Summary of Noteworthy Space Development and Related Issues (U.S. & Japanese Stocks)

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Introduction.

The space industry has made remarkable progress in recent years and is entering a new phase, with the advancement of space development through public-private partnerships and the realization of space travel by private companies. With the return of the Trump administration, expectations are growing for measures to strengthen space policy, such as the entry into politics of SpaceX founder Elon Musk and his expressed desire to explore Mars.

In this section, we will introduce the highly anticipated space-related stocks, divided into U.S. and Japanese stocks by related categories, as well as ETFs and mutual funds that can invest in unlisted SpaceX.

In selecting space-related stocks, I will pick stocks with advanced technology and high growth potential that I have researched.

Why are space-related sectors in the spotlight now?

The space-related sector is attracting attention for the following reasons

Innovation and Cost Reduction

Advances in reusable launch vehicle technology have significantly reduced launch costs. This facilitates the entry of private companies and accelerates the expansion of the space business.

Active participation of private companies

Companies such as SpaceX and Blue Origin promote their own space development projects. This has led to the commercialization of the space industry and created new business opportunities.

Government Support and Policy Promotion

Governments position space development as a strategic sector and strengthen policy support. This has led to increased investment in space-related projects and stimulated the industry as a whole.

Emerging Market Expansion

New markets are forming for earth observation and communication services using low earth orbit satellites, as well as increased demand for small satellites. This is expected to lead to diversification and growth of space-related businesses.

These factors, combined, are currently attracting a great deal of attention to the space-related sector.

What is the overall market size and growth forecast for the space industry?

Key takeaways on the projected future growth of the space industry include

Global Market Expansion

Currently, the global space industry market is estimated to be worth approximately 54 trillion yen.

According to Morgan Stanley's projections,The global space industry market is expected to reach approximately 140 trillion yen by 2040.

This represents a growth of about 2.6 times the current growth, especially in the satellite business, which is expected to become more vertically integrated.

Japan Market Outlook

The market size of the Japanese space industry is currently about 4 trillion yen.The government has set a goal of doubling this size to approximately 8 trillion yen in the early 2030s.

Growth Areas and Emerging Applications

• Telecommunications, Broadcasting & Meteorology: Continues to play an important role as a mature application.
• security guarantee (e.g. military security, network security, etc.): This is an area where growth is expected and space technology is being used more and more.
• Automation and remotenessSpace technology is being applied in a growing number of emerging applications, such as automated driving and telemedicine.

Increase in rocket launches

The number of rocket launches worldwide is on the rise, with a record 178 launches in 2022.
especiallyIncreased number of launches in the U.S., driven by private companies such as SpaceXI am making them do it.

Expanding the role of the private sector

As the space industry grows, more and more private companies are entering the space industry. New business models are emerging, such as the development of reusable rockets and the commercialization of space travel.

Taken together, these factors are expected to lead to sustained growth in the space industry, with applications in a wide variety of fields

What are the main trends and emerging areas of the space industry?

The main trends and emerging areas of the space industry are described below.

Increased demand for small satellites

Advances in technology have reduced the cost of manufacturing and launching small satellites.
The use of small satellites in earth observation and communication fields is expanding. In particular, data applications in diverse fields such as agriculture, environmental monitoring, and urban planning are progressing.

Building a Satellite Constellation

Moves to build a communications network that covers the entire globe by linking multiple small satellites are gaining momentum. This will make it possible to provide the Internet to remote areas and developing countries, thereby contributing to bridging the digital divide.

Advances in reusable rocket technology

Companies such as SpaceX have developed reusable rockets to reduce launch costs.
Easier access to space and increased entry of startups and emerging companies.

Increased interest in space resource development

Research and development for mining resources from the moon and asteroids is underway. It is expected to resolve future resource shortages and create new economic zones.

Importance of Space Debris Countermeasures

The increase in space debris (space junk) has become a problem as space becomes more crowded. There is a need to develop debris removal technology and collision avoidance systems.

These trends will contribute significantly to the sustainable growth of the space industry and the creation of new business opportunities.

