Camus Engineering & Construction · 013700

21 posts · 2020-04-22 ~ 2026-10-12

• Oct 12: 3 Strong Themes — Cement & Ready-Mix Concrete, Construction (Small & Mid Cap) 2026-10-12
• Aug 11: 8 Strong Themes — Beauty & Cosmetics, Solar 2026-08-11
• Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative) 2026-08-06
• Jul 30: 8 Strong Themes — Construction (Small & Mid Cap), Battery 2026-07-30
• Jul 6: 8 Strong Themes — Construction (Small & Mid Cap), Dehumidifiers 2026-07-06
• Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap) 2025-12-30
• Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear 2025-12-05
• Dec 4: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon) 2024-12-04
• Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction 2024-11-21
• Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete 2024-07-31
• Weekly Theme Wrap (Jul 11 – Jul 15) 2022-07-15
• Jul 11: 8 Strong Themes — Rivian, Media & Content 2022-07-11
• May 26: 8 Strong Themes — Solar / Wind, NFTs / Crypto & Bitcoin / Metaverse & VR / Games 2022-05-26
• Jul 1: 4 Strong Themes — Construction (Small & Mid Cap), mRNA 2021-07-01
• Dec 2020 Theme Wrap — The Monthly Theme Map 2020-12-30
• Weekly Theme Wrap (Dec 21 – Dec 24) 2020-12-24
• Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap) 2020-12-24
• Dec 21: 4 Strong Themes — COVID (Treatments & Vaccines), Political Ties (Ahn Cheol-soo) 2020-12-21
• Weekly Theme Wrap (Oct 5 – Oct 8) 2020-10-08
• Oct 7: 6 Strong Themes — Political Ties (Ahn Cheol-soo), COVID (Plasma Therapy) 2020-10-07
• Apr 22: 5 Strong Themes — Cement & Ready-Mix Concrete, Construction (Small & Mid Cap) / Railways 2020-04-22