Douglas Research Insights

Douglas Research Insights

Top 12 Korean Companies - Key Beneficiaries of the SpaceX IPO in 2026

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Douglas Kim
Dec 14, 2025
∙ Paid
  • In this insight, we discuss the top 12 Korean companies that could benefit from the SpaceX IPO in 2026.

  • Share prices of 12 Korean companies that are beneficiaries of the SpaceX IPO are up on average 16.7% in the past one week versus KOSPI (up 1.6% in same period).

  • SeAH Besteel Holdings is a potential supplier of specialty steel to SpaceX. Kencoa Aerospace provided rocket parts to SpaceX. Intellian Technologies partnered with SpaceX on its launch vehicle recovery experiment.

The probability of SpaceX completing its IPO in 2026 has been increasing rapidly in recent days. SpaceX IPO is expected to be one of the largest IPOs globally next year. SpaceX could be valued at nearly US$1.5 trillion, raising nearly US$30 billion.

Prior to the SpaceX IPO, there could be many suppliers and other related companies globally whose share prices could rise. In this insight, we discuss the top 12 Korean companies that could benefit from the SpaceX IPO in 2026.

Source: SpaceX

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