Fluctuating interest rates, shifting technological trends, and growing new industries.
The volatile stock market enters a new phase in 2023!

Investment opportunities to emerge among 2,423 companies, which is an increase from last year.
Find investment opportunities across all Korean industries in a single industrial map!

The historically high interest rate policy of the United States, which had been shaking up the asset market, is beginning to change.
Despite a global stock market downturn in 2023, investors seeking opportunities amidst crisis are listening closely to more issues, studying new technologies and industries, and identifying promising investment opportunities.
And finally, a new South Korean industrial map has been published, serving as a landmark to identify the companies poised to become "ten-baggers" in the stock market as it enters a new phase in 2024.

Future capital gathers in industries that are recognized for their potential value and technological prowess.
And when investors invest in these industries, they can make huge profits.
Industries that will lead the future can be identified based on various industry news and electronic disclosure data, but most investors are unable to decipher the flow of money amidst the vast amount of data.
So, following 2023, this book contains only the investment information that investors investing in Korean industries need to know.
It covers recent issues such as Chat GPT and secondary batteries, and includes information on 2,423 companies, an increase from last year, and a new radial graph that allows you to check the investment attractiveness of each industry.


The author, who has been running the YouTube channel "Dallant Investment" since 2019 and providing industry-specific investment tips to investors, says, "The third greatest upheaval in history is coming."
To invest in the new era, you need to be able to identify key points from the overflow of investment information.
This book, which can be viewed as a compendium of Korean industrial investment, will hopefully serve as a milestone on the road to successful investment over the next two years.

The global reshoring trend is also stimulating demand for electricity infrastructure.
As the hegemonic war between the United States and China intensified, the world became more bloc-oriented, and this led to a reshoring trend in which developed countries rushed to establish production facilities in their own countries.
Representative examples include the US Semiconductor Support Act and the Inflation Reduction Act.

--- p.22~23

The imaging diagnostic equipment and medical imaging market is expected to experience rapid growth in the diagnostic field, intertwined with AI. This is because AI medical imaging software can replace doctors in this field.
According to BIS Research, a leading technology research firm, oncology is expected to account for 45.7% of the total market in AI imaging diagnostics by 2029.

--- p.85

The Yoon Seok-yeol administration plans to supply a total of 2.7 million units from 2023 to 2027.
A total of 1.58 million households will be supplied in the metropolitan area, including downtown areas, areas near subway stations, and third-generation new cities.
However, the supply performance based on permits from January to August 2023 is only about 213,000 units, which means that the achievement rate is not even half yet.
The actual government supply plan is subject to change depending on real estate market conditions and political issues, so it is important to closely monitor whether it will actually be implemented.
--- p.190~191

The United States announced that it would enact the Semiconductor Support Act and invest approximately $52.7 billion in securing semiconductor facilities and research and development in the future.
Of this, approximately $39 billion is subsidies related to facility investment.
Companies investing in semiconductor manufacturing facilities in the United States may receive benefits from the U.S. government in the form of subsidies, loans, or loan guarantees.
Accordingly, Taiwan's TSMC and Samsung Electronics are building foundry factories in the United States.

--- p.244

The other consumer goods industry, including household goods, furniture, education, and toys, is centered on domestic demand and thus has a low growth rate.
Since the export volume is small, the market size is also small.
However, since repeated consumption occurs and it is not greatly affected by economic conditions, profit stability is high.
Some companies are striving to return shareholder value based on stable profits.

--- p.346

Korea's music exports are on a sharp upward trend.
According to the Ministry of Trade, Industry and Energy, exports in the first half of 2023 reached approximately $132.93 million, continuing their growth. This growth is the result of BTS's continued solo activities, despite the suspension of group activities, and the continued work of diverse artists like Stray Kids and TXT.

--- p.406~408

There are a total of 53 companies in the secondary battery industry, accounting for 9.5% of the stock market.
The market capitalization ratio is large compared to the number of companies.
In particular, it accounts for a larger proportion than the automobile market, which is a front-runner market, thanks to the growth potential of the secondary battery industry and the position of domestic companies.
Because LG Energy Solution, Samsung SDI, and SK On are leaders in the global secondary battery market, the valuation premiums given to them in the stock market are also significant.

--- p.458