Space infrastructure stocks (U.S. stocks)

Space infrastructure-related refers to the infrastructure and technology used to support activities in space.

Northrop Grumman Corp [NOC].

Corporate Strengths and Characteristics

Northrop Grumman is a leading global aerospace, defense, and cybersecurity company. Particularly in space, the company has earned a reputation for developing the habitation module for NASA's manned lunar orbiting base, Gateway, as well as manufacturing satellites and providing space exploration equipment.

The company is also involved in the development of key hardware for the James Webb Space Telescope, supporting the foundation of advanced space projects. In addition, the company's innovation capabilities are utilized in various areas of space infrastructure construction, including reusable technologies and advanced satellite design.

Reasons for Attracting Attention

As a key partner in NASA's Artemis program, Northrop Grumman has contributed to the success of lunar exploration and future Mars missions. In addition, the company's stable revenues in both the defense and aerospace sectors have given it credibility as a company.

While playing a central role in space-related business, the company also has many contracts backed by security and international cooperation, and is expected to grow over the long term. Another reason for the company's attention is that, as a leader in building infrastructure in the space industry, it is actively involved in the development and commercialization of emerging technologies.

Intuitive Machines Inc [LUNR].

Corporate Strengths and Characteristics

Intuitive Machines is a space exploration technology company and a key partner in NASA's Commercial Lunar Lunar Payload Services (CLPS) program. The company's core business is the development of lunar landers and lunar exploration missions, and has established itself as a leader in lunar exploration technology.

It will also utilize advanced space infrastructure technology to transport scientific instruments and technology demonstration payloads. The company's landers are designed to contribute to resource exploration and sustainable lunar surface development.

Reasons for Attracting Attention

Intuitive Machines has been touted as a commercialization leader in lunar exploration missions, and with its contract with NASA, the company is moving forward with the commercialization of its lunar exploration technology, which is expected to play a role in contributing to the expansion of lunar activities in the mid-2020s.

Furthermore, the company's technologies, including its lunar lander, can be applied not only to lunar exploration, but also to future Mars exploration and space resource development. The company's advanced space exploration technology and commercialization strategy have attracted significant attention in the space infrastructure market.

Intuitive Machines (LUNR): Future Prospects and Stock Price Outlook - MiFsee

In recent years, space development by private companies has become more active, and the space business is attracting attention as a new growth field. In this context, Intuitive Machines (LUNR), an American company that provides lunar exploration services, has attracted significant attention with the company's first successful landing on the moon in February 2024.

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Redwire Corporation [RDW].

Corporate Strengths and Characteristics

RedWire is a provider of space infrastructure and advanced space manufacturing technologies, contributing to a wide range of space projects, including the International Space Station (ISS). The company develops innovative technologies for 3D printing in the space environment and sustainable space utilization, and has established itself as a key player in the space industry.

In addition, the company provides advanced satellite components and robotic arm technology to develop infrastructure solutions for a wide range of applications from low earth orbit (LEO) to deep space missions. In particular, the company focuses on manufacturing reusable space equipment and developing resource-efficient technologies.

Reasons for Attracting Attention

Redwire has been touted as a pioneer in the commercialization of space manufacturing technology. 3D printing technology in the space environment is expected to play an important role in long-term space missions and the construction of lunar and Mars bases.

Through cooperative projects with the ISS and NASA, the company is also playing a central role in building space infrastructure. The company's products and services are expected to be in even greater demand in the future as the space exploration and commercial satellite markets grow. The company's technological innovations that enable sustainable space utilization are a major factor attracting investor attention.

Launch Provider Related Issues

Rocket Lab (Rocket Lab USA Inc.) [RKLB].

Corporate Strengths and Characteristics

Rocket-Lab is a provider of satellite launch services, mainly using the small rocket "Electron", and is a leader in the commercial satellite market by providing low-cost and high-frequency launches. In addition, the company is developing technologies for reusing rockets and the "Photon" spacecraft, and is focusing not only on satellite launches but also on supporting on-orbit missions.

