Eagon Holdings · 039020

35 posts · 2015-07-10 ~ 2026-09-23

Sep 23: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2026-09-23
Feb 27: 5 Strong Themes — Solar, Steel Majors 2026-02-27
Jan 23: 8 Strong Themes — Stablecoins, STO (Security Token Offering) 2026-01-23
Jan 14: 8 Strong Themes — Auto Parts, Robotics (Industrial & Collaborative) 2026-01-14
Nov 26: 8 Strong Themes — Battery, Lithium 2025-11-26
Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction 2025-11-24
Aug 25: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2025-08-25
Jul 18: 8 Strong Themes — Lithium, Battery 2025-07-18
May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics 2025-05-12
Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung) 2025-03-27
Mar 26: 8 Strong Themes — Political Ties (Lee Jae-myung), AI & Robotics 2025-03-26
Feb 24: 8 Strong Themes — Battery, COVID (Diagnostics) 2025-02-24
Dec 30: 8 Strong Themes — Robotics (Industrial & Collaborative), Quantum Cryptography 2024-12-30
Dec 5: 7 Strong Themes — Political Ties (Lee Jae-myung), Semiconductor Equipment 2024-12-05
Sep 24: 8 Strong Themes — Battery, Solar 2024-09-24
Aug 12: 8 Strong Themes — Battery, EV 2024-08-12
Aug 1: 8 Strong Themes — AI & Robotics, Metaverse & VR 2024-08-01
Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment 2024-07-26
Jun 27: 8 Strong Themes — Power Equipment, Electric Cables 2024-06-27
Nov 1: 8 Strong Themes — Semiconductor Equipment, Battery 2023-11-01
Sep 27: 8 Strong Themes — Political Ties (Lee Jae-myung), Robotics (Industrial & Collaborative) 2023-09-27
Mar 7: 8 Strong Themes — Battery, Lithium 2023-03-07
Nov 1: 8 Strong Themes — Nuclear, NEOM City 2022-11-01
Sep 8: 8 Strong Themes — Battery, AI & Robotics 2022-09-08
Mar 28: 8 Strong Themes — Metals (Non-Ferrous), AI & Robotics 2022-03-28
Nov 4: 8 Strong Themes — Fertilizers, Nuclear 2021-11-04
Sep 10: 7 Strong Themes — Wireless Charging, Construction / Remodeling & Interiors / Paint 2021-09-10
Weekly Theme Wrap (Jun 28 – Jul 2) 2021-07-02
Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung) 2021-07-02
May 6: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Autonomous Driving 2021-05-06
Apr 21: 4 Strong Themes — COVID (Sputnik V), COVID (Diagnostics) 2021-04-21
Weekly Theme Wrap (Dec 14 – Dec 18) 2020-12-18
Dec 16: 8 Strong Themes — Remote Work & Smart Work, Food 2020-12-16
Sep 6: 3 Strong Themes — Afforestation, Car Majors 2018-09-06
Jul 10: 4 Strong Themes — Remodeling & Interiors, Duty Free 2015-07-10