GnCenergy · 119850
- Nov 6: 3 Strong Themes — Data Centers, Political Ties (Han Dong-hoon)
- Jul 31: 8 Strong Themes — S7 (Samsung Electronics, SK hynix etc.), Semiconductor Majors (Fabrication)
- Jul 23: 8 Strong Themes — Solar, Wind
- Weekly Theme Wrap (Jun 29 – Jul 3)
- Jul 1: 8 Strong Themes — Construction (Small & Mid Cap), Power Equipment
- Jun 2026 Theme Wrap — The Monthly Theme Map
- Jun 15: 8 Strong Themes — Hair Loss Treatment, Pharma
- May 8: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots
- Feb 27: 5 Strong Themes — Solar, Steel Majors
- Feb 12: 8 Strong Themes — Semiconductor Equipment, Holding Companies
- Oct 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Oct 27 – Oct 31)
- Oct 29: 8 Strong Themes — 5G, Telecom Equipment
- Oct 28: 7 Strong Themes — Battery, Hydrogen (Fuel Cells, Vehicles)
- Oct 23: 8 Strong Themes — Quantum Cryptography & Computing, Power Equipment
- Oct 14: 8 Strong Themes — EV, Battery
- Sep 23: 8 Strong Themes — Cybersecurity, Inter-Korean Economic Cooperation
- Sep 10: 8 Strong Themes — Steel (Small & Mid Cap), Cybersecurity
- Aug 22: 8 Strong Themes — Defense & War, Nuclear
- Aug 11: 8 Strong Themes — Lithium, Battery
- Aug 8: 8 Strong Themes — Semiconductor Equipment, Ukraine Reconstruction
- Jul 31: 8 Strong Themes — Inter-Korean Economic Cooperation, Beauty & Cosmetics
- Jun 2025 Theme Wrap — The Monthly Theme Map
- Jun 30: 8 Strong Themes — Beauty & Cosmetics, Steel (Small & Mid Cap)
- Jun 27: 8 Strong Themes — Holding Companies, Robotics (Industrial & Collaborative)
- Jun 16: 8 Strong Themes — AI & Robotics, Defense & War
- Jun 13: 6 Strong Themes — Defense & War, Shipping
- Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Nov 2024 Theme Wrap — The Monthly Theme Map
- 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
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs