[투자노트] Next-generation growth industry connecting electric vehicles… Aerospace attention

Input 2021.01.18 08:41 | Revision 2021.01.18 13:50

Can aerospace become the next-generation innovative growth industry linking electric vehicles and eco-friendly energy?

The aviation industry is excited by the news that ARK Invest, an active ETF (listed-indicated fund) asset management company that is receiving the most attention in the US fund industry, has chosen aerospace as its first ETF theme for the new year.

According to the global financial investment industry, on the 13th, Arc Invest submitted a proposal to list an ETF under the theme of aerospace to the US Securities and Exchange Commission (SEC). Arc said, “Companies related to aerospace that manufacture recyclable rockets, satellites, and drones are trying to invest in related companies, seeing that they can create new growth engines such as defense, aerial observation, agriculture, communications, drones, and space exploration.” Said.

In response to Arc’s ambitious investment plan, Virgin Galactic, the only aerospace-related listed company in the United States, rose more than 13% on the 14th. Currently, U.S. aerospace-related companies include SpaceX, founded by Tesla founder Elon Musk, Jeff Bezos’ Amazon CEO’s Blue Origin, and Virgin Galactic.

Since last year, ARC has been attracting the attention of the industry with great achievements by professionally operating the innovative growth theme active ETF. In January of this year, it recruited more funds than Black Rock, and became the third largest inflow of funds annually among global managers, having a great influence in the financial investment industry. In other words, the industry that Arc is paying attention to has come to be accepted as a meaning that it will soon become a new growth industry that will become the second electric vehicle and eco-friendly energy.

In the domestic stock market last week, aerospace-related themes also stood out. 12 days Hanwha Aerospace (012450)A low-orbit satellite company Setrec Eye (099320)The stock price has risen more than 13% over the past week on the news of the acquisition. Hanwha Systems and Hanwha Systems Co., Ltd. are contemplating that private companies will enter the space industry in earnest through the acquisition of Hanwha Group. Korea Aerospace (047810)It also increased by 2-4%.

On the 13th, Nexon’s holding company, NXC, revealed that it invested 16 million dollars (about 19.1 billion won at the time of investment) in SpaceX, becoming the first Korean company to become a shareholder of SpaceX.

Can the civil aerospace industry develop into an innovative growth industry in Korea? As of 2018, the global space industry was $350 billion, while the domestic space industry was only $3.6 billion. Experts expect the civil aerospace industry to start in earnest as the revised Korean-US missile agreement will enable civilian satellite launch using solid fuel from this year.

Lee Bong-jin, a researcher at Hanwha Financial Investment, predicted, “Because we can launch multiple satellites directly at an affordable price, market growth such as payload development and production will be in full swing.”

If you are hesitant about direct investment in related companies, it is also a good idea to first pay attention to US aerospace-themed ETFs. Currently, as ETFs related to aerospace in the US ETF market, Procure Space ETF (UFO) and SPDR Kensho Final Frontiers ETF (ROKT) are listed, and Arc Invest is also planning to list related ETFs soon.