SpaceX, space technology, U.S.-related stocks and domestic stocks

Space Tech U.S.-related stocks

Even before SpaceX directly listed, “pure space play” stocks moved first.

The most notable one is Rocket Lab (RKLB). It rose +57% in just over a month after the IPO was reported on March 25, and the 1Q26 performance announced on May 7 recorded an earnings surprise with sales of $200 million (+63.5%) and backlog of $2.2 billion. The appeal of the Neutron medium-lift rocket program is that it is the only publicly traded company that will compete with SpaceX in the medium-lift market.

AST SpaceMobile (ASTS) cannot be left out. Although there was an accident on May 6th where the BlueBird 7 satellite was placed lower than its intended orbit, it is recording a one-year cumulative +324%. With 248 FCC-certified satellites, we aim to ramp up to $1 billion in sales by 2027.

In addition, Iridium (IRDM), Viasat (VSAT), EchoStar (SATS), Globalstar (GSAT), Planet Labs (PL), and Intuitive Machines (LUNR) are continuing their rally throughout the month of May. If the volatility of individual stocks is burdensome, you can also diversify with ETFs such as ARKX, UFO, and ITA. However, you should be aware that the proportion of a single stock on ARKX may change drastically after listing on SPCX.

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Uju Tech Domestic Stocks

The domestic aerospace sector has truly exploded. Hanwha Aerospace rose +4.87% to 1.4 million won, LIG ​​Nex1 rose +14.51%, Korea Aerospace (KAI) +4.93%, and Kencore Aerospace rose a whopping +17.39%.

What is important here is the differentiation between theme stocks and performance stocks.

Companies that have actually entered the SpaceX supply chain are more likely to survive in the mid- to long-term than stocks that simply have the “space” keyword. There are three representative cases.

HVM directly supplies superalloys for SpaceX rocket engines.

Spear signed a contract to supply special alloys worth about 1.5 trillion won for 10 years, and its stock price soared about 85% over the past month.

SeAH Besteel Holdings invested 212.5 billion won in the SST plant in Texas, which will be completed in June and begin commercial operation in the second half of the year. Raw materials are scheduled to be delivered directly to the nearby Lockheed Martin and SpaceX assembly plants.

On the satellite communications side, IntellianTech (satellite antennas, Starlink supply chain) and Contact (satellite ground station services) have high beta exposure. An interesting place is Mirae Asset Venture Investment. Since it directly owns shares of SpaceX, it is a stock that can enjoy valuation gains upon listing.

If you want to look at it as a thematic ETF, you can also diversify your exposure with a domestic ETF such as KODEX K-Aerospace and Defense.