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w49/The themes that moved the market this week: North Korea, Petrochemicals, Baby & Birth Rate, Steel Pipe, Securities Brokershttps://theme-insight.com/en/weekly/2018/w48/Fri, 30 Nov 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w48/The themes that moved the market this week: North Korea, 5G / Telecom Equipment, Fourth Mobile Carrier, Yellow Dust & Fine Particulates / Masks, Foodhttps://theme-insight.com/en/weekly/2018/w47/Fri, 23 Nov 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w47/The themes that moved the market this week: North Korea, FinTech, Games / Mobile Games, Pharma & Biotech, Petrochemicalshttps://theme-insight.com/en/weekly/2018/w46/Fri, 16 Nov 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w46/The themes that moved the market this week: China Consumer, Pharma & Biotech, North Korea, Cannabis, Shipbuildinghttps://theme-insight.com/en/weekly/2018/w45/Fri, 09 Nov 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w45/The themes that moved the market this week: Yellow Dust & Fine Particulates / Masks / Air Purifiers, North Korea, Autonomous Driving, Flexible Displays / PCB & Flexible PCB, Battery / EVhttps://theme-insight.com/en/weekly/2018/w44/Fri, 02 Nov 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w44/The themes that moved the market this week: Cannabis, Airlines & Low-Cost Carriers, Water Resources, Camera Modules & Parts, MLCC (Multilayer Ceramic Capacitors)https://theme-insight.com/en/weekly/2018/w43/Fri, 26 Oct 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w43/The themes that moved the market this week: North Korea, Battery / EV, Petrochemicals / Synthetic Fibers, Casinos, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2018/w42/Fri, 19 Oct 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w42/The themes that moved the market this week: Agriculture / Animal Feed, North Korean Mineral Resources, Air Purifiers / Yellow Dust & Fine Particulates, North Korea, Korea-Russia Gas Pipelinehttps://theme-insight.com/en/weekly/2018/w41/Fri, 12 Oct 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w41/The themes that moved the market this week: MLCC (Multilayer Ceramic Capacitors), Hydrogen (Fuel Cells, Vehicles), Railways, Vaccines, Diagnostics & Epidemic Control, Seafood & Fishinghttps://theme-insight.com/en/weekly/2018/w40/Fri, 05 Oct 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w40/The themes that moved the market this week: Banks, Beauty & Cosmetics, North Korea, Music & Entertainment / Music & Recordings, Duty Freehttps://theme-insight.com/en/weekly/2018/w39/Fri, 28 Sep 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w39/The themes that moved the market this week: Property & Casualty Insurance, Securities Brokers, Oil Refininghttps://theme-insight.com/en/weekly/2018/w38/Fri, 21 Sep 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w38/The themes that moved the market this week: Pharma & Biotech, North Korea, OLED Displays, Vaccines, Diagnostics & Epidemic Control, Constructionhttps://theme-insight.com/en/weekly/2018/w37/Fri, 14 Sep 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w37/The themes that moved the market this week: North Korea, MERS & Coronavirus, Korea-Russia Gas Pipeline, Construction (Small & Mid Cap), Construction Majorshttps://theme-insight.com/en/weekly/2018/w36/Fri, 07 Sep 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w36/The themes that moved the market this week: North Korea, Car Majors, Shipbuilding, Currency & ATM Systems (incl. CBDC), Afforestationhttps://theme-insight.com/en/weekly/2018/w35/Fri, 31 Aug 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w35/The themes that moved the market this week: Pharma & Biotech, Dementia, CCTV & DVR, Steel Majors / Steel (Small & Mid Cap), Vaccines, Diagnostics & Epidemic Controlhttps://theme-insight.com/en/weekly/2018/w34/Fri, 24 Aug 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w34/The themes that moved the market this week: China Consumer, Shipbuilding, Autonomous Driving, Vaccines, Diagnostics & Epidemic Control, Music & Recordingshttps://theme-insight.com/en/weekly/2018/w33/Fri, 17 Aug 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w33/The themes that moved the market this week: North Korea, Medical Devices, Battery / EV, Fashion & Clothing, Digital Health & Telehealthhttps://theme-insight.com/en/weekly/2018/w32/Fri, 10 Aug 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w32/The themes that moved the market this week: North Korea, Camera Modules & Parts, Autonomous Driving, Semiconductor Materials & Components, LCD Displayshttps://theme-insight.com/en/weekly/2018/w31/Fri, 03 Aug 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w31/The themes that moved the market this week: North Korea, Vaccines, Masks, China Consumer, Autonomous Drivinghttps://theme-insight.com/en/weekly/2018/w30/Fri, 27 Jul 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w30/The themes that moved the market this week: North Korea, Semiconductor Equipment, Materials & Components, Crypto & Bitcoin / Venture Capital, Petrochemicals, Shipbuildinghttps://theme-insight.com/en/weekly/2018/w29/Fri, 20 Jul 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w29/The themes that moved the market this week: Crypto & Bitcoin, Car Majors, Oil Refining, Summer Season, Kiosks / Currency & ATM Systems (incl. CBDC)https://theme-insight.com/en/weekly/2018/w28/Fri, 13 Jul 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w28/The themes that moved the market this week: Pharma & Biotech, North Korea, Food, Seafood & Fishing, Battery / EVhttps://theme-insight.com/en/weekly/2018/w27/Fri, 06 Jul 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w27/The themes that moved the market this week: Car Majors, Shipbuilding, Venture Capital, Baby & Birth Rate, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2018/w26/Fri, 29 Jun 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w26/The themes that moved the market this week: North Korea, Hydrogen (Fuel Cells, Vehicles), Battery / EV, Convenience Stores / Retail Distribution, Construction Majorshttps://theme-insight.com/en/weekly/2018/w25/Fri, 22 Jun 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w25/The themes that moved the market this week: Korea-Russia Gas Pipeline / Steel (Small & Mid Cap), Korea-Russia Gas