5G / Telecom Equipment

139 posts · 2018-04-20 ~ 2022-08-12

Aug 12: 8 Strong Themes — Solar, Semiconductors 2022-08-12
Aug 4: 8 Strong Themes — 5G / Telecom Equipment, Airlines & Low-Cost Carriers 2022-08-04
May 2022 Theme Wrap — The Monthly Theme Map 2022-05-31
Weekly Theme Wrap (May 9 – May 13) 2022-05-13
May 13: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Inter-Korean Economic Cooperation 2022-05-13
May 9: 6 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung) 2022-05-09
Weekly Theme Wrap (May 2 – May 6) 2022-05-06
May 4: 4 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung) 2022-05-04
Mar 31: 8 Strong Themes — Electric Cables, 5G / Telecom Equipment 2022-03-31
Feb 2022 Theme Wrap — The Monthly Theme Map 2022-02-28
Feb 28: 6 Strong Themes — Nuclear, 5G / Telecom Equipment 2022-02-28
Weekly Theme Wrap (Feb 21 – Feb 25) 2022-02-25
Feb 21: 8 Strong Themes — Political Ties (Lee Jae-myung), Music & Entertainment / Music & Recordings 2022-02-21
Dec 2021 Theme Wrap — The Monthly Theme Map 2021-12-30
Dec 28: 8 Strong Themes — Games / Mobile Games / Metaverse & VR / NFTs, Battery / EV 2021-12-28
Weekly Theme Wrap (Dec 6 – Dec 10) 2021-12-10
Dec 7: 8 Strong Themes — Rare Earths & Rare Metals, Pharma & Biotech 2021-12-07
Dec 1: 8 Strong Themes — Medical Devices, OLED Displays 2021-12-01
Nov 2021 Theme Wrap — The Monthly Theme Map 2021-11-30
Weekly Theme Wrap (Nov 22 – Nov 26) 2021-11-26
Nov 24: 7 Strong Themes — Rivian, Battery 2021-11-24
Nov 22: 8 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors 2021-11-22
Weekly Theme Wrap (Nov 15 – Nov 19) 2021-11-19
Nov 19: 7 Strong Themes — Autonomous Driving / Smart Cars, EV 2021-11-19
Nov 15: 5 Strong Themes — Metaverse & VR, Cannabis 2021-11-15
Nov 2: 6 Strong Themes — Crypto & Bitcoin, 5G / Telecom Equipment 2021-11-02
Sep 6: 7 Strong Themes — Carbon Emission Credits, Political Ties (Hong Joon-pyo) 2021-09-06
Jul 23: 6 Strong Themes — KakaoBank, COVID (Diagnostics) 2021-07-23
Jun 2021 Theme Wrap — The Monthly Theme Map 2021-06-30
Weekly Theme Wrap (Jun 14 – Jun 18) 2021-06-18
Jun 18: 7 Strong Themes — Political Ties (Choi Jae-hyung), 5G / Telecom Equipment 2021-06-18
Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung) 2021-06-17
Weekly Theme Wrap (May 31 – Jun 4) 2021-06-04
Jun 3: 6 Strong Themes — CCTV & DVR, Electric Cables 2021-06-03
May 31: 7 Strong Themes — Political Ties (Lee Jun-seok), 5G / Telecom Equipment 2021-05-31
Mar 24: 6 Strong Themes — Media & Content, Political Ties (Oh Se-hoon) 2021-03-24
Weekly Theme Wrap (Mar 15 – Mar 19) 2021-03-19
Mar 16: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), 5G / Telecom Equipment 2021-03-16
Mar 12: 8 Strong Themes — Coupang, Market Kurly 2021-03-12
Feb 2021 Theme Wrap — The Monthly Theme Map 2021-02-26
Weekly Theme Wrap (Feb 15 – Feb 19) 2021-02-19
Feb 18: 4 Strong Themes — Crypto & Bitcoin, Space & Aerospace 2021-02-18
Feb 16: 7 Strong Themes — Corrugated Board / Paper, Coupang / Integrated Logistics 2021-02-16
Weekly Theme Wrap (Dec 21 – Dec 24) 2020-12-24
Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving 2020-12-23
