Cold Chain Logistics

22 posts · 2020-11-10 ~ 2025-05-29

• May 29: 8 Strong Themes — Holding Companies, Securities Brokers 2025-05-29
• Weekly Theme Wrap (May 19 – May 23) 2025-05-23
• Jul 20: 8 Strong Themes — Cold Chain Logistics, Media & Content 2022-07-20
• Weekly Theme Wrap (Dec 13 – Dec 17) 2021-12-17
• Dec 15: 8 Strong Themes — COVID, Remote Work & Smart Work 2021-12-15
• Weekly Theme Wrap (Jun 14 – Jun 18) 2021-06-18
• Jun 16: 7 Strong Themes — Cold Chain Logistics, Coupang / Market Kurly 2021-06-16
• May 12: 7 Strong Themes — Dunamu, Animal Feed / Food 2021-05-12
• Weekly Theme Wrap (Apr 26 – Apr 30) 2021-04-30
• Apr 26: 8 Strong Themes — Pfizer, Cold Chain Logistics 2021-04-26
• Feb 19: 5 Strong Themes — Rare Earths & Rare Metals, Semiconductors 2021-02-19
• Jan 21: 7 Strong Themes — Space & Aerospace, Car Majors / Auto Parts / Semiconductors 2021-01-21
• Jan 6: 4 Strong Themes — Crypto & Bitcoin, Cold Chain Logistics 2021-01-06
• Dec 2020 Theme Wrap — The Monthly Theme Map 2020-12-30
• Weekly Theme Wrap (Dec 28 – Dec 28) 2020-12-28
• Dec 28: 5 Strong Themes — Media & Content, COVID (Diagnostics, Treatments, Vaccines) 2020-12-28
• Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap) 2020-12-24
• Weekly Theme Wrap (Dec 7 – Dec 11) 2020-12-11
• Dec 8: 8 Strong Themes — Political Ties (Lee Jae-myung), Cold Chain Logistics 2020-12-08
• Dec 1: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Cannabis 2020-12-01
• Nov 27: 4 Strong Themes — Corrugated Board / Paper, Battery / EV 2020-11-27
• Nov 10: 7 Strong Themes — Pfizer, Oil Refining 2020-11-10