Joyworks& · 309930

10 posts · 2021-02-03 ~ 2022-08-05

• Aug 5: 8 Strong Themes — Battery / EV, Remodeling & Interiors / Paint 2022-08-05
• Jun 21: 8 Strong Themes — Solar, Shipbuilding / Shipbuilding Equipment 2022-06-21
• Apr 15: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap) 2022-04-15
• Mar 28: 8 Strong Themes — Metals (Non-Ferrous), AI & Robotics 2022-03-28
• Mar 10: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction / Remodeling & Interiors 2022-03-10
• Nov 8: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Construction (Small & Mid Cap) 2021-11-08
• Apr 8: 6 Strong Themes — Political Ties (Lee Jae-myung), COVID (Diagnostics, Treatments, Vaccines) 2021-04-08
• Feb 2021 Theme Wrap — The Monthly Theme Map 2021-02-26
• Weekly Theme Wrap (Feb 1 – Feb 5) 2021-02-05
• Feb 3: 5 Strong Themes — Cement & Ready-Mix Concrete, Car Majors / Auto Parts / EV / Autonomous Driving 2021-02-03