Análisis de Hyundai Rotem (KRX: 064350) para 2026. Contrato K2 Polonia Fase 2 por 6.500M USD, pedido Perú 54 tanques, producción con licencia K2PL, contrato ferroviario Marruecos 2,2 billones KRW, modelo dual defensa-ferrocarril, book-to-bill y riesgos para inversores latinoamericanos.
Hyundai Rotem (KRX: 064350) 2026 investment analysis. K2 Poland Phase 2 $6.5B contract, Peru 54-tank order, K2PL licensed production, Morocco $1.6B rail contract, dual defense-rail business model, book-to-bill framework, peer comparison vs Rheinmetall and GDLS, key risk triggers.
Análisis de LIG Nex1 (KRX: 079550) para 2026. Sistema Cheongung M-SAM exportado a Medio Oriente, desarrollo L-SAM, misiles antibuque Haesong, ratio book-to-bill, comparativa con Raytheon y MBDA, y factores de riesgo para inversores de América Latina.
LIG Nex1 (KRX: 079550) 2026 investment analysis. Cheongung M-SAM exports to Middle East, L-SAM development, Haesong anti-ship missiles, book-to-bill framework, FMS vs DCS export mechanics, peer comparison with Raytheon and MBDA, and risk triggers for global investors.
Korea Aerospace Industries (KAI, KRX: 047810) 2026 investment analysis. KF-21 production contract, FA-50 export wins across NATO and ASEAN, MRO revenue stream, book-to-bill framework, peer comparison vs Lockheed and Embraer, and key risk triggers for global investors.