DAEMO Engineering · 317850
- Weekly Theme Wrap (Oct 19 – Oct 23)
- Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East)
- Oct 21: 8 Strong Themes — Semiconductor Equipment, Biotechnology
- Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East)
- Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
- Jun 12: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
- May 29: 8 Strong Themes — AI & Robotics, Cloud Computing
- May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Dec 29: 8 Strong Themes — Robotics (Industrial & Collaborative), Defense & War
- Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma
- Nov 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 24 – Nov 28)
- Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction
- Weekly Theme Wrap (Nov 17 – Nov 21)
- Nov 21: 5 Strong Themes — Fashion & Clothing, Beauty & Cosmetics
- Nov 20: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Oct 17: 6 Strong Themes — Battery, EV
- Aug 7: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
- Jul 23: 8 Strong Themes — Steel Pipe, Auto Parts
- Apr 22: 6 Strong Themes — Solar, Wind
- Feb 26: 8 Strong Themes — Battery, EV
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Jan 22: 8 Strong Themes — Quantum Cryptography & Computing, Semiconductor Equipment
- Jan 10: 8 Strong Themes — Autonomous Driving, Ukraine Reconstruction
- Dec 19: 8 Strong Themes — Quantum Cryptography, Political Ties (Yoo Seong-min)
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Nov 12: 5 Strong Themes — Inter-Korean Economic Cooperation, Modular Housing
- Nov 8: 8 Strong Themes — Battery, Cybersecurity
- Nov 6: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Nov 5: 8 Strong Themes — Lithium, Beauty & Cosmetics
- Oct 30: 8 Strong Themes — Ukraine Reconstruction, Beauty & Cosmetics
- Oct 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Cancer Immunotherapy
- Oct 10: 8 Strong Themes — Food, Rare Earths & Rare Metals
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs
- Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
- Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
- Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- May 27: 8 Strong Themes — Nuclear, Korea-Listed Chinese Companies
- Weekly Theme Wrap (Mar 11 – Mar 15)
- Mar 15: 5 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Mar 13: 8 Strong Themes — OLED Displays, Battery
- Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction
- Oct 24: 8 Strong Themes — NEOM City, Crypto & Bitcoin
- Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
- Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jun 16: 8 Strong Themes — Ukraine Reconstruction, Food
- Jun 12: 8 Strong Themes — Battery, Food
- Jun 8: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Materials & Components
- May 2023 Theme Wrap — The Monthly Theme Map
- May 22: 8 Strong Themes — Ukraine Reconstruction, Food
- Weekly Theme Wrap (May 15 – May 19)
- May 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Apr 27: 6 Strong Themes — EV, Battery
- Apr 21: 8 Strong Themes — Agriculture, Fertilizers
- Mar 14: 2 Strong Themes — Ukraine Reconstruction, Crypto & Bitcoin
- Feb 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 13 – Feb 17)
- Feb 17: 8 Strong Themes — Rare Earths & Rare Metals, Hair Loss Treatment (Related)
- Feb 14: 7 Strong Themes — System Semiconductors, Ukraine Reconstruction (Related)
- Jan 27: 8 Strong Themes — AI & Robotics, Cloud Computing
- Jan 17: 8 Strong Themes — AI & Robotics, Metaverse & VR
- Jan 13: 8 Strong Themes — AI & Robotics, Shipping
- Dec 23: 2 Strong Themes — Ukraine Reconstruction (Related), Airlines & Low-Cost Carriers
- Dec 21: 6 Strong Themes — Medical Devices, Media & Content
- Dec 9: 8 Strong Themes — Media & Content, Film
- Dec 2: 8 Strong Themes — Digital Health & Telehealth, Beauty & Cosmetics
- Nov 2022 Theme Wrap — The Monthly Theme Map
- Nov 25: 8 Strong Themes — Battery, Ukraine Reconstruction (Related)
- Nov 7: 8 Strong Themes — Ukraine Reconstruction (Related), Semiconductor Equipment
- Oct 2022 Theme Wrap — The Monthly Theme Map
- Oct 24: 8 Strong Themes — Water Resources, Ukraine Reconstruction (Related)
- Weekly Theme Wrap (Oct 17 – Oct 21)
- Oct 18: 8 Strong Themes — Battery, Metaverse & VR
- Oct 12: 7 Strong Themes — Ukraine Reconstruction (Related), Battery
- Weekly Theme Wrap (Sep 13 – Sep 16)
- Sep 14: 4 Strong Themes — Steel (Small & Mid Cap), Ukraine Reconstruction (Related)
- Sep 13: 8 Strong Themes — Ukraine Reconstruction (Related), Solar
- Weekly Theme Wrap (May 30 – Jun 3)
- May 2022 Theme Wrap — The Monthly Theme Map
- May 31: 8 Strong Themes — Korea-Listed Chinese Companies, Solar / Wind
- Jun 17: 3 Strong Themes — Defense & War, Construction Equipment