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01:45
Jun 11
Han Yu-geon Team Leader, Hana Securities Research Center 3PRO TV (삼프로TV)
Buy Korean SpaceX suppliers on dips.
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
HIGH
03:23
May 28
Han Yu-geon Team Leader, Hana Securities Research Center 3PRO TV (삼프로TV)
Almac space materials play, buy.
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.
ALMAC 1ST
HIGH

About ALMAC Analyst Coverage

Buzzberg tracks ALMAC across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Latest voices: Han Yu-geon.