Pipeline, Seafood & Fishing, Integrated Logistics, Music & Entertainment / Music & Recordingshttps://theme-insight.com/en/weekly/2018/w24/Fri, 15 Jun 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w24/The themes that moved the market this week: North Korea, Gene Therapy & Genomics, Korea-Russia Gas Pipeline, Flexible Displays, Low-Cost Carriershttps://theme-insight.com/en/weekly/2018/w23/Fri, 08 Jun 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w23/The themes that moved the market this week: Korea-Russia Gas Pipeline, EV, Hydrogen (Fuel Cells, Vehicles), Casinos, Foodhttps://theme-insight.com/en/weekly/2018/w22/Fri, 01 Jun 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w22/The themes that moved the market this week: North Korea, Korea-Russia Gas Pipeline, Crypto & Bitcoin, North Korea, 5G / Telecom Equipmenthttps://theme-insight.com/en/weekly/2018/w21/Fri, 25 May 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w21/The themes that moved the market this week: Semiconductor Equipment, Materials & Components, Semiconductor Majors (Fabrication), China Consumer, Biosimilars, Windhttps://theme-insight.com/en/weekly/2018/w20/Fri, 18 May 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w20/The themes that moved the market this week: Railways, North Korea, North Korean Mineral Resources, North Korea, Hydrogen (Fuel Cells, Vehicles)https://theme-insight.com/en/weekly/2018/w19/Fri, 11 May 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w19/The themes that moved the market this week: Railways, Metals (Non-Ferrous), Pharma & Biotech, Solar, Shipbuildinghttps://theme-insight.com/en/weekly/2018/w18/Fri, 04 May 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w18/The themes that moved the market this week: Duty Free, Agriculture, Afforestation, Fertilizers, Solar / Windhttps://theme-insight.com/en/weekly/2018/w17/Fri, 27 Apr 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w17/The themes that moved the market this week: Railways, Crypto & Bitcoin, Media (Broadcast & Press), Beauty & Cosmetics, North Koreahttps://theme-insight.com/en/weekly/2018/w16/Fri, 20 Apr 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w16/The themes that moved the market this week: Nuclear, Inter-Korean Economic Cooperation, North Korea, Medical Devices, DMZ Peace Parkhttps://theme-insight.com/en/weekly/2018/w15/Fri, 13 Apr 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w15/The themes that moved the market this week: Crypto & Bitcoin, Inter-Korean Economic Cooperation / Korea-Russia Gas Pipeline / Railways / Power Equipment, Construction Majors, Shipbuilding, Bankshttps://theme-insight.com/en/weekly/2018/w14/Fri, 06 Apr 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w14/The themes that moved the market this week: Railways, Shipbuilding Equipment, China Consumer, Shipping, Waste Managementhttps://theme-insight.com/en/weekly/2018/w13/Fri, 30 Mar 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w13/The themes that moved the market this week: Korea-Russia Gas Pipeline, Inter-Korean Economic Cooperation / Power Equipment / Railways, Yellow Dust & Fine Particulates / Masks / Air Purifiers, Masks, Nuclearhttps://theme-insight.com/en/weekly/2018/w12/Fri, 23 Mar 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w12/The themes that moved the market this week: Inter-Korean Economic Cooperation / Power Equipment / Railways / Korea-Russia Gas Pipeline, Disaster Safety (Earthquake), Hydrogen (Fuel Cells, Vehicles), Steel Majors, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2018/w11/Fri, 16 Mar 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w11/The themes that moved the market this week: Battery / EV, Power Equipment, Inter-Korean Economic Cooperation, Hydrogen (Fuel Cells, Vehicles), China Consumerhttps://theme-insight.com/en/weekly/2018/w10/Fri, 09 Mar 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w10/The themes that moved the market this week: Inter-Korean Economic Cooperation, Shipbuilding, Securities Brokers, Inter-Korean Economic Cooperation / Power Equipment, Railwayshttps://theme-insight.com/en/weekly/2018/w09/Fri, 02 Mar 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w09/The themes that moved the market this week: Inter-Korean Economic Cooperation, Water Resources, iPhone X Supply Chain / PCB & Flexible PCB, Power Equipment, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2018/w08/Fri, 23 Feb 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w08/The themes that moved the market this week: Battery / Energy Storage (ESS), OLED Displays, Crypto & Bitcoin, Nuclear, Inter-Korean Economic Cooperation / Power Equipmenthttps://theme-insight.com/en/weekly/2018/w07/Wed, 14 Feb 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w07/The themes that moved the market this week: Inter-Korean Economic Cooperation, Shipping, Power Equipment, Securities Brokers, Bankshttps://theme-insight.com/en/weekly/2018/w06/Fri, 09 Feb 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w06/The themes that moved the market this week: Dementia, Inter-Korean Economic Cooperation / Power Equipment, Semiconductor Equipment, Materials & Components, Travel, Bankshttps://theme-insight.com/en/weekly/2018/w05/Fri, 02 Feb 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w05/The themes that moved the market this week: Crypto & Bitcoin / Venture Capital, EV / Battery / Hydrogen, China Consumer, Cybersecurity, Oil Refininghttps://theme-insight.com/en/weekly/2018/w04/Fri, 26 Jan 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w04/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Shipbuilding, Crypto & Bitcoin, EV / Autonomous Driving, Media & Contenthttps://theme-insight.com/en/weekly/2018/w03/Fri, 19 Jan 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w03/The themes that moved the market this week: Crypto & Bitcoin, Blockchain, Beauty & Cosmetics, Casinos, Travelhttps://theme-insight.com/en/weekly/2018/w02/Fri, 12 Jan 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w02/The themes that moved the market this week: Securities Brokers, Pharma / Biosimilars, Hydrogen (Fuel Cells, Vehicles), Nuclear, Construction Equipmenthttps://theme-insight.com/en/weekly/2018/w01/Fri, 05 Jan 2018 16:00:00 +0900https://theme-insight.com/en/weekly/2018/w01/The themes that moved the market this week: Inter-Korean Economic Cooperation, Power