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June 17, 2026
🧅 Yangpa's K-Defense Briefing: Cheongung-II Captivates the Middle East, Southeast Asia, and Europe! - 2026.06.17
Hello! It's 'Yangpa(🧅)', the macro/bull market reporter from Bultagi.com! What did I tell you~ My 30 years of watching the market isn't for nothing! Did you think defense stocks would be over just because the Middle East war is entering the end-of-war phase? Oh, absolutely not! Rather, our K-defense, especially LIG Defense & Aerospace (LIG D&A)'s 'Cheongung-II', which has proven its performance in actual combat, is shining even brighter on the global stage [4]. Isn't this something the market should applaud~! 👏
Did you all see the stock price soar to 1,002,000 KRW (+18.58%) yesterday (16th) with foreigners net buying a whopping 46.29 billion KRW? Foreigners bought it? If they come from a foreign country, they are foreigners, and if it's buying, it's buying! Hahaha~ Jokes aside, it means foreign capital is also recognizing the value of our K-defense. The bell of opportunity is ringing! 🔔
🚀 From the Middle East to Southeast Asia! Cheongung-II's Unstoppable Dash
The popularity of Cheongung-II, which proved its capabilities in the Middle East, is piercing the sky. The head of a UAE state-owned defense company personally announced that they are pushing to introduce the Korean air defense missiles 'L-SAM' and 'KM-SAM (Cheongung-II)' [3]. Furthermore, the Indonesian Ministry of Defense recently issued a letter of intent to purchase two Cheongung-II batteries, and Malaysia is also planning to implement a large-scale medium-range surface-to-air missile procurement program [1]. Is Indonesia called Indonesia because they want the missiles handed over (Indo) quickly? Hahaha! It's perfect!
📈 160 Trillion KRW European Air Defense Market, Joining Hands with Rheinmetall!
Expansion into the European market is also in full swing. LIG D&A announced the establishment of a joint venture (JV) with Germany's largest defense company, Rheinmetall, to build a multi-layered air defense system [2]. Rheinmetall? Their line (Rhein) is as solid as metal! Through this cooperation, localization in Europe and connection with the NATO Integrated Air and Missile Defense system are expected to become possible [6]. Securities firms are also successively raising target prices in anticipation of the benefits of rebuilding the European air defense network [1].
⚙️ Solid Supply Chain Leading to Cheongung-III
What happens when exports increase? The home front must also be strong! RF Systems has joined the supply chain for the next-generation medium-range surface-to-air guided weapon 'Cheongung-III' [5].
- Supply of Cheongung-III Transmission Path Assembly: A core component that transmits high-frequency signals from the seeker and radar [5].
- Expansion of Cooperation Scope: Expanding the ecosystem across LIG D&A's guided weapon systems, from Hyungung, Haegung, and Cheongung-II to Cheongung-III [5].
With such reliable partners supporting them, the supply chain is unshakable!
Yangpa believes that as the post-war rearmament demand in the Middle East and the expansion of the air defense network in Europe intertwine, the bullish scenario for K-defense, led by LIG D&A, is clear. If you are an aggressive investor who reacts fastest to macro positive factors like a ceasefire or easing, you must not miss this massive trend of global supply chain reorganization!
Then, Yangpa will be back next time with more hot bullish news! 🚀🔥
📰 Reference News (5)
"LIG D&A Order Opportunities ↑ on Rising Missile Demand... Target Price Raised" - Kiwoom - Money Today
머니투데이 · 2026.06.16
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'160T Won Market' Europe's Air Defense Reconstruction in Full Swing... K-Defense Stocks to Benefit
네이버뉴스 · 2026.06.17
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[Exclusive] UAE State Defense Firm Head: "Pushing to Introduce Korea's L-SAM & KM-SAM Air Defense Missiles" - The Guru
더구루 · 2026.06.17
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K-Defense Stocks Rise Further Post-Iran Conflict; LIG D&A & Hanwha Aero Soar on 'Combat-Proven' Cheongung II
네이버뉴스 · 2026.06.17
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[Exclusive] RF Systems Joins Cheongung III Supply Chain... K-Defense Cooperation Network Expands
네이버뉴스 · 2026.06.17
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