With Hanwha Aero, I find myself watching FX rates and US defense stocks too

It feels like Hanwha Aero's price tag has gotten quite high now to judge it based on domestic news alone.

I find myself keeping an eye on the exchange rate and the performance of US defense stocks like Lockheed Martin. Since it's a stock with high export expectations, how the Korean Won moves seems low-key important too.

Holding out above 1 million won is great, but if it surges again from here without trading volume, I think it'll be a bit scary. I'd feel much more comfortable seeing it take a breather as it climbs.