SG&G · 040610

18 posts · 2018-06-19 ~ 2026-07-01

• Jul 1: 8 Strong Themes — Construction (Small & Mid Cap), Power Equipment 2026-07-01
• Mar 16: 8 Strong Themes — Shipping, Semiconductor Equipment 2026-03-16
• Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance 2026-02-20
• Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables 2025-07-14
• Oct 29: 8 Strong Themes — Crypto & Bitcoin, Medical Devices 2024-10-29
• Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War 2024-07-15
• Apr 3: 6 Strong Themes — Glass Substrates, Beauty & Cosmetics 2024-04-03
• Jan 15: 8 Strong Themes — Natural Gas Utilities, 5G 2024-01-15
• Jan 12: 8 Strong Themes — Shipping, Integrated Logistics 2024-01-12
• Aug 7: 8 Strong Themes — Superconductors, AI & Robotics 2023-08-07
• Jun 20: 8 Strong Themes — Asphalt Concrete, Semiconductor Equipment 2023-06-20
• Apr 12: 8 Strong Themes — Auto Parts, Construction Equipment 2023-04-12
• Jan 20: 8 Strong Themes — NFTs, 5G 2023-01-20
• Nov 22: 4 Strong Themes — Nuclear, Political Ties (Lee Nak-yon) 2022-11-22
• Aug 31: 8 Strong Themes — OLED Displays, Nuclear 2022-08-31
• Apr 12: 7 Strong Themes — COVID (Diagnostics), Battery / EV 2021-04-12
• Mar 26: 8 Strong Themes — Cement & Ready-Mix Concrete, Integrated Logistics 2021-03-26
• Jun 19: 1 Strong Theme — Integrated Logistics 2018-06-19