HJ Shipbuilding & Construction · 097230
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Weekly Theme Wrap (Oct 12 – Oct 16)
- Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Jul 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 27 – Jul 31)
- Jul 30: 8 Strong Themes — Construction (Small & Mid Cap), Battery
- Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components
- Mar 5: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Jan 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Auto Parts
- Jan 9: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative)
- Jan 8: 8 Strong Themes — Auto Parts, Defense & War
- Jan 7: 5 Strong Themes — Autonomous Driving, Rare Earths & Rare Metals
- Dec 23: 6 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Dec 9: 8 Strong Themes — Cancer Immunotherapy, Wind
- Nov 14: 4 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Oct 27: 8 Strong Themes — Pharma, Holding Companies
- Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts
- Sep 2025 Theme Wrap — The Monthly Theme Map
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Weekly Theme Wrap (Sep 8 – Sep 12)
- Sep 10: 8 Strong Themes — Steel (Small & Mid Cap), Cybersecurity
- Sep 1: 4 Strong Themes — Superconductors, Shipbuilding
- Aug 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 25 – Aug 29)
- Aug 29: 8 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
- Aug 21: 8 Strong Themes — Nuclear, Auto Parts
- Aug 13: 8 Strong Themes — OLED Displays, Semiconductor Equipment
- Aug 7: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Aug 5: 8 Strong Themes — Battery, EV
- Weekly Theme Wrap (Jul 28 – Aug 1)
- Jul 2025 Theme Wrap — The Monthly Theme Map
- Jul 31: 8 Strong Themes — Inter-Korean Economic Cooperation, Beauty & Cosmetics
- Jul 28: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Jul 21: 8 Strong Themes — Lithium, Battery
- Jun 12: 8 Strong Themes — Nuclear, Inter-Korean Economic Cooperation
- May 2025 Theme Wrap — The Monthly Theme Map
- May 21: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Shipbuilding Equipment
- Apr 2025 Theme Wrap — The Monthly Theme Map
- Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment
- Apr 24: 8 Strong Themes — GLP-1 & Obesity Drugs, Beauty & Cosmetics
- Weekly Theme Wrap (Apr 7 – Apr 11)
- Apr 11: 8 Strong Themes — Webtoons, Media & Content
- Apr 9: 4 Strong Themes — Steel Pipe, Korea-Russia Gas Pipeline
- Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung)
- Apr 2: 5 Strong Themes — Political Ties (Lee Jae-myung), AI & Robotics
- Mar 2025 Theme Wrap — The Monthly Theme Map
- Mar 18: 8 Strong Themes — Medical AI, Pharma
- Mar 13: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 12: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 11: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 10: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Weekly Theme Wrap (Mar 4 – Mar 7)
- Mar 7: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War
- Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)
- Mar 4: 8 Strong Themes — Defense & War, Shipbuilding
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Feb 25: 8 Strong Themes — Fashion & Clothing, Quantum Cryptography & Computing
- Feb 12: 6 Strong Themes — Defense & War, Venture Capital
- Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
- Feb 4: 8 Strong Themes — Battery, Medical AI
- Jan 2025 Theme Wrap — The Monthly Theme Map
- Jan 24: 8 Strong Themes — Defense & War, Political Ties (Lee Jae-myung)
- Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Weekly Theme Wrap (Jan 6 – Jan 10)
- Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Dec 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 23 – Dec 27)
- Dec 23: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Weekly Theme Wrap (Dec 16 – Dec 20)
- Dec 20: 5 Strong Themes — Political Ties (Lee Jae-myung), Carbon Credits & CCUS
- Dec 18: 8 Strong Themes — Auto Parts, Autonomous Driving
- Dec 17: 8 Strong Themes — Carbon Emission Credits, Semiconductor Equipment
- Nov 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 18 – Nov 22)
- Nov 22: 8 Strong Themes — ChatGPT & AI Chatbots, Nuclear
- Nov 20: 8 Strong Themes — Shipbuilding Equipment, Defense & War
- Weekly Theme Wrap (Nov 11 – Nov 15)
- Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)
- Nov 11: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Nov 7: 7 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Telecom Equipment
- Nov 5: 8 Strong Themes — Lithium, Beauty & Cosmetics
- Oct 31: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Aug 6: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Defense & War
