North Korea

237 posts · 2018-04-19 ~ 2021-12-29

Dec 29: 8 Strong Themes — Metaverse & VR, Paint 2021-12-29
Dec 9: 8 Strong Themes — Rivian, NFTs 2021-12-09
Dec 3: 8 Strong Themes — Games / Mobile Games, North Korea 2021-12-03
Oct 19: 7 Strong Themes — Carbon Emission Credits, Battery / EV 2021-10-19
Oct 15: 4 Strong Themes — Nuclear, Crypto & Bitcoin / Dunamu 2021-10-15
Oct 13: 8 Strong Themes — Construction (Small & Mid Cap), Nuclear 2021-10-13
Weekly Theme Wrap (Sep 27 – Oct 1) 2021-10-01
Oct 1: 4 Strong Themes — Power Equipment, Metaverse & VR 2021-10-01
Sep 2021 Theme Wrap — The Monthly Theme Map 2021-09-30
Sep 30: 6 Strong Themes — Battery (Solid-State), Media & Content 2021-09-30
Sep 27: 8 Strong Themes — Power Equipment, Construction (Small & Mid Cap) 2021-09-27
Weekly Theme Wrap (Sep 23 – Sep 24) 2021-09-24
Sep 24: 8 Strong Themes — North Korea, Battery 2021-09-24
Weekly Theme Wrap (Aug 2 – Aug 6) 2021-08-06
Aug 6: 5 Strong Themes — North Korea, COVID (Moderna) / mRNA / Cold Chain Logistics 2021-08-06
Weekly Theme Wrap (Jul 26 – Jul 30) 2021-07-30
Jul 30: 6 Strong Themes — Agriculture / Fertilizers, Political Ties (Lee Jae-myung) 2021-07-30
Jul 28: 5 Strong Themes — North Korea, COVID (Diagnostics) 2021-07-28
Jul 27: 8 Strong Themes — North Korea, Political Ties (Yoon Suk-yeol) 2021-07-27
Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung) 2021-07-02
Jun 18: 7 Strong Themes — Political Ties (Choi Jae-hyung), 5G / Telecom Equipment 2021-06-18
Jun 9: 8 Strong Themes — Airlines & Low-Cost Carriers, Duty Free 2021-06-09
May 26: 8 Strong Themes — COVID (Sputnik V), Metaverse & VR 2021-05-26
Weekly Theme Wrap (May 17 – May 21) 2021-05-21
May 21: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Nuclear 2021-05-21
Oct 12: 6 Strong Themes — Currency & ATM Systems (incl. CBDC) / Kiosks, African Swine Fever (ASF) 2020-10-12
Sep 2020 Theme Wrap — The Monthly Theme Map 2020-09-29
Weekly Theme Wrap (Sep 21 – Sep 25) 2020-09-25
Sep 25: 4 Strong Themes — North Korea, Battery / EV 2020-09-25
Weekly Theme Wrap (Sep 14 – Sep 18) 2020-09-18
Sep 16: 5 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea 2020-09-16
Sep 11: 3 Strong Themes — North Korea, Semiconductor Equipment, Materials & Components 2020-09-11
Aug 2020 Theme Wrap — The Monthly Theme Map 2020-08-31
Aug 21: 6 Strong Themes — Education & E-Learning, Battery / EV 2020-08-21
Weekly Theme Wrap (Aug 3 – Aug 7) 2020-08-07
Aug 6: 5 Strong Themes — North Korea, Typhoons & Monsoon 2020-08-06
Jul 8: 6 Strong Themes — Political Ties (Lee Jae-myung), North Korea 2020-07-08
Jul 1: 5 Strong Themes — Semiconductors, OLED Displays 2020-07-01
Weekly Theme Wrap (Jun 22 – Jun 26) 2020-06-26
Jun 24: 5 Strong Themes — North Korea, Japan Export Curbs (Localization) 2020-06-24
Weekly Theme Wrap (Jun 15 – Jun 19) 2020-06-19
Jun 19: 4 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization) 2020-06-19
