Seoyon · 007860

32 posts · 2020-01-31 ~ 2026-03-11

Mar 11: 8 Strong Themes — 5G, Telecom Equipment 2026-03-11
Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables 2025-07-14
Jul 1: 8 Strong Themes — Holding Companies, Convenience Stores 2025-07-01
Jun 16: 8 Strong Themes — AI & Robotics, Defense & War 2025-06-16
May 29: 8 Strong Themes — Holding Companies, Securities Brokers 2025-05-29
May 28: 8 Strong Themes — Battery, Holding Companies 2025-05-28
Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2024-03-04
Feb 2024 Theme Wrap — The Monthly Theme Map 2024-02-29
Feb 7: 8 Strong Themes — Superconductors, Battery 2024-02-07
Feb 2: 8 Strong Themes — Auto Parts, Holding Companies 2024-02-02
Sep 9: 2 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Yoon Suk-yeol) 2021-09-09
Jul 27: 8 Strong Themes — North Korea, Political Ties (Yoon Suk-yeol) 2021-07-27
Jun 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products 2021-06-01
May 28: 8 Strong Themes — Car Majors / Auto Parts, Political Ties (Yoon Suk-yeol) 2021-05-28
Apr 28: 4 Strong Themes — COVID (Sputnik V), Political Ties (Yoon Suk-yeol) 2021-04-28
Apr 16: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products 2021-04-16
Mar 2021 Theme Wrap — The Monthly Theme Map 2021-03-31
Mar 29: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Media & Content 2021-03-29
Mar 22: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Games / Mobile Games 2021-03-22
Mar 18: 5 Strong Themes — Crypto & Bitcoin, Political Ties (Yoon Suk-yeol) 2021-03-18
Mar 8: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Steel Majors / Steel (Small & Mid Cap) 2021-03-08
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
Jan 20: 6 Strong Themes — Car Majors / Auto Parts, Media & Content / Film 2021-01-20
Dec 2: 7 Strong Themes — Cybersecurity, Political Ties (Yoon Suk-yeol) 2020-12-02
Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment 2020-11-25
Nov 11: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Dental Care & Implants 2020-11-11
Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC) 2020-11-02
Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers 2020-08-04
May 29: 5 Strong Themes — Political Ties (Hong Jung-wook), Animal Feed 2020-05-29
Apr 28: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Travel 2020-04-28
Jan 31: 2 Strong Themes — Political Ties (Yoon Suk-yeol), Masks 2020-01-31