K-조선 사이클, 이제 3% 왔습니다. 지금은 적극 모아갈 시기! / 엄경아 연구위원 PART1 [빅터뷰]

A Super-Boom Cycle for Shipbuilding Stocks for the First Time in 15 Years… Still Only 3% of the Total Replacement! We explore this with Research Fellow Eom Kyung-ah. [Production Team] Guest: Eom Kyung-ah, Research Fellow at Shinyoung Securities Host: Eo Hee-jae, Money Today Broadcasting Anchor Executive Producer: Jung Yi-seul Planning: Jung Yi-seul Editor: Kim Hyun-kyung [Timeline] Highlights 00:00 A Super-Boom Cycle for the First Time in 15 Years… Is K-Shipbuilding Different Now Than Then? 03:28 The Supercycle is in its 3rd Year, Where Are We in the Cycle Now? 05:52 Beyond Merchant Ships to Offshore Defense! Lee "Fostering Shipping and Port Businesses as National Strategic Industries" 09:21 #ShipbuildingStocks #Shipping #DefenseIndustry #HanwhaOcean #KoreaShipbuilding&MarineEngineering #HDHyundaiHeavyIndustries #HDGroupStocks #HD #ShipbuildingIndustry #Shipbuilding #NuclearSubmarineProject #JangBogoNProject #NationalStrategicProject #EomKyungAh #ShinYoungSecurities #MoneyTodayBroadcasting #MTN #WallStreetWars #Victorview