The company also manufactures satellites and has established itself as a full-stack space solutions provider. It also has government agencies and private companies as customers and is capable of servicing both commercial and scientific missions.

Reasons for Attracting Attention

Rocket Love has been touted as one of the few companies that can provide low-cost, rapid launch services. In particular, the company has been recognized for its ability to meet the frequent launch needs of the growing small satellite market.

The company is also seeking to enter space exploration and interplanetary missions, and contracts with NASA and other government agencies are fueling its growth. Innovations in reusable launch vehicle technology and in expanding its on-orbit services are factors that will strengthen the company's long-term competitive advantage. The growth potential in both the commercial satellite and space exploration markets is why the company is attracting investor attention.

Issues related to space component manufacturers

Honeywell International Inc. [HON

Corporate Strengths and Characteristics

Honeywell International is a global company that operates in a wide range of fields, including aerospace, defense, and industrial automation. In space, the company provides navigation systems, control equipment, and environmental control technology. The company's technologies play an important role in the operation of spacecraft, satellites, and rockets, and the company is known for its reliable supply of components.

In particular, the company focuses on the development of advanced sensor technologies and propulsion systems for use in the space environment, contributing to projects for NASA, other government agencies, and private companies. The company also continues to provide innovative technologies to improve the safety and efficiency of spacecraft.

Reasons for Attracting Attention

Honeywell is expanding its presence in the space industry based on its long track record and advanced technological capabilities in aerospace and defense. The company provides critical components such as satellite control devices and environmental control systems, contributing to the success of space exploration and commercial satellite projects.

In addition, the company is promoting the development of sustainable space technology to meet the growing demand in the space industry. These innovations and a stable revenue base are factors that have attracted the attention of investors. The company's broad business portfolio further enhances its competitive advantage as a space component manufacturer.

Teledyne Technologies Inc [TDY] (Teledyne Technologies Inc.)

Corporate Strengths and Characteristics

Teledyne Technologies is a provider of high-precision sensors and electronics for space exploration and Earth observation, with a broad range of operations in the defense, aerospace, and industrial sectors. In particular, the company is highly regarded for its manufacturing of imaging sensors and communications equipment specifically for space exploration missions and satellites.

The company's technology is used in projects by government agencies, including NASA, and has been employed in critical missions such as the Mars Exploration Rover and Earth observation satellites. The company also supports the collection and analysis of space data through its sensor technology, providing the basis for scientific discovery and commercial applications.

Reasons for Attracting Attention

Teledyne is noted for its precision technology, which is essential for space exploration and scientific research. In particular, sensor and camera technologies used in extraterrestrial environments are directly related to the success of exploration missions.

Furthermore, the company's technology is contributing to the development of sustainable space applications and new commercial applications, and demand is growing along with the overall growth of the space industry. The company's broad customer base, which includes defense and commercial projects, and its advanced technological capabilities are major factors that enhance its long-term growth potential and attract investor attention.

Mercury Systems Inc [MRCY] (Japan)

Corporate Strengths and Characteristics

Mercury Systems is a designer and manufacturer of high-performance electronics and microelectronics for defense and aerospace applications, and also plays an important role in space missions. The company develops specialized electronics for satellite communications and space probes, offering high reliability and precision.

In particular, its sensor and processor technologies designed for mission-critical applications are designed to withstand use in harsh space environments. The company also participates in government and military-related projects, providing space solutions combined with advanced cybersecurity technologies.

Reasons for Attracting Attention

Mercury Systems has a strong presence in the defense and space markets, particularly in satellite communications and space exploration. The company contributes to scientific exploration and military projects by providing electronic equipment critical to the success of space missions.

Furthermore, demand for high-precision electronic equipment is increasing along with the growth of the space industry, supporting the company's revenue base. The company's high technological capabilities and broad customer base have attracted attention for its long-term growth potential. In particular, the company's products are becoming increasingly important as the space infrastructure expands.

Heico Corp. [HEI

Corporate Strengths and Characteristics

Hyco is a manufacturer of specialty components and electronics for the aerospace and defense sectors and plays an important role in the space industry. The company provides high-precision, highly reliable components for spacecraft, satellites, and rockets, and has developed products that improve the efficiency and durability of space-related equipment.

