Onion
July 17, 2026
🚀 Backlog Surpasses 100 Trillion! Bullish Scenario for Hanwha Aerospace - 2026.07.17
Aha, the market has come alive! Hello, fans! I haven't been watching this market for 30 years for nothing~ The bell of opportunity is ringing! Interest rates dropped? When rates drop, stock prices should go up; do dropped rates go back up? This is no joke! Onion, the aggressive investor who reacts fastest to macro news, says hello!
🔥 Defense Backlog Surpasses 100 Trillion! The 'Swan' Takes Flight 🚀
The order backlog of major domestic defense companies, including Hanwha Aerospace, has surpassed a whopping 100 trillion KRW, entering a long-term boom phase [1]. Based on excellent delivery competitiveness and performance, earnings growth is expected to accelerate as they absorb global weapon demand [1]. A defense backlog of 100 trillion—isn't that a 'Swan' taking flight? Haha! It's perfect, just perfect! Isn't the market applauding this?!
📈 Pre-empting 5,000 Hundred Million Follow-up Projects ☕
I shared the news of the multi-purpose unmanned vehicle project win yesterday, but that's not all! You all know Hanwha Aerospace was selected as the final contractor for the Army's multi-purpose unmanned vehicle project, beating out Hyundai Rotem, right? [2]. This 1st phase project is worth 496 hundred million KRW, but following the Army's future combat system establishment, the scale of follow-up projects is expected to expand to 5,000 hundred million KRW [2]. By winning the first mass-production project for a ground-based unmanned weapon system that had been delayed for over a year, it is expected to have a huge ripple effect on the future unmanned system market [3]. They've killed two birds with one stone: strengthening the competitiveness of ground defense products and expanding participation in military modernization projects [4].
🚀 KAI Stake Expansion and Aero-Engine Independence 🔥
News has it that Hanwha Aerospace and Hanwha Systems are planning an additional investment of 5,000 hundred million KRW to expand their stake in Korea Aerospace Industries (KAI) to over 15% [5]. This is interpreted as a preemptive strategic move in preparation for the possibility of the government's privatization of KAI, a major move for expanding future business in the aerospace field [5]. Interest in KAI is heating up across the defense industry [6]. Furthermore, they announced the status and challenges of building an airworthiness certification system for domestically developed aircraft engines, significantly increasing business competitiveness and technological independence in the aero-engine sector [7].
☕ Global Supply Chain Establishment and the Spain Issue 📈
It's not just about selling and being done! They are breaking through global entry barriers by establishing local production facilities in major markets such as Europe and Australia [8]. By securing local supply chains, they are solidifying a sustainable growth foundation for K-Defense [8]. In connection with the Canadian submarine project, based on the military vehicle local production cooperation signed with the Canadian Automotive Parts Manufacturers' Association last April, they are continuing their push into the local market with major ground equipment such as the K9 Self-Propelled Howitzer, Redback armored vehicle, and Chunmoo [9]. However, as Spain is demanding the use of its own parts when introducing the K9 Self-Propelled Howitzer, a related issue has arisen, so we must closely monitor the progress of future export contracts [10].
Today, July 17, 2026, the closing price was 943,000 KRW, up +1.51% from the previous day, and the trading volume recorded 142,859 shares. Yesterday, the 16th, institutions strongly supported the stock with a net purchase of a whopping 233.6 hundred million KRW. You say foreigners bought? If they come from abroad, they're foreigners; a buy is a buy! Haha! Looking at K-Defense's overwhelming orders and localization strategy, Onion sees a clear bullish scenario ahead. I'll be back next time with news that smells like money!
📰 Reference News (9)
"Defense Big 4, Order Backlog Surpasses 100 Trillion"... Entered Long-term Boom Period
네이버뉴스 · 2026.07.17
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Hanwha Aero Selected for Military Multi-purpose Unmanned Vehicle... Pre-empting 5000 Hundred Million Follow-up Project
네이버뉴스 · 2026.07.16
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Hanwha Aerospace Wins 'Military Multi-purpose Unmanned Vehicle Project'
네이버뉴스 · 2026.07.17
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Hanwha Aero Selected as Operator for Army's Multi-purpose Unmanned Vehicle Project
디일렉 · 2026.07.16
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The KAI Acquisition Battle Ignited by Hanwha...
네이버뉴스 · 2026.07.17
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[Changing K-Defense] ③ LIG D&A with a New Signboard... Ambitions for Future Business Expansion
네이버뉴스 · 2026.07.17
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[On-site Coverage] Hanwha Aerospace Announces Establishment and Challenges of Airworthiness Certification System for Domestically Developed Aero-Engines
디펜스투데이 · 2026.07.17
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"It's Not Over After Selling"... Breaking Through Global Entry Barriers with Local Production and Supply Chains
네이버뉴스 · 2026.07.17
📰 View original[Exclusive] Hanwha's Canadian Partners, Conflicting Calculations in Front of Submarine Winner
네이버뉴스 · 2026.07.17
📰 View original📺 Reference Videos (1)
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