Jun 2: 5 Strong Themes — Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas), Japan Export Curbs (Localization) / Japan Boycott Beneficiaries 2020-06-02
May 26: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), North Korea 2020-05-26
Apr 2020 Theme Wrap — The Monthly Theme Map 2020-04-29
Apr 27: 6 Strong Themes — Political Ties (Hong Jung-wook), Digital Health & Telehealth / Education & E-Learning 2020-04-27
Apr 20: 7 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Stem Cells 2020-04-20
Weekly Theme Wrap (Apr 13 – Apr 17) 2020-04-17
Apr 16: 4 Strong Themes — North Korea, Telecom Equipment 2020-04-16
Apr 14: 8 Strong Themes — 5G / Telecom Equipment, North Korea 2020-04-14
Weekly Theme Wrap (Mar 30 – Apr 3) 2020-04-03
Apr 2: 5 Strong Themes — Masks, Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals 2020-04-02
Mar 31: 4 Strong Themes — North Korea, Electronic Payments 2020-03-31
Jan 2020 Theme Wrap — The Monthly Theme Map 2020-01-31
Weekly Theme Wrap (Jan 13 – Jan 17) 2020-01-17
Jan 15: 3 Strong Themes — Political Ties (Lee Nak-yon), 5G / Telecom Equipment 2020-01-15
Jan 13: 4 Strong Themes — China Consumer, North Korea 2020-01-13
Weekly Theme Wrap (Jan 6 – Jan 10) 2020-01-10
Jan 9: 3 Strong Themes — North Korea, Vaccines, Diagnostics & Epidemic Control / Masks 2020-01-09
Weekly Theme Wrap (Dec 2 – Dec 6) 2019-12-06
Dec 3: 1 Strong Theme — North Korea 2019-12-03
Nov 2019 Theme Wrap — The Monthly Theme Map 2019-11-29
Weekly Theme Wrap (Nov 18 – Nov 22) 2019-11-22
Nov 18: 2 Strong Themes — North Korea, Yellow Dust & Fine Particulates 2019-11-18
Weekly Theme Wrap (Nov 4 – Nov 8) 2019-11-08
Nov 6: 2 Strong Themes — North Korea, Duty Free 2019-11-06
Nov 5: 3 Strong Themes — Dementia, Pharma & Biotech 2019-11-05
Weekly Theme Wrap (Oct 14 – Oct 18) 2019-10-18
Oct 14: 7 Strong Themes — Political Ties (Yoon Suk-yeol), Political Ties (Rhyu Si-min) 2019-10-14
Weekly Theme Wrap (Sep 30 – Oct 4) 2019-10-04
Oct 2: 2 Strong Themes — African Swine Fever (ASF) / Chicken (Poultry) / Animal Feed, North Korea 2019-10-02
Sep 2019 Theme Wrap — The Monthly Theme Map 2019-09-30
Weekly Theme Wrap (Sep 23 – Sep 27) 2019-09-27
Sep 23: 2 Strong Themes — North Korea, Car Majors / Auto Parts 2019-09-23
Weekly Theme Wrap (Sep 16 – Sep 20) 2019-09-20
Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding 2019-09-16
Weekly Theme Wrap (Sep 9 – Sep 11) 2019-09-11
Sep 11: 5 Strong Themes — North Korea, Chicken (Poultry) 2019-09-11
Sep 10: 1 Strong Theme — North Korea 2019-09-10
Weekly Theme Wrap (Aug 5 – Aug 9) 2019-08-09
Aug 8: 2 Strong Themes — Beauty & Cosmetics, North Korea 2019-08-08
Weekly Theme Wrap (Jul 29 – Aug 2) 2019-08-02
Jul 2019 Theme Wrap — The Monthly Theme Map 2019-07-31
Jul 30: 2 Strong Themes — Fashion & Clothing, North Korea 2019-07-30
Weekly Theme Wrap (Jul 8 – Jul 12) 2019-07-12
Jul 11: 2 Strong Themes — North Korea, Securities Brokers 2019-07-11
Weekly Theme Wrap (Jul 1 – Jul 5) 2019-07-05
Jul 5: 3 Strong Themes — North Korea, Japan Boycott Beneficiaries 2019-07-05