The company is particularly focused on the development of precision components and electronic systems needed in the space environment and has been selected by NASA and other government agencies as well as numerous commercial projects. In addition, the diversity of its product portfolio and its flexible customization capabilities are among the company's strengths.

Reasons for Attracting Attention

Hyco is attracting attention as a component supplier whose demand is growing along with the growth of the space industry as a whole. In particular, the supply of electronic components used in satellites and spacecraft is an important factor that determines the success of space missions.

The company is also developing sustainable space technology and innovating to meet long-term demand. The company's stable revenue base in both the aerospace and defense sectors makes it a low-risk stock for investors, with solid growth potential. These characteristics give Hyco a competitive advantage as a space component manufacturer.

Textron Inc. [TXT

Corporate Strengths and Characteristics

Textron is a multinational company that manufactures a wide range of products for defense, aerospace, and industrial applications. In space, Textron focuses on the development of rocket engines and propulsion systems. The company is particularly strong in propulsion technologies used in space exploration and military applications, providing a critical technology platform for successful space missions.

The company also has experience in the field of unmanned aerial vehicles and high-performance aeronautical systems, and these technologies are expected to be applied to space-related projects. Furthermore, the company has the ability to supply efficient, high-quality products through an integrated production process from design to manufacturing.

Reasons for Attracting Attention

Textron is a recognized leader in the development of propulsion systems for space exploration and defense. In particular, the company's products are playing an important role in the increasing demand for rocket propulsion technology in space missions.

The company has also built a stable revenue base through projects with government agencies and private companies, and is expected to grow over the long term. As space technology advances, the company's advanced propulsion systems are expected to play a central role in space infrastructure and exploration missions. The diversity of the company's operations in both defense and space is another factor attracting investors' attention.

KULR Technology (KULR Technology Group, Inc.) [KULR].

Corporate Strengths and Characteristics

Cooler Technology is a provider of thermal management solutions and energy efficiency technologies and is active in a variety of fields, including the space industry. In particular, the company's carbon fiber-based thermal control technology has been used in NASA missions and satellites and is highly regarded. This has improved the safety and efficiency of electronic equipment in the space environment.

Relevance to space-related

Cooler Technology's products play an integral role in the thermal control of electronic devices used in satellites and space probes and in improving battery safety. Through partnerships with NASA and other major companies in the aerospace industry, the company also provides technologies that support the success of space missions. In this way, the company has strengthened its presence as a space component manufacturer.

Aerospace and Defense Issues

General Dynamics Corp.

Corporate Strengths and Characteristics

General Dynamics is a leading company with a wide range of defense and aerospace businesses and is an important player in the space sector, providing communications systems and ground support equipment. The company provides infrastructure technologies that support data transmission and reception, communications networking, and management of earth observation data for space missions.

The company's technology is used primarily for government and military purposes and is characterized by high reliability and safety. The company also plays a fundamental role in the space industry through the development of satellite communication technology and related ground equipment.

Reasons for Attracting Attention

General Dynamics is a market leader in space communications and data management systems. Advanced communications technology provided to government agencies and commercial customers is an integral part of Low Earth Orbit (LEO) satellites and space exploration projects.

In addition, the company has stable revenues in both the defense and space infrastructure sectors, with strong prospects for long-term growth. As the space industry expands, demand for the company's communication systems and ground support technologies is expected to increase further. The company's contribution to both sustainable space utilization and security is a major reason why investors are interested in the company.

Issues related to space data utilization (earth observation and image processing)

Trimble Inc. [TRMB

Corporate Strengths and Characteristics

Trimble is a provider of solutions utilizing GPS technology and location-based systems, which are being applied in a wide range of fields, including agriculture, construction, and logistics. In the space-related field, the company provides high-precision data analysis systems based on satellite positioning technology to support earth observation and the use of location data.

The company's products use earth observation data to enable efficient work management and resource allocation, and are highly regarded especially in the fields of agriculture and infrastructure management. The company is also developing solutions that utilize data in real time through integration with satellite communications and IoT technologies.

