Hyundai Engineering & Construction · 000720
- Nov 2: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Sep 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 7 – Sep 11)
- Sep 8: 8 Strong Themes — Nuclear, Abortion & Contraception
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Aug 2026 Theme Wrap — The Monthly Theme Map
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Aug 25: 8 Strong Themes — Semiconductor Equipment, Nuclear
- Aug 19: 8 Strong Themes — Auto Parts, Inter-Korean Economic Cooperation
- Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Jun 16: 8 Strong Themes — Wind, Defense & War
- Jun 12: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
- May 29: 8 Strong Themes — AI & Robotics, Cloud Computing
- May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment
- Apr 21: 8 Strong Themes — Battery, Energy Storage (ESS)
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Apr 1: 8 Strong Themes — 5G, Telecom Equipment
- Mar 18: 8 Strong Themes — Nuclear, Drones
- Mar 13: 8 Strong Themes — Cancer Immunotherapy, Telecom Equipment
- Mar 6: 8 Strong Themes — Defense & War, Solar
- Feb 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 23 – Feb 27)
- Feb 27: 5 Strong Themes — Solar, Steel Majors
- Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells)
- Feb 19: 8 Strong Themes — Securities Brokers, Semiconductor Equipment
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Weekly Theme Wrap (Jan 12 – Jan 16)
- Jan 14: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Jan 12: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Jan 5: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Dec 12: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Nuclear
- Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma
- Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics
- Nov 26: 8 Strong Themes — Battery, Lithium
- Nov 13: 8 Strong Themes — Cancer Immunotherapy, Plastic Alternatives & Biodegradables
- Oct 29: 8 Strong Themes — 5G, Telecom Equipment
- Oct 27: 8 Strong Themes — Pharma, Holding Companies
- Oct 24: 8 Strong Themes — Battery, EV
- Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts
- Oct 1: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Aug 6: 8 Strong Themes — Beauty & Cosmetics, Music & Entertainment
- Jul 15: 8 Strong Themes — AI & Robotics, Cancer Immunotherapy
- Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
- Jun 19: 8 Strong Themes — Nuclear Plant Decommissioning, FinTech
- Jun 16: 8 Strong Themes — AI & Robotics, Defense & War
- Jun 12: 8 Strong Themes — Nuclear, Inter-Korean Economic Cooperation
- May 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 26 – May 30)
- May 29: 8 Strong Themes — Holding Companies, Securities Brokers
- Weekly Theme Wrap (May 19 – May 23)
- May 23: 8 Strong Themes — Nuclear, Fashion & Clothing
- May 21: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Shipbuilding Equipment
- May 19: 4 Strong Themes — Chicken (Poultry), COVID (Diagnostics, Treatments, Vaccines)
- May 16: 8 Strong Themes — Nuclear, Hydrogen (Fuel Cells, Vehicles)
- May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics
- Apr 30: 7 Strong Themes — Political Ties (Lee Jae-myung), Construction (Small & Mid Cap)
- Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung)
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Feb 26: 8 Strong Themes — Battery, EV
- Feb 18: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components
- Feb 13: 8 Strong Themes — Semiconductor Equipment, EV
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Jan 24: 8 Strong Themes — Defense & War, Political Ties (Lee Jae-myung)
- Jan 10: 8 Strong Themes — Autonomous Driving, Ukraine Reconstruction
- Nov 27: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Nov 5: 8 Strong Themes — Lithium, Beauty & Cosmetics
- Nov 1: 8 Strong Themes — Defense & War, Beauty & Cosmetics
- Oct 8: 7 Strong Themes — GLP-1 & Obesity Drugs, Battery
- Sep 13: 8 Strong Themes — Battery, Battery (Materials & Parts)
- Aug 23: 6 Strong Themes — Quantum Cryptography, EV Fire Prevention (Thermal Runaway)
- Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
- Aug 8: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Weekly Theme Wrap (Jul 15 – Jul 19)
- Jul 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- May 27: 8 Strong Themes — Nuclear, Korea-Listed Chinese Companies
- Jan 10: 8 Strong Themes — Robotics (Industrial & Collaborative), Toss
- Nov 17: 3 Strong Themes — Gene Therapy & Genomics, Semiconductor Equipment
- Nov 9: 6 Strong Themes — Crypto & Bitcoin, Dunamu
- Sep 13: 8 Strong Themes — Telecom Equipment, 5G
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Aug 28: 8 Strong Themes — Nuclear, AI & Robotics
- Jul 24: 6 Strong Themes — Battery, Lithium
- Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment
- Jul 10: 8 Strong Themes — Advertising, Ukraine Reconstruction
- Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing
- May 15: 6 Strong Themes — Tires, System Semiconductors
- Apr 6: 3 Strong Themes — Rare Earths & Rare Metals, Microbiome
- Feb 21: 8 Strong Themes — Battery, AI & Robotics
