DSK · 109740

19 posts · 2019-06-26 ~ 2026-08-14

• Aug 14: 8 Strong Themes — Auto Parts, Battery 2026-08-14
• May 28: 7 Strong Themes — Battery, EV 2026-05-28
• Apr 28: 8 Strong Themes — Steel (Small & Mid Cap), Battery 2026-04-28
• Apr 2: 8 Strong Themes — Shipping, Physical AI & Humanoid Robots 2026-04-02
• Dec 24: 7 Strong Themes — Autonomous Driving, Robotics (Industrial & Collaborative) 2025-12-24
• Nov 11: 8 Strong Themes — Holding Companies, Telecom Equipment 2025-11-11
• Sep 29: 8 Strong Themes — Cybersecurity, Cloud Computing 2025-09-29
• Aug 21: 8 Strong Themes — Nuclear, Auto Parts 2025-08-21
• Jun 17: 8 Strong Themes — Battery, Glass Substrates 2025-06-17
• Jun 11: 8 Strong Themes — Cybersecurity, Solar 2025-06-11
• Apr 28: 8 Strong Themes — Cybersecurity, RFID & NFC 2025-04-28
• Mar 17: 8 Strong Themes — Beauty & Cosmetics, Defense & War 2025-03-17
• Oct 16: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), GLP-1 & Obesity Drugs 2024-10-16
• Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation 2024-08-21
• Sep 8: 8 Strong Themes — Steel (Small & Mid Cap), Agriculture 2023-09-08
• Feb 10: 8 Strong Themes — Botulinum Toxin, Beauty & Cosmetics 2023-02-10
• Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components 2022-11-15
• Weekly Theme Wrap (Jun 24 – Jun 28) 2019-06-28
• Jun 26: 4 Strong Themes — Crypto & Bitcoin, Steel Pipe 2019-06-26