KOSDAQ Is Heading to 3000!
1 Creverse (Education, Coding)
Core business: A premium education company that teaches English, math, and coding and computational thinking to elementary, middle and high school students. It is the company formed by the merger of Chungdahm Learning and CMS Edu.
Not just a hagwon, but a place that develops talent for the AI era. It is not simply a college-prep academy but a place that develops talent for the AI era.
The more the government emphasizes digital education, the more parents open their wallets for coding education. Education stocks are not very sensitive to the economy, but when an IT boom takes off, demand for coding education can explode and earnings can grow substantially.
2 Webzen (Games)
Core business: A game company that owns the intellectual property of the legendary game MU.
It makes games itself, but it also has a solid structure of licensing its intellectual property and receiving royalties.
Zero cost, 100 percent margin: a lucrative royalty business. The game industry is a symbol of high profitability.
KOSDAQ heading to 3000 means investor sentiment is reviving, and game stocks are at the vanguard.
In particular, the royalty business costs almost nothing, so it is a lucrative structure in which increased revenue goes straight to profit.
3 Saramin (Recruitment Platform)
Core business: Korea's leading job and recruitment matching platform.
It is where job seekers find jobs and companies find talent.
The biggest beneficiary of economic revitalization in the KOSDAQ 3000 era. The yardstick of economic revitalization is employment.
The KOSDAQ 3000 era is an era in which companies increase investment and hire people.
As job postings increase, fee revenue surges, and thanks to its dominant position with almost no competitors, it takes the fruits of market growth all for itself.
4 Incross (Digital Advertising)
Core business: A digital advertising media rep company affiliated with SK Telecom.
It uses AI technology to deliver targeted ads and connects advertisers with media.
Where companies open their wallets first when they make money. When the economy improves, advertising is where companies open their wallets first.
In particular, the mobile and AI advertising market is growing, and because it holds the vast data of a major telecom company, its advertising efficiency is overwhelming.
It is the biggest beneficiary of a bull market in which consumption explodes.
5 Golfzon (Leisure, Screen Golf)
Core business: The undisputed leader in the screen golf market.
It sells machines, manages franchises, collects round fees and even sells golf equipment.
Evolving from neighborhood screen golf venues into a global exporter. It is now going beyond Korea into the United States and China.
It is transforming from a domestic-demand stock into a global export stock.
In the KOSDAQ 3000 era, when people's pockets get fuller, they are bound to spend money on leisure, and if overseas earnings also take off, the company's value itself will change.
6 Digital Daesung (Online Education)
Core business: It operates Daesung Mimac, a must for college entrance exam candidates.
It generates enormous cash flow with its all-in-one pass product.
Record once and tens of thousands watch: overwhelming cash generation. Once an online lecture is recorded, there is no additional cost even if tens of thousands of people watch it.
When the number of exam candidates rises due to issues such as the expansion of medical school admissions, it is a structure that makes money effortlessly.
With solid earnings, it serves as the backbone supporting the bull market.
7 Vieworks (Medical Devices, Imaging)
Core business: It makes image sensors used in hospital X-rays and industrial cameras.
It ranks among the world's top in technology for capturing what is invisible to the eye.
A hidden tech stock benefiting from both aging and the growth of advanced industries. It has two wings.
One is the growth of the medical market due to aging, and the other is the growth of advanced industries, namely demand for semiconductor and display inspection equipment.
When KOSDAQ tech stocks are in the spotlight, this company, which shows real technology and earnings, cannot help but be re-rated.
8 NHN KCP (Fintech, Payments)
Core business: A payment gateway that brings up the payment window when we shop online.
Overseas big tech companies mainly use this company when processing payments in Korea.
Market infrastructure where money piles up as online shopping grows. The KOSDAQ 3000 era is an era of consumption.
The more people shop online and buy directly from overseas, the more its fees snowball.
It is a stock that is like market infrastructure, certain to grow along with Korea's e-commerce market as long as that market grows.
9 Koh Young (Robots, Semiconductors)
Core business: The world's No. 1 maker of equipment that inspects in 3D whether semiconductor chips and electronic components are properly mounted on boards.
Recently, it also makes robots for brain surgery.
A leading stock that embraces both the AI semiconductor supercycle and the robot theme. AI semiconductors have complex structures, so precise 3D inspection is essential.
As semiconductors become higher-performing, factories cannot run without this company's equipment.
It is a key tech stock of the KOSDAQ 3000 era, riding both the semiconductor boom and the robot theme.
10 SFA (Smart Factory)
Core business: It makes factory automation equipment.
Its equipment goes into every place that needs automation, including secondary battery plants, semiconductor plants and logistics centers.
The final destination for every manufacturing plant in an era of rising labor costs. As labor costs rise and technology advances, every manufacturer is moving to smart factories.
Orders pour in every time large companies build factories. It is the company that most surely receives the trickle-down effect when the Korean market, a manufacturing powerhouse, grows.
This report does not recommend buying or selling. The companies mentioned are reference examples for understanding only!
However, we expect that studying their common points and characteristics will be a great help in your economic studies.