KD · 044180

9 posts · 2021-07-01 ~ 2025-12-30

• Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap) 2025-12-30
• Dec 11: 8 Strong Themes — Construction (Small & Mid Cap), Pharma 2025-12-11
• Dec 3: 8 Strong Themes — Construction (Small & Mid Cap), AI & Robotics 2025-12-03
• Sep 8: 8 Strong Themes — Medical Devices, Construction (Small & Mid Cap) 2025-09-08
• Apr 30: 7 Strong Themes — Political Ties (Lee Jae-myung), Construction (Small & Mid Cap) 2025-04-30
• Apr 1: 8 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Kim Moon-soo) 2025-04-01
• Dec 4: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon) 2024-12-04
• Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites) 2024-11-14
• Jul 1: 4 Strong Themes — Construction (Small & Mid Cap), mRNA 2021-07-01