INDUSTRY REPORT KB RESEARCH Jeff Kim Analyst / IT Display, Telecom and 82-2-6114-2913
[email protected] Joonsop Kim Analyst Telecom Services/Holdings 82-2-6114-2935
[email protected] Software Danny Lee Analyst Internet, Game, Media, Leisure 82-2-6114-2960
[email protected] 5G, OLED and Content to Stand Out in 2019 Changmin Lee Analyst / IT 82-2-6114-2917
[email protected] Goun Whang RA 82-2-6114-2932
[email protected] MWC19: More immersive fun at faster speeds and on larger screens Caleb Kim RA 82-2-6114-2977
[email protected] We visited the Mobile World Congress 2019 (MWC19 held from Feb 25-28), in Sukyung Lee RA Barcelona, Spain. MWC19 provided us with valuable insight into the hot topics of the 82-2-6114-2914
[email protected] display & consumer electronics, communication and software industries by offering a Jeonghoon Son RA 82-2-6114-2910
[email protected] glimpse of how immersive content can be accessed through smartphones that operate on 5G, the platform for Industry 4.0, without any time or space constraints. This contrasted with IT exhibitions up to this point that only presented abstract concepts March 4, 2019 focusing on self-driving cars. Considering the dawning era of immersive content accessed via 5G foldable handsets, our top picks are Samsung Electronics (SEC), SEMCO, SK Telecom (SKT), NCSOFT, SFA Engineering and Hansol Chemical. We also Positive maintain believe AfreecaTV deserves attention. Recommendations March 4, 2019 Samsung Electronics (005930) Buy Foldable handsets to create added value in various industries Current price KRW44,850 Target price KRW52,000 When connected with other industries through 5G networks, the portability and convenience of foldable smartphones will create added value in numerous industries SEMCO (009150) Buy Current price KRW100,700 throughout the world.