Dec 15: 5 Strong Themes — Battery / EV, Carbon Emission Credits 2020-12-15
Dec 10: 6 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles) 2020-12-10
Nov 24: 8 Strong Themes — Crypto & Bitcoin / Venture Capital, Semiconductors 2020-11-24
Nov 20: 8 Strong Themes — Remote Work & Smart Work / Education & E-Learning, 5G / Telecom Equipment 2020-11-20
Weekly Theme Wrap (Nov 2 – Nov 6) 2020-11-06
Nov 3: 6 Strong Themes — Semiconductor Equipment, Materials & Components, 5G / Telecom Equipment 2020-11-03
Sep 2020 Theme Wrap — The Monthly Theme Map 2020-09-29
Weekly Theme Wrap (Sep 28 – Sep 29) 2020-09-29
Sep 28: 6 Strong Themes — Battery / EV, Semiconductors 2020-09-28
Weekly Theme Wrap (Sep 7 – Sep 11) 2020-09-11
Sep 9: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Smart Grid 2020-09-09
Sep 8: 4 Strong Themes — Galaxy Supply Chain / Camera Modules & Parts, 5G / Telecom Equipment 2020-09-08
Sep 7: 6 Strong Themes — Wind, COVID (Diagnostics) 2020-09-07
Weekly Theme Wrap (Aug 31 – Sep 4) 2020-09-04
Sep 2: 5 Strong Themes — 5G / Telecom Equipment, Games / Mobile Games 2020-09-02
Aug 2020 Theme Wrap — The Monthly Theme Map 2020-08-31
Weekly Theme Wrap (Aug 24 – Aug 28) 2020-08-28
Aug 28: 8 Strong Themes — Integrated Logistics, Packaging 2020-08-28
Aug 25: 7 Strong Themes — COVID (Plasma Therapy), EV / Battery 2020-08-25
Weekly Theme Wrap (Aug 10 – Aug 14) 2020-08-14
Aug 11: 5 Strong Themes — Four Major Rivers Restoration, 5G / Telecom Equipment 2020-08-11
Weekly Theme Wrap (Aug 3 – Aug 7) 2020-08-07
Aug 7: 4 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung) 2020-08-07
Jul 15: 4 Strong Themes — Moderna, 5G / Telecom Equipment 2020-07-15
Jun 29: 4 Strong Themes — Rare Earths & Rare Metals, Graphene 2020-06-29
Weekly Theme Wrap (Jun 22 – Jun 26) 2020-06-26
Jun 26: 5 Strong Themes — 5G / Telecom Equipment, Wind / Solar / Nuclear Fusion 2020-06-26
Jun 17: 3 Strong Themes — Defense & War, Construction Equipment 2020-06-17
Weekly Theme Wrap (May 18 – May 22) 2020-05-22
May 21: 8 Strong Themes — Korea-Listed Chinese Companies, Wind 2020-05-21
Apr 2020 Theme Wrap — The Monthly Theme Map 2020-04-29
Weekly Theme Wrap (Apr 13 – Apr 17) 2020-04-17
Apr 14: 8 Strong Themes — 5G / Telecom Equipment, North Korea 2020-04-14
Apr 6: 7 Strong Themes — Antiparasitic Drugs (Fenbendazole), Oil Refining / LPG (Liquefied Petroleum Gas) 2020-04-06
Apr 1: 6 Strong Themes — Seafood & Fishing, Media & Content / Infant & Child Products / Character Merchandise 2020-04-01
Mar 2020 Theme Wrap — The Monthly Theme Map 2020-03-31
Weekly Theme Wrap (Mar 23 – Mar 27) 2020-03-27
Mar 24: 6 Strong Themes — 5G / Telecom Equipment, Semiconductors 2020-03-24
Weekly Theme Wrap (Mar 16 – Mar 20) 2020-03-20
Mar 17: 3 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control, 5G / Telecom Equipment 2020-03-17
Feb 2020 Theme Wrap — The Monthly Theme Map 2020-02-28
Weekly Theme Wrap (Feb 10 – Feb 14) 2020-02-14
Feb 12: 5 Strong Themes — Japan Boycott Beneficiaries, 5G / Telecom Equipment 2020-02-12
Feb 4: 2 Strong Themes — Battery / EV, 5G / Telecom Equipment 2020-02-04
Weekly Theme Wrap (Jan 13 – Jan 17) 2020-01-17
