Capro · 006380

13 posts · 2020-11-18 ~ 2023-11-10

• Weekly Theme Wrap (Nov 6 – Nov 10) 2023-11-10
• Sep 8: 8 Strong Themes — Steel (Small & Mid Cap), Agriculture 2023-09-08
• Aug 7: 8 Strong Themes — Superconductors, AI & Robotics 2023-08-07
• Jul 14: 8 Strong Themes — PCB & Flexible PCB, Semiconductor Equipment 2023-07-14
• Apr 21: 8 Strong Themes — Agriculture, Fertilizers 2023-04-21
• Feb 22: 6 Strong Themes — Animal Feed, AI & Robotics 2023-02-22
• Nov 25: 8 Strong Themes — Battery, Ukraine Reconstruction (Related) 2022-11-25
• Aug 26: 8 Strong Themes — Solar, Defense & War 2022-08-26
• Apr 20: 8 Strong Themes — Food, Steel / Steel Pipe 2022-04-20
• Apr 14: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Seafood & Fishing, Water Resources / Steel Pipe 2022-04-14
• Nov 3: 5 Strong Themes — Rare Earths & Rare Metals, Diesel Exhaust Fluid (Urea) 2021-11-03
• Jan 18: 4 Strong Themes — Space & Aerospace / Aircraft Components, System Semiconductors / Semiconductor Majors (Fabrication) 2021-01-18
• Nov 18: 8 Strong Themes — Crypto & Bitcoin, Dementia 2020-11-18