Monami · 005360

31 posts · 2019-07-05 ~ 2026-07-16

• Jul 16: 8 Strong Themes — Japan Boycott Beneficiaries, Pharma 2026-07-16
• Jun 20: 8 Strong Themes — Baby & Birth Rate, Political Ties (Han Dong-hoon) 2024-06-20
• Dec 21: 5 Strong Themes — Advertising, Baby & Birth Rate 2023-12-21
• Aug 25: 7 Strong Themes — Food, Chicken (Poultry) 2023-08-25
• Weekly Theme Wrap (Jul 4 – Jul 8) 2022-07-08
• Jul 8: 8 Strong Themes — COVID, Japan Boycott Beneficiaries / Japan Export Curbs (Localization) 2022-07-08
• Apr 9: 6 Strong Themes — Japan Boycott Beneficiaries, COVID (Moderna) 2021-04-09
• Mar 31: 8 Strong Themes — LED, Cement & Ready-Mix Concrete 2021-03-31
• Dec 29: 5 Strong Themes — Pharma & Biotech, Wind / Battery / EV / Hydrogen 2020-12-29
• Aug 28: 8 Strong Themes — Integrated Logistics, Packaging 2020-08-28
• Weekly Theme Wrap (Jul 27 – Jul 31) 2020-07-31
• Jul 27: 6 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization) 2020-07-27
• Jun 2020 Theme Wrap — The Monthly Theme Map 2020-06-30
• Jun 24: 5 Strong Themes — North Korea, Japan Export Curbs (Localization) 2020-06-24
• Jun 19: 4 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization) 2020-06-19
• Weekly Theme Wrap (Jun 1 – Jun 5) 2020-06-05
• Jun 4: 6 Strong Themes — Drones, Japan Export Curbs (Localization) / Japan Boycott Beneficiaries 2020-06-04
• Jun 2: 5 Strong Themes — Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas), Japan Export Curbs (Localization) / Japan Boycott Beneficiaries 2020-06-02
• Jun 1: 8 Strong Themes — E-Bikes, Japan Boycott Beneficiaries 2020-06-01
• Mar 6: 2 Strong Themes — Masks, Japan Boycott Beneficiaries 2020-03-06
• Weekly Theme Wrap (Feb 10 – Feb 14) 2020-02-14
• Feb 12: 5 Strong Themes — Japan Boycott Beneficiaries, 5G / Telecom Equipment 2020-02-12
• Aug 2019 Theme Wrap — The Monthly Theme Map 2019-08-30
• Aug 23: 2 Strong Themes — GSOMIA Termination, 5G / Telecom Equipment 2019-08-23
• Aug 5: 2 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization) 2019-08-05
• Weekly Theme Wrap (Jul 29 – Aug 2) 2019-08-02
• Aug 2: 2 Strong Themes — Japan Export Curbs (Localization), Galaxy Supply Chain 2019-08-02
• Jul 2019 Theme Wrap — The Monthly Theme Map 2019-07-31
• Weekly Theme Wrap (Jul 8 – Jul 12) 2019-07-12
• Jul 8: 2 Strong Themes — Japan Boycott Beneficiaries, Semiconductor Materials & Components 2019-07-08
• Jul 5: 3 Strong Themes — North Korea, Japan Boycott Beneficiaries 2019-07-05