SK Materials · 036490

12 posts · 2017-05-29 ~ 2021-04-16

• Apr 16: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products 2021-04-16
• Mar 2: 6 Strong Themes — Crypto & Bitcoin, Games / Mobile Games 2021-03-02
• Weekly Theme Wrap (Dec 21 – Dec 24) 2020-12-24
• Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving 2020-12-23
• Oct 29: 2 Strong Themes — COVID (Diagnostics), Semiconductor Equipment, Materials & Components 2020-10-29
• Jun 2020 Theme Wrap — The Monthly Theme Map 2020-06-30
• Weekly Theme Wrap (Jun 15 – Jun 19) 2020-06-19
• Jun 18: 5 Strong Themes — Defense & War, Japan Export Curbs (Localization) 2020-06-18
• Aug 5: 2 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization) 2019-08-05
• Aug 9: 3 Strong Themes — Semiconductor Materials & Components, 5G / Telecom Equipment 2018-08-09
• Jun 5: 3 Strong Themes — Casinos, Semiconductor Materials & Components 2018-06-05
• May 29: 1 Strong Theme — 3D NAND 2017-05-29