Meritz Fire & Marine Insurance · 000060

30 posts · 2015-07-01 ~ 2022-12-23

Weekly Theme Wrap (Dec 19 – Dec 23) 2022-12-23
Dec 20: 3 Strong Themes — Banks, Animal Feed 2022-12-20
Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind 2022-11-09
Apr 7: 2 Strong Themes — Paint, Property & Casualty Insurance / Life Insurance 2022-04-07
Weekly Theme Wrap (Mar 28 – Apr 1) 2022-04-01
Jan 2022 Theme Wrap — The Monthly Theme Map 2022-01-28
Jan 19: 4 Strong Themes — Metaverse & VR, Market Kurly 2022-01-19
Weekly Theme Wrap (Jan 3 – Jan 7) 2022-01-07
Jan 4: 8 Strong Themes — AI & Robotics, Cement & Ready-Mix Concrete 2022-01-04
Nov 2021 Theme Wrap — The Monthly Theme Map 2021-11-30
Weekly Theme Wrap (Nov 22 – Nov 26) 2021-11-26
Nov 24: 7 Strong Themes — Rivian, Battery 2021-11-24
Nov 23: 8 Strong Themes — Smart Grid, Steel (Small & Mid Cap) 2021-11-23
Sep 2021 Theme Wrap — The Monthly Theme Map 2021-09-30
Sep 28: 8 Strong Themes — Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas), Nuclear 2021-09-28
Sep 8: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery (Materials & Parts) 2021-09-08
Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping 2021-06-25
Apr 20: 7 Strong Themes — Metals (Non-Ferrous), Property & Casualty Insurance / Life Insurance 2021-04-20
Mar 31: 8 Strong Themes — LED, Cement & Ready-Mix Concrete 2021-03-31
Feb 23: 4 Strong Themes — Currency & ATM Systems (incl. CBDC), Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution 2021-02-23
Feb 22: 7 Strong Themes — Electronic Payments, Crypto & Bitcoin 2021-02-22
May 15: 6 Strong Themes — Semiconductors, Food 2020-05-15
Apr 10: 4 Strong Themes — Life Insurance, China Consumer (Media, Entertainment, Airlines) 2020-04-10
Weekly Theme Wrap (Nov 12 – Nov 16) 2018-11-16
Nov 12: 3 Strong Themes — Flexible Displays / OLED Displays / Foldable Phones, Property & Casualty Insurance 2018-11-12
Sep 27: 3 Strong Themes — Property & Casualty Insurance, Securities Brokers 2018-09-27
Apr 13: 2 Strong Themes — Yellow Dust & Fine Particulates, Property & Casualty Insurance / Life Insurance 2017-04-13
Nov 9: 1 Strong Theme — Property & Casualty Insurance / Life Insurance 2015-11-09
Oct 19: 1 Strong Theme — Property & Casualty Insurance 2015-10-19
Jul 1: 2 Strong Themes — Shipbuilding, Property & Casualty Insurance 2015-07-01