KEPCO Engineering & Construction Company · 052690
- Sep 22: 8 Strong Themes — Semiconductor Substrates (FC-BGA, MLB), PCB & Flexible PCB
- Sep 8: 8 Strong Themes — Nuclear, Abortion & Contraception
- Sep 7: 8 Strong Themes — Nuclear, Semiconductor Equipment
- Weekly Theme Wrap (Aug 24 – Aug 28)
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Aug 25: 8 Strong Themes — Semiconductor Equipment, Nuclear
- Aug 4: 8 Strong Themes — AI & Robotics, Telecom Equipment
- Jun 18: 3 Strong Themes — MLCC (Multilayer Ceramic Capacitors), Nuclear
- Apr 1: 8 Strong Themes — 5G, Telecom Equipment
- Mar 13: 8 Strong Themes — Cancer Immunotherapy, Telecom Equipment
- Mar 12: 8 Strong Themes — Solar, Telecom Equipment
- Mar 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
- Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells)
- Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance
- Feb 4: 8 Strong Themes — Solar, Real-Estate Asset Plays
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 12 – Jan 16)
- Jan 16: 8 Strong Themes — Pharma, Nuclear
- Jan 14: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics
- Nov 26: 8 Strong Themes — Battery, Lithium
- Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts
- Oct 15: 8 Strong Themes — 5G, Telecom Equipment
- Aug 21: 8 Strong Themes — Nuclear, Auto Parts
- Aug 11: 8 Strong Themes — Lithium, Battery
- Aug 6: 8 Strong Themes — Beauty & Cosmetics, Music & Entertainment
- Aug 4: 8 Strong Themes — Robotics (Industrial & Collaborative), NFTs
- Jul 29: 8 Strong Themes — Shipbuilding Equipment, Nuclear
- Jun 2025 Theme Wrap — The Monthly Theme Map
- Jun 19: 8 Strong Themes — Nuclear Plant Decommissioning, FinTech
- Weekly Theme Wrap (Jun 9 – Jun 13)
- Jun 12: 8 Strong Themes — Nuclear, Inter-Korean Economic Cooperation
- Weekly Theme Wrap (Jun 2 – Jun 5)
- Jun 5: 8 Strong Themes — Inter-Korean Economic Cooperation, Nuclear
- May 16: 8 Strong Themes — Nuclear, Hydrogen (Fuel Cells, Vehicles)
- Apr 18: 8 Strong Themes — Political Ties (Hong Joon-pyo), Sejong City Capital Relocation
- Feb 18: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components
- Oct 21: 8 Strong Themes — Beauty & Cosmetics, Nuclear
- Sep 13: 8 Strong Themes — Battery, Battery (Materials & Parts)
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jul 18: 5 Strong Themes — Pipe Fittings & Valves, CXL (Compute Express Link)
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 8: 8 Strong Themes — Seafood & Fishing, Beauty & Cosmetics
- May 22: 8 Strong Themes — Solid Oxide Fuel Cells (SOFC), Hydrogen (Fuel Cells, Vehicles)
- Apr 22: 8 Strong Themes — Holding Companies, Battery
- Mar 28: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Dec 14: 8 Strong Themes — CXL (Compute Express Link), Battery
- Sep 19: 6 Strong Themes — 5G, Telecom Equipment
- Aug 23: 8 Strong Themes — Quantum Cryptography, Chicken (Poultry)
- Jul 13: 8 Strong Themes — AI & Robotics, Semiconductor Equipment
- Jul 11: 8 Strong Themes — Nuclear, EV
- Jun 20: 8 Strong Themes — Asphalt Concrete, Semiconductor Equipment
- Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food
- Jun 8: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Materials & Components
- May 15: 6 Strong Themes — Tires, System Semiconductors
- Apr 17: 8 Strong Themes — Power Equipment, Four Major Rivers Restoration
- Mar 31: 8 Strong Themes — Nuclear, Auto Parts
- Mar 28: 8 Strong Themes — OLED Displays, PCB & Flexible PCB
- Mar 15: 8 Strong Themes — Battery, OLED Displays
- Mar 8: 6 Strong Themes — Battery, Lithium
- Jan 20: 8 Strong Themes — NFTs, 5G
- Jan 10: 8 Strong Themes — ChatGPT & AI Chatbots, Smart Factory
- Dec 15: 4 Strong Themes — Masks, Nuclear
