PJ Metal · 128660

39 posts · 2021-05-11 ~ 2026-04-28

Apr 28: 8 Strong Themes — Steel (Small & Mid Cap), Battery 2026-04-28
Apr 13: 8 Strong Themes — Telecom Equipment, 5G 2026-04-13
Apr 6: 8 Strong Themes — Telecom Equipment, Metals (Non-Ferrous) 2026-04-06
Mar 31: 5 Strong Themes — Metals (Non-Ferrous), Shipping 2026-03-31
Jan 6: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites) 2026-01-06
Weekly Theme Wrap (Feb 10 – Feb 14) 2025-02-14
Weekly Theme Wrap (Sep 30 – Oct 4) 2024-10-04
Oct 2: 4 Strong Themes — Metals (Non-Ferrous), LPG (Liquefied Petroleum Gas) 2024-10-02
May 20: 8 Strong Themes — Metals (Non-Ferrous), Power Equipment 2024-05-20
May 3: 8 Strong Themes — ChatGPT & AI Chatbots, System Semiconductors 2024-05-03
Apr 2024 Theme Wrap — The Monthly Theme Map 2024-04-30
Weekly Theme Wrap (Apr 15 – Apr 19) 2024-04-19
Apr 19: 8 Strong Themes — LPG (Liquefied Petroleum Gas), Beauty & Cosmetics 2024-04-19
Apr 15: 8 Strong Themes — Electric Cables, Metals (Non-Ferrous) 2024-04-15
Apr 4: 8 Strong Themes — Semiconductor Equipment, Power Equipment 2024-04-04
Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing 2023-06-19
Apr 14: 8 Strong Themes — Metals (Non-Ferrous), Mpox 2023-04-14
Apr 3: 8 Strong Themes — Battery, Lithium 2023-04-03
Mar 20: 8 Strong Themes — Beauty & Cosmetics, System Semiconductors 2023-03-20
Feb 7: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics 2023-02-07
Feb 2: 8 Strong Themes — Metaverse & VR, Securities Brokers 2023-02-02
Oct 17: 7 Strong Themes — Apple Pay, Rare Earths & Rare Metals 2022-10-17
Oct 13: 1 Strong Theme — Metals (Non-Ferrous) 2022-10-13
Sep 2022 Theme Wrap — The Monthly Theme Map 2022-09-30
Sep 30: 6 Strong Themes — Cannabis, Music & Entertainment 2022-09-30
Sep 13: 8 Strong Themes — Ukraine Reconstruction (Related), Solar 2022-09-13
Sep 5: 8 Strong Themes — Auto Parts, Disaster Safety (Earthquake) 2022-09-05
Mar 2022 Theme Wrap — The Monthly Theme Map 2022-03-31
Weekly Theme Wrap (Feb 28 – Mar 4) 2022-03-04
Mar 4: 8 Strong Themes — Animal Feed / Agriculture / Fertilizers, Nuclear Plant Decommissioning 2022-03-04
Feb 14: 3 Strong Themes — LPG (Liquefied Petroleum Gas) / Natural Gas Utilities, Metals (Non-Ferrous) 2022-02-14
Weekly Theme Wrap (Feb 7 – Feb 11) 2022-02-11
Feb 9: 8 Strong Themes — Pharma, Metals (Non-Ferrous) 2022-02-09
Dec 17: 8 Strong Themes — Property & Casualty Insurance, Metals (Non-Ferrous) 2021-12-17
Nov 12: 8 Strong Themes — Metals (Non-Ferrous), Carbon Emission Credits 2021-11-12
Oct 14: 8 Strong Themes — Agriculture / Animal Feed, Metals (Non-Ferrous) 2021-10-14
May 2021 Theme Wrap — The Monthly Theme Map 2021-05-31
Weekly Theme Wrap (May 10 – May 14) 2021-05-14
May 11: 6 Strong Themes — Metals (Non-Ferrous), Steel Majors / Steel (Small & Mid Cap) / Steel Pipe 2021-05-11