Reasons for Attracting Attention

Trimble is a leading company in the field of space data utilization, and its strength lies in its unique solutions that link earth observation and real-time data analysis using GPS technology and satellite positioning data.

In particular, the company's technology is highly regarded for solving social issues such as addressing climate change and improving agricultural efficiency, and demand is expected to increase over the long term. In addition, with the increasing commercial use of data, the company's technology and platform are expected to find applications in a variety of industries, attracting the attention of investors. The company is expected to grow as a company that plays a role in linking earth observation data with decision making in the field.

Planet Labs PBC [PL].

Corporate Strengths and Characteristics

Planet Labs is a company that operates earth observation satellites and provides earth observation data by taking images of the entire earth at high frequency. The company's "Dove" series of satellites, a group of approximately 200 orbiting satellites, can be used for data applications in diverse fields such as agriculture, forest management, urban planning, and environmental monitoring.

The company's greatest strength lies in its ability to photograph the entire globe on a daily basis and update data in real time. The company also provides a cloud-based platform that makes data easily accessible and designed to be used without specialized knowledge.

Reasons for Attracting Attention

Planet Labs is attracting attention for its technology that contributes to sustainable earth management and environmental protection. In particular, the company is recognized for its ability to provide data that can be used to understand the effects of climate change in real time for agriculture and disaster management.

Furthermore, as demand in the market for earth observation using small satellites grows, the company's service has a differentiating feature that no other company offers: high frequency data updates. Long-term growth is expected as the company's data is increasingly used in diverse industrial fields. The company's strategy of expanding partnerships with government agencies and private companies to develop new commercial applications is another reason why it is attracting investor attention.

Spire Global Inc. [SPIR

Corporate Strengths and Characteristics

Spire Global operates a fleet of small satellites deployed in Low Earth Orbit (LEO) and provides data collection and analysis services. The company's satellite network is capable of collecting real-time data for use in a variety of fields, including shipping, aviation, weather, and environmental monitoring.

In particular, the company's strength lies in its ability to provide customized solutions to its customers, thanks to its integrated system from manufacturing the satellite itself to data distribution. This enables the company to provide services optimized for applications that require precise data.

Reasons for Attracting Attention

Spire Global is recognized for its ability to provide real-time Earth observation data, helping to solve societal issues such as climate change, disaster management, and marine traffic monitoring. The company's data analysis platform is also positioned as an important tool for companies and governments to speed up decision-making and improve operational efficiency.

Furthermore, as demand for satellite data grows, the company's services are supported by a broad customer base of commercial, government, and research institutions. The company has established itself as a first mover in a growing market and is expected to increase revenues over the long term. As a company that can provide comprehensive satellite data collection and analysis, it is clear why investors are interested in the company.

Satellogic [SATL

Corporate Strengths and Characteristics

Satelogic is a company that operates earth observation satellites and provides high-resolution earth image data. The company's satellite fleet features cost-effective design and manufacturing, enabling high-frequency observations over a wide geographic area. As a result, the company's satellites are used in a wide variety of fields, including agriculture, forest management, urban planning, and environmental monitoring.

Satellogic's technological strength lies in its in-house integrated system, from satellite design to data processing, which enables the company to provide customers with fast and reliable data. Another feature of the company is the convenience of real-time data access for customers through its cloud-based platform.

Reasons for Attracting Attention

Satelogic has successfully differentiated itself from its competitors by providing low-cost, high-resolution Earth observation data. In particular, its data plays an important role in addressing climate change and managing natural resources.

Another reason for the company's attention is its innovative satellite design, which is revolutionizing the traditional high-cost earth observation model. With expanding contracts with governments and private companies around the world, the company is expected to grow while stabilizing its revenue base. Satelogic is positioned as an important player in the earth observation market as the scope of data usage expands.

Satellite Communications Related Issues

Globalstar Inc. [GSAT] (Globalstar Inc.)

