Political Ties (Lee Jae-myung)

136 posts · 2016-11-17 ~ 2025-05-29

May 29: 8 Strong Themes — Holding Companies, Securities Brokers 2025-05-29
May 23: 8 Strong Themes — Nuclear, Fashion & Clothing 2025-05-23
May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics 2025-05-12
Weekly Theme Wrap (May 7 – May 9) 2025-05-09
May 7: 8 Strong Themes — Local Currency Vouchers, Political Ties (Lee Jae-myung) 2025-05-07
Apr 2025 Theme Wrap — The Monthly Theme Map 2025-04-30
Apr 30: 7 Strong Themes — Political Ties (Lee Jae-myung), Construction (Small & Mid Cap) 2025-04-30
Weekly Theme Wrap (Apr 7 – Apr 11) 2025-04-11
Apr 9: 4 Strong Themes — Steel Pipe, Korea-Russia Gas Pipeline 2025-04-09
Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung) 2025-04-08
Apr 7: 8 Strong Themes — Political Ties (Hong Joon-pyo), Employment & Recruiting 2025-04-07
Weekly Theme Wrap (Mar 31 – Apr 4) 2025-04-04
Apr 3: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo) 2025-04-03
Apr 2: 5 Strong Themes — Political Ties (Lee Jae-myung), AI & Robotics 2025-04-02
Apr 1: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo) 2025-04-01
Mar 2025 Theme Wrap — The Monthly Theme Map 2025-03-31
Weekly Theme Wrap (Mar 24 – Mar 28) 2025-03-28
Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung) 2025-03-27
Mar 26: 8 Strong Themes — Political Ties (Lee Jae-myung), AI & Robotics 2025-03-26
Mar 14: 8 Strong Themes — Battery, Semiconductor Equipment 2025-03-14
Weekly Theme Wrap (Mar 4 – Mar 7) 2025-03-07
Mar 6: 8 Strong Themes — Beauty & Cosmetics, Auto Parts 2025-03-06
Weekly Theme Wrap (Feb 24 – Feb 28) 2025-02-28
Feb 24: 8 Strong Themes — Battery, COVID (Diagnostics) 2025-02-24
Feb 13: 8 Strong Themes — Semiconductor Equipment, EV 2025-02-13
Jan 24: 8 Strong Themes — Defense & War, Political Ties (Lee Jae-myung) 2025-01-24
Weekly Theme Wrap (Dec 30 – Jan 3) 2025-01-03
Jan 2: 8 Strong Themes — Robotics (Industrial & Collaborative), Political Ties (Lee Jae-myung) 2025-01-02
Dec 2024 Theme Wrap — The Monthly Theme Map 2024-12-30
Dec 30: 8 Strong Themes — Robotics (Industrial & Collaborative), Quantum Cryptography 2024-12-30
Dec 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment 2024-12-26
Dec 20: 5 Strong Themes — Political Ties (Lee Jae-myung), Carbon Credits & CCUS 2024-12-20
Weekly Theme Wrap (Dec 9 – Dec 13) 2024-12-13
Dec 13: 8 Strong Themes — Inter-Korean Economic Cooperation, Metaverse & VR 2024-12-13
Dec 9: 3 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Ahn Cheol-soo) 2024-12-09
Weekly Theme Wrap (Dec 2 – Dec 6) 2024-12-06
Dec 6: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon) 2024-12-06
Dec 5: 7 Strong Themes — Political Ties (Lee Jae-myung), Semiconductor Equipment 2024-12-05
Dec 4: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon) 2024-12-04
Nov 25: 8 Strong Themes — Political Ties (Lee Jae-myung), Medical AI 2024-11-25
Jan 2: 8 Strong Themes — Semiconductor Equipment, Political Ties (Lee Jun-seok) 2024-01-02
Oct 20: 6 Strong Themes — Graphene, Political Ties (Lee Jae-myung) 2023-10-20
Weekly Theme Wrap (Sep 25 – Sep 27) 2023-09-27
