AL ALMAC Загрузка... : Бычьи и медвежьи мнения аналитиков

Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.

Almac, a Korean specialty materials company, is positioned to benefit from the space supply chain as SpaceX and other space companies increase production, and its upcoming entry into the value chain provides significant upside.