Partron · 091700

9 posts · 2019-05-21 ~ 2024-07-10

• Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS) 2024-07-10
• Dec 26: 5 Strong Themes — Pharma, Camera Modules & Parts 2022-12-26
• Oct 6: 8 Strong Themes — Semiconductor Equipment, Battery 2022-10-06
• Jul 22: 8 Strong Themes — Travel / Airlines & Low-Cost Carriers / Casinos, Semiconductors 2021-07-22
• Sep 8: 4 Strong Themes — Galaxy Supply Chain / Camera Modules & Parts, 5G / Telecom Equipment 2020-09-08
• Aug 5: 4 Strong Themes — Battery / EV, Pharma & Biotech 2020-08-05
• Aug 2: 2 Strong Themes — Japan Export Curbs (Localization), Galaxy Supply Chain 2019-08-02
• Jun 18: 4 Strong Themes — Graphene, Steel Pipe / Water Resources 2019-06-18
• May 21: 2 Strong Themes — Rare Earths & Rare Metals, 5G / Galaxy Supply Chain / Camera Modules & Parts 2019-05-21