저자: TanushreeBanerjee · 외국인
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결론: 방산·드론 관련 저평가 종목 투자 아이디어를 제시하지만 구체적 단기 가격 예측이나 목표가는 없음. 과거 사례: 짐 로저스는 1970년대 초 방산업체 록히드(현 록히드마틴)가 부실 우려로 저평가됐을 때 매수해 1973~1983년 약 4,000% 수익을 냈다고 설명. 투자 논리: 1973년 욤키푸르 전쟁에서 이스라엘의 무기 손실을 보고 미국 방산기술이 뒤처졌다고 판단, 국방비 대규모 증액이 불가피하다고 봤다는 내용. 현재 적용: 드론 시장이 2022년 약 130억 달러에서 2030년 약 300억 달러로 성장할 전망이며, 미 국방예산 증가와 함께 드론 R&D 지출도 크다고 설명. 인도 시장: 인도 드론 산업 매출이 2030년 1,500억 루피(현재 약 8억 루피 대비 크게 증가)에 도달할 것으로 추정, 정부가 드론 제조 허브를 목표로 한다고 언급. 국방 종목: 인도 국방연구기구(DRDO)와 협력해 수중 드론을 개발 중인 방산기업을 저평가 종목으로 언급했으나 종목명은 자막에서 특정되지 않음. 리스크/조건: 해당 드론 기업의 인도 해군 수주가 단기 매출에 큰 영향을 주진 않을 것이라고 언급. 출연자 전망: 해당 종목들을 주시하고 있으며 관련 견해를 무료 뉴스레터 'The Prophet Hunter'에서 확인 가능하다고 소개.
다듬은 글
subscribe to our YouTube channel and press the Bell icon to get the latest updates legendary investor Jim Rogers was in his early 30s those were the early years of his Quantum fund Rogers was invited to dine at a fancy Manhattan restaurant with a bunch of successful investment managers for a new hedge fund it was a big deal to hobnob with fellow Market Wizards suddenly the host asked each guest to recommend the stock the names of various growth stocks were confidently spewed then Rogers named Lockheed corporation which later became Lockheed Martin the polite members of the group raised eyebrows some smirked some laughed one hedge fund manager whispered who buys stocks like these Rogers was understandably embarrassed it was his first dinner with a group of elite investors and his pick was called not for long though Lockheed appreciated four thousand percent from 1973 to 1983 and Rogers made a killing on it hi I'm dhanushree Banerjee editor of equity Masters Bluetooth recommendation service stock select welcome to Safe stocks where we discuss ideas to create and preserve wealth in the safest businesses if you haven't subscribed to equity Master's YouTube channel yet please do so and click on the Bell icon to get notifications for my latest videos now like I was telling you Jim Rogers made a killing on the stock of Lockheed Martin in a decade the reason Rogers had noted a hidden element in the stock of Lockheed that no one else had done at that time the hidden element was lockheed's investment and a new age defense Electronics it was when the U.S defense company was near bankruptcy he was betting safely on this hidden element at discounted valuations it paid off massively for Rogers over the long term but the question is how did Rogers know that Lockheed would eventually turn into such a huge multibagger was he speculating well the other fund managers may have thought so but here's the real story you must have heard or read about the Yom Kippur War of 1973.
a war that changed the defense landscape in Israel forever a coalition of Arab states led by Egypt and Syria launched a surprise attack on Israel naturally Israel was caught on the back foot the Soviet supplied missiles used by Adam took a heavy toll on Israel particularly the Russian self-propelled low to medium altitude surface to end missiles dealt a huge blow it was widely acknowledged that the Israelis suffered huge losses during the war legendary investor Jim Rogers was then watching the geopolitical developments closely so when it was reported that some of Israel's military technology was obsolete a thought struck him it was the U.S that had supplied most of the weapons to Israel that meant the American defense technology was also well behind the Russian and that the Pentagon would have to spend billions to catch up remember this was also a time when the Vietnam War was coming to an end so the U.S spending more on defense seemed like a far-fetched idea most investors believed spending on defense would be dramatically curtailed also U.S defense firms were then not on a solid ground they were considered barriers by the market stocks of American defense giants like Lockheed Martin Northrop Goodman Etc were trading at huge discount Jim Rogers though wasn't convinced he believed a massive modernization of the American Defense Forces was inevitable he traveled to Washington to converse with Pentagon officials and defense contractors across America he also figured out that the modern Battlefield was fundamentally changing that the new Arsenal would be sensors laser directed artillery shells and smart bombs and all of these would need massive Investments Rogers firmly believed that it would be only a matter of time before defense spending took a dramatic upswing his assumptions were bang on after all which country would want to compromise on its border security and defense so Roger started buying U.S defense stocks when they were very cheap soon enough U.S president Ronald Reagan initiated a program to revitalize U.S Defense Forces the spending was not to be financed with tax increases but with borrowings as a lesson from the Yom Kippur War the U.S began to develop radar style technology Israel too started investing in its own defense Technologies Rogers investments in defense talks turned out to be amongst his career best was in the U.S five decades back cut to Ukraine in 2022 in early March a song titled rendered by a young Ukrainian Soldier debuted on the YouTube the song instantly went viral tar the song which the young firefighters refers to is a Turkish made combat drone these drones wrecked havoc on Russia's Army during the Russia Ukraine war loaded with laser-guided bombs these drones have annulated entire tank columns combat drones both Russian and Ukrainian are outlining the face of the wall drones are nothing but the new age defense Electronics so any investor tracking Global defense purchases cannot miss them but so far they are the hidden Catalyst in different stocks in the U.S pentagon's budget for defense systems is expected to go up 1.3 X by the end of this decade 2030.
but at the same time an almost equal amount would be spent on drone r d the post-pandemic global drone Market size is expected to go up from about 13 billion dollars in 2022 to about 30 billion dollars by the end of this decade to add to that drones will also find applications in agriculture law enforcement surveillance delivery services worksite efficiency private occasions like weddings and so on so the possibilities for the use of drones are endless the Indian government is Keen to make India a global hub for manufacturing of drones by 2013.
as per an estimate by the civil aviation Ministry India's drone sector will achieve a turnover of 150 billion rupees by 2030 from just about 0.8 billion now that's 187 times growth does that sound obnoxious remember Rogers bagged four thousand percent gains on a single stock Lockheed Martin in just a decade but you may ask that what is hidden in this opportunity in India well until 2018 only NATO members could buy drones but since then India became one of the biggest buyers of drones from the US and Israel and after we got access to the technology we started producing them indigenously plus the drdo which is the defense research entity in India it has been spending Millions on scientific research to make better faster deadlier combat drones ones which can fly longer distances and deliver bigger and deadlier payloads the Indian Navy is aware of the Chinese regularly operating underwater drones for surveillance of our Naval assets so the drdo is now developing underwater drones with twin surveillance and strike capabilities the defense company that is collaborating with drdo to build such drones is so far out of the radar of most investors and that shows in its valuations the Drone sales to Indian Navy may not make a huge difference to the company's revenue for some time but it's only a matter of time before it wins massive defense orders for such drones I am keeping a close watch on such stocks and you could track my views on them in equity Masters free newsletter the prophet Hunter hope you like this video stay tuned for more such videos on the safest and most appealing permanent wealth creating stocks thanks for watching
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