Aerospace stocks are buzzing because of SpaceX, which stocks should we pay attention to now? | Jungpro, Park Gayoung, Choi Changgyu [Stock Beginner Rescue Squad]

Watch on YouTube ↗  |  June 04, 2026 at 13:30  |  44:54  |  3PRO TV (삼프로TV)
Speakers
Choi Chang-gyu — Director, NH Investment & Securities
Jungpro — Host

Summary

Choi Chang-gyu, Head of ETF Research at Mirae Asset, discusses the upcoming SpaceX IPO and its implications for space ETFs. He details the passive inflow schedule from index inclusions and recommends buying US space ETFs NASA and UFO. He also warns about forced selling in Samsung Electro-Mechanics due to ETF rebalancing and highlights potential MSCI developed market upgrade for Korea.

  • SpaceX IPO priced at $135 per share, market cap $1.75 trillion, listing on June 12.
  • Passive inflows expected from index inclusions: MSCI June, Nasdaq-100 July, S&P 500 December, totaling billions.
  • US space ETFs NASA and UFO are recommended for diversified SpaceX exposure.
  • Korean space ETFs also available but have lower direct SpaceX weight.
  • Samsung Electro-Mechanics faces mechanical selling pressure from ETF rebalancing.
  • Korea may be added to MSCI developed market watchlist, boosting foreign inflows.
  • Space industry is shifting from dream to reality with SpaceX as anchor.
  • Retail investors are rotating from semiconductor ETFs into single-stock leveraged products.
Trade Ideas
Choi Chang-gyu Director, NH Investment & Securities 33:04
Buy EWY on MSCI upgrade prospects.
Korea is expected to be placed on the MSCI developed market watchlist in June 2025, with official reclassification likely in 2026. This would trigger substantial foreign passive inflows into Korean equities as global funds rebalance. Buying the MSCI Korea ETF (EWY) positions for this multi-year tailwind.
EWY MED
Choi Chang-gyu Director, NH Investment & Securities 37:38
Buy US space ETFs NASA and UFO.
SpaceX IPO will trigger massive passive inflows into space ETFs as SpaceX gets included in major indices (Nasdaq, MSCI, S&P 500, FTSE) over the next year. Buying US space ETFs like NASA or UFO now provides diversified exposure to SpaceX and other space companies, benefiting from the index inclusion-driven buying and sector re-rating. The speaker explicitly recommends buying these ETFs.
NASA UFO HIGH
Choi Chang-gyu Director, NH Investment & Securities 39:31
Avoid Samsung Electro-Mechanics due to ETF selling.
Due to Korean ETF rules capping single-stock weight at 30%, certain ETFs holding over 30% in Samsung Electro-Mechanics are forced to sell shares to rebalance down. This mechanical selling pressure has caused and may continue to cause short-term weakness in Samsung Electro-Mechanics. Investors should avoid or be cautious until the rebalancing completes.
009150.KS MED
Up Next
1:38
Iran Claims No Progress on US Talks Amid Lebanon Clashes
Bloomberg Markets · Jun 04
5:02
Agentic AI could disrupt the internet the way AI coding disrupted software: UBS' Hoffmann-Burchardi
CNBC · Jun 04
2:00
Glazer Family Members Said to Study Manchester United Stake Sale
Bloomberg Markets · Jun 04
10:58
Andrew Yang on pitch to tax AI: Tax the AI, tax the robots, stop taxing human workers
CNBC · Jun 04
1:03:35
Samjeon-Nix taking a break doesn't mean it's over. The real signal to watch in a correction market | Jung Pro, Park Ga-young, Yoo Chang-hee [Stock Beginner Rescue Team]
3PRO TV (삼프로TV) · Jun 04

This 3PRO TV (삼프로TV) video, published June 04, 2026, features Choi Chang-gyu discussing EWY, NASA, UFO, 009150.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Choi Chang-gyu  · Tickers: EWY, NASA, UFO, 009150.KS