- Jan 20: 8 Strong Themes — NFTs, 5G
- Jan 10: 8 Strong Themes — ChatGPT & AI Chatbots, Smart Factory
- Jan 6: 8 Strong Themes — Cloud Computing, Dementia
- Nov 11: 8 Strong Themes — Internet Majors, 5G
- Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind
- Nov 3: 8 Strong Themes — NEOM City, Battery
- Nov 1: 8 Strong Themes — Nuclear, NEOM City
- Oct 24: 8 Strong Themes — Water Resources, Ukraine Reconstruction (Related)
- Oct 18: 8 Strong Themes — Battery, Metaverse & VR
- Oct 5: 8 Strong Themes — Semiconductor Materials & Components, NEOM City
- Aug 31: 8 Strong Themes — OLED Displays, Nuclear
- Aug 26: 8 Strong Themes — Solar, Defense & War
- Aug 12: 8 Strong Themes — Solar, Semiconductors
- Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
- Jul 26: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, COVID
- Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment
- Jun 24: 8 Strong Themes — Construction Equipment, Crypto & Bitcoin
- Jun 21: 8 Strong Themes — Solar, Shipbuilding / Shipbuilding Equipment
- Jun 10: 4 Strong Themes — Autonomous Driving, Cannabis
- May 24: 8 Strong Themes — AI & Robotics, Chicken (Poultry)
- Mar 16: 8 Strong Themes — Construction, COVID (Diagnostics)
- Mar 11: 7 Strong Themes — Nuclear, Construction / Remodeling & Interiors
- Mar 10: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction / Remodeling & Interiors
- Mar 3: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Cement & Ready-Mix Concrete
- Jan 28: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), AI & Robotics
- Sep 10: 7 Strong Themes — Wireless Charging, Construction / Remodeling & Interiors / Paint
- Aug 31: 4 Strong Themes — Battery / EV, Construction Majors / Construction (Small & Mid Cap)
- Aug 30: 8 Strong Themes — Construction (Small & Mid Cap), Steel Majors / Steel (Small & Mid Cap)
- Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung)
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- May 27: 8 Strong Themes — SPACs, Fashion & Clothing
- Apr 29: 8 Strong Themes — Integrated Logistics, Steel Majors / Steel (Small & Mid Cap)
- Apr 20: 7 Strong Themes — Metals (Non-Ferrous), Property & Casualty Insurance / Life Insurance
- Apr 5: 7 Strong Themes — Crypto & Bitcoin, AI & Robotics
- Mar 23: 3 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Feb 3: 5 Strong Themes — Cement & Ready-Mix Concrete, Car Majors / Auto Parts / EV / Autonomous Driving
- Feb 1: 8 Strong Themes — Battery / EV, Car Majors / Auto Parts
- Jan 19: 8 Strong Themes — Auto Parts, Media & Content / Mobile Content
- Apr 27: 6 Strong Themes — Political Ties (Hong Jung-wook), Digital Health & Telehealth / Education & E-Learning
- Apr 14: 8 Strong Themes — 5G / Telecom Equipment, North Korea
- Feb 6: 5 Strong Themes — Shipbuilding, Hydrogen / EV
- Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
- Jun 10: 4 Strong Themes — 5G / Telecom Equipment, Auto Parts
- Jan 30: 4 Strong Themes — Cement & Ready-Mix Concrete, Railways
- Dec 3: 4 Strong Themes — North Korea, Petrochemicals
- Nov 27: 4 Strong Themes — Yellow Dust & Fine Particulates / Masks, Games / Mobile Games
- Nov 8: 4 Strong Themes — Autonomous Driving, Flexible Displays / PCB & Flexible PCB
- Sep 21: 3 Strong Themes — OLED Displays, North Korea
- Sep 10: 5 Strong Themes — MERS & Coronavirus, North Korea
- Jul 30: 2 Strong Themes — North Korea, Construction Equipment
- Jun 25: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea
- Jun 11: 1 Strong Theme — North Korea
- May 28: 4 Strong Themes — North Korea, Securities Brokers
- May 14: 2 Strong Themes — North Korean Mineral Resources, North Korea
- Apr 2018 Theme Wrap — The Monthly Theme Map
- Apr 19: 2 Strong Themes — North Korea, Construction Equipment
- Apr 18: 7 Strong Themes — Inter-Korean Economic Cooperation, DMZ Peace Park
- Apr 9: 1 Strong Theme — Construction Majors
- Dec 15: 1 Strong Theme — Construction Majors
- Dec 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 12 – Dec 16)
- Dec 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
- Dec 1: 5 Strong Themes — Currency & ATM Systems (incl. CBDC), Shipbuilding
- Weekly Theme Wrap (Oct 10 – Oct 14)
- Oct 11: 3 Strong Themes — Construction Majors, Oil Refining
- Sep 29: 4 Strong Themes — Disaster Safety (Earthquake), Petrochemicals
- Sep 22: 1 Strong Theme — Construction Majors
- Apr 28: 2 Strong Themes — EV / Battery, Construction Majors
- Apr 19: 1 Strong Theme — Construction Majors
- Apr 12: 2 Strong Themes — Construction Majors, Zika Virus
- Weekly Theme Wrap (Feb 15 – Feb 19)
- Feb 18: 4 Strong Themes — OLED Displays, Construction Majors
- Jan 27: 2 Strong Themes — Construction Majors, Securities Brokers
- Jan 21: 1 Strong Theme — Construction Majors
- Jan 18: 1 Strong Theme — Construction Majors
- Jan 13: 5 Strong Themes — Construction Majors, Paint
- Aug 25: 5 Strong Themes — Semiconductor Equipment, Inter-Korean Economic Cooperation
- Jul 15: 3 Strong Themes — Paint, Construction
- Apr 3: 2 Strong Themes — Securities Brokers, Construction Majors
- Jan 20: 3 Strong Themes — Railways, Inter-Korean Economic Cooperation