- Nov 2022 Theme Wrap — The Monthly Theme Map
- Nov 16: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear
- Nov 11: 8 Strong Themes — Internet Majors, 5G
- Weekly Theme Wrap (Oct 31 – Nov 4)
- Nov 3: 8 Strong Themes — NEOM City, Battery
- Nov 1: 8 Strong Themes — Nuclear, NEOM City
- Oct 2022 Theme Wrap — The Monthly Theme Map
- Oct 26: 4 Strong Themes — Ukraine Reconstruction (Related), Battery (Cell Makers)
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 20: 3 Strong Themes — Nuclear, Wind
- Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
- Jul 7: 8 Strong Themes — Nuclear, COVID
- Jun 29: 5 Strong Themes — Nuclear, Wind / Solar
- Jun 28: 8 Strong Themes — Wind, Nuclear
- Jun 27: 8 Strong Themes — Nuclear, EV Charging
- Jun 14: 2 Strong Themes — Battery, Nuclear
- May 20: 8 Strong Themes — Augmented Reality (AR) / Virtual Reality (VR) / Metaverse & VR, Animal Feed / Agriculture / Fertilizers
- May 6: 5 Strong Themes — Political Ties (Lee Jae-myung), Hydrogen (Fuel Cells, Vehicles)
- Mar 24: 8 Strong Themes — Seafood & Fishing, Construction (Small & Mid Cap)
- Feb 7: 5 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Nuclear
- Feb 3: 8 Strong Themes — COVID, Remote Work & Smart Work
- Jan 3: 8 Strong Themes — Korea-Listed Chinese Companies, AI & Robotics
- Dec 2021 Theme Wrap — The Monthly Theme Map
- Dec 28: 8 Strong Themes — Games / Mobile Games / Metaverse & VR / NFTs, Battery / EV
- Dec 20: 5 Strong Themes — Toss, COVID
- Weekly Theme Wrap (Nov 29 – Dec 3)
- Dec 1: 8 Strong Themes — Medical Devices, OLED Displays
- Nov 2021 Theme Wrap — The Monthly Theme Map
- Nov 17: 3 Strong Themes — Metaverse & VR / NFTs, Games / Mobile Games
- Weekly Theme Wrap (Nov 8 – Nov 12)
- Nov 12: 8 Strong Themes — Metals (Non-Ferrous), Carbon Emission Credits
- Nov 9: 6 Strong Themes — NFTs / Games / Music & Entertainment, Crypto & Bitcoin
- Weekly Theme Wrap (Nov 1 – Nov 5)
- Nov 4: 8 Strong Themes — Fertilizers, Nuclear
- Oct 22: 4 Strong Themes — Metaverse & VR, Corrugated Board / Paper / Afforestation
- Oct 21: 4 Strong Themes — Nuclear, Crypto & Bitcoin / Dunamu
- Oct 18: 6 Strong Themes — Media & Content, Crypto & Bitcoin
- Oct 15: 4 Strong Themes — Nuclear, Crypto & Bitcoin / Dunamu
- Oct 13: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear
- Sep 15: 7 Strong Themes — Metaverse & VR, Digital Health & Telehealth
- Jul 20: 2 Strong Themes — Metaverse & VR, Nuclear
- Jul 15: 8 Strong Themes — Nuclear, Power Equipment / Smart Grid
- Jul 6: 8 Strong Themes — Nuclear, Education & E-Learning
- Jun 2: 8 Strong Themes — Remodeling & Interiors, Construction (Small & Mid Cap)
- May 20: 6 Strong Themes — Nuclear, Political Ties (Yoon Suk-yeol)
- May 7: 8 Strong Themes — Undersea Tunnels & Underground Roads, Political Ties (Lee Jae-myung)
- Apr 14: 8 Strong Themes — COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work, OLED Displays
- Apr 12: 7 Strong Themes — COVID (Diagnostics), Battery / EV
- Apr 5: 7 Strong Themes — Crypto & Bitcoin, AI & Robotics
- Mar 17: 5 Strong Themes — Animal Feed, COVID (Nafamostat)
- Mar 11: 8 Strong Themes — Coupang, Construction Equipment
- Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas)
- Apr 7: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Crypto & Bitcoin
- Dec 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 16 – Dec 20)
- Dec 19: 4 Strong Themes — Nuclear, Beauty & Cosmetics
- Dec 12: 4 Strong Themes — Property & Casualty Insurance, Semiconductors
- Feb 27: 2 Strong Themes — Nuclear, Defense & War
- Apr 16: 3 Strong Themes — Medical Devices, Nuclear
- Feb 20: 1 Strong Theme — Nuclear
- Jul 12: 2 Strong Themes — Nuclear, Duty Free