kt alpha · 036030

20 posts · 2021-01-12 ~ 2024-12-23

• Dec 23: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory) 2024-12-23
• Oct 4: 8 Strong Themes — Media & Content, LPG (Liquefied Petroleum Gas) 2024-10-04
• Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment 2024-07-26
• Mar 24: 8 Strong Themes — Semiconductor Equipment, System Semiconductors 2023-03-24
• Nov 16: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Nuclear 2022-11-16
• Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind 2022-11-09
• Oct 24: 8 Strong Themes — Water Resources, Ukraine Reconstruction (Related) 2022-10-24
• Sep 30: 6 Strong Themes — Cannabis, Music & Entertainment 2022-09-30
• Oct 18: 6 Strong Themes — Media & Content, Crypto & Bitcoin 2021-10-18
• May 14: 6 Strong Themes — Battery, Political Ties (Lee Jae-myung) 2021-05-14
• Apr 29: 8 Strong Themes — Integrated Logistics, Steel Majors / Steel (Small & Mid Cap) 2021-04-29
• Weekly Theme Wrap (Mar 22 – Mar 26) 2021-03-26
• Mar 25: 7 Strong Themes — Coupang / Media & Content, Bicycles 2021-03-25
• Feb 2021 Theme Wrap — The Monthly Theme Map 2021-02-26
• Weekly Theme Wrap (Feb 15 – Feb 19) 2021-02-19
• Feb 16: 7 Strong Themes — Corrugated Board / Paper, Coupang / Integrated Logistics 2021-02-16
• Feb 15: 8 Strong Themes — Integrated Logistics, Corrugated Board / Paper 2021-02-15
• Jan 2021 Theme Wrap — The Monthly Theme Map 2021-01-29
• Weekly Theme Wrap (Jan 11 – Jan 15) 2021-01-15
• Jan 12: 3 Strong Themes — Corrugated Board / Integrated Logistics / Paper, Media & Content 2021-01-12