Construction Majors / Construction (Small & Mid Cap)

34 posts · 2017-11-28 ~ 2022-08-31

• Aug 2022 Theme Wrap — The Monthly Theme Map 2022-08-31
• Weekly Theme Wrap (Aug 8 – Aug 12) 2022-08-12
• Aug 12: 8 Strong Themes — Solar, Semiconductors 2022-08-12
• Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related) 2022-08-10
• Aug 5: 8 Strong Themes — Battery / EV, Remodeling & Interiors / Paint 2022-08-05
• Jul 26: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, COVID 2022-07-26
• Weekly Theme Wrap (Jun 27 – Jul 1) 2022-07-01
• Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment 2022-06-30
• Jun 24: 8 Strong Themes — Construction Equipment, Crypto & Bitcoin 2022-06-24
• Feb 23: 8 Strong Themes — Shipbuilding Equipment, Korea-Russia Gas Pipeline 2022-02-23
• Weekly Theme Wrap (Jan 24 – Jan 28) 2022-01-28
• Jan 28: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), AI & Robotics 2022-01-28
• Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth 2021-12-02
• Aug 31: 4 Strong Themes — Battery / EV, Construction Majors / Construction (Small & Mid Cap) 2021-08-31
• May 27: 8 Strong Themes — SPACs, Fashion & Clothing 2021-05-27
• Mar 23: 3 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals 2021-03-23
• Feb 3: 5 Strong Themes — Cement & Ready-Mix Concrete, Car Majors / Auto Parts / EV / Autonomous Driving 2021-02-03
• Feb 1: 8 Strong Themes — Battery / EV, Car Majors / Auto Parts 2021-02-01
• Jan 5: 5 Strong Themes — Integrated Logistics, Shipping 2021-01-05
• Dec 2020 Theme Wrap — The Monthly Theme Map 2020-12-30
• Dec 30: 5 Strong Themes — Battery / EV, Semiconductors 2020-12-30
• Weekly Theme Wrap (Dec 21 – Dec 24) 2020-12-24
• Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap) 2020-12-24
• Dec 18: 3 Strong Themes — EV / Battery, Political Ties (Lee Jae-myung) 2020-12-18
• Weekly Theme Wrap (Dec 7 – Dec 11) 2020-12-11
• Dec 11: 8 Strong Themes — Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines) 2020-12-11
• Dec 10: 6 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles) 2020-12-10
• Nov 16: 7 Strong Themes — Airlines & Low-Cost Carriers, COVID (Negative-Pressure Wards & Ambulances) 2020-11-16
• Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers 2020-08-04
• Weekly Theme Wrap (Mar 11 – Mar 15) 2019-03-15
• Mar 14: 1 Strong Theme — Construction Majors / Construction (Small & Mid Cap) 2019-03-14
• Aug 28: 5 Strong Themes — Dementia, Digital Health & Telehealth 2018-08-28
• Weekly Theme Wrap (Nov 27 – Dec 1) 2017-12-01
• Nov 28: 4 Strong Themes — Remodeling & Interiors, China Consumer 2017-11-28