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2023 Korea Industrial Map
2023 Korea Industrial Map
Description
Book Introduction
A word from MD
Find promising companies!
This book, written by author Lee Rae-hak, who runs an economic YouTube channel with 530,000 subscribers, organizes investment information by industry for investors looking for promising companies.
Key information on 2,333 listed companies is categorized into 27 industries and 185 sectors, making it easy for investors to find the information at a glance, facilitating easier investment decisions.
January 13, 2023. Economics and Management PD Kim Sang-geun
The changing industrial structure due to the movement of wealth,
Find investment opportunities in the rapidly changing industry landscape!

For investors seeking promising companies across sectors and industries.

A single industrial map encompassing all the key industrial investment keywords for 2023.

The non-face-to-face industry has experienced a revival since the COVID-19 pandemic.
This is the result of investors' buying spree as the industrial flow changes due to technological advancements in line with social changes.
The 2023 South Korea Industrial Investment Guidelines for investors seeking promising companies poised to become future "tenbaggers" has finally been published.

Investors make big profits by investing in undervalued industries or industries that are expected to be revalued in the future.
To find these industries, you have to read various industry news and electronic disclosure materials, but the reality is that it is difficult.
This book explains investment information by industry and organizes it so that you can easily find the information.
We've compiled and organized key information on the business models and upstream industries of 2,333 domestic listed companies, categorizing the numerous companies on the stock market into 27 industries and 185 sectors.
In other words, the purpose is to help investors understand the industry.

The author, who worked as a corporate analysis researcher at the Korea Investment Education Research Institute and runs the economics YouTube channel "Dallant Investment," has provided investors with intuitive information by comprehensively covering the market status, growth potential, and investment points of 27 industries.
Additionally, it includes a mind map that allows you to see companies within an industry at a glance by sector, as well as investment indicators for the top companies by market capitalization in each industry.


The author argues that in the overall bear market of 2022, we need to have the foresight to identify companies that will benefit from the shift in industry paradigms.
Additionally, he emphasizes that macroeconomic variables such as interest rates, exchange rates, and oil prices that affect a company's stock price must be organized in one's head.
This book, which contains content that will foster such investment insights, is a summary of the core content of Korean industry. I encourage you to read it slowly from beginning to end.




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index
Author's Note

Chapter 1: Infrastructure and Consumer Essentials

energy
Finance
communication
medical devices
Pharmaceuticals and Bio

Chapter 2 Basic Materials and Industrial Goods

Oil and Chemicals
steel and minerals
Shipbuilding and Transportation
Construction and Plants
machine

Chapter 3 IT

semiconductor
display
Mobile devices and cameras
IT services
Internet

Chapter 4 Consumer Goods 1

Food and beverages
Fashion
circulation
Other consumer goods

Chapter 5 Consumer Goods 2

cosmetics
Leisure
Media
game

Chapter 6 Consumer Goods 3

electronic devices
secondary battery
automobile

Appendix - Holding Company

Detailed image
Detailed Image 1

Into the book
Since the beginning of the 21st century, the domestic electric infrastructure market has focused on investments in maintenance and repair rather than installing new electric infrastructure.
The electrical infrastructure industry is a capital goods industry essential to building the national power grid.
Therefore, it is affected by the government's social infrastructure expenditure plan.
Unlike Korea, which has entered a mature industry phase, emerging countries such as Southeast Asia and the Middle East are actively investing in electricity infrastructure.
Domestic electric infrastructure companies are also focusing their capabilities on entering overseas markets.

--- p.17~18

According to Frost & Sullivan, a management consulting firm, the global CDMO market is expected to grow at a compound annual growth rate of 10.1%, from $12.8 billion in 2021 to $20.3 billion in 2025.
To secure a competitive new drug pipeline, global big pharmas are investing astronomical amounts of money in M&A.
Accordingly, there is a trend toward outsourcing production to specialized organizations to reduce costs.
In particular, the CDMO market, which handles all services, from biopharmaceutical manufacturing process development to clinical trials and sales approval applications, is growing.

