[4th Place] COVID-19 Treatment-Related Stocks
As vaccine distribution has become full-scale, it is now time to turn attention to treatments. Once prevention is possible, treatments will become even more important. Domestic development of treatments is underway, and the technology is known to be quite advanced. It is important to secure treatment-related stocks even now.
[3rd Place] Cold Chain Distribution-Related Stocks
With Pfizer and Moderna vaccines likely to be distributed domestically, cold chain distribution-related stocks are expected to perform strongly. Pfizer requires ultra-low temperature distribution at -70°C, while Moderna needs at least around -7°C. Expanding ultra-low temperature facilities is essential for this distribution. These stocks are expected to rise the most during the post-COVID preparation phase.
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[2nd Place] Aviation and Travel-Related Stocks
Aviation-related stocks are expected to take off again. The possibility of removing travel barriers due to COVID-19 vaccine introduction is increasing, and the reactivation of routes to China and Japan, which account for a significant portion of sales, is also promising. Additionally, air cargo revenue is expected to grow due to the distribution of vaccines and related materials. Their original position is not far away.
[1st Place] ?????
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Stocks of Interest: Samsung Heavy Industries, Hansol Home Deco, Korea Line Corporation, RingNet, KMH High Tech
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