- Jul 2024 Theme Wrap — The Monthly Theme Map
- Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
- Jul 17: 8 Strong Themes — Beauty & Cosmetics, Shipbuilding Equipment
- Weekly Theme Wrap (Jun 17 – Jun 21)
- Jun 21: 6 Strong Themes — Beauty & Cosmetics, Power Equipment
- Jun 18: 8 Strong Themes — Auto Parts, Beauty & Cosmetics
- Jun 3: 8 Strong Themes — Natural Gas Utilities, LPG (Liquefied Petroleum Gas)
- Apr 26: 8 Strong Themes — Power Equipment, Electric Cables
- Apr 23: 8 Strong Themes — Solar, Defense & War
- Apr 18: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Apr 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Mar 14: 8 Strong Themes — Shipbuilding Equipment, Shipbuilding
- Mar 11: 8 Strong Themes — Political Ties (Cho Kuk), Battery
- Dec 28: 7 Strong Themes — Auto Parts, Political Ties (Han Dong-hoon)
- Nov 22: 4 Strong Themes — Shipping, Shipbuilding
- Nov 13: 8 Strong Themes — Superconductors, Crypto & Bitcoin
- Oct 25: 8 Strong Themes — Beauty & Cosmetics, Pharma
- Sep 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Beauty & Cosmetics
- Jul 2023 Theme Wrap — The Monthly Theme Map
- Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
- Weekly Theme Wrap (Jul 3 – Jul 7)
- Jul 7: 6 Strong Themes — Advertising, Ukraine Reconstruction
- Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
- Jun 5: 8 Strong Themes — Lithium, Auto Parts
- May 22: 8 Strong Themes — Ukraine Reconstruction, Food
- May 9: 8 Strong Themes — Natural Gas Utilities, Food
- Apr 2023 Theme Wrap — The Monthly Theme Map
- Apr 20: 7 Strong Themes — Defense & War, Animal Feed
- Apr 19: 8 Strong Themes — Battery, Beauty & Cosmetics
- Apr 17: 8 Strong Themes — Power Equipment, Four Major Rivers Restoration
- Mar 31: 8 Strong Themes — Nuclear, Auto Parts
- Feb 2023 Theme Wrap — The Monthly Theme Map
- Feb 3: 7 Strong Themes — Apple Pay, Metaverse & VR
- Jan 31: 8 Strong Themes — AI & Robotics, Political Ties (Ahn Cheol-soo)
- Jan 2: 8 Strong Themes — Pharma, Medical Devices
- Nov 3: 8 Strong Themes — NEOM City, Battery
- Sep 2022 Theme Wrap — The Monthly Theme Map
- Aug 2022 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Aug 23 – Aug 27)
- Aug 23: 8 Strong Themes — Political Ties (Hong Joon-pyo), CCTV & DVR
- Jun 4: 6 Strong Themes — Nuclear, Cybersecurity / Blockchain
- May 2021 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 10 – May 14)
- May 11: 6 Strong Themes — Metals (Non-Ferrous), Steel Majors / Steel (Small & Mid Cap) / Steel Pipe
- May 3: 7 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding / Shipbuilding Equipment / Integrated Logistics
- Feb 9: 5 Strong Themes — Crypto & Bitcoin, Semiconductors
- Jan 21: 7 Strong Themes — Space & Aerospace, Car Majors / Auto Parts / Semiconductors
- Nov 16: 7 Strong Themes — Airlines & Low-Cost Carriers, COVID (Negative-Pressure Wards & Ambulances)
- Oct 8: 2 Strong Themes — Cannabis, Shipbuilding
- Jan 2019 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 14 – Jan 18)
- Jan 18: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Games / Mobile Games
- Nov 2018 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 26 – Nov 30)
- Nov 28: 4 Strong Themes — 5G / Telecom Equipment, Fourth Mobile Carrier
- Oct 15: 4 Strong Themes — Air Purifiers / Yellow Dust & Fine Particulates, North Korea
- Apr 2018 Theme Wrap — The Monthly Theme Map
- Apr 26: 2 Strong Themes — Shipbuilding, Semiconductor Majors (Fabrication)
- Weekly Theme Wrap (Apr 9 – Apr 13)
- Apr 12: 1 Strong Theme — Shipbuilding
- Jan 25: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Shipbuilding Equipment
- Jan 23: 5 Strong Themes — Crypto & Bitcoin, Securities Brokers
- Dec 5: 5 Strong Themes — Steel (Small & Mid Cap), Fourth Industrial Revolution
- May 23: 3 Strong Themes — Securities Brokers, Shipbuilding
- Jul 28: 1 Strong Theme — Shipbuilding
- Jun 3: 2 Strong Themes — Zika Virus, Shipbuilding
- Weekly Theme Wrap (May 18 – May 22)
- May 19: 3 Strong Themes — Infant & Child Products, Vaccines, Diagnostics & Epidemic Control
- Apr 28: 2 Strong Themes — Beauty & Cosmetics, Shipbuilding
- Mar 2015 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 2 – Mar 6)
- Mar 4: 2 Strong Themes — Nuclear, Shipbuilding
- Mar 2: 3 Strong Themes — Samsung Electronics / Smartphones / Handset Components, Shipbuilding
- Feb 2015 Theme Wrap — The Monthly Theme Map
- Feb 26: 7 Strong Themes — Remodeling & Interiors, Construction
- Weekly Theme Wrap (Feb 2 – Feb 6)
- Feb 2: 3 Strong Themes — Vaccines, Diagnostics & Epidemic Control, Shipbuilding