Corporate Strengths and Characteristics

Globalstar is a provider of voice and data communications services by operating a network of satellites deployed in Low Earth Orbit (LEO). The company is particularly strong in telecommunication solutions for remote areas and areas without terrestrial infrastructure. The company's services are used for a wide range of applications, including emergency communications, IoT device connectivity, and logistics and transportation tracking.

Globalstar is also increasing its presence in the IoT market and is notable for its low-cost, highly reliable communications infrastructure. In particular, its SPOT and SmartOne devices, designed for IoT devices, are used by a wide range of users, from individuals to enterprises.

Reasons for Attracting Attention

Globalstar sees great potential in the growing satellite communications market, especially in the field of IoT communications. The company's services are being used in the logistics, agriculture, and energy sectors, and demand is growing along with the proliferation of IoT devices.

Also noteworthy is the company's partnership with Apple to provide the back-end for the iPhone's satellite communication function. This is expected to further strengthen its presence in the commercial market and stabilize its revenue base. As demand for telecommunications in remote areas increases, Globalstar's innovative solutions are strengthening its position in the market.

EchoStar Corporation [SATS].

Corporate Strengths and Characteristics

EchoStar is a provider of broadband Internet, data communications, and television broadcasting services utilizing geostationary orbit (GEO) satellites. The company's "HughesNet" branded satellite Internet service enables high-quality Internet access in areas without terrestrial infrastructure and is used by a wide range of customers from individuals to businesses and government agencies.

EchoStar is also expanding its telecommunication services for the Internet of Things (IoT) and industrial sectors, offering a variety of solutions utilizing telecommunication technology. The company's strengths lie in its highly reliable communications infrastructure and extensive service area.

Reasons for Attracting Attention

EchoStar is gaining attention for its ability to provide high-quality service as an alternative to terrestrial networks in the growing demand for satellite communications market. In particular, the HughesNet brand is recognized as an important player in meeting the demand for Internet connectivity in remote areas.

In addition, the company's expansion into the IoT market and the development of new services for government and commercial applications are enhancing its growth potential. Technological innovations aimed at providing a sustainable telecommunications infrastructure are another reason for investor interest. As a company that deploys solutions to meet global telecommunication demands, EchoStar's long-term growth is expected to continue.

AST SpaceMobile Inc. [ASTS] (AST SpaceMobile Inc.)

Corporate Strengths and Characteristics

AST Space Mobile is an innovative company developing technology that enables direct communication with smartphones using satellites placed in Low Earth Orbit (LEO). The company's flagship project, Bluebird Satellite, aims to provide direct communications in remote and telecom-disrupted areas as a complement to existing terrestrial communications infrastructure.

AST Space Mobile has a unique technology that enables communication using existing smartphones in areas without terrestrial infrastructure. In addition, the company is expanding its communication coverage through partnerships with telecommunications carriers around the world.

Reasons for Attracting Attention

AST Space Mobile is a company that is attracting attention as a provider of solutions to fill the global communications gap. In particular, the technology that enables satellite communications using existing smartphones is expected to be in great demand for emergency communications in remote areas and during disasters.

The company is also expanding its partnerships with telecommunications carriers, which is expected to stabilize and expand its earnings as commercialization progresses. With the evolution of satellite communication technology and the growth of the market, the company is regarded as a company with long-term growth potential. Differentiation through proprietary technology and expansion in emerging markets are the main reasons for the company's interest from investors.

Which ETFs can invest in the space industry sector?

Procure Space ETF (Procure Space ETF) [UFO].

Features and Strengths

The Procure Space ETF is a thematic ETF focused on space-related industries and aims to invest in a broad range of listed space-related companies. The ticker symbol "UFO" is unique in that it is composed primarily of companies involved in the space business, including space exploration, satellite communications, space exploration, and earth observation.

The ETF is designed to take advantage of the broad growth potential of space-related companies, making it suitable for investors seeking to diversify the risk of investing in individual stocks while targeting the overall development of the space industry. In addition, the stock selection process emphasizes companies where at least 50% of net revenues are related to the space business, thus providing exposure to pure space-related themes.

constituent stocks

What ETFs and mutual funds can invest in unlisted SpaceX?