Sep 27: 8 Strong Themes — Political Ties (Lee Jae-myung), Robotics (Industrial & Collaborative) 2023-09-27
Sep 25: 8 Strong Themes — Beauty & Cosmetics, Political Ties (Lee Nak-yon) 2023-09-25
Aug 8: 8 Strong Themes — Media & Content, Solar 2022-08-08
May 2022 Theme Wrap — The Monthly Theme Map 2022-05-31
Weekly Theme Wrap (May 9 – May 13) 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 6: 5 Strong Themes — Political Ties (Lee Jae-myung), Hydrogen (Fuel Cells, Vehicles) 2022-05-06
May 4: 4 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung) 2022-05-04
Apr 29: 8 Strong Themes — Shale Gas, Beauty & Cosmetics 2022-04-29
Mar 7: 7 Strong Themes — Agriculture / Fertilizers / Animal Feed, Wind 2022-03-07
Feb 21: 8 Strong Themes — Political Ties (Lee Jae-myung), Music & Entertainment / Music & Recordings 2022-02-21
Jan 13: 6 Strong Themes — Battery / EV, Defense & War 2022-01-13
Jan 6: 7 Strong Themes — Hair Loss Treatment (Related), Currency & ATM Systems (incl. CBDC) 2022-01-06
Dec 2021 Theme Wrap — The Monthly Theme Map 2021-12-30
Weekly Theme Wrap (Dec 27 – Dec 30) 2021-12-30
Dec 30: 8 Strong Themes — Political Ties (Ahn Cheol-soo), Games / Mobile Games 2021-12-30
Dec 29: 8 Strong Themes — Metaverse & VR, Paint 2021-12-29
Dec 23: 8 Strong Themes — PCB & Flexible PCB, COVID (Pfizer) 2021-12-23
Dec 15: 8 Strong Themes — COVID, Remote Work & Smart Work 2021-12-15
Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth 2021-12-02
Weekly Theme Wrap (Nov 22 – Nov 26) 2021-11-26
Nov 22: 8 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors 2021-11-22
Weekly Theme Wrap (Nov 1 – Nov 5) 2021-11-05
Nov 5: 5 Strong Themes — Political Ties (Lee Jae-myung), Integrated Logistics 2021-11-05
Oct 2021 Theme Wrap — The Monthly Theme Map 2021-10-29
Oct 25: 8 Strong Themes — Nuclear, Vaccine Passports 2021-10-25
Oct 13: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear 2021-10-13
Weekly Theme Wrap (Oct 5 – Oct 8) 2021-10-08
Oct 8: 5 Strong Themes — Political Ties (Lee Jae-myung), Rivian / Battery 2021-10-08
Oct 7: 8 Strong Themes — COVID (Diagnostics), Political Ties (Oh Se-hoon) 2021-10-07
Sep 2021 Theme Wrap — The Monthly Theme Map 2021-09-30
Sep 27: 8 Strong Themes — Power Equipment, Construction (Small & Mid Cap) 2021-09-27
Weekly Theme Wrap (Sep 6 – Sep 10) 2021-09-10
Sep 9: 2 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Yoon Suk-yeol) 2021-09-09
Sep 6: 7 Strong Themes — Carbon Emission Credits, Political Ties (Hong Joon-pyo) 2021-09-06
Weekly Theme Wrap (Aug 17 – Aug 20) 2021-08-20
Aug 19: 4 Strong Themes — EV / Battery, COVID 2021-08-19
Jul 30: 6 Strong Themes — Agriculture / Fertilizers, Political Ties (Lee Jae-myung) 2021-07-30
Weekly Theme Wrap (Jun 14 – Jun 18) 2021-06-18
Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung) 2021-06-17
Weekly Theme Wrap (Jun 7 – Jun 11) 2021-06-11
Jun 10: 7 Strong Themes — Pharma & Biotech, Political Ties (Lee Jae-myung) 2021-06-10
May 2021 Theme Wrap — The Monthly Theme Map 2021-05-31
Weekly Theme Wrap (May 24 – May 28) 2021-05-28
May 27: 8 Strong Themes — SPACs, Fashion & Clothing 2021-05-27
