Weeklies
- Weekly Theme Wrap (Jun 15 – Jun 19)
The themes that moved the market this week: Hair Loss Treatment, Shipbuilding Equipment, Shipbuilding, Semiconductor …
- Weekly Theme Wrap (Jun 8 – Jun 12)
The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, HBM (High …
- Weekly Theme Wrap (Jun 1 – Jun 5)
The themes that moved the market this week: AI & Robotics, Robotics (Industrial & Collaborative), Smart Factory, …
- Weekly Theme Wrap (May 26 – May 29)
The themes that moved the market this week: Semiconductor Equipment, MLCC (Multilayer Ceramic Capacitors), Semiconductor …
- Weekly Theme Wrap (May 18 – May 22)
The themes that moved the market this week: 5G, Telecom Equipment, Optical Communications, Semiconductor Equipment, …
- Weekly Theme Wrap (May 11 – May 15)
The themes that moved the market this week: Robotics (Industrial & Collaborative), Physical AI & Humanoid …
- Weekly Theme Wrap (May 4 – May 8)
The themes that moved the market this week: Semiconductor Majors (Fabrication), Power Equipment, Semiconductor …
- Weekly Theme Wrap (Apr 27 – Apr 30)
The themes that moved the market this week: Power Equipment, Electric Cables, Steel (Small & Mid Cap), Battery, …
- Weekly Theme Wrap (Apr 20 – Apr 24)
The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, Battery, …
- Weekly Theme Wrap (Apr 13 – Apr 17)
The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, …
- Weekly Theme Wrap (Apr 6 – Apr 10)
The themes that moved the market this week: Semiconductor Equipment, Semiconductor Materials & Components, …
- Weekly Theme Wrap (Mar 30 – Apr 3)
The themes that moved the market this week: Metals (Non-Ferrous), Defense & War, Solar, Nuclear, Wind
- Weekly Theme Wrap (Mar 23 – Mar 27)
The themes that moved the market this week: Telecom Equipment, Optical Communications, Plastic Alternatives & …
- Weekly Theme Wrap (Mar 16 – Mar 20)
The themes that moved the market this week: Nuclear, Holding Companies, Telecom Equipment, 5G, Wind
- Weekly Theme Wrap (Mar 9 – Mar 13)
The themes that moved the market this week: Telecom Equipment, Nuclear, 5G, Semiconductor Equipment, Semiconductor …
- Weekly Theme Wrap (Mar 3 – Mar 6)
The themes that moved the market this week: Defense & War, LPG (Liquefied Petroleum Gas), Semiconductor Equipment, …
- Weekly Theme Wrap (Feb 23 – Feb 27)
The themes that moved the market this week: Semiconductor Equipment, Semiconductor Majors (Fabrication), Defense & …
- Weekly Theme Wrap (Feb 19 – Feb 20)
The themes that moved the market this week: Securities Brokers, Nuclear, Shipbuilding Equipment, Shipping, Shipbuilding
- Weekly Theme Wrap (Feb 9 – Feb 13)
The themes that moved the market this week: Securities Brokers, Holding Companies, Power Equipment, Semiconductor …
- Weekly Theme Wrap (Feb 2 – Feb 6)
The themes that moved the market this week: Real-Estate Asset Plays, Battery, Space & Aerospace (Nuri Rocket, …