Buy up all shipbuilding stocks with cash. The leading shipbuilding stock is obviously 'this stock' rather than Hanwha Ocean (CEO Kim Ji-hoon / Part 4).

Why did Hanwha Ocean, which no one expected, rise? It rose tremendously because it combined with [music] The undisputed number one in shipbuilding, the world's strongest, is HD Hyundai Heavy Industries. HD Hyundai Heavy Industries and [music] have nothing to do with me. But why did Hanwha Ocean get so much attention? It's precisely because of that. Everyone thought the shipbuilding topic for the US project was HD Hyundai Heavy Industries. I thought so. [music] Is the current sentiment for shipbuilding stocks still in the early stages? Or is it at its peak? Shipbuilding stocks are definitely not in the early stages. I think they are in the process of heading towards a peak. However, we shouldn't simply dismiss it as a brief good period from the past just because shipyards are making a lot of money. The supply chain risk caused by the Russia-Ukraine war—the risk of not being able to transport goods on time—means that the ordering party has started to recognize the importance of opportunity cost based on experience regarding these associated costs. But the carbon tax hasn't been fully implemented yet. This carbon tax...