Pan Ocean · 028670
- Weekly Theme Wrap (Oct 12 – Oct 16)
- Oct 14: 8 Strong Themes — Battery, Energy Storage (ESS)
- Oct 12: 3 Strong Themes — Cement & Ready-Mix Concrete, Construction (Small & Mid Cap)
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Aug 18: 8 Strong Themes — Fashion & Clothing, Inter-Korean Economic Cooperation
- Apr 10: 8 Strong Themes — 5G, Telecom Equipment
- Mar 2026 Theme Wrap — The Monthly Theme Map
- Mar 31: 5 Strong Themes — Metals (Non-Ferrous), Shipping
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Mar 16: 8 Strong Themes — Shipping, Semiconductor Equipment
- Weekly Theme Wrap (Mar 3 – Mar 6)
- Mar 3: 6 Strong Themes — Shipping, Defense & War
- Jan 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Dec 2: 8 Strong Themes — Auto Parts, Flexible Displays
- Oct 22: 8 Strong Themes — Battery, Petrochemicals
- Jun 13: 6 Strong Themes — Defense & War, Shipping
- May 16: 8 Strong Themes — Nuclear, Hydrogen (Fuel Cells, Vehicles)
- May 13: 8 Strong Themes — Gene Therapy & Genomics, Cancer Immunotherapy
- Mar 24: 7 Strong Themes — Beauty & Cosmetics, Auto Parts
- Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)
- Feb 20: 8 Strong Themes — Music & Recordings, Political Ties (Kim Moon-soo)
- Feb 19: 8 Strong Themes — Battery, Semiconductor Equipment
- Jan 15: 8 Strong Themes — Quantum Cryptography, Shipbuilding Equipment
- Dec 20: 5 Strong Themes — Political Ties (Lee Jae-myung), Carbon Credits & CCUS
- Sep 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 23 – Sep 27)
- Aug 13: 8 Strong Themes — EV Charging, EV Fire Prevention (Thermal Runaway)
- Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jun 28: 8 Strong Themes — Semiconductor Equipment, Shipping
- Jun 25: 6 Strong Themes — Auto Parts, Shipping
- Jun 3: 8 Strong Themes — Natural Gas Utilities, LPG (Liquefied Petroleum Gas)
- May 2024 Theme Wrap — The Monthly Theme Map
- May 31: 8 Strong Themes — Beauty & Cosmetics, Shipping
- May 20: 8 Strong Themes — Metals (Non-Ferrous), Power Equipment
- Weekly Theme Wrap (May 7 – May 10)
- May 10: 8 Strong Themes — Beauty & Cosmetics, Electric Cables
- May 8: 8 Strong Themes — Nuclear, Food
- Apr 19: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Beauty & Cosmetics
- Apr 3: 6 Strong Themes — Glass Substrates, Beauty & Cosmetics
- Weekly Theme Wrap (Feb 26 – Feb 29)
- Feb 29: 8 Strong Themes — Shipping, OLED Displays
- Jan 17: 3 Strong Themes — Defense & War, Shipping
- Jan 15: 8 Strong Themes — Natural Gas Utilities, 5G
- Jan 12: 8 Strong Themes — Shipping, Integrated Logistics
- Dec 2023 Theme Wrap — The Monthly Theme Map
- Dec 18: 8 Strong Themes — Battery, Semiconductor Equipment
- Nov 30: 8 Strong Themes — Battery (Solid-State), Political Ties (Han Dong-hoon)
- Nov 22: 4 Strong Themes — Shipping, Shipbuilding
- Sep 20: 8 Strong Themes — Shipping, 5G
- Sep 15: 8 Strong Themes — Cybersecurity, Shipping
- Jun 20: 8 Strong Themes — Asphalt Concrete, Semiconductor Equipment
- Weekly Theme Wrap (Feb 20 – Feb 24)
- Jan 27: 8 Strong Themes — AI & Robotics, Cloud Computing
- Jan 13: 8 Strong Themes — AI & Robotics, Shipping
- Dec 22: 8 Strong Themes — Beauty & Cosmetics, Shipping
- Nov 7: 8 Strong Themes — Ukraine Reconstruction (Related), Semiconductor Equipment
- Sep 21: 8 Strong Themes — Autonomous Driving, Agriculture
- Aug 25: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Beauty & Cosmetics
- May 24: 8 Strong Themes — AI & Robotics, Chicken (Poultry)
- May 12: 4 Strong Themes — COVID (Diagnostics), Construction Equipment
