On the 19th, Korea Aerospace Industries hit a 1-year high. As analysis emerged in the securities industry that both earnings and order momentum hold a relative edge, investor sentiment appeared to improve.
As of 9:56 a.m. that day on the Korea Exchange main board, Korea Aerospace Industries was trading at 168,800 won, up 12,900 won (8.27%) from the previous session. It set a new 1-year high intraday at 174,500 won.
Chae Un-saem, an analyst at Hana Securities, said, "The 2026 operating profit growth rate is 89% year over year, outpacing not only the domestic peer group average (35.1%) but also major global defense companies (24.0%)," and noted, "Given the global defense sector environment where high bases raise concerns about slowing growth, it can be a differentiated pick."
In particular, the analyst said, "The order pipeline is estimated at more than 35 trillion won, or 2.3 times the current market capitalization," and analyzed, "The momentum intensity—order pipeline divided by market capitalization—is also superior to domestic peer corporations."