Shuka mentioned the direction of Investment that should be noted in 2021.
On February 28, SBS entertainment program 'All The Butlers' covered 'How to Invest Smartly'. Saburo starred Shuka, who is working as an economic creator.
All the performers except Cha Eun-woo are stocking. Cha Eun-woo also bought a share of LG Electronics for the broadcast. On this day, Lee pointed out "Danta" Mania Shin Sung-rok and said, "I was disposing of all Korean stocks because I had fallen a little." Shin Sung-rok said, "I was so anxious that I sold it. I was so scared when I fell, "he said, pointing to Kim Dong-hyun and Shin Sung-rok and revealing," I almost wield a table tennis club. "
Kim Dong-hyun told Shuka, "I am really curious. Why do I go up when I sell, if I buy, I do not buy a lot, and I do not buy a little. "Who is looking at me?" And Shuka said, "It is natural for Kim Dong-hyun's method. Prices are going up and down. If you move at price, you will be caught in such a trap. I have to consider the long-term vision of the company why I bought it. "
Schuka later mentioned the Investment direction keyword to be noted in 2021: the first was 'climate change'; climate disaster was the topic Bill Gates had most immersed in over the past decade. "What industry changes will come when climate change comes? Why will gasoline cars change from electric cars? The basic performance is overwhelmingly good. But the theme of climate change is banning the sale of internal combustion engine vehicles. So what is the hottest area? "It says" battlefield "." The 'automobile battlefield business' refers to all electrical and electronic parts related businesses entering automobiles.
Shuka said, "For example, LG Electronics recently gave up its mobile phone and said it would turn to the battlefield business. Climate change is having a big impact on the industry as a whole, as Korea's leading companies change their business direction. We have to choose the direction of Investment by weighing whether they can be winners in climate change. "
"Even content, too, try to imagine it, when it turns into an autonomous vehicle, the steering wheel disappears and you don't have to drive. That would make people watch TV in it, and more time to watch content. Big chances for content companies. Why did Apple and Disney jump in there? "The price has risen in 10 years since the electric car story came out. It means to have a habit of observing change, not 'Investment' or 'Do not' right now. If we think about social change before we think about stocks, we can invest relatively easily. "
The second keyword was 'Digital data conversion', which Shuka said: "We live in a world where all the information we used offline is digital data. Why is Microsoft stock price high? It is a company that converts everything we are working into digital data. " "If you catch changes in the era such as 'Digital data conversion', it is easy to decide your own investment direction."
The third keyword was 'The Kitchen's End', which Schuka said: "With Corona 19, people were only at home, so they wanted a big house; the United States had increased demand for a big house. In the meantime, it has affected the interior, furniture, even TV and display markets. "
"I only have to eat at home, so I have to deliver it. I especially eat a lot of milky kits. In the past, as the era of delivery came, I had a lot of expectation that 'the end of The Kitchen will come'. The time to eat home food by eating at The Kitchen will gradually decrease, and if this continues, The Kitchen becomes 'a place to use only when there is something special'. Then I think something else will fill it, "he advised." Imagination is important. "