Ray · 228670

10 posts · 2020-11-11 ~ 2025-05-08

• May 8: 8 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs 2025-05-08
• Jul 5: 6 Strong Themes — Battery, Lithium 2023-07-05
• Dec 26: 5 Strong Themes — Pharma, Camera Modules & Parts 2022-12-26
• Aug 31: 8 Strong Themes — OLED Displays, Nuclear 2022-08-31
• Aug 30: 8 Strong Themes — Battery, Battery Recycling (Related) 2022-08-30
• Jan 3: 8 Strong Themes — Korea-Listed Chinese Companies, AI & Robotics 2022-01-03
• Oct 19: 7 Strong Themes — Carbon Emission Credits, Battery / EV 2021-10-19
• Aug 11: 8 Strong Themes — Digital Health & Telehealth, COVID (Diagnostics, Treatments, Vaccines) 2021-08-11
• Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung) 2021-06-17
• Nov 11: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Dental Care & Implants 2020-11-11