Is Dongseo · 010780

18 posts · 2021-06-25 ~ 2026-10-22

• Oct 22: 7 Strong Themes — Solid Oxide Fuel Cells (SOFC), Post-War Reconstruction (Ukraine, Middle East) 2026-10-22
• Jul 2: 8 Strong Themes — Construction (Small & Mid Cap), Beauty & Cosmetics 2026-07-02
• May 13: 8 Strong Themes — Semiconductor Equipment, Seoul Express Bus Terminal Redevelopment 2026-05-13
• Feb 5: 5 Strong Themes — Real-Estate Asset Plays, Travel 2026-02-05
• Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma 2025-12-11
• Dec 5: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear 2025-12-05
• Jul 9: 8 Strong Themes — Securities Brokers, Holding Companies 2025-07-09
• Aug 9: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Construction (Small & Mid Cap) 2024-08-09
• Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete 2024-07-31
• Sep 18: 8 Strong Themes — Beauty & Cosmetics, Construction (Small & Mid Cap) 2023-09-18
• Jul 20: 8 Strong Themes — Semiconductor Equipment, Battery 2023-07-20
• Mar 23: 8 Strong Themes — Battery, Autonomous Driving 2023-03-23
• Mar 21: 8 Strong Themes — Battery, Lithium 2023-03-21
• Feb 2023 Theme Wrap — The Monthly Theme Map 2023-02-28
• Feb 17: 8 Strong Themes — Rare Earths & Rare Metals, Hair Loss Treatment (Related) 2023-02-17
• Jul 26: 8 Strong Themes — Animal Feed / Fertilizers / Agriculture, COVID 2022-07-26
• Mar 3: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Cement & Ready-Mix Concrete 2022-03-03
• Jun 25: 8 Strong Themes — COVID (Treatments & Vaccines), Shipping 2021-06-25