Onion
July 20, 2026
🧅 LIG D&A: Why the stock price lag despite foreign 'big buy'? The Cheonma-2 and low-cost interception system are the answers - 2026.07.20
Wow, the market is alive! Foreigners poured in 2.3 trillion won, pulling the KOSPI up by 6.24%? Isn't this the market applauding~! 🔥
Today's protagonist, LIG Defense & Aerospace (formerly LIG Nex1), also rode this momentum, surging 13.83% to close trading at 757,000 won [1]. However, the intraday closing price recorded volatility, ending at 694,000 won, a 7.34% drop from the previous day's close of 694,000 won [2]. Foreigners are back? If they come from abroad, they're foreigners; if they buy, they're buyers! But institutions net sold 850 million won and foreigners net sold 3.72 billion won, signaling a short-term correction phase [2].
🚀 'Cheonma-2' and Low-Cost Interception: Cost-Effective Weapons Are the Winning Move
The company stands out for competing on 'technological prowess' rather than just exports. Development of 'Cheonma-2,' the successor system to the Cheonma air defense missile which has been in service for 30 years, is under review [9]. The key point is the integration of an anti-drone interception system. To solve the inefficiency of using expensive missiles against cheap drones, they are proposing a 'low-cost air defense interception system' based on a long-range anti-tank missile co-developed with the UAE to the Middle East [10]. They claim to enhance accuracy by integrating AI technology. This is it~ Cost-effective weapons work in the overseas market.
🌍 Peru Hub: An 'Energetic' Organization Shedding LG's Shadow
The company has officially begun establishing a Latin American hub by setting up a representative office in Peru [3]. Moving beyond simple exports to entering localization competition is an important signal for expanding global market share [4]. Additionally, having shed the shadow of the LG Group, the company is transforming into an 'energetic organization,' expanding its business areas through technological innovation and quality control [6]. It is impressive to see a company with a 50-year history establishing a new identity and driving innovation [7].
🧅 Onion's Perspective
Some analysis suggests that the average rise of defense stocks this year has only reached half the level of the KOSPI [8]. However, LIG D&A is pursuing an aggressive growth strategy, such as targeting a 3.8 trillion won market by breaking European monopoly status through the supply of KF-21 missile packages [5]. While there may be short-term volatility, positive news on new businesses like Cheonma-2 development and low-cost interception system proposals can serve as the foundation for stock price stability. Onion sees a clear bullish scenario as macroeconomic tailwinds and new business progress converge. ☕
📰 Reference News (8)
"Foreigners Are Back" … KOSPI Surges 6.24% on 2.3 Trillion Won Net Buy, Settling at the 7,200 Level
네이버뉴스 · 2026.07.20
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LIG Nex1 Stock Price: Up 0.27% to 751,000 Won Mid-Day on July 20 - JoongAng Economy News
네이버뉴스 · 2026.07.20
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"Vanguard for K-Defense Charge in Latin America" LIG D&A Opens Representative Office in Peru
네이버뉴스 · 2026.07.20
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[In-Depth Analysis] LIG Nex1 Builds Latin American Hub in Peru... K-Defense Moves Beyond 'Exports' to Full-Scale 'Localization Competition' - News Value
뉴스밸류 · 2026.07.20
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[Mir's Global Radar] LIG D&A Clashes with KF-21 'Domestic Missile Integration Package'... Breaking European Monopoly to Target 3.8 Trillion Won Market - Media Pen
미디어펜 · 2026.07.20
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[LIG D&A 50 Years-17] Transforming into an 'Energetic Organization' by Shedding LG's Shadow - Big Data News
빅데이터뉴스 · 2026.07.19
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[LIG D&A 50 Years-18] Expanding Business Areas Through Technological Innovation and Quality Control - Big Data News
빅데이터뉴스 · 2026.07.20
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"Opportunity to Pick Up Bargains in H2?" Do Defense Stocks Have a Reversal Card?
네이버뉴스 · 2026.07.20
📰 View original📺 Reference Videos (2)
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