Heerim Architects & Planners · 037440
- Oct 13: 2 Strong Themes — Cement & Ready-Mix Concrete, Inter-Korean Economic Cooperation
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- 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
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Feb 6: 6 Strong Themes — Inter-Korean Economic Cooperation, Space & Aerospace (Nuri Rocket, Satellites)
- Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts
- Aug 19: 8 Strong Themes — Music & Entertainment, Media & Content
- Jul 30: 8 Strong Themes — Battery, Auto Parts
- Apr 1: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo)
- Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung)
- Jan 24: 8 Strong Themes — Defense & War, Political Ties (Lee Jae-myung)
- Jan 10: 8 Strong Themes — Autonomous Driving, Ukraine Reconstruction
- Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Nov 2024 Theme Wrap — The Monthly Theme Map
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Weekly Theme Wrap (Nov 11 – Nov 15)
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 12: 5 Strong Themes — Inter-Korean Economic Cooperation, Modular Housing
- Nov 11: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction
- Nov 6: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Oct 30: 8 Strong Themes — Ukraine Reconstruction, Beauty & Cosmetics
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs
- Aug 9: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Construction (Small & Mid Cap)
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jan 10: 8 Strong Themes — Robotics (Industrial & Collaborative), Toss
- Weekly Theme Wrap (Oct 23 – Oct 27)
- Oct 24: 8 Strong Themes — NEOM City, Crypto & Bitcoin
- Oct 19: 4 Strong Themes — LPG (Liquefied Petroleum Gas), Drones
- Weekly Theme Wrap (Sep 11 – Sep 15)
- Sep 13: 8 Strong Themes — Telecom Equipment, 5G
- Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Nov 16: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear
- Nov 3: 8 Strong Themes — NEOM City, Battery
- Nov 2: 8 Strong Themes — Games, LPG (Liquefied Petroleum Gas)
- Nov 1: 8 Strong Themes — Nuclear, NEOM City
- Oct 2022 Theme Wrap — The Monthly Theme Map
- Oct 27: 8 Strong Themes — Battery, Solar
- Oct 19: 8 Strong Themes — Network Integration (NI), Battery
- Oct 14: 8 Strong Themes — Auto Parts, NEOM City
- Oct 5: 8 Strong Themes — Semiconductor Materials & Components, NEOM City
- Sep 5: 8 Strong Themes — Auto Parts, Disaster Safety (Earthquake)
- Sep 2: 7 Strong Themes — 5G, NEOM City
- Aug 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 8 – Aug 12)
- Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
- Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment
- May 10: 6 Strong Themes — Ukraine Reconstruction, Political Ties (Yoon Suk-yeol)
- Mar 10: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction / Remodeling & Interiors
- Feb 18: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Reopening
- Jan 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 17 – Jan 21)
- Jan 17: 3 Strong Themes — Battery, Political Ties (Yoon Suk-yeol)
- Nov 8: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction (Small & Mid Cap)
- Jun 24: 8 Strong Themes — Auto Parts, Political Ties (Choi Jae-hyung)
- Jun 14: 4 Strong Themes — Paper, Political Ties (Yoon Suk-yeol)
- Jun 2: 8 Strong Themes — Remodeling & Interiors, Construction (Small & Mid Cap)
- Sep 11: 2 Strong Themes — North Korea, Battery / EV
- Dec 21: 2 Strong Themes — Earthquake-Resistant Design, Steel Majors