Sempio Company · 007540

8 posts · 2020-06-02 ~ 2026-09-10

• Sep 10: 8 Strong Themes — Soybeans, Semiconductor Equipment 2026-09-10
• Jul 9: 8 Strong Themes — Securities Brokers, Holding Companies 2025-07-09
• Nov 4: 4 Strong Themes — North Korea / 5G / Rare Earths & Rare Metals / Soybeans, Internet Majors 2020-11-04
• Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas) 2020-10-19
• Weekly Theme Wrap (Jul 20 – Jul 24) 2020-07-24
• Jul 24: 5 Strong Themes — Pharma & Biotech, Cement & Ready-Mix Concrete / Construction (Small & Mid Cap) 2020-07-24
• Jul 23: 6 Strong Themes — Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines), Rare Earths & Rare Metals 2020-07-23
• Jun 2: 5 Strong Themes — Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas), Japan Export Curbs (Localization) / Japan Boycott Beneficiaries 2020-06-02