Daewonkangup · 000430

20 posts · 2021-02-25 ~ 2026-08-26

• Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East) 2026-08-26
• Aug 14: 8 Strong Themes — Auto Parts, Battery 2026-08-14
• Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics 2025-12-03
• Oct 28: 7 Strong Themes — Battery, Hydrogen (Fuel Cells, Vehicles) 2025-10-28
• Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles) 2025-08-27
• Sep 13: 8 Strong Themes — Battery, Battery (Materials & Parts) 2024-09-13
• Jun 25: 6 Strong Themes — Auto Parts, Shipping 2024-06-25
• Feb 14: 8 Strong Themes — Superconductors, Battery 2024-02-14
• Feb 7: 8 Strong Themes — Superconductors, Battery 2024-02-07
• Feb 2: 8 Strong Themes — Auto Parts, Holding Companies 2024-02-02
• Sep 13: 8 Strong Themes — Telecom Equipment, 5G 2023-09-13
• Jul 14: 8 Strong Themes — PCB & Flexible PCB, Semiconductor Equipment 2023-07-14
• Jun 2: 8 Strong Themes — Auto Parts, EV 2023-06-02
• May 24: 8 Strong Themes — Food, Animal Feed 2023-05-24
• Apr 24: 7 Strong Themes — Solar, OLED Displays 2023-04-24
• Feb 17: 8 Strong Themes — Rare Earths & Rare Metals, Hair Loss Treatment (Related) 2023-02-17
• Nov 10: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), African Swine Fever (ASF) 2022-11-10
• Nov 9: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Wind 2022-11-09
• Jul 11: 8 Strong Themes — Rivian, Media & Content 2022-07-11
• Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung) 2021-02-25