Jul 1: 4 Strong Themes — North Korea, iPhone Supply Chain 2019-07-01
Jun 2019 Theme Wrap — The Monthly Theme Map 2019-06-28
Weekly Theme Wrap (Jun 24 – Jun 28) 2019-06-28
Jun 24: 2 Strong Themes — North Korea, OLED Displays 2019-06-24
Weekly Theme Wrap (Jun 17 – Jun 21) 2019-06-21
Jun 19: 5 Strong Themes — North Korea, Korea-Listed Chinese Companies 2019-06-19
Weekly Theme Wrap (Jun 10 – Jun 14) 2019-06-14
Jun 12: 3 Strong Themes — Rare Earths & Rare Metals, African Swine Fever (ASF) 2019-06-12
Jun 10: 4 Strong Themes — 5G / Telecom Equipment, Auto Parts 2019-06-10
May 2019 Theme Wrap — The Monthly Theme Map 2019-05-31
Weekly Theme Wrap (May 27 – May 31) 2019-05-31
May 28: 4 Strong Themes — 5G / Telecom Equipment, North Korea 2019-05-28
Weekly Theme Wrap (May 13 – May 17) 2019-05-17
May 17: 1 Strong Theme — North Korea 2019-05-17
Weekly Theme Wrap (May 7 – May 10) 2019-05-10
May 8: 2 Strong Themes — Carbon Nanotubes (CNT) / Graphene, North Korea 2019-05-08
Apr 2019 Theme Wrap — The Monthly Theme Map 2019-04-30
Apr 16: 2 Strong Themes — Abortion Law Repeal, North Korea 2019-04-16
Weekly Theme Wrap (Apr 8 – Apr 12) 2019-04-12
Apr 11: 2 Strong Themes — North Korea, Hydrogen (Fuel Cells, Vehicles) 2019-04-11
Weekly Theme Wrap (Apr 1 – Apr 5) 2019-04-05
Apr 3: 4 Strong Themes — North Korea, Games / Mobile Games 2019-04-03
Mar 2019 Theme Wrap — The Monthly Theme Map 2019-03-29
Weekly Theme Wrap (Mar 25 – Mar 29) 2019-03-29
Mar 29: 2 Strong Themes — North Korea, Cybersecurity 2019-03-29
Mar 25: 3 Strong Themes — Robotics (Industrial & Collaborative), Hydrogen (Fuel Cells, Vehicles) 2019-03-25
Weekly Theme Wrap (Mar 18 – Mar 22) 2019-03-22
Mar 18: 3 Strong Themes — North Korea, Blockchain 2019-03-18
Weekly Theme Wrap (Mar 4 – Mar 8) 2019-03-08
Mar 5: 1 Strong Theme — North Korea 2019-03-05
Feb 2019 Theme Wrap — The Monthly Theme Map 2019-02-28
Weekly Theme Wrap (Feb 25 – Feb 28) 2019-02-28
Feb 26: 3 Strong Themes — North Korea, FinTech 2019-02-26
Weekly Theme Wrap (Feb 18 – Feb 22) 2019-02-22
Feb 22: 2 Strong Themes — North Korea, 5G 2019-02-22
Feb 19: 3 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea 2019-02-19
Weekly Theme Wrap (Feb 11 – Feb 15) 2019-02-15
Feb 12: 1 Strong Theme — North Korea 2019-02-12
Weekly Theme Wrap (Feb 7 – Feb 8) 2019-02-08
Feb 7: 3 Strong Themes — North Korea, Foldable Phones / Flexible Displays / OLED Displays 2019-02-07
Weekly Theme Wrap (Jan 28 – Feb 1) 2019-02-01
Feb 1: 1 Strong Theme — North Korea 2019-02-01
Jan 2019 Theme Wrap — The Monthly Theme Map 2019-01-31
Weekly Theme Wrap (Jan 21 – Jan 25) 2019-01-25
Jan 24: 3 Strong Themes — North Korea, Securities Brokers 2019-01-24
Jan 23: 3 Strong Themes — North Korea, China Consumer 2019-01-23
Weekly Theme Wrap (Jan 14 – Jan 18) 2019-01-18
Jan 16: 4 Strong Themes — North Korea, Hydrogen (Fuel Cells, Vehicles) 2019-01-16
Jan 15: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea 2019-01-15
