S-Prism · 288620

23 posts · 2019-04-22 ~ 2026-09-09

• Sep 9: 8 Strong Themes — Telecom Equipment, Optical Communications 2026-09-09
• Sep 7: 8 Strong Themes — Nuclear, Semiconductor Equipment 2026-09-07
• Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East) 2026-08-26
• May 22: 8 Strong Themes — EV, Semiconductor Equipment 2026-05-22
• Aug 11: 8 Strong Themes — Wind, Hydrogen (Fuel Cells, Vehicles) 2022-08-11
• May 2022 Theme Wrap — The Monthly Theme Map 2022-05-31
• May 23: 8 Strong Themes — UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, Hydrogen (Fuel Cells, Vehicles) 2022-05-23
• May 17: 8 Strong Themes — Battery / EV, Foldable Phones 2022-05-17
• May 11: 5 Strong Themes — Beauty & Cosmetics, Paper / Corrugated Board 2022-05-11
• Weekly Theme Wrap (May 2 – May 6) 2022-05-06
• May 6: 5 Strong Themes — Political Ties (Lee Jae-myung), Hydrogen (Fuel Cells, Vehicles) 2022-05-06
• Jun 11: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Steel Majors / Steel (Small & Mid Cap) 2021-06-11
• Weekly Theme Wrap (Mar 2 – Mar 5) 2021-03-05
• Mar 3: 7 Strong Themes — AR & VR, Animal Feed 2021-03-03
• Dec 10: 6 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles) 2020-12-10
• Jun 2020 Theme Wrap — The Monthly Theme Map 2020-06-30
• Weekly Theme Wrap (Jun 22 – Jun 26) 2020-06-26
• Jun 23: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Media (Broadcast & Press) 2020-06-23
• Weekly Theme Wrap (Jun 8 – Jun 12) 2020-06-12
• Jun 11: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Battery 2020-06-11
• Dec 30: 5 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Battery 2019-12-30
• Apr 29: 3 Strong Themes — System Semiconductors, Hydrogen (Fuel Cells, Vehicles) 2019-04-29
• Apr 22: 3 Strong Themes — Chicken (Poultry) / Foot-and-Mouth & BSE Beneficiaries, Hydrogen (Fuel Cells, Vehicles) 2019-04-22