Entering a Phase of Liquidity Reduction... 12 Promising Stocks Selected①

Promising Fields such as Robots, AI, and Foldable Phones

[Asia Economy Reporter Hyungsoo Park] Volatility in the domestic stock market has increased since the beginning of the new year. While it is generally challenging for the stock market to rise overall, there is growing support for the view that a differentiated stock market will emerge. Research Alom forecasted that the robot, artificial intelligence (AI), and foldable phone markets will grow as promising sectors leading the market in a box range market.

Donghyun Lee, Chief Researcher at Research Alom, analyzed, "The most burdensome variable in this year's stock market is the high valuation of developed countries and growth stocks," adding, "The price-to-book ratio (PBR) of developed markets, centered on the U.S., has reached the highest level seen during the IT bubble."

He continued, "The price-to-earnings ratio (PER) of the S&P 500 is at a high level of about 21 times," and added, "With liquidity tightening in developed markets and stagnation in profit growth, it is difficult to predict a major upward trend in domestic and international markets like the past two years."

Expecting growth in the robot market, Curexo and Everybot were identified as promising stocks.

Curexo is the largest medical robot specialist company in Korea. Curexo plans to complete approvals for its main products this year and actively enter overseas markets.

Lee emphasized, "Curexo's CUVIS-spine is a spinal surgery robot that assists precise screw insertion during spinal surgery," adding, "It was the first to commercialize this technology domestically." He explained, "It is leading the spinal surgery robot market, which has not yet blossomed domestically, and interest will increase as the number of surgeries rises."

Everybot, the number one robot vacuum cleaner company in Korea, possesses core technology for building an autonomous driving robot platform. Lee introduced, "It is expected to become a specialized Internet of Things (IoT) home service robot company," and added, "Investment points to watch this year include sales growth from increased ODM volume of Samsung Electronics robot vacuum cleaners and the full-scale expansion into the European market, which was newly entered last year."

Regarding the metaverse theme, which has gained interest since last year, Wise Itech was recommended. It is expected to achieve record-high performance every year. Using its AI development platform, it plans to launch metaverse analysis tools and industrial metaverse products this year.

Research Alom also named Mbrain and DKTI as promising stocks for the new year. Lee emphasized, "Mbrain, which plans to launch big data services, will transform from a research company into a big data platform company," and "DKTI is expected to expand its market share following Samsung Electro-Mechanics' withdrawal from the RF-PCB substrate business."

Novatech is also expected to grow due to increasing demand for shielding magnets, which are essential for extending the lifespan of foldable and rollable components. Lee predicted that with an increase in demand sources and product diversification such as automotive magnets and degaussing modules, Novatech will show a steep growth trend.

This content was produced with the assistance of AI translation services.