One person's expenditure is another person's income.

This largest-ever investment plan in South Korea will at least in the short to medium term directly benefit South Korea's infrastructure-related companies.
Today, South Korea's construction, cement, and engineering companies all took off.
But this script is no longer fresh.
Samsung basically makes a big move every few years: 180 trillion won over three years in 2018, and another announcement of 450 trillion won over five years in November 2025, both focusing on building and expanding factories. Every time a construction site starts moving, the batch of construction and material companies that build factories for Samsung get a flurry of activity.
But construction engineering is precisely the toughest link in this industrial chain, with thin margins, heavy advance payments, and long cycles—a project can drag on for years from winning the bid to settlement.
It is still far from the realization of real profits.