“Virtuality becomes everyday” The era of metaverse… Searching for beneficiary stocks busy

In the post-corona era, metaverse innovation that crosses virtual and real is accelerating. The stock market is busy looking for undervalued growth stocks, paying attention to the metaverse that has emerged as a new trend.

In the metaverse, a new social space, economic transactions occur through virtual currency, and there are rules that members must follow.

The metaverse is rapidly spreading along with the corona pandemic. It is a famous example of Metaverse that BTS first unveiled the choreography of their new song’Dynamite’ at the game Fortnite in September last year. In the recent college entrance season, the metaverse era is accelerating in line with the Home+Economy era, such as using metaverse technology at the entrance ceremony for new students.

The size of the metaverse market is estimated to reach 315 trillion won ($280 billion) in 2025. Metaverse’s underlying technology, XR (Virtual Convergence), is expected to have a ripple effect on the global economy of 520 trillion won ($476.4 billion).

The stock market is paying attention to the metaverse, which has emerged as a new trend. This is because there is a high possibility that the industrial value of the Internet and games will spread in all directions.

Recently, Korea Investment & Securities published a report titled’Metabus-First Train, Last Train.’ KB Securities also released a report titled’Metaverse, Mega Trend’. Samsung Securities also released corporate reports related to Metaverse one after another.

Kwon Yun-gu, a researcher at Korea Investment & Securities Co., said, “The metaverse and virtual reality are not new concepts, but what I thought was a future thing came before my eyes after Corona 19. It’s a different part from the past.” As the number increases, various revenue models such as advertisements, virtual currency, and contents are also being created.”

Researcher Kwon predicted that “Ultimately, the metaverse will change our lives by expanding the domain beyond games to commerce.”

In the stock market, the beneficiaries to lead Metaverse are the game platform Roblox, which is still unlisted, Unity software that produces 3D game engines, wearable display company Beauzix, and mega platform companies Tencent and Facebook.

In Korea, Naver is the most active. Naver Z’s’Geppetto’, which is aimed at Generation Z (a generation born from the mid-1990s to the early 2000s and raised in a digital environment), is gaining popularity as a metaverse service.

The interest of individual investors in the metaverse is also increasing.

In the news of Roblox’s listing on the New York Stock Exchange on the 10th, M-Game (30.0%), Sunic System (29.93%), Hanbit Soft (12.42%), Vivian (4.44%) and other Metaverse-related stocks listed on the domestic stock market It surged on the last 3 days.

Post Tesla, Seohak ants looking for undervalued growth stocks are sweeping the Metaverse beneficiary, Unity Software. According to the Korea Securities Depository, Unity ranked fourth in the net buying stock of domestic investors last month. The total net purchase amount reached $63.13 million, and in the second week of the Lunar New Year holiday, the buying force was concentrated enough to record the No. 1 net purchase.

While growth stocks have been sharply adjusted due to the recent increase in US Treasury yields, 4Q08 sales fell short of market expectations and the lockup was canceled, and the stock price has been sharply adjusted. However, the stock price is still paying attention to Unity.

Samsung Securities researcher Lee Young-jin said, “Unity solutions are not limited to the game industry and can be used for 3D content production in various industries, so there is a high possibility of expansion.” There are a variety of products that can bring about innovation. We can expect to see endless expansion opportunities continually as we develop additional products in the future.”