GS Engineering & Construction · 006360
- Weekly Theme Wrap (Nov 2 – Nov 6)
- Nov 6: 3 Strong Themes — Data Centers, Political Ties (Han Dong-hoon)
- Sep 2026 Theme Wrap — The Monthly Theme Map
- 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)
- Weekly Theme Wrap (Aug 3 – Aug 7)
- Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Aug 4: 8 Strong Themes — AI & Robotics, Telecom Equipment
- Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers
- Jul 1: 8 Strong Themes — Construction (Small & Mid Cap), Power Equipment
- Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- 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 15: 8 Strong Themes — Quantum Cryptography & Computing, Cybersecurity
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Apr 1: 8 Strong Themes — 5G, Telecom Equipment
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Mar 18: 8 Strong Themes — Nuclear, Drones
- Mar 13: 8 Strong Themes — Cancer Immunotherapy, Telecom Equipment
- Mar 11: 8 Strong Themes — 5G, Telecom Equipment
- Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells)
- Feb 10: 8 Strong Themes — FuriosaAI, Venture Capital
- Dec 12: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Nuclear
- Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Sep 4: 8 Strong Themes — Nuclear, Drones
- Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
- May 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 26 – May 30)
- May 23: 8 Strong Themes — Nuclear, Fashion & Clothing
- May 21: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Shipbuilding Equipment
- 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 18: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Sep 13: 8 Strong Themes — Battery, Battery (Materials & Parts)
- Weekly Theme Wrap (Aug 19 – Aug 23)
- 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 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 12: 8 Strong Themes — Beauty & Cosmetics, Cancer Immunotherapy
- Feb 22: 8 Strong Themes — System Semiconductors, Neuromorphic Semiconductors
- Feb 1: 8 Strong Themes — Holding Companies, Property & Casualty Insurance
- Jan 10: 8 Strong Themes — Robotics (Industrial & Collaborative), Toss
- Nov 17: 3 Strong Themes — Gene Therapy & Genomics, Semiconductor Equipment
- 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 11: 8 Strong Themes — Nuclear Fusion, Vaccines, Diagnostics & Epidemic Control
- 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
- Weekly Theme Wrap (Jan 2 – Jan 6)
- Jan 6: 8 Strong Themes — Cloud Computing, Dementia
- Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind
- Oct 24: 8 Strong Themes — Water Resources, Ukraine Reconstruction (Related)
- Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
- Aug 5: 8 Strong Themes — Battery / EV, Remodeling & Interiors / Paint
- Jun 24: 8 Strong Themes — Construction Equipment, Crypto & Bitcoin
- Jun 10: 4 Strong Themes — Autonomous Driving, Cannabis
- May 24: 8 Strong Themes — AI & Robotics, Chicken (Poultry)
- Apr 28: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Beauty & Cosmetics
- Mar 10: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction / Remodeling & Interiors
- Feb 23: 8 Strong Themes — Shipbuilding Equipment, Korea-Russia Gas Pipeline
- Jan 28: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), AI & Robotics
- Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth
- 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 28: 5 Strong Themes — North Korea, COVID (Diagnostics)
- Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung)
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- May 18: 8 Strong Themes — Natural Gas Utilities / Shale Gas, Metaverse & VR
- Apr 8: 6 Strong Themes — Political Ties (Lee Jae-myung), COVID (Diagnostics, Treatments, Vaccines)
- Apr 5: 7 Strong Themes — Crypto & Bitcoin, AI & Robotics
- Mar 2021 Theme Wrap — The Monthly Theme Map
- Mar 23: 3 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Mar 15: 8 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals
- Mar 9: 7 Strong Themes — Crypto & Bitcoin, Political Ties (Lee Jae-myung)
- Feb 1: 8 Strong Themes — Battery / EV, Car Majors / Auto Parts
- Jan 18: 4 Strong Themes — Space & Aerospace / Aircraft Components, System Semiconductors / Semiconductor Majors (Fabrication)
- Jan 5: 5 Strong Themes — Integrated Logistics, Shipping
- Dec 30: 5 Strong Themes — Battery / EV, Semiconductors
- Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap)
- Dec 18: 3 Strong Themes — EV / Battery, Political Ties (Lee Jae-myung)
- Dec 10: 6 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles)
- Dec 4: 8 Strong Themes — Corrugated Board / Paper, Education & E-Learning
- Nov 16: 7 Strong Themes — Airlines & Low-Cost Carriers, COVID (Negative-Pressure Wards & Ambulances)
- Nov 9: 7 Strong Themes — Shipping / Shipbuilding / Shipbuilding Equipment, Wind / Solar / Battery / Hydrogen
- Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers
- Apr 2020 Theme Wrap — The Monthly Theme Map
- Apr 14: 8 Strong Themes — 5G / Telecom Equipment, North Korea
- Apr 8: 6 Strong Themes — Digital Health & Telehealth, Paper
- Feb 6: 5 Strong Themes — Shipbuilding, Hydrogen / EV
- Dec 19: 4 Strong Themes — Nuclear, Beauty & Cosmetics
- Oct 18: 2 Strong Themes — Japan Boycott Beneficiaries, Construction / Cement & Ready-Mix Concrete / Asphalt Concrete
- Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
- Jan 30: 4 Strong Themes — Cement & Ready-Mix Concrete, Railways
- Nov 27: 4 Strong Themes — Yellow Dust & Fine Particulates / Masks, Games / Mobile Games
- Sep 10: 5 Strong Themes — MERS & Coronavirus, North Korea
- Jul 3: 2 Strong Themes — Crypto & Bitcoin, North Korea
- Weekly Theme Wrap (Jun 25 – Jun 29)
- Jun 25: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea
- Apr 2018 Theme Wrap — The Monthly Theme Map
- Apr 18: 7 Strong Themes — Inter-Korean Economic Cooperation, DMZ Peace Park
- Weekly Theme Wrap (Apr 9 – Apr 13)
- Apr 9: 1 Strong Theme — Construction Majors
- Dec 15: 1 Strong Theme — Construction Majors
- Weekly Theme Wrap (Nov 27 – Dec 1)
- Nov 28: 4 Strong Themes — Remodeling & Interiors, China Consumer
- May 25: 4 Strong Themes — Water Resources, Construction Majors
- Dec 2016 Theme Wrap — The Monthly Theme Map
- Dec 12: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding
- Weekly Theme Wrap (Nov 28 – Dec 2)
- Dec 1: 5 Strong Themes — Currency & ATM Systems (incl. CBDC), Shipbuilding
- 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
- Jun 10: 1 Strong Theme — Construction Majors
- Apr 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Apr 25 – Apr 29)
- Apr 28: 2 Strong Themes — EV / Battery, Construction Majors
- Apr 19: 1 Strong Theme — Construction Majors
- Weekly Theme Wrap (Apr 11 – Apr 15)
- Apr 12: 2 Strong Themes — Construction Majors, Zika Virus
- Jan 2016 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 25 – Jan 29)
- Jan 27: 2 Strong Themes — Construction Majors, Securities Brokers
- Jan 13: 5 Strong Themes — Construction Majors, Paint
- Jul 15: 3 Strong Themes — Paint, Construction
- Weekly Theme Wrap (Jul 6 – Jul 10)
- Jul 10: 4 Strong Themes — Remodeling & Interiors, Duty Free
- Apr 3: 2 Strong Themes — Securities Brokers, Construction Majors
- Feb 26: 7 Strong Themes — Remodeling & Interiors, Construction