Unick · 011320

64 posts · 2016-10-20 ~ 2026-05-13

• May 13: 8 Strong Themes — Semiconductor Equipment, Seoul Express Bus Terminal Redevelopment 2026-05-13
• Dec 4: 6 Strong Themes — Construction (Small & Mid Cap), Robotics (Industrial & Collaborative) 2025-12-04
• Oct 12: 8 Strong Themes — Battery, EV 2023-10-12
• Oct 11: 8 Strong Themes — Smartphones, Battery 2023-10-11
• Jun 28: 8 Strong Themes — Semiconductor Equipment, Smart Factory 2023-06-28
• May 2: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Medical Devices 2023-05-02
• Weekly Theme Wrap (Jan 30 – Feb 3) 2023-02-03
• Jan 2023 Theme Wrap — The Monthly Theme Map 2023-01-31
• Jan 31: 8 Strong Themes — AI & Robotics, Political Ties (Ahn Cheol-soo) 2023-01-31
• Jan 26: 8 Strong Themes — Natural Gas Utilities, Auto Parts 2023-01-26
• Oct 7: 5 Strong Themes — Cannabis, Hydrogen (Fuel Cells, Vehicles) 2022-10-07
• Jun 8: 8 Strong Themes — Power Equipment, Hydrogen (Fuel Cells, Vehicles) 2022-06-08
• May 30: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Food, Beauty & Cosmetics 2022-05-30
• May 23: 8 Strong Themes — UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, Hydrogen (Fuel Cells, Vehicles) 2022-05-23
• May 6: 5 Strong Themes — Political Ties (Lee Jae-myung), Hydrogen (Fuel Cells, Vehicles) 2022-05-06
• Apr 14: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Seafood & Fishing, Water Resources / Steel Pipe 2022-04-14
• Weekly Theme Wrap (Mar 28 – Apr 1) 2022-04-01
• Mar 30: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Integrated Logistics 2022-03-30
• Oct 8: 5 Strong Themes — Political Ties (Lee Jae-myung), Rivian / Battery 2021-10-08
• Aug 27: 7 Strong Themes — Hydrogen (Fuel Cells, Vehicles), EV / Energy Storage (ESS) 2021-08-27
• Aug 26: 8 Strong Themes — Political Ties (Hong Joon-pyo), Hydrogen (Fuel Cells, Vehicles) 2021-08-26
• Jun 11: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Steel Majors / Steel (Small & Mid Cap) 2021-06-11
• Sep 2020 Theme Wrap — The Monthly Theme Map 2020-09-29
• Weekly Theme Wrap (Sep 28 – Sep 29) 2020-09-29
• Sep 28: 6 Strong Themes — Battery / EV, Semiconductors 2020-09-28
• Sep 10: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductors 2020-09-10
• Mar 5: 6 Strong Themes — Pharma & Biotech, Battery / EV / Autonomous Driving 2020-03-05
• Feb 2020 Theme Wrap — The Monthly Theme Map 2020-02-28
• Feb 17: 3 Strong Themes — Galaxy Supply Chain / Foldable Phones / Camera Modules & Parts, Hydrogen (Fuel Cells, Vehicles) 2020-02-17
• Weekly Theme Wrap (Jan 6 – Jan 10) 2020-01-10
• Jan 10: 4 Strong Themes — Hydrogen / EV, Venture Capital 2020-01-10
• Weekly Theme Wrap (Oct 21 – Oct 25) 2019-10-25
• Oct 21: 4 Strong Themes — Autonomous Driving, Seafood & Fishing 2019-10-21
• Jun 27: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductors 2019-06-27
• Jun 25: 3 Strong Themes — Crypto & Bitcoin, DMZ Peace Park 2019-06-25
• Jun 17: 1 Strong Theme — Hydrogen (Fuel Cells, Vehicles) 2019-06-17
• May 28: 4 Strong Themes — 5G / Telecom Equipment, North Korea 2019-05-28
• May 10: 2 Strong Themes — Defense & War, Hydrogen (Fuel Cells, Vehicles) 2019-05-10
• Apr 11: 2 Strong Themes — North Korea, Hydrogen (Fuel Cells, Vehicles) 2019-04-11
• Mar 25: 3 Strong Themes — Robotics (Industrial & Collaborative), Hydrogen (Fuel Cells, Vehicles) 2019-03-25
• Jan 17: 1 Strong Theme — Hydrogen (Fuel Cells, Vehicles) 2019-01-17
• Weekly Theme Wrap (Jan 7 – Jan 11) 2019-01-11
• Jan 10: 3 Strong Themes — Games / Mobile Games, Hydrogen / EV 2019-01-10
• Jan 2: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Games / Mobile Games 2019-01-02
• Dec 2018 Theme Wrap — The Monthly Theme Map 2018-12-28
• Dec 18: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Crypto & Bitcoin 2018-12-18
• Weekly Theme Wrap (Dec 10 – Dec 14) 2018-12-14
• Dec 12: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Car Majors 2018-12-12
• Nov 14: 5 Strong Themes — Airlines & Low-Cost Carriers, Dementia 2018-11-14
• Jun 8: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Fertilizers / Agriculture 2018-06-08
• Jan 5: 1 Strong Theme — Hydrogen (Fuel Cells, Vehicles) / Autonomous Driving 2018-01-05
• Nov 2017 Theme Wrap — The Monthly Theme Map 2017-11-30
• Weekly Theme Wrap (Nov 13 – Nov 17) 2017-11-17
• Nov 16: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery / EV 2017-11-16
• Weekly Theme Wrap (Nov 6 – Nov 10) 2017-11-10
• Nov 10: 1 Strong Theme — Hydrogen (Fuel Cells, Vehicles) 2017-11-10
• Weekly Theme Wrap (Oct 23 – Oct 27) 2017-10-27
• Oct 26: 2 Strong Themes — China Consumer, Hydrogen (Fuel Cells, Vehicles) 2017-10-26
• Sep 2017 Theme Wrap — The Monthly Theme Map 2017-09-29
• Weekly Theme Wrap (Sep 11 – Sep 15) 2017-09-15
• Sep 12: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), iPhone X Supply Chain 2017-09-12
• Oct 2016 Theme Wrap — The Monthly Theme Map 2016-10-31
• Weekly Theme Wrap (Oct 17 – Oct 21) 2016-10-21
• Oct 20: 2 Strong Themes — Political Ties (Sohn Hak-kyu), Oil Refining 2016-10-20