RedcapTour · 038390

33 posts · 2015-07-10 ~ 2026-02-05

• Feb 5: 5 Strong Themes — Real-Estate Asset Plays, Travel 2026-02-05
• Nov 19: 8 Strong Themes — Seafood & Fishing, Robotics (Industrial & Collaborative) 2025-11-19
• Sep 17: 6 Strong Themes — Advertising, Beauty & Cosmetics 2025-09-17
• Aug 6: 8 Strong Themes — Beauty & Cosmetics, Music & Entertainment 2025-08-06
• Nov 4: 8 Strong Themes — Battery, Beauty & Cosmetics 2024-11-04
• Mar 27: 8 Strong Themes — Battery, EV 2024-03-27
• Nov 8: 8 Strong Themes — Mobile Games, Games 2023-11-08
• Aug 10: 7 Strong Themes — Beauty & Cosmetics, Duty Free 2023-08-10
• Jan 18: 8 Strong Themes — AI & Robotics, Metaverse & VR 2023-01-18
• Jan 3: 8 Strong Themes — Crypto & Bitcoin, Media & Content 2023-01-03
• Dec 28: 7 Strong Themes — Beauty & Cosmetics, Pharma 2022-12-28
• Dec 27: 8 Strong Themes — Beauty & Cosmetics, Drones 2022-12-27
• Dec 2: 8 Strong Themes — Digital Health & Telehealth, Beauty & Cosmetics 2022-12-02
• Nov 29: 8 Strong Themes — Beauty & Cosmetics, Space & Aerospace 2022-11-29
• Nov 4: 8 Strong Themes — Beauty & Cosmetics, Defense & War 2022-11-04
• Sep 16: 3 Strong Themes — Steel (Small & Mid Cap), Travel 2022-09-16
• Aug 2022 Theme Wrap — The Monthly Theme Map 2022-08-31
• Aug 31: 8 Strong Themes — OLED Displays, Nuclear 2022-08-31
• Aug 30: 8 Strong Themes — Battery, Battery Recycling (Related) 2022-08-30
• Aug 24: 8 Strong Themes — Defense & War, Hydrogen (Fuel Cells, Vehicles) 2022-08-24
• Feb 11: 7 Strong Themes — Animal Feed, Petrochemicals 2022-02-11
• Dec 7: 8 Strong Themes — Rare Earths & Rare Metals, Pharma & Biotech 2021-12-07
• Weekly Theme Wrap (May 24 – May 28) 2021-05-28
• May 24: 4 Strong Themes — Metaverse & VR, Nuclear 2021-05-24
• May 10: 8 Strong Themes — COVID (Treatments & Vaccines), Oil Refining / LPG (Liquefied Petroleum Gas) 2021-05-10
• May 7: 8 Strong Themes — Undersea Tunnels & Underground Roads, Political Ties (Lee Jae-myung) 2021-05-07
• Apr 30: 6 Strong Themes — Shipbuilding / Shipbuilding Equipment, Fashion & Clothing 2021-04-30
• Apr 6: 8 Strong Themes — Dunamu / Crypto & Bitcoin, COVID (Diagnostics) 2021-04-06
• Oct 23: 5 Strong Themes — COVID (Remdesivir), Battery 2020-10-23
• Jun 5: 5 Strong Themes — Pharma & Biotech, COVID (Diagnostics, Treatments, Vaccines) 2020-06-05
• May 26: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), North Korea 2020-05-26
• Sep 27: 2 Strong Themes — Travel, Vaccines, Diagnostics & Epidemic Control 2017-09-27
• Jul 10: 4 Strong Themes — Remodeling & Interiors, Duty Free 2015-07-10