2026 Investment Keyword 'SDM': Full Analysis of the Space Industry Roadmap | Kwon Taek-jung, Vincent, Pyeon Da-song

2026 투자 키워드 ‘스드메’..우주산업 로드맵 완전 분석 | 권택중, 빈센트, 편다송 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 09, 2026 at 03:33  |  42:46  |  3PRO TV (삼프로TV)
Speakers
Kwon Taek-jung — Manager, The Centerfield W

Summary

Kwon Taek-jung, a manager at Centerfield W, joined hosts Pyeon Da-song and Vincent to present the 2026 investment keyword 'SDM': space, drones, and memory. He argued memory leaders Samsung Electronics and SK hynix remain core KOSPI assets, while space can become a leading sector rather than a passing theme, driven by the SpaceX IPO, global space events, and Korea's completed value chain. He favored space ETFs for diversified exposure and named Hanwha Aerospace and Intelliantech as key Korean implementation ideas, while also discussing LEO satellite communications, drones/UAM, defense spending, and margin pressure on smartphone/PC component makers.

  • Kwon Taek-jung introduces the 2026 keyword SDM: space, drones, and memory.
  • Memory leaders Samsung Electronics and SK hynix are seen as core KOSPI assets supported by pricing and earnings.
  • Space is viewed as a leading investment sector, with SpaceX IPO and global events as catalysts.
  • Korea's space value chain is described as complete, with Hanwha Aerospace and Intelliantech highlighted.
  • LEO satellite communications and Starlink expansion are seen opening new markets.
  • Drones, UAM, and defense spending are presented as beneficiaries of modern warfare and satellite connectivity.
  • Rising memory prices are seen pressuring smartphone and PC component and accessory makers.
  • The guest recommends space ETFs first, then adding individual names for more focused exposure.
Ideas
Kwon Taek-jung Manager, The Centerfield W 1:55
Memory leaders stay core KOSPI assets.
Kwon argues the memory cycle has not ended; Samsung Electronics' 20 trillion won earnings surprise and upward guidance, conservative domestic estimates, foreign analysts' higher targets, and disciplined memory pricing should keep high margins and support share prices. He wants to buy Samsung Electronics and SK hynix on pullbacks because they remain core KOSPI assets and the semiconductor supply-demand black hole should persist through the first half.
005930.KS 000660.KS HIGH
Kwon Taek-jung Manager, The Centerfield W 4:38
Space becomes 2026 leading investment sector.
Kwon's 2026 keyword is SDM: Space, Drone, Memory, with space as the centerpiece. Aerospace and space ETFs are among the best-performing non-leveraged ETFs year-to-date, and he sees the sector moving beyond a theme into a leading sector. The SpaceX IPO, global space events, Korea's completed value chain, and government R&D support should allow repeated valuation re-rating, even if near-term overheating causes pauses.
PLUS Aerospace UAM ETF 1Q US Space Tech ETF HIGH
Kwon Taek-jung Manager, The Centerfield W 8:01
SpaceX material suppliers have real revenue.
Kwon prefers companies already generating real revenue tied to SpaceX. He names SPHERE and HVM as representative material suppliers whose sales should grow as SpaceX scales launch cadence and satellite deployment.
Sphere HVM MED
Kwon Taek-jung Manager, The Centerfield W 8:13
LEO satellite internet opens new markets.
Starlink has entered Korea and is commercializing globally; LEO satellites are closer and lower-latency than geostationary satellites, enabling usable satellite internet. Kwon sees a large new market: roughly 2 billion people and 500 million households lack adequate communications, and direct-to-device could eventually reduce roaming and extend coverage to sea, mountains, and remote areas, while also supporting UAM and autonomous driving.
LEO satellite communications HIGH
Kwon Taek-jung Manager, The Centerfield W 16:28
Hanwha Aerospace anchors Korean space value chain.
Korea's space industry is shifting from state-led to private, with Hanwha Aerospace at the center of the Nuri launch vehicle value chain. The space agency budget and broader Hanwha Group push into space and defense give it both defense earnings and space optionality, making it a more comfortable long-term holding.
012450.KS HIGH
Kwon Taek-jung Manager, The Centerfield W 23:09
UAM needs satellite-based 6G connectivity.
UAM and air taxis cannot operate smoothly without global connectivity; Kwon argues they need satellite-based 6G/LEO internet to fly and communicate reliably. As LEO satellite constellations expand, the UAM/air-taxi market can begin to open.
UAM/air taxi sector MED
Kwon Taek-jung Manager, The Centerfield W 24:03
US drone value chain benefits.
Modern warfare has validated drones and suicide drones, from Russia-Ukraine to the recent Maduro operation. Kwon says the US reverse-engineered and localized Chinese-style drones, and the first US-made suicide drone was used in that operation, so the US drone value chain is a key area to watch.
US drone value chain MED
Kwon Taek-jung Manager, The Centerfield W 25:08
Palantir benefits from space-based defense.
In the Maduro operation, Starlink and Palantir were cited as key enablers: space-based surveillance identified the target, and Palantir analyzed the data for US forces. Kwon argues space-based defense and intelligence spending will keep strengthening, with Trump's proposed 50% defense budget increase as a tailwind.
PLTR MED
Kwon Taek-jung Manager, The Centerfield W 25:33
Defense spending rises on security threats.
Kwon sees defense strengthening continue as space-based intelligence and drones prove effective in modern conflicts. Trump's call to increase the defense budget by 50% should benefit the broader defense sector.
ITA MED
Kwon Taek-jung Manager, The Centerfield W 32:15
Intelliantech leads LEO gateway antennas.
Intelliantech is the global leader in maritime VSAT antennas and is now moving into LEO gateway antennas, which are essential ground stations linking satellites to data centers. As Starlink, OneWeb, Amazon Leo, and others expand satellite constellations, gateway antenna orders should grow with satellite count. Existing OneWeb and Company A supply contracts support the thesis, and although legacy operations are loss-making, the gateway antenna cycle is the investment point.
189300.KQ HIGH
Kwon Taek-jung Manager, The Centerfield W 39:08
Memory costs squeeze device component makers.
Memory price increases raise input costs for smartphone, PC, and device component makers. Device demand may fall because higher memory costs push up final prices, and component and accessory suppliers face margin pressure and weaker sales.
Smartphone/PC component and accessory makers MED
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This 3PRO TV (삼프로TV) video, published January 09, 2026, features Kwon Taek-jung discussing 005930.KS, 000660.KS, PLUS Aerospace UAM ETF, 1Q US Space Tech ETF, Sphere, HVM, LEO satellite communications, 012450.KS, UAM/air taxi sector, US drone value chain, PLTR, ITA, 189300.KQ, Smartphone/PC component and accessory makers. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Taek-jung  · Tickers: 005930.KS, 000660.KS, PLUS Aerospace UAM ETF, 1Q US Space Tech ETF, Sphere, HVM, LEO satellite communications, 012450.KS, UAM/air taxi sector, US drone value chain, PLTR, ITA, 189300.KQ, Smartphone/PC component and accessory makers