SurplusGLOBAL · 140070

18 posts · 2021-01-26 ~ 2026-06-15

• Jun 15: 8 Strong Themes — Hair Loss Treatment, Pharma 2026-06-15
• Aug 28: 5 Strong Themes — Holding Companies, Shipbuilding Equipment 2025-08-28
• Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles) 2025-08-27
• Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment 2024-11-15
• Oct 31: 8 Strong Themes — Semiconductor Equipment, System Semiconductors 2024-10-31
• Oct 25: 8 Strong Themes — EV, Semiconductor Equipment 2024-10-25
• Oct 7: 8 Strong Themes — Battery, Lithium 2024-10-07
• May 26: 8 Strong Themes — Ferrite, Semiconductor Materials & Components 2023-05-26
• Mar 22: 8 Strong Themes — Battery, AI & Robotics 2023-03-22
• Mar 15: 8 Strong Themes — Battery, OLED Displays 2023-03-15
• Feb 15: 4 Strong Themes — Semiconductor Equipment, Battery 2023-02-15
• Dec 2022 Theme Wrap — The Monthly Theme Map 2022-12-29
• Dec 14: 8 Strong Themes — Pharma, COVID (Pfizer) 2022-12-14
• Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components 2022-11-15
• Nov 8: 8 Strong Themes — Webtoons, Beauty & Cosmetics 2022-11-08
• Mar 30: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Integrated Logistics 2022-03-30
• Feb 2022 Theme Wrap — The Monthly Theme Map 2022-02-28
• Jan 26: 3 Strong Themes — Semiconductors, iPhone Supply Chain 2021-01-26