Daesung Private Equity · 027830

45 posts · 2017-03-14 ~ 2026-04-28

Apr 28: 8 Strong Themes — Steel (Small & Mid Cap), Battery 2026-04-28
Mar 17: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative) 2026-03-17
Dec 19: 8 Strong Themes — Gene Therapy & Genomics, Venture Capital 2025-12-19
Dec 18: 3 Strong Themes — SpaceX, Space & Aerospace (Nuri Rocket, Satellites) 2025-12-18
Sep 29: 8 Strong Themes — Cybersecurity, Cloud Computing 2025-09-29
May 2: 8 Strong Themes — Political Ties (Han Duck-soo), Beauty & Cosmetics 2025-05-02
Apr 10: 8 Strong Themes — Carbon Credits & CCUS, Venture Capital 2025-04-10
Apr 8: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Lee Jae-myung) 2025-04-08
Apr 7: 8 Strong Themes — Political Ties (Hong Joon-pyo), Employment & Recruiting 2025-04-07
Apr 4: 8 Strong Themes — Political Ties (Kim Moon-soo), Political Ties (Hong Joon-pyo) 2025-04-04
Apr 3: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo) 2025-04-03
Feb 13: 8 Strong Themes — Semiconductor Equipment, EV 2025-02-13
Jan 2: 8 Strong Themes — Robotics (Industrial & Collaborative), Political Ties (Lee Jae-myung) 2025-01-02
Weekly Theme Wrap (Dec 9 – Dec 13) 2024-12-13
Dec 13: 8 Strong Themes — Inter-Korean Economic Cooperation, Metaverse & VR 2024-12-13
Dec 11: 8 Strong Themes — Employment & Recruiting, Quantum Cryptography 2024-12-11
Nov 11: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Ukraine Reconstruction 2024-11-11
May 21: 8 Strong Themes — Beauty & Cosmetics, Dunamu 2024-05-21
Mar 5: 5 Strong Themes — Advertising, Dunamu 2024-03-05
Feb 15: 8 Strong Themes — Battery, Superconductors 2024-02-15
Jan 2024 Theme Wrap — The Monthly Theme Map 2024-01-31
Weekly Theme Wrap (Jan 8 – Jan 12) 2024-01-12
Jan 11: 8 Strong Themes — Crypto & Bitcoin, Dunamu 2024-01-11
Jan 5: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics 2024-01-05
Dec 15: 8 Strong Themes — Battery, Lithium 2023-12-15
Nov 20: 8 Strong Themes — Employment & Recruiting, Food 2023-11-20
Oct 24: 8 Strong Themes — NEOM City, Crypto & Bitcoin 2023-10-24
Apr 13: 8 Strong Themes — Auto Parts, EV 2023-04-13
Aug 26: 8 Strong Themes — Political Ties (Hong Joon-pyo), Hydrogen (Fuel Cells, Vehicles) 2021-08-26
Jul 23: 6 Strong Themes — KakaoBank, COVID (Diagnostics) 2021-07-23
Jul 8: 4 Strong Themes — COVID (Diagnostics), mRNA 2021-07-08
Jun 29: 7 Strong Themes — Education & E-Learning, Games / Mobile Games 2021-06-29
Jun 15: 6 Strong Themes — Cement & Ready-Mix Concrete, Sejong City Capital Relocation 2021-06-15
May 31: 7 Strong Themes — Political Ties (Lee Jun-seok), 5G / Telecom Equipment 2021-05-31
May 12: 7 Strong Themes — Dunamu, Animal Feed / Food 2021-05-12
Apr 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Crypto & Bitcoin / Dunamu 2021-04-01
Mar 30: 4 Strong Themes — Crypto & Bitcoin / Venture Capital, Coupang 2021-03-30
Jan 30: 1 Strong Theme — Crypto & Bitcoin / Venture Capital 2018-01-30
Dec 2017 Theme Wrap — The Monthly Theme Map 2017-12-28
Weekly Theme Wrap (Dec 18 – Dec 22) 2017-12-22
Dec 20: 3 Strong Themes — Venture Capital, Hydrogen (Fuel Cells, Vehicles) 2017-12-20
Oct 10: 3 Strong Themes — Blockchain, Semiconductor Majors (Fabrication) 2017-10-10
Mar 2017 Theme Wrap — The Monthly Theme Map 2017-03-31
Weekly Theme Wrap (Mar 13 – Mar 17) 2017-03-17
Mar 14: 4 Strong Themes — Venture Capital, Four Major Rivers Restoration 2017-03-14