Jan 14: 4 Strong Themes — Political Ties (Hwang Kyo-ahn), North Korea 2019-01-14
Weekly Theme Wrap (Jan 7 – Jan 11) 2019-01-11
Jan 11: 3 Strong Themes — North Korea, 5G 2019-01-11
Jan 8: 3 Strong Themes — North Korea, Beauty & Cosmetics 2019-01-08
Jan 7: 5 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Petrochemicals 2019-01-07
Weekly Theme Wrap (Jan 2 – Jan 4) 2019-01-04
Jan 3: 3 Strong Themes — North Korea, Games / Mobile Games 2019-01-03
Dec 2018 Theme Wrap — The Monthly Theme Map 2018-12-28
Weekly Theme Wrap (Dec 24 – Dec 28) 2018-12-28
Dec 27: 3 Strong Themes — China Consumer, North Korea 2018-12-27
Weekly Theme Wrap (Dec 17 – Dec 21) 2018-12-21
Dec 21: 3 Strong Themes — Games / Mobile Games, North Korea 2018-12-21
Dec 20: 3 Strong Themes — Remodeling & Interiors, North Korea 2018-12-20
Weekly Theme Wrap (Dec 10 – Dec 14) 2018-12-14
Dec 13: 4 Strong Themes — Smart Factory, North Korea 2018-12-13
Weekly Theme Wrap (Dec 3 – Dec 7) 2018-12-07
Dec 7: 2 Strong Themes — North Korea, Baby & Birth Rate 2018-12-07
Dec 4: 1 Strong Theme — North Korea 2018-12-04
Dec 3: 4 Strong Themes — North Korea, Petrochemicals 2018-12-03
Nov 2018 Theme Wrap — The Monthly Theme Map 2018-11-30
Weekly Theme Wrap (Nov 26 – Nov 30) 2018-11-30
Nov 29: 3 Strong Themes — North Korea, Securities Brokers 2018-11-29
Nov 26: 3 Strong Themes — North Korea, Food 2018-11-26
Weekly Theme Wrap (Nov 19 – Nov 23) 2018-11-23
Nov 23: 2 Strong Themes — North Korea, Cannabis 2018-11-23
Nov 21: 3 Strong Themes — North Korea, Pharma & Biotech 2018-11-21
Nov 19: 3 Strong Themes — FinTech, Games / Mobile Games 2018-11-19
Weekly Theme Wrap (Nov 12 – Nov 16) 2018-11-16
Nov 15: 4 Strong Themes — China Consumer, Hydrogen (Fuel Cells, Vehicles) 2018-11-15
Nov 14: 5 Strong Themes — Airlines & Low-Cost Carriers, Dementia 2018-11-14
Weekly Theme Wrap (Nov 5 – Nov 9) 2018-11-09
Nov 8: 4 Strong Themes — Autonomous Driving, Flexible Displays / PCB & Flexible PCB 2018-11-08
Nov 5: 1 Strong Theme — North Korea 2018-11-05
Nov 1: 3 Strong Themes — MLCC (Multilayer Ceramic Capacitors), Cannabis 2018-11-01
Oct 2018 Theme Wrap — The Monthly Theme Map 2018-10-31
Weekly Theme Wrap (Oct 22 – Oct 26) 2018-10-26
Oct 23: 1 Strong Theme — North Korea 2018-10-23
Weekly Theme Wrap (Oct 15 – Oct 19) 2018-10-19
Oct 18: 1 Strong Theme — North Korea 2018-10-18
Oct 15: 4 Strong Themes — Air Purifiers / Yellow Dust & Fine Particulates, North Korea 2018-10-15
Weekly Theme Wrap (Oct 1 – Oct 5) 2018-10-05
Oct 4: 2 Strong Themes — North Korea, Banks 2018-10-04
Sep 2018 Theme Wrap — The Monthly Theme Map 2018-09-28
Weekly Theme Wrap (Sep 17 – Sep 21) 2018-09-21
Sep 21: 3 Strong Themes — OLED Displays, North Korea 2018-09-21
Sep 18: 2 Strong Themes — North Korea, Pharma & Biotech 2018-09-18
Weekly Theme Wrap (Sep 10 – Sep 14) 2018-09-14
Sep 11: 2 Strong Themes — North Korea, Battery / EV 2018-09-11
Sep 10: 5 Strong Themes — MERS & Coronavirus, North Korea 2018-09-10
Weekly Theme Wrap (Sep 3 – Sep 7) 2018-09-07
