Samsung E&A · 028050

Names used across these posts: 삼성E&A, 삼성엔지니어링

12 posts · 2019-09-16 ~ 2026-11-04

• Nov 4: 8 Strong Themes — Solar, Battery 2026-11-04
• Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East) 2026-10-22
• Oct 21: 8 Strong Themes — Semiconductor Equipment, Biotechnology 2026-10-21
• Sep 3: 8 Strong Themes — Steel (Small & Mid Cap), Post-War Reconstruction (Ukraine, Middle East) 2026-09-03
• Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2026-06-22
• Jun 16: 8 Strong Themes — Wind, Defense & War 2026-06-16
• May 29: 8 Strong Themes — AI & Robotics, Cloud Computing 2026-05-29
• May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment 2026-05-07
• Jul 18: 8 Strong Themes — Lithium, Battery 2025-07-18
• Jul 1: 8 Strong Themes — Holding Companies, Convenience Stores 2025-07-01
• Mar 3: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Cement & Ready-Mix Concrete 2022-03-03
• Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding 2019-09-16