Equipment, Crypto & Bitcoin, Hydrogen (Fuel Cells, Vehicles) / Autonomous Driving, Airlines & Low-Cost Carriershttps://theme-insight.com/en/weekly/2017/w52/Thu, 28 Dec 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w52/The themes that moved the market this week: Inter-Korean Economic Cooperation, Power Equipmenthttps://theme-insight.com/en/weekly/2017/w51/Fri, 22 Dec 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w51/The themes that moved the market this week: Crypto & Bitcoin, Venture Capital, Hydrogen (Fuel Cells, Vehicles), Music & Entertainment, Autonomous Drivinghttps://theme-insight.com/en/weekly/2017/w50/Fri, 15 Dec 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w50/The themes that moved the market this week: Cybersecurity, Biosimilars, Construction Majors, Banks, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2017/w49/Fri, 08 Dec 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w49/The themes that moved the market this week: Crypto & Bitcoin, Steel (Small & Mid Cap), Fourth Industrial Revolution, Beauty & Cosmetics, Shipbuildinghttps://theme-insight.com/en/weekly/2017/w48/Fri, 01 Dec 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w48/The themes that moved the market this week: Crypto & Bitcoin, Banks, Stem Cells, Gene Therapy & Genomics, Nuclearhttps://theme-insight.com/en/weekly/2017/w47/Fri, 24 Nov 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w47/The themes that moved the market this week: Autonomous Driving, Battery / EV, Solar, Dementia, China Consumerhttps://theme-insight.com/en/weekly/2017/w46/Fri, 17 Nov 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w46/The themes that moved the market this week: Securities Brokers, Hydrogen (Fuel Cells, Vehicles), Disaster Safety (Earthquake), Battery / EV, China Consumerhttps://theme-insight.com/en/weekly/2017/w45/Fri, 10 Nov 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w45/The themes that moved the market this week: Beauty & Cosmetics, Hydrogen (Fuel Cells, Vehicles), Duty Freehttps://theme-insight.com/en/weekly/2017/w44/Fri, 03 Nov 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w44/The themes that moved the market this week: Venture Capital, China Consumer, Semiconductor Equipment, IT Majors, Securities Brokershttps://theme-insight.com/en/weekly/2017/w43/Fri, 27 Oct 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w43/The themes that moved the market this week: China Consumer, Beauty & Cosmetics, Renewable Energy, Life Insurance, Construction Equipmenthttps://theme-insight.com/en/weekly/2017/w42/Fri, 20 Oct 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w42/The themes that moved the market this week: Beauty & Cosmetics, Four Major Rivers Restoration, Baby & Birth Rate, Music & Entertainment, Steel Majorshttps://theme-insight.com/en/weekly/2017/w41/Fri, 13 Oct 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w41/The themes that moved the market this week: Fourth Industrial Revolution, Blockchain, China Consumer, Securities Brokers, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2017/w39/Fri, 29 Sep 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w39/The themes that moved the market this week: Beauty & Cosmetics, Shipbuilding, EV, Games, Duty Freehttps://theme-insight.com/en/weekly/2017/w38/Fri, 22 Sep 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w38/The themes that moved the market this week: Mobile Games / Games, Defense & War, Pharma, Shipbuilding, Dementiahttps://theme-insight.com/en/weekly/2017/w37/Fri, 15 Sep 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w37/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Battery / EV, iPhone X Supply Chain, Pharma & Biotech, Internet Majorshttps://theme-insight.com/en/weekly/2017/w36/Fri, 08 Sep 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w36/The themes that moved the market this week: Defense & War, Autonomous Driving, Securities Brokers, Bankshttps://theme-insight.com/en/weekly/2017/w35/Fri, 01 Sep 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w35/The themes that moved the market this week: Baby & Birth Rate, Autonomous Driving, Defense & War, 3D NAND / Semiconductor Equipmenthttps://theme-insight.com/en/weekly/2017/w34/Fri, 25 Aug 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w34/The themes that moved the market this week: Crypto & Bitcoin, Camera Modules & Parts, Battery / EV, Yellow Dust & Fine Particulates, Dementiahttps://theme-insight.com/en/weekly/2017/w33/Fri, 18 Aug 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w33/The themes that moved the market this week: Battery, Hydrogen (Fuel Cells, Vehicles), Dental Care & Implants, Seafood & Fishing, Metals (Non-Ferrous)https://theme-insight.com/en/weekly/2017/w32/Fri, 11 Aug 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w32/The themes that moved the market this week: Dementia, Four Major Rivers Restoration, Defense & War, Dental Care & Implants, Pharmahttps://theme-insight.com/en/weekly/2017/w31/Fri, 04 Aug 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w31/The themes that moved the market this week: Home Shopping, Political Ties (Ahn Cheol-soo), Property & Casualty Insurance, Apple Supply Chain, Defense & Warhttps://theme-insight.com/en/weekly/2017/w30/Fri, 28 Jul 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w30/The themes that moved the market this week: Battery / EV, Paint, Oil Refining, Telecom Carriershttps://theme-insight.com/en/weekly/2017/w29/Fri, 21 Jul 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w29/The themes that moved the market this week: Battery / EV, Kiosks, Fourth Industrial Revolution, Wind, OLED Displayshttps://theme-insight.com/en/weekly/2017/w28/Fri, 14 Jul 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w28/The themes that moved the market this week: Securities Brokers, Autonomous Driving, Battery, Solar, Nuclearhttps://theme-insight.com/en/weekly/2017/w27/Fri, 07 Jul 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w27/The themes that moved the market this week: EV / Battery, Ballast Water Treatment, PCB & Flexible PCB / Semiconductors / OLED Displays, Defense & War, Power Equipmenthttps://theme-insight.com/en/weekly/2017/w26/Fri, 30 Jun 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w26/The themes that moved the market this week: Securities Brokers, Semiconductor Equipment, Retail Distribution / Department