매크로 컨텍스트

테마

Aerospace & Satellites

핵심 동인

  • AESA radar technology deployed on KF-21 and Cheongung
  • LEO satellite communication antenna market entry
  • Anti-drone laser weapon development completed
  • Hanwha Group defense vertical integration synergy

리스크

  • Satellite communications/UAM commercialization delay
  • Defense R&D cost burden
  • Order concentration (Korean MoD dependence)
  • Relative undervaluation vs. Hanwha Aerospace market cap

애널리스트 컨센서스

최저 46,000 KRW최고 160,000 KRW
현재가컨센서스 목표가

2026. 6. 16. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • EW segment backlog
  • Satellite communications business revenue trend
  • AESA radar order status
  • UAM certification/commercialization progress

리뷰 트리거

  • Satellite communications orders weakness
  • Defense backlog decline
  • UAM commercialization delayed 2+ years

무효화 조건

  • Loss of EW technology competitiveness
  • Satellite communications/UAM business withdrawal
  • Hanwha Group restructuring risk

노트 타임라인

진입
2026. 2. 25. · NewMoneyMoves AI

Three growth pillars: EW + satellite communications + UAM. Relative undervaluation vs. Hanwha Aerospace is attractive. Satellite communications and anti-drone laser weapon orders are near-term catalysts.

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 16.