Weeklies
- Weekly Theme Wrap (Sep 14 – Sep 18)
The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Graphene, North Korea, Car Majors / Auto …
- Weekly Theme Wrap (Sep 7 – Sep 11)
The themes that moved the market this week: 5G / Telecom Equipment, Wind, COVID (Diagnostics), Solar, Hydrogen (Fuel …
- Weekly Theme Wrap (Aug 31 – Sep 4)
The themes that moved the market this week: Wind, Hydrogen (Fuel Cells, Vehicles), Solar, Semiconductors, Securities …
- Weekly Theme Wrap (Aug 24 – Aug 28)
The themes that moved the market this week: Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines), …
- Weekly Theme Wrap (Aug 18 – Aug 21)
The themes that moved the market this week: Education & E-Learning, COVID / Vaccines, Diagnostics & Epidemic …
- Weekly Theme Wrap (Aug 10 – Aug 14)
The themes that moved the market this week: China Consumer, Travel, COVID (Diagnostics, Treatments, Vaccines), EV / …
- Weekly Theme Wrap (Aug 3 – Aug 7)
The themes that moved the market this week: Battery / EV, Securities Brokers, COVID, 5G / Telecom Equipment, Political …
- Weekly Theme Wrap (Jul 27 – Jul 31)
The themes that moved the market this week: Semiconductors, Virtual Reality (VR) / Augmented Reality (AR), Space & …
- Weekly Theme Wrap (Jul 20 – Jul 24)
The themes that moved the market this week: Rare Earths & Rare Metals, Soybeans, Political Ties (Lee Jae-myung), …
- Weekly Theme Wrap (Jul 13 – Jul 17)
The themes that moved the market this week: Securities Brokers, Political Ties (Lee Jae-myung), COVID (Diagnostics, …
- Weekly Theme Wrap (Jul 6 – Jul 10)
The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Battery / EV, Defense & War, Political …
- Weekly Theme Wrap (Jun 29 – Jul 3)
The themes that moved the market this week: Chicken (Poultry), Beauty & Cosmetics, Semiconductors, Rare Earths & …
- Weekly Theme Wrap (Jun 22 – Jun 26)
The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Digital Health & Telehealth, Rare …
- Weekly Theme Wrap (Jun 15 – Jun 19)
The themes that moved the market this week: Defense & War, Japan Export Curbs (Localization), Japan Boycott …
- Weekly Theme Wrap (Jun 8 – Jun 12)
The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Currency & ATM Systems (incl. …
- Weekly Theme Wrap (Jun 1 – Jun 5)
The themes that moved the market this week: Japan Export Curbs (Localization) / Japan Boycott Beneficiaries, …
- Weekly Theme Wrap (May 25 – May 29)
The themes that moved the market this week: Shipbuilding, Rare Earths & Rare Metals, Animal Feed, Battery / EV, …
- Weekly Theme Wrap (May 18 – May 22)
The themes that moved the market this week: Hydrogen (Fuel Cells, Vehicles), Cybersecurity, Rare Earths & Rare …
- Weekly Theme Wrap (May 11 – May 15)
The themes that moved the market this week: COVID (Diagnostics, Treatments, Vaccines), Education & E-Learning, …
- Weekly Theme Wrap (May 4 – May 8)
The themes that moved the market this week: Chicken (Poultry), Semiconductors, Waste Management, Masks, Rare Earths …