- May 11: 5 Strong Themes — Beauty & Cosmetics, Paper / Corrugated Board
- Apr 28: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Beauty & Cosmetics
- Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays
- Apr 8: 6 Strong Themes — Battery / EV, UAM (Urban Air Mobility)
- Mar 4: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Nuclear Plant Decommissioning
- Feb 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 7 – Feb 11)
- Feb 10: 5 Strong Themes — Alcoholic Beverages & Ethanol, Shipping
- Feb 8: 5 Strong Themes — Crypto & Bitcoin, AI & Robotics
- Dec 29: 8 Strong Themes — Metaverse & VR, Paint
- Dec 17: 8 Strong Themes — Property & Casualty Insurance, Metals (Non-Ferrous)
- Nov 29: 4 Strong Themes — Games / Mobile Games, COVID (Sputnik V)
- Aug 23: 8 Strong Themes — Political Ties (Hong Joon-pyo), CCTV & DVR
- Aug 18: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Semiconductors
- Jun 2021 Theme Wrap — The Monthly Theme Map
- Jun 28: 7 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), mRNA
- Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping
- Weekly Theme Wrap (Jun 7 – Jun 11)
- Jun 11: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Steel Majors / Steel (Small & Mid Cap)
- Jun 8: 5 Strong Themes — COVID (Treatments & Vaccines), Dementia
- May 7: 8 Strong Themes — Undersea Tunnels & Underground Roads, Political Ties (Lee Jae-myung)
- May 6: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Autonomous Driving
- Apr 2021 Theme Wrap — The Monthly Theme Map
- Apr 26: 8 Strong Themes — Pfizer, Cold Chain Logistics
- Weekly Theme Wrap (Apr 19 – Apr 23)
- Apr 22: 4 Strong Themes — COVID (Sputnik V), Biometrics
- Apr 19: 7 Strong Themes — COVID (Moderna), PCB & Flexible PCB
- Apr 16: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products
- Mar 2021 Theme Wrap — The Monthly Theme Map
- Mar 26: 8 Strong Themes — Cement & Ready-Mix Concrete, Integrated Logistics
- Mar 22: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Games / Mobile Games
- Mar 18: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol)
- Mar 5: 3 Strong Themes — Shipping, Banks / Property & Casualty Insurance / Life Insurance
- Feb 22: 7 Strong Themes — Electronic Payments, Crypto & Bitcoin
- Feb 19: 5 Strong Themes — Rare Earths & Rare Metals, Semiconductors
- Jan 21: 7 Strong Themes — Space & Aerospace, Car Majors / Auto Parts / Semiconductors
- Jan 4: 8 Strong Themes — Railways, Car Majors / Auto Parts
- Nov 30: 7 Strong Themes — Corrugated Board / Paper, Integrated Logistics
- Nov 23: 8 Strong Themes — Shipbuilding / Shipbuilding Equipment, Shipping
- Nov 12: 5 Strong Themes — Shipping / Integrated Logistics, Korea-Listed Chinese Companies
- Nov 9: 7 Strong Themes — Shipping / Shipbuilding / Shipbuilding Equipment, Wind / Solar / Battery / Hydrogen
- Oct 2020 Theme Wrap — The Monthly Theme Map
- Oct 26: 2 Strong Themes — Shipping, Car Majors
- Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals
- Jun 26: 5 Strong Themes — 5G / Telecom Equipment, Wind / Solar / Nuclear Fusion
- Jun 18: 5 Strong Themes — Defense & War, Japan Export Curbs (Localization)
- Dec 20: 2 Strong Themes — System Semiconductors, Shipping
- Jul 22: 3 Strong Themes — Semiconductor Materials & Components, Shipping
- Weekly Theme Wrap (Nov 13 – Nov 17)
- Nov 17: 3 Strong Themes — Airlines & Low-Cost Carriers, Shipping
- May 31: 2 Strong Themes — Power Equipment, Shipping
- Feb 17: 1 Strong Theme — Shipping
- Sep 2: 4 Strong Themes — Shipping, Zika Virus
- Aug 31: 1 Strong Theme — Shipping