Dukshinepc · 090410

18 posts · 2019-02-14 ~ 2025-11-24

• Nov 24: 8 Strong Themes — AI & Robotics, Ukraine Reconstruction 2025-11-24
• Nov 21: 5 Strong Themes — Fashion & Clothing, Beauty & Cosmetics 2025-11-21
• Oct 17: 6 Strong Themes — Battery, EV 2025-10-17
• Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung) 2025-03-27
• Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components 2025-02-06
• Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction 2024-11-21
• Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites) 2024-11-14
• Dec 11: 8 Strong Themes — AI & Robotics, Quantum Cryptography 2023-12-11
• Dec 8: 8 Strong Themes — On-Device AI, System Semiconductors 2023-12-08
• Sep 22: 4 Strong Themes — Political Ties (Kim Dong-yeon), Robotics (Industrial & Collaborative) 2023-09-22
• Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment 2023-07-17
• Jun 28: 8 Strong Themes — Semiconductor Equipment, Smart Factory 2023-06-28
• Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing 2023-06-19
• Nov 22: 4 Strong Themes — Nuclear, Political Ties (Lee Nak-yon) 2022-11-22
• Mar 28: 8 Strong Themes — Metals (Non-Ferrous), AI & Robotics 2022-03-28
• Jul 1: 4 Strong Themes — Construction (Small & Mid Cap), mRNA 2021-07-01
• Jan 15: 3 Strong Themes — Political Ties (Lee Nak-yon), 5G / Telecom Equipment 2020-01-15
• Feb 14: 1 Strong Theme — New Airport 2019-02-14