Global SM Tech · 900070

42 posts · 2015-03-12 ~ 2026-10-29

Oct 29: 4 Strong Themes — Political Ties (Oh Se-hoon), Optical Communications 2026-10-29
Oct 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components 2026-10-27
Weekly Theme Wrap (Sep 28 – Oct 2) 2026-10-02
Sep 2026 Theme Wrap — The Monthly Theme Map 2026-09-30
Sep 30: 8 Strong Themes — Steel (Small & Mid Cap), Battery 2026-09-30
Jan 28: 8 Strong Themes — Semiconductor Equipment, Battery 2026-01-28
Jul 2025 Theme Wrap — The Monthly Theme Map 2025-07-31
Jul 24: 8 Strong Themes — Battery, Lithium 2025-07-24
Weekly Theme Wrap (Jul 7 – Jul 11) 2025-07-11
Jul 8: 8 Strong Themes — Beauty & Cosmetics, Securities Brokers 2025-07-08
Jan 31: 8 Strong Themes — Robotics (Industrial & Collaborative), ChatGPT & AI Chatbots 2025-01-31
Sep 25: 8 Strong Themes — Battery, Korea-Listed Chinese Companies 2024-09-25
Jul 3: 8 Strong Themes — EV, Energy Storage (ESS) 2024-07-03
Mar 7: 8 Strong Themes — Battery, Battery (Solid-State) 2024-03-07
Aug 22: 8 Strong Themes — Food, Battery 2023-08-22
Aug 11: 8 Strong Themes — Superconductors, Battery 2023-08-11
Jul 28: 8 Strong Themes — Battery, Auto Parts 2023-07-28
Jun 30: 8 Strong Themes — Auto Parts, EV 2023-06-30
Apr 2023 Theme Wrap — The Monthly Theme Map 2023-04-28
Weekly Theme Wrap (Apr 10 – Apr 14) 2023-04-14
Apr 13: 8 Strong Themes — Auto Parts, EV 2023-04-13
Apr 10: 7 Strong Themes — Battery, Lithium 2023-04-10
Mar 29: 8 Strong Themes — Battery, Lithium 2023-03-29
Dec 9: 8 Strong Themes — Media & Content, Film 2022-12-09
Dec 5: 8 Strong Themes — Beauty & Cosmetics, 5G 2022-12-05
Oct 2022 Theme Wrap — The Monthly Theme Map 2022-10-31
Weekly Theme Wrap (Oct 17 – Oct 21) 2022-10-21
Oct 21: 2 Strong Themes — Battery, Ukraine Reconstruction (Related) 2022-10-21
Oct 19: 8 Strong Themes — Network Integration (NI), Battery 2022-10-19
Oct 7: 5 Strong Themes — Cannabis, Hydrogen (Fuel Cells, Vehicles) 2022-10-07
Oct 4: 8 Strong Themes — Autonomous Driving, Auto Parts 2022-10-04
Jun 2022 Theme Wrap — The Monthly Theme Map 2022-06-30
Weekly Theme Wrap (Jun 13 – Jun 17) 2022-06-17
Jun 15: 3 Strong Themes — Monkeypox, Animal Feed / Food 2022-06-15
Weekly Theme Wrap (May 30 – Jun 3) 2022-06-03
May 31: 8 Strong Themes — Korea-Listed Chinese Companies, Solar / Wind 2022-05-31
Apr 13: 8 Strong Themes — Korea-Listed Chinese Companies, COVID (Treatments & Vaccines) 2022-04-13
Weekly Theme Wrap (May 18 – May 22) 2020-05-22
May 21: 8 Strong Themes — Korea-Listed Chinese Companies, Wind 2020-05-21
Apr 2020 Theme Wrap — The Monthly Theme Map 2020-04-29
Apr 8: 6 Strong Themes — Digital Health & Telehealth, Paper 2020-04-08
Mar 12: 1 Strong Theme — Korea-Listed Chinese Companies 2015-03-12