Carry · 313760

35 posts · 2020-07-13 ~ 2026-03-31

• Mar 2026 Theme Wrap — The Monthly Theme Map 2026-03-31
• Weekly Theme Wrap (Mar 16 – Mar 20) 2026-03-20
• Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment 2026-03-20
• Mar 12: 8 Strong Themes — Solar, Telecom Equipment 2026-03-12
• Weekly Theme Wrap (Mar 3 – Mar 6) 2026-03-06
• Feb 27: 5 Strong Themes — Solar, Steel Majors 2026-02-27
• Weekly Theme Wrap (Dec 22 – Dec 26) 2025-12-26
• Dec 23: 6 Strong Themes — Shipbuilding Equipment, Shipbuilding 2025-12-23
• Nov 4: 8 Strong Themes — Battery, Pharma 2025-11-04
• Jul 24: 8 Strong Themes — Battery, Lithium 2025-07-24
• Jul 11: 8 Strong Themes — Plastic Alternatives & Biodegradables, Battery 2025-07-11
• Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components 2025-06-25
• Apr 17: 8 Strong Themes — FuriosaAI, Defense & War 2025-04-17
• Feb 27: 3 Strong Themes — Beauty & Cosmetics, Aesthetic Devices 2025-02-27
• Nov 1: 8 Strong Themes — Defense & War, Beauty & Cosmetics 2024-11-01
• Oct 25: 8 Strong Themes — EV, Semiconductor Equipment 2024-10-25
• Sep 24: 8 Strong Themes — Battery, Solar 2024-09-24
• Sep 11: 8 Strong Themes — Solar, Energy Storage (ESS) 2024-09-11
• Sep 6: 4 Strong Themes — Disaster Safety (Earthquake, Fire), EV Fire Prevention (Thermal Runaway) 2024-09-06
• Aug 2024 Theme Wrap — The Monthly Theme Map 2024-08-30
• Weekly Theme Wrap (Aug 26 – Aug 30) 2024-08-30
• Weekly Theme Wrap (Aug 12 – Aug 16) 2024-08-16
• Aug 14: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment 2024-08-14
• Aug 13: 8 Strong Themes — EV Charging, EV Fire Prevention (Thermal Runaway) 2024-08-13
• Jul 5: 8 Strong Themes — Pharma, Biosimilars 2024-07-05
• Jun 27: 8 Strong Themes — Power Equipment, Electric Cables 2024-06-27
• Aug 1: 8 Strong Themes — Solar / Wind, Shipbuilding Equipment 2022-08-01
• Jul 11: 8 Strong Themes — Rivian, Media & Content 2022-07-11
• Jun 7: 8 Strong Themes — Solar, Defense & War 2022-06-07
• Oct 7: 8 Strong Themes — COVID (Diagnostics), Political Ties (Oh Se-hoon) 2021-10-07
• Weekly Theme Wrap (Sep 6 – Sep 10) 2021-09-10
• Sep 10: 7 Strong Themes — Wireless Charging, Construction / Remodeling & Interiors / Paint 2021-09-10
• Mar 25: 7 Strong Themes — Coupang / Media & Content, Bicycles 2021-03-25
• Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC) 2020-11-02
• Jul 13: 8 Strong Themes — Car Majors / Auto Parts, Hydrogen / Solar / Wind 2020-07-13