Sejoong · 039310

35 posts · 2015-03-19 ~ 2026-02-05

• Feb 5: 5 Strong Themes — Real-Estate Asset Plays, Travel 2026-02-05
• Aug 6: 8 Strong Themes — Beauty & Cosmetics, Music & Entertainment 2025-08-06
• Feb 20: 8 Strong Themes — Music & Recordings, Political Ties (Kim Moon-soo) 2025-02-20
• Nov 4: 8 Strong Themes — Battery, Beauty & Cosmetics 2024-11-04
• Aug 10: 7 Strong Themes — Beauty & Cosmetics, Duty Free 2023-08-10
• Jan 2023 Theme Wrap — The Monthly Theme Map 2023-01-31
• Dec 28: 7 Strong Themes — Beauty & Cosmetics, Pharma 2022-12-28
• Dec 27: 8 Strong Themes — Beauty & Cosmetics, Drones 2022-12-27
• Nov 29: 8 Strong Themes — Beauty & Cosmetics, Space & Aerospace 2022-11-29
• Sep 19: 5 Strong Themes — Beauty & Cosmetics, AI & Robotics 2022-09-19
• Sep 16: 3 Strong Themes — Steel (Small & Mid Cap), Travel 2022-09-16
• Aug 30: 8 Strong Themes — Battery, Battery Recycling (Related) 2022-08-30
• Aug 24: 8 Strong Themes — Defense & War, Hydrogen (Fuel Cells, Vehicles) 2022-08-24
• Apr 29: 8 Strong Themes — Shale Gas, Beauty & Cosmetics 2022-04-29
• Apr 14: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture / Seafood & Fishing, Water Resources / Steel Pipe 2022-04-14
• Mar 30: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Integrated Logistics 2022-03-30
• Feb 11: 7 Strong Themes — Animal Feed, Petrochemicals 2022-02-11
• Dec 2021 Theme Wrap — The Monthly Theme Map 2021-12-30
• Weekly Theme Wrap (Dec 20 – Dec 24) 2021-12-24
• Dec 22: 8 Strong Themes — Natural Gas Utilities / LPG (Liquefied Petroleum Gas), COVID (Pfizer) 2021-12-22
• Jun 9: 8 Strong Themes — Airlines & Low-Cost Carriers, Duty Free 2021-06-09
• Jun 2: 8 Strong Themes — Remodeling & Interiors, Construction (Small & Mid Cap) 2021-06-02
• May 24: 4 Strong Themes — Metaverse & VR, Nuclear 2021-05-24
• Nov 2020 Theme Wrap — The Monthly Theme Map 2020-11-30
• Weekly Theme Wrap (Nov 23 – Nov 27) 2020-11-27
• Nov 25: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding Equipment 2020-11-25
• Jul 2: 8 Strong Themes — Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF), Music & Recordings / Music & Entertainment 2020-07-02
• Aug 2018 Theme Wrap — The Monthly Theme Map 2018-08-31
• Aug 6: 3 Strong Themes — Property & Casualty Insurance, China Consumer 2018-08-06
• Dec 18: 3 Strong Themes — Crypto & Bitcoin, Music & Entertainment 2017-12-18
• Nov 28: 4 Strong Themes — Remodeling & Interiors, China Consumer 2017-11-28
• Oct 27: 1 Strong Theme — China Consumer 2017-10-27
• Sep 27: 2 Strong Themes — Travel, Vaccines, Diagnostics & Epidemic Control 2017-09-27
• Feb 23: 2 Strong Themes — Travel, Airlines & Low-Cost Carriers 2017-02-23
• Mar 19: 3 Strong Themes — Travel, Shipbuilding 2015-03-19