--- p.102

There are a total of 51 companies in the shipbuilding and transportation industries, accounting for 2.3% of the stock market.
As the global high-growth cycle came to an end following the 2008 global financial crisis, domestic shipbuilders suffered sluggish stock prices due to competition with China and significant losses in offshore sectors such as marine plants.
However, the increase in cargo volume following the COVID-19 pandemic has been a positive factor, as it has led to increased shipping rates and increased vessel orders.
In particular, the Russian invasion of Ukraine shifted Europe's natural gas supply route to maritime transport, creating opportunities for domestic shipbuilders.

--- p.140

Our country is presenting a roadmap for the development of the aerospace industry based on the 3rd Basic Plan for the Promotion of Space Development.
Key strategies include achieving self-reliance in space launch vehicle technology, advancing satellite utilization services and development, fostering a key innovation ecosystem, fostering the space industry, and creating space jobs.
Additionally, the termination of the ROK-US Missile Guidelines Agreement in May 2021 made it possible to develop space launch vehicles using civilian technology.
Previously, the development of rockets with a range exceeding 800 km and intercontinental ballistic missiles was impossible.
Accordingly, the development of our own space launch vehicle technology is expected to begin in earnest.

--- p.183

The core of the Fourth Industrial Revolution lies in the convergence of IT technologies and the breakdown of boundaries between industries.
The business model of Internet platform companies best represents this.
Internet platform companies operate in a variety of industries and are primarily engaged in wholesale and retail service businesses rather than manufacturing, making them largely immune to economic downturns.
However, since both Naver and Kakao derive a large portion of their revenue from portal and messenger-based advertising, they are affected by the advertising market.

--- p.254~255

According to PwC, the global music market size is expected to grow at an average annual rate of 3.5%, from $57.9 billion in 2019 to $68.8 billion in 2024.
As of 2024, the US market is expected to account for 39% of the total music market, followed by Japan at 11%, China at 3%, and Korea at 2%.
According to the Ministry of Trade, Industry and Energy, K-pop album exports increased by a whopping fivefold, from $44.18 million in 2017 to $220.85 billion in 2021.
It has increased significantly since 2020, thanks to the success of K-pop artists such as BTS and Blackpink.
--- p.355~356

Publisher's Review
Corporate investment is industrial investment.
Understanding the industry directly correlates to investment skills.


There are many cases where people do not know which industry group the company they invested in belongs to.
Investors who invest without understanding the industry simply analyze the company's stock price movements when they fail to generate profits.
A one-dimensional approach that simply analyzes charts has limitations.
The reasons why stock prices do not rise are diverse, including exchange rates, oil prices, owner risk, and government policies that affect the industry.
But these various reasons all boil down to one thing.
The conclusion is that other investors do not see the company as attractive within the industry structure.
In other words, only when investors understand the industry can they find attractive companies.

For investors seeking attractive companies, the author has compiled investment information he personally verified by opening numerous business reports one by one over a year.
By classifying industries, we have written down industry-specific issues and investment information that investors should pay attention to, along with various visual materials.
Industries with similar business models or in a forward-backward relationship were grouped into six categories: ‘Infrastructure and Essential Consumer Goods,’ ‘Basic Materials and Industrial Goods,’ ‘IT,’ ‘Consumer Goods 1,’ ‘Consumer Goods 2,’ and ‘Consumer Goods 3.’
It is designed so that you can not only obtain information about the industry you are investing in, but also easily find key information about related industries in the value chain.


In 2022, the US Federal Reserve implemented a strong tightening policy to curb high inflation triggered by massive liquidity injections following the COVID-19 pandemic.
Austerity policies have created a global bear market and dampened investor sentiment.
But there is no such thing as a permanent bear market.
This book is your bible for finding investment opportunities that will help you overcome the current bear market.
This book helps investors identify companies whose value has been undervalued due to a bear market and objectively assess the intrinsic value of promising companies.
Furthermore, by understanding the industrial structure of South Korea as a single country, along with the industries you focus on, you will be able to diversify your industrial investment portfolio for 2023.
GOODS SPECIFICS
- Date of issue: January 10, 2023
- Page count, weight, size: 440 pages | 900g | 172*240*26mm
- ISBN13: 9791192445199
- ISBN10: 1192445198

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