Sep 7: 3 Strong Themes — Stem Cells, North Korea 2018-09-07
Sep 4: 3 Strong Themes — North Korea, Battery 2018-09-04
Sep 3: 3 Strong Themes — Currency & ATM Systems (incl. CBDC), North Korea 2018-09-03
Aug 2018 Theme Wrap — The Monthly Theme Map 2018-08-31
Weekly Theme Wrap (Aug 20 – Aug 24) 2018-08-24
Aug 22: 5 Strong Themes — Music & Recordings, North Korea 2018-08-22
Weekly Theme Wrap (Aug 13 – Aug 17) 2018-08-17
Aug 16: 3 Strong Themes — North Korea, Battery / EV 2018-08-16
Aug 14: 2 Strong Themes — North Korea, Duty Free 2018-08-14
Weekly Theme Wrap (Aug 6 – Aug 10) 2018-08-10
Aug 10: 1 Strong Theme — North Korea 2018-08-10
Aug 8: 4 Strong Themes — Camera Modules & Parts, Autonomous Driving 2018-08-08
Weekly Theme Wrap (Jul 30 – Aug 3) 2018-08-03
Aug 3: 4 Strong Themes — Corrugated Board / Paper, North Korea 2018-08-03
Aug 1: 2 Strong Themes — China Consumer, North Korea 2018-08-01
Jul 2018 Theme Wrap — The Monthly Theme Map 2018-07-31
Jul 30: 2 Strong Themes — North Korea, Construction Equipment 2018-07-30
Weekly Theme Wrap (Jul 23 – Jul 27) 2018-07-27
Jul 27: 2 Strong Themes — North Korea, Semiconductor Equipment, Materials & Components 2018-07-27
Jul 26: 3 Strong Themes — North Korea, Petrochemicals 2018-07-26
Jul 24: 1 Strong Theme — North Korea 2018-07-24
Weekly Theme Wrap (Jul 9 – Jul 13) 2018-07-13
Jul 13: 4 Strong Themes — North Korea, Games / Mobile Games 2018-07-13
Jul 10: 4 Strong Themes — Pharma & Biotech, Solar 2018-07-10
Weekly Theme Wrap (Jul 2 – Jul 6) 2018-07-06
Jul 3: 2 Strong Themes — Crypto & Bitcoin, North Korea 2018-07-03
Jun 2018 Theme Wrap — The Monthly Theme Map 2018-06-29
Weekly Theme Wrap (Jun 25 – Jun 29) 2018-06-29
Jun 29: 2 Strong Themes — North Korea, Banks 2018-06-29
Jun 25: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), North Korea 2018-06-25
Weekly Theme Wrap (Jun 11 – Jun 15) 2018-06-15
Jun 15: 2 Strong Themes — North Korea, Battery / EV 2018-06-15
Jun 11: 1 Strong Theme — North Korea 2018-06-11
Weekly Theme Wrap (May 28 – Jun 1) 2018-06-01
May 2018 Theme Wrap — The Monthly Theme Map 2018-05-31
May 31: 4 Strong Themes — North Korea, Beauty & Cosmetics 2018-05-31
May 30: 2 Strong Themes — Crypto & Bitcoin, North Korea 2018-05-30
May 28: 4 Strong Themes — North Korea, Securities Brokers 2018-05-28
Weekly Theme Wrap (May 14 – May 18) 2018-05-18
May 15: 2 Strong Themes — North Korea, Pharma & Biotech 2018-05-15
May 14: 2 Strong Themes — North Korean Mineral Resources, North Korea 2018-05-14
Weekly Theme Wrap (May 8 – May 11) 2018-05-11
May 10: 3 Strong Themes — Railways, Solar 2018-05-10
Weekly Theme Wrap (Apr 30 – May 4) 2018-05-04
Apr 2018 Theme Wrap — The Monthly Theme Map 2018-04-30
Apr 30: 2 Strong Themes — North Korea, Duty Free 2018-04-30
Weekly Theme Wrap (Apr 23 – Apr 27) 2018-04-27
Apr 23: 2 Strong Themes — North Korea, Banks 2018-04-23
Weekly Theme Wrap (Apr 16 – Apr 20) 2018-04-20
Apr 19: 2 Strong Themes — North Korea, Construction Equipment 2018-04-19