BGF retail · 282330

18 posts · 2018-06-28 ~ 2026-08-06

• Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative) 2026-08-06
• Jun 23: 2 Strong Themes — Cement & Ready-Mix Concrete, Convenience Stores 2026-06-23
• Jun 2: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-06-02
• Jul 14: 8 Strong Themes — Beauty & Cosmetics, Plastic Alternatives & Biodegradables 2025-07-14
• Jul 1: 8 Strong Themes — Holding Companies, Convenience Stores 2025-07-01
• Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment 2025-01-07
• Aug 2: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mycoplasma Pneumonia 2024-08-02
• May 7: 8 Strong Themes — Undersea Tunnels & Underground Roads, Political Ties (Lee Jae-myung) 2021-05-07
• Oct 19: 6 Strong Themes — Nuclear / Nuclear Plant Decommissioning, LNG (Liquefied Natural Gas) 2020-10-19
• Aug 31: 8 Strong Themes — Wind, Seafood & Fishing / Food 2020-08-31
• Weekly Theme Wrap (Jul 8 – Jul 12) 2019-07-12
• Jul 12: 3 Strong Themes — Battery / EV, Integrated Logistics 2019-07-12
• Weekly Theme Wrap (Aug 27 – Aug 31) 2018-08-31
• Aug 28: 5 Strong Themes — Dementia, Digital Health & Telehealth 2018-08-28
• Weekly Theme Wrap (Jul 30 – Aug 3) 2018-08-03
• Jul 31: 3 Strong Themes — Vaccines, Convenience Stores 2018-07-31
• Weekly Theme Wrap (Jun 25 – Jun 29) 2018-06-29
• Jun 28: 2 Strong Themes — Convenience Stores / Retail Distribution, Shipbuilding 2018-06-28