KH Vatec · 060720
- Oct 2026 Theme Wrap — The Monthly Theme Map
- Oct 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Oct 20: 3 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Sep 3: 8 Strong Themes — Battery, Foldable Phones
- Jul 15: 8 Strong Themes — AI & Robotics, Cancer Immunotherapy
- Apr 14: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Dec 24: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS)
- May 13: 8 Strong Themes — Electric Cables, Nuclear
- Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Aug 1: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Feb 16: 8 Strong Themes — Mobile Games, Games
- Aug 24: 8 Strong Themes — Defense & War, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (May 16 – May 20)
- May 17: 8 Strong Themes — Battery / EV, Foldable Phones
- Dec 30: 8 Strong Themes — Political Ties (Ahn Cheol-soo), Games / Mobile Games
- Dec 28: 8 Strong Themes — Games / Mobile Games / Metaverse & VR / NFTs, Battery / EV
- Nov 12: 8 Strong Themes — Metals (Non-Ferrous), Carbon Emission Credits
- Oct 14: 8 Strong Themes — Agriculture / Animal Feed, Metals (Non-Ferrous)
- Aug 27: 7 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Energy Storage (ESS)
- Aug 26: 8 Strong Themes — Political Ties (Hong Joon-pyo), Hydrogen (Fuel Cells, Vehicles)
- Aug 23: 8 Strong Themes — Political Ties (Hong Joon-pyo), CCTV & DVR
- Aug 12: 4 Strong Themes — Battery / EV, Autonomous Driving
- Jun 23: 7 Strong Themes — Political Ties (Yoo Seong-min), COVID (Diagnostics, Treatments, Vaccines)
- Sep 2: 5 Strong Themes — 5G / Telecom Equipment, Games / Mobile Games
- Jun 16: 7 Strong Themes — Battery / EV, Masks
- May 7: 7 Strong Themes — Kiosks / Cybersecurity / Cloud Computing, Semiconductors
- Feb 17: 3 Strong Themes — Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts, Hydrogen (Fuel Cells, Vehicles)
- Weekly Theme Wrap (Dec 23 – Dec 27)
- Dec 26: 4 Strong Themes — Foldable Phones / Flexible Displays / Galaxy Supply Chain, Semiconductors
- Dec 11: 2 Strong Themes — Camera Modules & Parts / Galaxy Supply Chain / Foldable Phones, Beauty & Cosmetics
- Dec 2: 2 Strong Themes — Foldable Phones / Flexible Displays, 5G / Telecom Equipment
- Nov 12: 3 Strong Themes — Foldable Phones, Semiconductors
- Sep 19: 4 Strong Themes — Cybersecurity, Foldable Phones
- Apr 15: 4 Strong Themes — China Consumer, BTS
- Feb 7: 3 Strong Themes — North Korea, Foldable Phones / Flexible Displays / OLED Displays
- Jan 25: 1 Strong Theme — Handset Components