Stores, Renewable Energy, Steel Majorshttps://theme-insight.com/en/weekly/2017/w25/Fri, 23 Jun 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w25/The themes that moved the market this week: Renewable Energy, Fourth Mobile Carrier, Galaxy Note 8 Supply Chain, Beauty & Cosmetics, Nuclear Plant Decommissioninghttps://theme-insight.com/en/weekly/2017/w24/Fri, 16 Jun 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w24/The themes that moved the market this week: Battery / EV, Shipping, Crypto & Bitcoin, Shipbuilding, Dementiahttps://theme-insight.com/en/weekly/2017/w23/Fri, 09 Jun 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w23/The themes that moved the market this week: Securities Brokers, Dementia, Dementia, Vaccines, Diagnostics & Epidemic Control, Airlines & Low-Cost Carriershttps://theme-insight.com/en/weekly/2017/w22/Fri, 02 Jun 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w22/The themes that moved the market this week: Games, Internet of Things (IoT), OLED Displays, Power Equipment, 3D NANDhttps://theme-insight.com/en/weekly/2017/w21/Fri, 26 May 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w21/The themes that moved the market this week: Securities Brokers, Four Major Rivers Restoration, Water Resources, Construction Majors, Battery / EVhttps://theme-insight.com/en/weekly/2017/w20/Fri, 19 May 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w20/The themes that moved the market this week: Solar, Casinos, Beauty & Cosmetics, Wind, Cybersecurityhttps://theme-insight.com/en/weekly/2017/w19/Fri, 12 May 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w19/The themes that moved the market this week: Inter-Korean Economic Cooperation / Power Equipment, Yellow Dust & Fine Particulates / Air Purifiers, Four Major Rivers Restoration, OLED Displays, Venture Capitalhttps://theme-insight.com/en/weekly/2017/w18/Thu, 04 May 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w18/The themes that moved the market this week: Securities Brokers, Power Equipment, Autonomous Driving, Beauty & Cosmetics, Car Majorshttps://theme-insight.com/en/weekly/2017/w17/Fri, 28 Apr 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w17/The themes that moved the market this week: Inter-Korean Economic Cooperation, Securities Brokers, Beef Imports, Power Equipment, Korea-Listed Chinese Companieshttps://theme-insight.com/en/weekly/2017/w16/Fri, 21 Apr 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w16/The themes that moved the market this week: Beauty & Cosmetics, Construction (Small & Mid Cap), Gimhae New Airport, Dental Care & Implants, Fourth Industrial Revolutionhttps://theme-insight.com/en/weekly/2017/w15/Fri, 14 Apr 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w15/The themes that moved the market this week: Yellow Dust & Fine Particulates, Defense & War, Power Equipment, Political Ties (Moon Jae-in), Inter-Korean Economic Cooperationhttps://theme-insight.com/en/weekly/2017/w14/Fri, 07 Apr 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w14/The themes that moved the market this week: Music & Entertainment, Telecom Carriers, AI & Robotics, Political Ties (Ahn Cheol-soo), Internet-Only Bankshttps://theme-insight.com/en/weekly/2017/w13/Fri, 31 Mar 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w13/The themes that moved the market this week: Political Ties (Ahn Cheol-soo), Music & Entertainment, Disaster Safety (Earthquake), Political Ties (Moon Jae-in), Power Equipmenthttps://theme-insight.com/en/weekly/2017/w12/Fri, 24 Mar 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w12/The themes that moved the market this week: Moon Jae-in Policy Beneficiaries, Beauty & Cosmetics, Chicken (Poultry), Lotte Group, Airlineshttps://theme-insight.com/en/weekly/2017/w11/Fri, 17 Mar 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w11/The themes that moved the market this week: Venture Capital, Constitutional Amendment, Fourth Industrial Revolution, Employment & Recruiting / Venture Capital, Four Major Rivers Restorationhttps://theme-insight.com/en/weekly/2017/w10/Fri, 10 Mar 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w10/The themes that moved the market this week: Political Ties (Moon Jae-in), Political Ties (Yoo Seong-min), Political Ties (Ahn Hee-jung), Drones, Remodeling & Interiorshttps://theme-insight.com/en/weekly/2017/w09/Fri, 03 Mar 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w09/The themes that moved the market this week: Four Major Rivers Restoration, Korea-Listed Chinese Companies, Securities Brokers, Banks, Property & Casualty Insurance / Life Insurancehttps://theme-insight.com/en/weekly/2017/w08/Fri, 24 Feb 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w08/The themes that moved the market this week: Travel, Shipbuilding, Securities Brokers, Chicken (Poultry), Foodhttps://theme-insight.com/en/weekly/2017/w07/Fri, 17 Feb 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w07/The themes that moved the market this week: Venture Capital, Tires, Shipping, Steel Majors, Defense & Warhttps://theme-insight.com/en/weekly/2017/w06/Fri, 10 Feb 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w06/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control, Securities Brokers, Home Shopping, Banks, Inter-Korean Economic Cooperationhttps://theme-insight.com/en/weekly/2017/w05/Fri, 03 Feb 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w05/The themes that moved the market this week: Political Ties (Ahn Hee-jung), Political Ties (Hwang Kyo-ahn), Political Ties (Yoo Seong-min), Political Ties (Ahn Cheol-soo), Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2017/w04/Thu, 26 Jan 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w04/The themes that moved the market this week: Augmented Reality (AR) / Virtual Reality (VR), Handset Components, Securities Brokershttps://theme-insight.com/en/weekly/2017/w03/Fri, 20 Jan 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w03/The themes that moved the market this week: Steel (Small & Mid Cap), OLED Displays, Solar, Auto Parts, Securities Brokershttps://theme-insight.com/en/weekly/2017/w02/Fri, 13 Jan 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w02/The themes that moved the market this week: Political Ties (Moon Jae-in), Employment & Recruiting, Fourth Mobile Carrier, Steel Majors, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2017/w01/Fri, 