Tesla is Just a Taste of Things to Come

www.ozy.com [OZY]() The newsletter to fuel — and thrill — your mind. Read for deep dives into the unmissable ideas and topics shaping our world. Nov 09, 2021 TODAY If you were to guess which company would be leading the charge in autonomous vehicles, I’d say Tesla. Just last week, [Tesla finally broke into the “elite trillion dollar club](” when its market cap surpassed $1 trillion for the first time. But with recent headlines over founder [Elon Musk’s tax woes]( and [Twitter poll troubles](, it's no surprise that investors are betting on companies with tech-fueled futures. Today’s Daily Dose gives a sneak peek into firms around the world that want nothing less than the same dramatic gains. So what are you waiting for? It's time to get excited about these up-and-coming companies poised for success! Rising Stocks 1 - New COVID Cold Chain One of the biggest challenges involving some leading COVID-19 vaccine candidates is their [need for refrigeration]( at hard-to-maintain, ultralow temperatures. But that’s good news for ilShin Biobase, a leading Korean manufacturer of freezers for drugs. It has seen its [share price triple since July]( as demand grows for a cold chain to keep these vaccines safe. 2 - Promising Pulp Production Remember the early days of the pandemic, when there was a run on toilet paper? While things have settled a bit since then, it’s clear we’re likely to be staying indoors for several more months. The pulp industry, which struggled with its supply chains earlier this year, has now caught up with the demand. The net result? Suzano, the Brazilian firm that is the [world’s largest wood pulp producer](, might be smiling even more in 2021. Already, its stock value has risen 50% since mid-July. 3 - The Best Toilet is A Smart Toilet This is no potty humor. Toto, the iconic Japanese smart toilet maker that invented the electronic washlet bidet, is one of the top-performing companies on the Nikkei Stock Average, the price of its shares [almost doubling]( since March. If we’re stuck at home, comfortable thrones are worthy investments. 4 - Get in Shape Those in the pandemic habit of working out at home dropped serious cash on in-home fitness equipment like bikes from Peloton, whose stock price and revenues [more than doubled]( initially during 2020. At this stage in the pandemic, though, the future is unclear for the industry.[Peloton stock took a steep tumble]( this past week, which it blamed on loosening restrictions that have led to a boost for in-person gyms. Seeing a [side-by-side comparison]( of Peloton and Planet Fitness’s stock prices over the past few weeks certainly makes it seem like the indoor exercise fad is dying out, but analysts aren’t seeing similar companies implode like Peloton. This trend has not affected other companies like [Tonal](, which sells a wall-mounted weight machine, or [Hydrow](, which sells an in-home rowing machine. Work from home has also boosted “athleisure” wear like yoga pants from Lululemon, which is [beating revenue expectations]( as retail struggles in the pandemic. Good Fortune in South America 1 - Chile’s Battery Revolution Elon Musk might be milking millions each day from electric cars, but the future of the industry may depend on a desolate corner of the world, and a company dominating that remote terrain. Chilean firm SQM is one of the world’s largest [producers of lithium](, the key ingredient that goes into making electric batteries. It has the [local edge]( over American rival Albemarle in accessing the lithium-rich Salar de Atacama region of Chile. SQM’s stock price has [nearly doubled]( over the past year. As the demand for electric vehicles continues to soar, so will SQM. 2 - Building a Fortune Sure, the future is digital, but as long as we need roofs over our heads and bridges and ports to transport goods, brick-and-mortar construction isn’t going anywhere. And with country after country turning to infrastructure spending as a way to yank their economies out of the global recession, cement companies are emerging as key gainers, especially if they enjoy regional market hegemony. Dangote Cement, Africa’s largest cement manufacturer — owned by the continent’s richest man, Nigerian billionaire Aliko Dangote — is already revving up its engines. Its stock price has [risen 50](% since the start of the pandemic. And amid the ruins of 2020, Mexican building materials giant Cemex has had that country’s most profitable stock last year, [growing 23%](in value. WATCH A NEW EPISODE OF THE CARLOS WATSON SHOW Digital Domination 1 - The Future of Fortnite ... could rest with one of the world’s largest companies — that you’ve probably never heard of. Prosus, the Amsterdam-listed global arm of South African internet firm Naspers — [Africa’s most valuable company]( — owns a [third of Chinese giant Tencent](, which in turn has a 40% [stake in Epic Games](, which created Fortnite. With gaming on a surge during the pandemic, it’s no surprise that Prosus has grown, with Fortnite picking up 100 million additional users. In fact, in October of 2020, Prosus — a firm with African origins — became the [largest technology company in Europe](, which once colonized the continent. Process (or Prosus) that. 2 - Boy Band Riches Chart-topping South Korean boy band BTS has been compared to the Beatles — the two groups are the only ones to record 1 million album sales in the U.S. in 2020. Their first English single, “Dynamite,” [debuted at No. 1]( on the Billboard Hot 100 in America. But they’re also fundamentally redefining the economics of the music industry. [Big Hit Entertainment](, the record label that relies on BTS for 88% of its revenue, went public in October of last year in one of the most stunning IPOs of 2020, its market cap skyrocketing to $7.6 billion on the first day. BTS members own a fraction of the shares — few top music groups in the West own shares in their recording labels — so the boy band earned $108 million in a single day. 3 - A Risky Bet It was a gamble — and it looks like it might pay off. At the start of the pandemic, Kenyan telecommunications major Safaricom decided — counterintuitively, it seemed — to temporarily make all person-to-person transactions of low values on the popular mobile money service M-Pesa absolutely free. Several months later, that move has helped the company’s joint M-Pesa platform with Vodafone see a [bump in monthly transactions]( as its user base has expanded. [READ MORE ON OZY]( 4 - Revolutionary Raps Get ready to dance to its tune. Chinese entertainment company Bilibili released a rap video with its Q3 earnings report earlier this month, its confidence stemming from a [74% boom]( in net revenue year over year. The [video-sharing and gaming company]( was until recently seen as an also-ran to giants like Tencent and Baidu. Now it’s emerging as China’s [YouTube]( and [Nintendo]( rolled into one. 5 - Argentina’s Amazon [Argentina’s biggest company]( by market cap ([$76 billion](), MercadoLibre is also South America’s largest e-commerce firm. And it’s expected to only grow further, as online retail — already on the uptick — explodes in the wake of the pandemic and shutdowns. No wonder then that it’s [a pick]( investors are recommending you put your money into. Quote of the Day “Eventually, they run out of other people’s money and then they come for you.” — Elon Musk Community Corner Share your thoughts, shoot us an email at ozycommunity@ozy.com! ABOUT OZY OZY is a diverse, global and forward-looking media and entertainment company focused on “the New and the Next.” OZY creates space for fresh perspectives and offers new takes on everything from news and culture to technology, business, learning and entertainment. [www.ozy.com]( / #OZY Welcome to the New + the Next! [OZY]() [TV]( | [PODCASTS]( | [NEWS]( | [FESTIVALS]( A Modern Media Company OZY Media, 800 West El Camino Mountain View, California 94040 This email was sent to {EMAIL} [Manage Subscriptions]( | [Privacy Policy]( | [Read Online](