Jan 15: 3 Strong Themes — Political Ties (Lee Nak-yon), 5G / Telecom Equipment 2020-01-15
Weekly Theme Wrap (Dec 30 – Jan 3) 2020-01-03
Jan 2: 6 Strong Themes — Political Ties (Ahn Cheol-soo), 5G / Telecom Equipment 2020-01-02
Dec 2019 Theme Wrap — The Monthly Theme Map 2019-12-30
Weekly Theme Wrap (Dec 16 – Dec 20) 2019-12-20
Dec 16: 2 Strong Themes — Semiconductors, 5G / Telecom Equipment 2019-12-16
Weekly Theme Wrap (Dec 2 – Dec 6) 2019-12-06
Dec 2: 2 Strong Themes — Foldable Phones / Flexible Displays, 5G / Telecom Equipment 2019-12-02
Weekly Theme Wrap (Sep 30 – Oct 4) 2019-10-04
Oct 1: 3 Strong Themes — Pharma & Biotech, Cannabis 2019-10-01
Sep 2019 Theme Wrap — The Monthly Theme Map 2019-09-30
Sep 19: 4 Strong Themes — Cybersecurity, Foldable Phones 2019-09-19
Weekly Theme Wrap (Sep 2 – Sep 6) 2019-09-06
Sep 4: 5 Strong Themes — 5G / Telecom Equipment, AI & Robotics 2019-09-04
Sep 3: 2 Strong Themes — 5G / Telecom Equipment, China Consumer 2019-09-03
Sep 2: 2 Strong Themes — Education & E-Learning, 5G / Telecom Equipment 2019-09-02
Weekly Theme Wrap (Aug 19 – Aug 23) 2019-08-23
Aug 23: 2 Strong Themes — GSOMIA Termination, 5G / Telecom Equipment 2019-08-23
Jun 2019 Theme Wrap — The Monthly Theme Map 2019-06-28
Weekly Theme Wrap (Jun 10 – Jun 14) 2019-06-14
Jun 10: 4 Strong Themes — 5G / Telecom Equipment, Auto Parts 2019-06-10
Weekly Theme Wrap (Jun 3 – Jun 7) 2019-06-07
Jun 7: 2 Strong Themes — 5G / Telecom Equipment, Rare Earths & Rare Metals 2019-06-07
May 2019 Theme Wrap — The Monthly Theme Map 2019-05-31
Weekly Theme Wrap (May 27 – May 31) 2019-05-31
May 28: 4 Strong Themes — 5G / Telecom Equipment, North Korea 2019-05-28
Weekly Theme Wrap (May 13 – May 17) 2019-05-17
May 15: 2 Strong Themes — 5G / Telecom Equipment, Beauty & Cosmetics 2019-05-15
Weekly Theme Wrap (Apr 29 – May 3) 2019-05-03
May 2: 2 Strong Themes — 5G / Telecom Equipment, System Semiconductors 2019-05-02
Weekly Theme Wrap (Apr 8 – Apr 12) 2019-04-12
Apr 8: 4 Strong Themes — Medical Devices, Currency & ATM Systems (incl. CBDC) 2019-04-08
Weekly Theme Wrap (Mar 11 – Mar 15) 2019-03-15
Mar 15: 3 Strong Themes — Defense & War, Yellow Dust & Fine Particulates / Air Purifiers / Masks 2019-03-15
Dec 2018 Theme Wrap — The Monthly Theme Map 2018-12-28
Weekly Theme Wrap (Dec 24 – Dec 28) 2018-12-28
Dec 28: 2 Strong Themes — 5G / Telecom Equipment, Foldable Phones / Flexible Displays 2018-12-28
Nov 2018 Theme Wrap — The Monthly Theme Map 2018-11-30
Weekly Theme Wrap (Nov 26 – Nov 30) 2018-11-30
Nov 28: 4 Strong Themes — 5G / Telecom Equipment, Fourth Mobile Carrier 2018-11-28
Weekly Theme Wrap (Sep 17 – Sep 21) 2018-09-21
Sep 19: 2 Strong Themes — Vaccines, Diagnostics & Epidemic Control, 5G / Telecom Equipment 2018-09-19
Weekly Theme Wrap (Aug 6 – Aug 10) 2018-08-10
Aug 9: 3 Strong Themes — Semiconductor Materials & Components, 5G / Telecom Equipment 2018-08-09
Jun 2018 Theme Wrap — The Monthly Theme Map 2018-06-29
Weekly Theme Wrap (May 28 – Jun 1) 2018-06-01
Jun 1: 2 Strong Themes — Korea-Russia Gas Pipeline, 5G / Telecom Equipment 2018-06-01
Weekly Theme Wrap (Apr 16 – Apr 20) 2018-04-20
Apr 20: 2 Strong Themes — Nuclear, 5G / Telecom Equipment 2018-04-20