06 Jan 2017 16:00:00 +0900https://theme-insight.com/en/weekly/2017/w01/The themes that moved the market this week: FinTech / Electronic Payments, Crypto & Bitcoin, Pharma, Semiconductor Majors (Fabrication)https://theme-insight.com/en/weekly/2016/w52/Thu, 29 Dec 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w52/The themes that moved the market this week: Constitutional Amendment, OLED Displays, Vaccines, Diagnostics & Epidemic Control / Pharma, Crypto & Bitcoinhttps://theme-insight.com/en/weekly/2016/w51/Fri, 23 Dec 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w51/The themes that moved the market this week: Crypto & Bitcoin, Yellow Dust & Fine Particulates, Earthquake-Resistant Design, Pharma, Steel Majorshttps://theme-insight.com/en/weekly/2016/w50/Fri, 16 Dec 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w50/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control, Disaster Safety (Earthquake), EV / Battery, Pharma, Shipbuildinghttps://theme-insight.com/en/weekly/2016/w49/Fri, 09 Dec 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w49/The themes that moved the market this week: Political Ties (Moon Jae-in), Drones, OLED Displays, Banks, Cybersecurityhttps://theme-insight.com/en/weekly/2016/w48/Fri, 02 Dec 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w48/The themes that moved the market this week: Currency & ATM Systems (incl. CBDC), Korea-Listed Chinese Companies, Beauty & Cosmetics, Shipbuilding, Petrochemicalshttps://theme-insight.com/en/weekly/2016/w47/Fri, 25 Nov 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w47/The themes that moved the market this week: Masks, Vaccines, Diagnostics & Epidemic Control, Oil Refining, Banks, Telecom Carriershttps://theme-insight.com/en/weekly/2016/w46/Fri, 18 Nov 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w46/The themes that moved the market this week: Political Ties (Lee Jae-myung), Crypto & Bitcoin, Autonomous Driving / Smart Cars, Vaccines, Diagnostics & Epidemic Control, Life Insurancehttps://theme-insight.com/en/weekly/2016/w45/Fri, 11 Nov 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w45/The themes that moved the market this week: Defense & War, Pharma, Renewable Energy, Insurance, Autonomous Drivinghttps://theme-insight.com/en/weekly/2016/w44/Fri, 04 Nov 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w44/The themes that moved the market this week: Shipping, Tires, Oil Refining, Baby & Birth Ratehttps://theme-insight.com/en/weekly/2016/w43/Fri, 28 Oct 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w43/The themes that moved the market this week: Disaster Safety (Earthquake), Crypto & Bitcoin, Beauty & Cosmetics, Travel, Bankshttps://theme-insight.com/en/weekly/2016/w42/Fri, 21 Oct 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w42/The themes that moved the market this week: Political Ties (Sohn Hak-kyu), Petrochemicals, Battery, Nuclear, Bankshttps://theme-insight.com/en/weekly/2016/w41/Fri, 14 Oct 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w41/The themes that moved the market this week: Internet of Things (IoT), Crypto & Bitcoin, Disaster Safety (Earthquake), Construction Majors, Steel Majorshttps://theme-insight.com/en/weekly/2016/w40/Fri, 07 Oct 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w40/The themes that moved the market this week: Virtual Reality (VR) / Augmented Reality (AR), Moon Jae-in Policy Beneficiaries, Defense & War, Beauty & Cosmetics, Political Ties (Moon Jae-in)https://theme-insight.com/en/weekly/2016/w39/Fri, 30 Sep 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w39/The themes that moved the market this week: Political Ties (Ban Ki-moon), Disaster Safety (Earthquake), Battery, Petrochemicals, Airlineshttps://theme-insight.com/en/weekly/2016/w38/Fri, 23 Sep 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w38/The themes that moved the market this week: Disaster Safety (Earthquake), Political Ties (Ban Ki-moon), Power Equipment, iPhone 7 Supply Chain, Political Ties (Ahn Cheol-soo)https://theme-insight.com/en/weekly/2016/w37/Tue, 13 Sep 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w37/The themes that moved the market this week: Autonomous Driving, Disaster Safety (Earthquake), Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2016/w36/Fri, 09 Sep 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w36/The themes that moved the market this week: Shipping, Defense & War, Steel Majors, Securities Brokers, Airlineshttps://theme-insight.com/en/weekly/2016/w35/Fri, 02 Sep 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w35/The themes that moved the market this week: Shipping, Beauty & Cosmetics, Political Ties (Ahn Cheol-soo), Zika Virus, Droneshttps://theme-insight.com/en/weekly/2016/w34/Fri, 26 Aug 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w34/The themes that moved the market this week: Korea-Listed Chinese Companies, Ballast Water Treatment, Vaccines, Diagnostics & Epidemic Control, Beauty & Cosmetics, Autonomous Drivinghttps://theme-insight.com/en/weekly/2016/w33/Fri, 19 Aug 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w33/The themes that moved the market this week: Beauty & Cosmetics, Railwayshttps://theme-insight.com/en/weekly/2016/w32/Fri, 12 Aug 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w32/The themes that moved the market this week: Airlines & Low-Cost Carriers, Political Ties (Lee Jung-hyun)https://theme-insight.com/en/weekly/2016/w31/Fri, 05 Aug 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w31/The themes that moved the market this week: Biometrics, Samsung Auto Parts Acquisition, Zika Virus, Property & Casualty Insurance, Korea-Russia Gas Pipelinehttps://theme-insight.com/en/weekly/2016/w30/Fri, 29 Jul 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w30/The themes that moved the market this week: Shipbuilding, Metals (Non-Ferrous), Baby & Birth Rate / Infant & Child Products, Nuclear, Steel Pipehttps://theme-insight.com/en/weekly/2016/w29/Fri, 22 Jul 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w29/The themes that moved the market this week: Baby & Birth Rate, Virtual Reality (VR), LED, Games, Augmented Reality (AR)https://theme-insight.com/en/weekly/2016/w28/Fri, 15 Jul 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w28/The themes that moved the market this week: Virtual Reality (VR), Securities