Steel Majors / Steel (Small & Mid Cap)

76 posts · 2018-03-26 ~ 2022-05-16

May 16: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Food, Seafood & Fishing 2022-05-16
Weekly Theme Wrap (Apr 25 – Apr 29) 2022-04-29
Apr 28: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Beauty & Cosmetics 2022-04-28
Apr 19: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, OLED Displays 2022-04-19
Apr 15: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Cement & Ready-Mix Concrete / Remodeling & Interiors / Construction (Small & Mid Cap) 2022-04-15
Mar 14: 8 Strong Themes — Steel Pipe, Baby & Birth Rate 2022-03-14
Weekly Theme Wrap (Feb 28 – Mar 4) 2022-03-04
Mar 4: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Nuclear Plant Decommissioning 2022-03-04
Mar 3: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Cement & Ready-Mix Concrete 2022-03-03
Feb 9: 8 Strong Themes — Pharma, Metals (Non-Ferrous) 2022-02-09
Jan 13: 6 Strong Themes — Battery / EV, Defense & War 2022-01-13
Jan 5: 8 Strong Themes — Political Ties (Ahn Cheol-soo), Cement & Ready-Mix Concrete 2022-01-05
Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth 2021-12-02
Oct 2021 Theme Wrap — The Monthly Theme Map 2021-10-29
Oct 14: 8 Strong Themes — Agriculture / Animal Feed, Metals (Non-Ferrous) 2021-10-14
Weekly Theme Wrap (Oct 5 – Oct 8) 2021-10-08
Oct 7: 8 Strong Themes — COVID (Diagnostics), Political Ties (Oh Se-hoon) 2021-10-07
Sep 7: 8 Strong Themes — Political Ties (Hong Joon-pyo), Metals (Non-Ferrous) 2021-09-07
Weekly Theme Wrap (Aug 30 – Sep 3) 2021-09-03
Sep 2: 6 Strong Themes — Nuclear, Foldable Phones 2021-09-02
Aug 2021 Theme Wrap — The Monthly Theme Map 2021-08-31
Aug 30: 8 Strong Themes — Construction (Small & Mid Cap), Steel Majors / Steel (Small & Mid Cap) 2021-08-30
Aug 24: 8 Strong Themes — Travel, Music & Recordings / Music & Entertainment 2021-08-24
Weekly Theme Wrap (Aug 17 – Aug 20) 2021-08-20
Aug 18: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Semiconductors 2021-08-18
Jul 27: 8 Strong Themes — North Korea, Political Ties (Yoon Suk-yeol) 2021-07-27
Jul 23: 6 Strong Themes — KakaoBank, COVID (Diagnostics) 2021-07-23
Jul 22: 8 Strong Themes — Travel / Airlines & Low-Cost Carriers / Casinos, Semiconductors 2021-07-22
Jun 22: 8 Strong Themes — Metaverse & VR, Auto Parts 2021-06-22
Jun 11: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Steel Majors / Steel (Small & Mid Cap) 2021-06-11
Jun 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products 2021-06-01
May 2021 Theme Wrap — The Monthly Theme Map 2021-05-31
May 28: 8 Strong Themes — Car Majors / Auto Parts, Political Ties (Yoon Suk-yeol) 2021-05-28
Weekly Theme Wrap (May 17 – May 21) 2021-05-21
May 18: 8 Strong Themes — Natural Gas Utilities / Shale Gas, Metaverse & VR 2021-05-18
Weekly Theme Wrap (May 3 – May 7) 2021-05-07
May 6: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Autonomous Driving 2021-05-06
Apr 2021 Theme Wrap — The Monthly Theme Map 2021-04-30
Weekly Theme Wrap (Apr 26 – Apr 30) 2021-04-30
Apr 29: 8 Strong Themes — Integrated Logistics, Steel Majors / Steel (Small & Mid Cap) 2021-04-29
Weekly Theme Wrap (Apr 19 – Apr 23) 2021-04-23
Apr 23: 5 Strong Themes — Steel Majors / Steel (Small & Mid Cap), COVID (Diagnostics) / Education & E-Learning / Remote Work & Smart Work 2021-04-23
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
Apr 7: 7 Strong Themes — Bicycles / E-Bikes, Securities Brokers 2021-04-07
Apr 5: 7 Strong Themes — Crypto & Bitcoin, AI & Robotics 2021-04-05
Weekly Theme Wrap (Mar 29 – Apr 2) 2021-04-02
Mar 29: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Media & Content 2021-03-29
Weekly Theme Wrap (Mar 8 – Mar 12) 2021-03-12
Mar 8: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Steel Majors / Steel (Small & Mid Cap) 2021-03-08
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
Feb 17: 5 Strong Themes — Electronic Payments / Crypto & Bitcoin / FinTech, Banks / Insurance 2021-02-17
Jan 2021 Theme Wrap — The Monthly Theme Map 2021-01-29
Weekly Theme Wrap (Jan 18 – Jan 22) 2021-01-22
Jan 22: 7 Strong Themes — Games / Mobile Games, Hydrogen (Fuel Cells, Vehicles) 2021-01-22
Jan 5: 5 Strong Themes — Integrated Logistics, Shipping 2021-01-05
Dec 9: 5 Strong Themes — Battery / EV / Hydrogen / Solar / Wind, Sejong City Capital Relocation 2020-12-09
Weekly Theme Wrap (Nov 30 – Dec 4) 2020-12-04
Dec 1: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Cannabis 2020-12-01
Nov 24: 8 Strong Themes — Crypto & Bitcoin / Venture Capital, Semiconductors 2020-11-24
Oct 21: 5 Strong Themes — Winter Season, Currency & ATM Systems (incl. CBDC) 2020-10-21
Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals 2020-10-05
Jul 8: 6 Strong Themes — Political Ties (Lee Jae-myung), North Korea 2020-07-08
Jun 3: 8 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Construction Equipment 2020-06-03
Weekly Theme Wrap (May 25 – May 29) 2020-05-29
May 26: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), North Korea 2020-05-26
Jan 2019 Theme Wrap — The Monthly Theme Map 2019-01-31
Weekly Theme Wrap (Jan 7 – Jan 11) 2019-01-11
Jan 7: 5 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Petrochemicals 2019-01-07
Aug 2018 Theme Wrap — The Monthly Theme Map 2018-08-31
Weekly Theme Wrap (Aug 27 – Aug 31) 2018-08-31
Aug 30: 3 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Metals (Non-Ferrous) 2018-08-30
Weekly Theme Wrap (Mar 26 – Mar 30) 2018-03-30
Mar 26: 2 Strong Themes — Yellow Dust & Fine Particulates / Masks / Air Purifiers, Steel Majors / Steel (Small & Mid Cap) 2018-03-26