GS P&L · 499790

13 posts · 2025-05-12 ~ 2026-07-02

• Jul 2: 8 Strong Themes — Construction (Small & Mid Cap), Beauty & Cosmetics 2026-07-02
• May 14: 8 Strong Themes — Solar, Beauty & Cosmetics 2026-05-14
• Feb 13: 5 Strong Themes — Securities Brokers, STO (Security Token Offering) 2026-02-13
• Feb 5: 5 Strong Themes — Real-Estate Asset Plays, Travel 2026-02-05
• Jan 28: 8 Strong Themes — Semiconductor Equipment, Battery 2026-01-28
• Nov 2025 Theme Wrap — The Monthly Theme Map 2025-11-28
• Weekly Theme Wrap (Nov 17 – Nov 21) 2025-11-21
• Nov 20: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment 2025-11-20
• Nov 18: 5 Strong Themes — Travel, Hotels & Resorts 2025-11-18
• Nov 17: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites) 2025-11-17
• May 27: 8 Strong Themes — Cancer Immunotherapy, COVID (Diagnostics, Treatments, Vaccines) 2025-05-27
• May 20: 8 Strong Themes — Beauty & Cosmetics, Medical Devices 2025-05-20
• May 12: 8 Strong Themes — Political Ties (Kim Moon-soo), AI & Robotics 2025-05-12