Brokers, Oil Refining, Daegu-Gyeongbuk New Airport, Gameshttps://theme-insight.com/en/weekly/2016/w27/Fri, 08 Jul 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w27/The themes that moved the market this week: EV / Battery, Defense & War, Wind, Political Ties (Ban Ki-moon), Solarhttps://theme-insight.com/en/weekly/2016/w26/Fri, 01 Jul 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w26/The themes that moved the market this week: Genome Analysis, Seafood & Fishing, Education & E-Learning, Electronic Payments / FinTech, Internet of Things (IoT) / Smart Homehttps://theme-insight.com/en/weekly/2016/w25/Fri, 24 Jun 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w25/The themes that moved the market this week: Yeongnam New Airport, Crypto & Bitcoin, Railways, Internet of Things (IoT), Currency & ATM Systems (incl. CBDC)https://theme-insight.com/en/weekly/2016/w24/Fri, 17 Jun 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w24/The themes that moved the market this week: Railways, Yeongnam New Airport, Smart Home, Semiconductor Equipment & Materialshttps://theme-insight.com/en/weekly/2016/w23/Fri, 10 Jun 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w23/The themes that moved the market this week: Battery / EV, Beauty & Cosmetics, Political Ties (Ban Ki-moon), Securities Brokers, Construction Majorshttps://theme-insight.com/en/weekly/2016/w22/Fri, 03 Jun 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w22/The themes that moved the market this week: Chicken (Poultry), Shipping, Yellow Dust & Fine Particulates, Undersea Tunnels & Underground Roads, Zika Virushttps://theme-insight.com/en/weekly/2016/w21/Fri, 27 May 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w21/The themes that moved the market this week: New Airport, Political Ties (Ban Ki-moon), CCTV & DVR, Undersea Tunnels & Underground Roads, Energy Storage (ESS)https://theme-insight.com/en/weekly/2016/w20/Fri, 20 May 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w20/The themes that moved the market this week: Political Ties (Ban Ki-moon), Virtual Reality (VR), Drones, Character Merchandise, Foodhttps://theme-insight.com/en/weekly/2016/w19/Fri, 13 May 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w19/The themes that moved the market this week: Cement & Ready-Mix Concrete, Beauty & Cosmetics, Shipbuilding, Political Ties (Ban Ki-moon), Zika Virushttps://theme-insight.com/en/weekly/2016/w18/Wed, 04 May 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w18/The themes that moved the market this week: Games, Railways, Shipping, Water Resourceshttps://theme-insight.com/en/weekly/2016/w17/Fri, 29 Apr 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w17/The themes that moved the market this week: Shipbuilding, Fashion & Clothing, EV / Battery, Zika Virus, Construction Majorshttps://theme-insight.com/en/weekly/2016/w16/Fri, 22 Apr 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w16/The themes that moved the market this week: Tesla Supply Chain, Political Ties (Ahn Cheol-soo), Japan Earthquake, Construction Majors, Securities Brokershttps://theme-insight.com/en/weekly/2016/w15/Fri, 15 Apr 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w15/The themes that moved the market this week: OLED Displays, Securities Brokers, Employment & Recruiting, Construction Majors, EVhttps://theme-insight.com/en/weekly/2016/w14/Fri, 08 Apr 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w14/The themes that moved the market this week: Oil Refining, EV, Cybersecurity, AI & Roboticshttps://theme-insight.com/en/weekly/2016/w13/Fri, 01 Apr 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w13/The themes that moved the market this week: Oil Refining, Pharma, Securities Brokers, Tires, Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2016/w12/Fri, 25 Mar 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w12/The themes that moved the market this week: Zika Virus, Masks, Chicken (Poultry), EV, Music & Entertainmenthttps://theme-insight.com/en/weekly/2016/w11/Fri, 18 Mar 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w11/The themes that moved the market this week: Beauty & Cosmetics, Airlines, Defense & War, Securities Brokers, EVhttps://theme-insight.com/en/weekly/2016/w10/Fri, 11 Mar 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w10/The themes that moved the market this week: Oil Refining, Beauty & Cosmetics, AI & Robotics, Cybersecurity, Internet of Things (IoT)https://theme-insight.com/en/weekly/2016/w09/Fri, 04 Mar 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w09/The themes that moved the market this week: Space & Aerospace, Oil Refining / Petrochemicals, Defense & War, Political Ties (Ban Ki-moon), Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2016/w08/Fri, 26 Feb 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w08/The themes that moved the market this week: Virtual Reality (VR), Zika Virus, EV / Battery, Petrochemicals, Oil Refininghttps://theme-insight.com/en/weekly/2016/w07/Fri, 19 Feb 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w07/The themes that moved the market this week: Radar (THAAD), OLED Displays, Virtual Reality (VR), Inter-Korean Economic Cooperation, Construction Majorshttps://theme-insight.com/en/weekly/2016/w06/Fri, 12 Feb 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w06/The themes that moved the market this week: Defense & War, Masks, Car Majorshttps://theme-insight.com/en/weekly/2016/w05/Fri, 05 Feb 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w05/The themes that moved the market this week: Zika Virus, Oil Refining, Cement & Ready-Mix Concrete, Banks, Telecom Carriershttps://theme-insight.com/en/weekly/2016/w04/Fri, 29 Jan 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w04/The themes that moved the market this week: Securities Brokers, Zika Virus, Drones, Construction Majors, Defense & Warhttps://theme-insight.com/en/weekly/2016/w03/Fri, 22 Jan 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w03/The themes that moved the market this week: Construction Majors, Securities Brokershttps://theme-insight.com/en/weekly/2016/w02/Fri, 15 Jan 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w02/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control, Foot-and-Mouth & BSE Beneficiaries, Construction Majors, Paint, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2016/w01/Fri, 