TS · 001790

36 posts · 2021-05-12 ~ 2026-07-16

Jul 16: 8 Strong Themes — Japan Boycott Beneficiaries, Pharma 2026-07-16
Jul 7: 8 Strong Themes — Cement & Ready-Mix Concrete, Beauty & Cosmetics 2026-07-07
Jul 1: 8 Strong Themes — Holding Companies, Convenience Stores 2025-07-01
May 2: 8 Strong Themes — Political Ties (Han Duck-soo), Beauty & Cosmetics 2025-05-02
Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung) 2025-04-08
Mar 21: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2025-03-21
Nov 20: 8 Strong Themes — Shipbuilding Equipment, Defense & War 2024-11-20
Oct 15: 8 Strong Themes — Animal Feed, Quantum Cryptography 2024-10-15
Oct 13: 4 Strong Themes — LPG (Liquefied Petroleum Gas), Animal Feed 2023-10-13
Oct 10: 6 Strong Themes — Defense & War, LPG (Liquefied Petroleum Gas) 2023-10-10
Sep 8: 8 Strong Themes — Steel (Small & Mid Cap), Agriculture 2023-09-08
Jul 20: 8 Strong Themes — Semiconductor Equipment, Battery 2023-07-20
Jun 15: 8 Strong Themes — Semiconductor Equipment, Battery 2023-06-15
Weekly Theme Wrap (Jun 5 – Jun 9) 2023-06-09
May 2023 Theme Wrap — The Monthly Theme Map 2023-05-31
May 31: 8 Strong Themes — Battery, Auto Parts 2023-05-31
May 24: 8 Strong Themes — Food, Animal Feed 2023-05-24
May 22: 8 Strong Themes — Ukraine Reconstruction, Food 2023-05-22
May 16: 8 Strong Themes — Auto Parts, Animal Feed 2023-05-16
Weekly Theme Wrap (May 8 – May 12) 2023-05-12
May 9: 8 Strong Themes — Natural Gas Utilities, Food 2023-05-09
May 8: 8 Strong Themes — Semiconductor Materials & Components, Food 2023-05-08
Apr 26: 8 Strong Themes — Animal Feed, Food 2023-04-26
Apr 21: 8 Strong Themes — Agriculture, Fertilizers 2023-04-21
Feb 22: 6 Strong Themes — Animal Feed, AI & Robotics 2023-02-22
Dec 20: 3 Strong Themes — Banks, Animal Feed 2022-12-20
Oct 31: 8 Strong Themes — Semiconductor Equipment, Animal Feed 2022-10-31
Sep 22: 8 Strong Themes — Animal Feed, Beauty & Cosmetics 2022-09-22
Sep 14: 4 Strong Themes — Steel (Small & Mid Cap), Ukraine Reconstruction (Related) 2022-09-14
May 27: 8 Strong Themes — African Swine Fever (ASF), Monkeypox 2022-05-27
May 25: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Paper 2022-05-25
May 2: 5 Strong Themes — Animal Feed / Fertilizers / Agriculture, Natural Gas Utilities / Shale Gas 2022-05-02
Apr 25: 7 Strong Themes — Animal Feed, Chicken (Poultry) 2022-04-25
Weekly Theme Wrap (Apr 18 – Apr 22) 2022-04-22
Apr 18: 4 Strong Themes — Chicken (Poultry) / Animal Feed / Food, Reopening 2022-04-18
May 12: 7 Strong Themes — Dunamu, Animal Feed / Food 2021-05-12