ITM Semiconductor · 084850
- Oct 28: 8 Strong Themes — Cybersecurity, Semiconductor Equipment
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Apr 10: 8 Strong Themes — 5G, Telecom Equipment
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Apr 7: 8 Strong Themes — Battery, Defense & War
- Weekly Theme Wrap (Mar 23 – Mar 27)
- Mar 25: 8 Strong Themes — Telecom Equipment, Defense & War
- Oct 20: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Sep 3: 8 Strong Themes — Battery, Foldable Phones
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Jun 11: 8 Strong Themes — Cybersecurity, Solar
- Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital
- Jun 12: 8 Strong Themes — Beauty & Cosmetics, Autonomous Driving
- Jun 10: 8 Strong Themes — Power Equipment, Food
- May 29: 8 Strong Themes — Beauty & Cosmetics, Cooling Systems (Immersion Cooling)
- Weekly Theme Wrap (May 13 – May 17)
- May 14: 8 Strong Themes — Battery, iPhone Supply Chain
- May 3: 8 Strong Themes — ChatGPT & AI Chatbots, System Semiconductors
- Nov 9: 6 Strong Themes — Crypto & Bitcoin, Dunamu
- Oct 20: 6 Strong Themes — Graphene, Political Ties (Lee Jae-myung)
- Mar 6: 8 Strong Themes — Battery, EV
- Nov 30: 8 Strong Themes — Natural Gas Utilities, EV Charging
- Nov 11: 8 Strong Themes — Internet Majors, 5G
- Sep 13: 8 Strong Themes — Ukraine Reconstruction (Related), Solar
- Jul 15: 8 Strong Themes — Nuclear, Power Equipment / Smart Grid
- Sep 28: 6 Strong Themes — Battery / EV, Semiconductors
- Jun 11: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Battery
- Feb 25: 3 Strong Themes — Political Ties (Lee Nak-yon), LCD Displays