08 Jan 2016 16:00:00 +0900https://theme-insight.com/en/weekly/2016/w01/The themes that moved the market this week: Defense & War, Oil Refininghttps://theme-insight.com/en/weekly/2015/w53/Wed, 30 Dec 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w53/The themes that moved the market this week: Digital Health & Telehealth, Political Ties (Moon Jae-in)https://theme-insight.com/en/weekly/2015/w52/Thu, 24 Dec 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w52/The themes that moved the market this week: Political Ties (Ahn Cheol-soo), Securities Brokers, Oil Refininghttps://theme-insight.com/en/weekly/2015/w51/Fri, 18 Dec 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w51/The themes that moved the market this week: Beauty & Cosmetics, Political Ties (Ahn Cheol-soo), Wind, Oil Refining / Petrochemicals, Low-Cost Carriershttps://theme-insight.com/en/weekly/2015/w50/Fri, 11 Dec 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w50/The themes that moved the market this week: Political Ties (Ban Ki-moon), Battery, EV, Political Ties (Ahn Cheol-soo), Painthttps://theme-insight.com/en/weekly/2015/w49/Fri, 04 Dec 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w49/The themes that moved the market this week: Nuclear, Political Ties (Moon Jae-in), Solar, Political Ties (Ahn Cheol-soo), Internet-Only Bankshttps://theme-insight.com/en/weekly/2015/w48/Fri, 27 Nov 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w48/The themes that moved the market this week: Inter-Korean Economic Cooperation, OLED Displays, Samsung Payhttps://theme-insight.com/en/weekly/2015/w47/Fri, 20 Nov 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w47/The themes that moved the market this week: Smart Highway, Inter-Korean Economic Cooperation, EV, Battery, Duty Freehttps://theme-insight.com/en/weekly/2015/w46/Fri, 13 Nov 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w46/The themes that moved the market this week: Water Resources, Duty Free, EV, Battery, Baby & Birth Ratehttps://theme-insight.com/en/weekly/2015/w45/Fri, 06 Nov 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w45/The themes that moved the market this week: Fourth Mobile Carrier, Korea-Russia Gas Pipeline, Pharma, Biosimilars, AI & Roboticshttps://theme-insight.com/en/weekly/2015/w44/Fri, 30 Oct 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w44/The themes that moved the market this week: Telecom Equipment, Baby & Birth Rate, Baby & Birth Rate / Infant & Child Products, MSCI Inclusionhttps://theme-insight.com/en/weekly/2015/w43/Fri, 23 Oct 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w43/The themes that moved the market this week: EV, Battery, Oil Refining, Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2015/w42/Fri, 16 Oct 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w42/The themes that moved the market this week: Securities Brokers, Incheon Disneyland, MERS & Coronavirus, Shipbuilding, Car Majorshttps://theme-insight.com/en/weekly/2015/w41/Thu, 08 Oct 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w41/The themes that moved the market this week: Korea-Listed Chinese Companies, Fashion & Clothing, Pharma, Oil Refininghttps://theme-insight.com/en/weekly/2015/w40/Fri, 02 Oct 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w40/The themes that moved the market this week: EV, Travel, Car Majorshttps://theme-insight.com/en/weekly/2015/w39/Fri, 25 Sep 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w39/The themes that moved the market this week: EV, CCTV & DVR, 3D Printing, Vaccines, Diagnostics & Epidemic Control, China Consumerhttps://theme-insight.com/en/weekly/2015/w38/Fri, 18 Sep 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w38/The themes that moved the market this week: Samsung Pay, Currency & ATM Systems (incl. CBDC), Cybersecurity, Defense & War, Petrochemicalshttps://theme-insight.com/en/weekly/2015/w37/Fri, 11 Sep 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w37/The themes that moved the market this week: Shipbuilding, Securities Brokers, Beauty & Cosmetics, Games, Car Majorshttps://theme-insight.com/en/weekly/2015/w36/Fri, 04 Sep 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w36/The themes that moved the market this week: Internet of Things (IoT), Infant & Child Products, Inter-Korean Economic Cooperation, IT Majorshttps://theme-insight.com/en/weekly/2015/w35/Fri, 28 Aug 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w35/The themes that moved the market this week: Inter-Korean Economic Cooperation, Beauty & Cosmetics, Korea-Russia Gas Pipeline, Semiconductor Equipment, Infant & Child Productshttps://theme-insight.com/en/weekly/2015/w34/Fri, 21 Aug 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w34/The themes that moved the market this week: Telecom Carriers, Defense & War, Tires, Car Majors, Airlineshttps://theme-insight.com/en/weekly/2015/w33/Thu, 13 Aug 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w33/The themes that moved the market this week: Defense & War, Beauty & Cosmetics, Oil Refining, Apparel OEM, Petrochemicalshttps://theme-insight.com/en/weekly/2015/w32/Fri, 07 Aug 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w32/The themes that moved the market this week: Food, Airlines, Securities Brokers, Beauty & Cosmetics, Painthttps://theme-insight.com/en/weekly/2015/w31/Fri, 31 Jul 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w31/The themes that moved the market this week: Low-Cost Carriers, Car Majors, Semiconductor Majors (Fabrication), IT Majorshttps://theme-insight.com/en/weekly/2015/w30/Fri, 24 Jul 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w30/The themes that moved the market this week: Samsung Biologics, Fashion & Clothing, Shipbuilding, Car Majors, Airlineshttps://theme-insight.com/en/weekly/2015/w29/Fri, 17 Jul 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w29/The themes that moved the market this week: FinTech, Baby & Birth Rate / Infant & Child Products, Paint, Securities Brokers, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2015/w28/Fri, 10 Jul 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w28/The themes that moved the market this week: Airlines, Remodeling & Interiors, Duty Free, Solar, Oil Refining / Petrochemicalshttps://theme-insight.com/en/weekly/2015/w27/Fri, 03 Jul 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w27/The