Mecaro · 241770

28 posts · 2019-07-16 ~ 2026-08-26

Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East) 2026-08-26
Aug 11: 8 Strong Themes — Beauty & Cosmetics, Solar 2026-08-11
Jul 27: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-07-27
Jun 12: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative) 2026-06-12
May 13: 8 Strong Themes — Semiconductor Equipment, Seoul Express Bus Terminal Redevelopment 2026-05-13
Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components 2026-04-22
Mar 25: 8 Strong Themes — Telecom Equipment, Defense & War 2026-03-25
Feb 19: 8 Strong Themes — Securities Brokers, Semiconductor Equipment 2026-02-19
Dec 26: 8 Strong Themes — Autonomous Driving, Robotics (Industrial & Collaborative) 2025-12-26
Sep 29: 8 Strong Themes — Cybersecurity, Cloud Computing 2025-09-29
Sep 18: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative) 2025-09-18
Sep 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Materials & Components 2025-09-15
Mar 21: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2025-03-21
Mar 17: 8 Strong Themes — Beauty & Cosmetics, Defense & War 2025-03-17
Jan 9: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment 2025-01-09
Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction 2024-11-21
Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link) 2024-07-01
Apr 2024 Theme Wrap — The Monthly Theme Map 2024-04-30
Weekly Theme Wrap (Apr 8 – Apr 12) 2024-04-12
Apr 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment 2024-04-12
Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components 2023-07-04
Mar 27: 8 Strong Themes — Battery, Lithium 2023-03-27
Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components 2022-11-15
Weekly Theme Wrap (May 30 – Jun 3) 2022-06-03
Jun 3: 8 Strong Themes — Construction Equipment, Water Resources 2022-06-03
May 7: 7 Strong Themes — Kiosks / Cybersecurity / Cloud Computing, Semiconductors 2020-05-07
Jul 22: 3 Strong Themes — Semiconductor Materials & Components, Shipping 2019-07-22
Jul 16: 3 Strong Themes — MLCC (Multilayer Ceramic Capacitors), Semiconductor Materials & Components 2019-07-16