May 14: 6 Strong Themes — Battery, Political Ties (Lee Jae-myung) 2021-05-14
Weekly Theme Wrap (May 3 – May 7) 2021-05-07
May 7: 8 Strong Themes — Undersea Tunnels & Underground Roads, Political Ties (Lee Jae-myung) 2021-05-07
Weekly Theme Wrap (Apr 5 – Apr 9) 2021-04-09
Apr 8: 6 Strong Themes — Political Ties (Lee Jae-myung), COVID (Diagnostics, Treatments, Vaccines) 2021-04-08
Mar 9: 7 Strong Themes — Crypto & Bitcoin, Political Ties (Lee Jae-myung) 2021-03-09
Weekly Theme Wrap (Mar 2 – Mar 5) 2021-03-05
Mar 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Political Ties (Lee Jae-myung) 2021-03-04
Feb 2021 Theme Wrap — The Monthly Theme Map 2021-02-26
Weekly Theme Wrap (Feb 22 – Feb 26) 2021-02-26
Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung) 2021-02-25
Weekly Theme Wrap (Feb 8 – Feb 10) 2021-02-10
Feb 10: 3 Strong Themes — Political Ties (Lee Jae-myung), Space & Aerospace 2021-02-10
Feb 1: 8 Strong Themes — Battery / EV, Car Majors / Auto Parts 2021-02-01
Jan 2021 Theme Wrap — The Monthly Theme Map 2021-01-29
Weekly Theme Wrap (Jan 25 – Jan 29) 2021-01-29
Jan 27: 4 Strong Themes — Media & Content, China Consumer 2021-01-27
Jan 26: 3 Strong Themes — Semiconductors, iPhone Supply Chain 2021-01-26
Weekly Theme Wrap (Jan 11 – Jan 15) 2021-01-15
Jan 15: 5 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors 2021-01-15
Jan 13: 8 Strong Themes — Battery / EV / Hydrogen (Fuel Cells, Vehicles), Political Ties (Lee Jae-myung) 2021-01-13
Weekly Theme Wrap (Jan 4 – Jan 8) 2021-01-08
Jan 7: 8 Strong Themes — Political Ties (Lee Jae-myung), Life Insurance / Property & Casualty Insurance 2021-01-07
Jan 4: 8 Strong Themes — Railways, Car Majors / Auto Parts 2021-01-04
Dec 2020 Theme Wrap — The Monthly Theme Map 2020-12-30
Weekly Theme Wrap (Dec 14 – Dec 18) 2020-12-18
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 8: 8 Strong Themes — Political Ties (Lee Jae-myung), Cold Chain Logistics 2020-12-08
Dec 4: 8 Strong Themes — Corrugated Board / Paper, Education & E-Learning 2020-12-04
Aug 2020 Theme Wrap — The Monthly Theme Map 2020-08-31
Weekly Theme Wrap (Aug 10 – Aug 14) 2020-08-14
Aug 14: 4 Strong Themes — Political Ties (Hong Jung-wook), Political Ties (Lee Jae-myung) 2020-08-14
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 2020 Theme Wrap — The Monthly Theme Map 2020-07-31
Weekly Theme Wrap (Jul 20 – Jul 24) 2020-07-24
Jul 20: 4 Strong Themes — Political Ties (Lee Jae-myung), Water Resources 2020-07-20
Weekly Theme Wrap (Jul 13 – Jul 17) 2020-07-17
Jul 16: 6 Strong Themes — Beauty & Cosmetics, Wind / Solar 2020-07-16
Jul 14: 4 Strong Themes — Political Ties (Lee Jae-myung), Dexamethasone 2020-07-14
Weekly Theme Wrap (Jul 6 – Jul 10) 2020-07-10
Jul 8: 6 Strong Themes — Political Ties (Lee Jae-myung), North Korea 2020-07-08
Feb 26: 4 Strong Themes — Education & E-Learning, Alcoholic Beverages & Ethanol 2020-02-26
Nov 2016 Theme Wrap — The Monthly Theme Map 2016-11-30
Weekly Theme Wrap (Nov 14 – Nov 18) 2016-11-18
Nov 17: 5 Strong Themes — Political Ties (Lee Jae-myung), Crypto & Bitcoin 2016-11-17