themes that moved the market this week: Shipbuilding, Airlines, Securities Brokers, Property & Casualty Insurance, Advertisinghttps://theme-insight.com/en/weekly/2015/w26/Fri, 26 Jun 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w26/The themes that moved the market this week: Digital Health & Telehealth, Pharma, MERS & Coronavirus, Securities Brokers, Airlineshttps://theme-insight.com/en/weekly/2015/w25/Fri, 19 Jun 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w25/The themes that moved the market this week: MERS & Coronavirus / Masks, TFT-LCD Equipment, Securities Brokers, Internet-Only Banks, Digital Health & Telehealthhttps://theme-insight.com/en/weekly/2015/w24/Fri, 12 Jun 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w24/The themes that moved the market this week: Political Ties (Park Won-soon), Remodeling & Interiors, Securities Brokers, Cement & Ready-Mix Concrete, Auto Partshttps://theme-insight.com/en/weekly/2015/w23/Fri, 05 Jun 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w23/The themes that moved the market this week: Political Ties (Ahn Cheol-soo), Masks, MERS & Coronavirus / Masks, Beauty & Cosmetics, MERS & Coronavirushttps://theme-insight.com/en/weekly/2015/w22/Fri, 29 May 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w22/The themes that moved the market this week: MERS & Coronavirus, Vaccines, Diagnostics & Epidemic Control, Rice Cookers, KOSPI 200 Inclusion, China Consumerhttps://theme-insight.com/en/weekly/2015/w21/Fri, 22 May 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w21/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control, Pharma, Beauty & Cosmetics, Infant & Child Products, Securities Brokershttps://theme-insight.com/en/weekly/2015/w20/Fri, 15 May 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w20/The themes that moved the market this week: China Consumer, Retail Distribution / Home Shopping, Oil Refining, Securities Brokershttps://theme-insight.com/en/weekly/2015/w19/Fri, 08 May 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w19/The themes that moved the market this week: Semiconductor Equipment, Beauty & Cosmetics, Internet of Things (IoT), Securities Brokers, Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2015/w18/Thu, 30 Apr 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w18/The themes that moved the market this week: Beauty & Cosmetics, Menopause Supplements, Shipbuildinghttps://theme-insight.com/en/weekly/2015/w17/Fri, 24 Apr 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w17/The themes that moved the market this week: Securities Brokershttps://theme-insight.com/en/weekly/2015/w16/Fri, 17 Apr 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w16/The themes that moved the market this week: Biosimilars, Securities Brokers, Stem Cells, Banks, Property & Casualty Insurancehttps://theme-insight.com/en/weekly/2015/w15/Fri, 10 Apr 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w15/The themes that moved the market this week: Shipbuilding, Petrochemicals, Oil Refining, Securities Brokershttps://theme-insight.com/en/weekly/2015/w14/Fri, 03 Apr 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w14/The themes that moved the market this week: Beauty & Cosmetics, Securities Brokers, Paint, Petrochemicals, Casinoshttps://theme-insight.com/en/weekly/2015/w13/Fri, 27 Mar 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w13/The themes that moved the market this week: Oil Refining, Paint, Gas Pipelines, Wireless Charging, Railwayshttps://theme-insight.com/en/weekly/2015/w12/Fri, 20 Mar 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w12/The themes that moved the market this week: Beauty & Cosmetics, Vaccines, Diagnostics & Epidemic Control, Securities Brokers, Travel, Airlineshttps://theme-insight.com/en/weekly/2015/w11/Fri, 13 Mar 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w11/The themes that moved the market this week: Korea-Listed Chinese Companies, Beauty & Cosmetics, Pharma, Wind, Airlines & Low-Cost Carriershttps://theme-insight.com/en/weekly/2015/w10/Fri, 06 Mar 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w10/The themes that moved the market this week: Shipbuilding, Samsung Electronics / Smartphones / Handset Components, Nuclear, Solar, Games / Mobile Gameshttps://theme-insight.com/en/weekly/2015/w09/Fri, 27 Feb 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w09/The themes that moved the market this week: Electromagnetic Waves (EMF), Remodeling & Interiors, Securities Brokers, Construction, Stem Cellshttps://theme-insight.com/en/weekly/2015/w08/Tue, 17 Feb 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w08/The themes that moved the market this week: Biosimilarshttps://theme-insight.com/en/weekly/2015/w07/Fri, 13 Feb 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w07/The themes that moved the market this week: Beauty & Cosmetics, Oil Refininghttps://theme-insight.com/en/weekly/2015/w06/Fri, 06 Feb 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w06/The themes that moved the market this week: Beauty & Cosmetics, Golf, Vaccines, Diagnostics & Epidemic Control, EV, Windhttps://theme-insight.com/en/weekly/2015/w05/Fri, 30 Jan 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w05/The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Airlines, Securities Brokers, Petrochemicals, Internet of Things (IoT)https://theme-insight.com/en/weekly/2015/w04/Fri, 23 Jan 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w04/The themes that moved the market this week: Shipbuilding, Railways, Oil Refining, Securities Brokers, Steel Pipehttps://theme-insight.com/en/weekly/2015/w03/Fri, 16 Jan 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w03/The themes that moved the market this week: Internet of Things (IoT), FinTech, Railways, Beauty & Cosmetics, Alibabahttps://theme-insight.com/en/weekly/2015/w02/Fri, 09 Jan 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w02/The themes that moved the market this week: Vaccines, Diagnostics & Epidemic Control, FinTech, Travel, Securities Brokers, Beauty & Cosmeticshttps://theme-insight.com/en/weekly/2015/w01/Fri, 02 Jan 2015 16:00:00 +0900https://theme-insight.com/en/weekly/2015/w01/The themes that moved the market this week: Cement & Ready-Mix Concrete, Wireless Charging, Vaccines, Diagnostics & Epidemic Control, Internet of Things (IoT), Power Equipment