Paper

16 posts · 2016-07-27 ~ 2024-10-14

• Oct 14: 8 Strong Themes — Drones, Defense & War 2024-10-14
• Jul 26: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, COVID 2022-07-26
• May 25: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Paper 2022-05-25
• May 6: 5 Strong Themes — Political Ties (Lee Jae-myung), Hydrogen (Fuel Cells, Vehicles) 2022-05-06
• Apr 2022 Theme Wrap — The Monthly Theme Map 2022-04-29
• Weekly Theme Wrap (Apr 25 – Apr 29) 2022-04-29
• Apr 26: 7 Strong Themes — UAM (Urban Air Mobility), Paper 2022-04-26
• Apr 25: 7 Strong Themes — Animal Feed, Chicken (Poultry) 2022-04-25
• Apr 20: 8 Strong Themes — Food, Steel / Steel Pipe 2022-04-20
• Feb 15: 4 Strong Themes — Paper, Rare Earths & Rare Metals 2022-02-15
• Weekly Theme Wrap (Jun 14 – Jun 18) 2021-06-18
• Jun 14: 4 Strong Themes — Paper, Political Ties (Yoon Suk-yeol) 2021-06-14
• Sep 10: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Semiconductors 2020-09-10
• Weekly Theme Wrap (Apr 6 – Apr 10) 2020-04-10
• Apr 8: 6 Strong Themes — Digital Health & Telehealth, Paper 2020-04-08
• Jul 27: 7 Strong Themes — Car Majors, Shipbuilding 2016-07-27