Destiny Tech100 Inc [DXYZ].

Corporate Strengths and Characteristics

Destiny Tech 100 is a closed-end managed investment company under the Investment Company Act of 1940 that seeks to build a portfolio of 100 top technology companies with promising pre-listing venture backing.

This provides an opportunity to invest in promising private companies previously inaccessible to the general investing public.

Relevance to space-related

The company's portfolio includes space companies such as Space X and Axiom Space, with Space X in particular accounting for approximately 36.91 TP3T of the portfolio.

This provides investment opportunities in the growing space industry.

However, because the fund primarily invests in private companies, it involves risks related to liquidity and valuation. It is important for investors to fully understand these risks before making investment decisions.

ERShares Private-Public Crossover ETF (XOVR)

Strengths and Features of ETFs

ERShares Private-Public Crossover ETF (XOVR) is a unique ETF that invests in both public and private companies, with a particular focus on companies in growth sectors. By providing exposure to unlisted companies, this ETF offers investment opportunities not available with traditional ETFs.

XOVR indirectly holds shares in private companies such as SpaceX through special purpose vehicles (SPVs). This makes it a hot ETF for investors looking to invest in high-growth private companies, including SpaceX.

Relevance to space-related

XOVR's portfolio includes Space X, with investments in the company accounting for approximately 8.11 TP3T of the total ETF. In addition to Space X, XOVR also invests in companies involved in space-related industries and next-generation technologies as a means of tapping into the growth of the space industry.

XOVR is an attractive option for investors looking to diversify risk while accessing a growing industry.

Space Industry Related Stocks (Japanese stocks)

Although we have very little invested in Japanese stocks, we feel that these companies are worth watching in the quantum computing arena.

ispace [9348].

Corporate Strengths and Characteristics

ispace is a Japanese private company engaged in space-related business with a focus on lunar exploration. The company's strength lies in its unique exploration technology and low-cost lunar transportation services. ispace attracted attention in 2023 when it took on the challenge of a private lunar exploration mission, HAKUTO-R.

Relevance to lunar exploration

ispace's business aims to build infrastructure to support commercial activities on the Moon, which will likely contribute to the utilization of lunar resources and the development of a sustainable space economy. As a forerunner in the field of lunar exploration, ispace is expected to grow in the global market.

Stock Price (9348) Chart (Yahoo! JAPAN Finance)

 INCLUSIVE (INC.) [7078].

Corporate Strengths and Characteristics

INCLUSIVE is a company involved in digital media monetization support and content production, and in the space-related field, it has attracted attention for its promotion and information distribution using digital technology. In particular, the company is increasing its presence in the industry through marketing support for space development.

Relevance to space-related

INCLUSIVE provides digital marketing support to space development companies and projects to help increase awareness of space projects. The company will play a role in enhancing communication and promotion in the space sector and is expected to grow in the emerging field.

Stock Price (7078) Chart (Yahoo! JAPAN Finance)

QPS Research Institute [5595].

Corporate Strengths and Characteristics

QPS Labs is a developer and manufacturer of small synthetic aperture radar (SAR) satellites, providing high-resolution Earth observation data with its unique technological capabilities. The company has succeeded in commercializing small, low-cost SAR satellites, and its strength lies in rapid and efficient data collection.

Relevance to space-related

The company's SAR satellites are used for a wide variety of applications, including disaster monitoring, infrastructure management, and environmental monitoring. Demand is growing along with the growth of the space data utilization market, and the company is attracting attention as an important player in the earth observation field.

Stock Price (5595) Chart (Yahoo! JAPAN Finance)

Genova [5570].

Corporate Strengths and Characteristics

Genova is a provider of satellite data-based services and solutions specialized in the space business. The company is particularly strong in disaster forecasting and infrastructure management services based on earth observation data. Its real-time data processing technology gives the company a competitive edge.

Relevance to space-related

Genova is promoting the commercial use of earth observation data and expanding its application to disaster management, urban planning, and agriculture. The company is expected to contribute to solving social issues and industrial development through the effective use of space data.

Stock Price (5570) Chart (Yahoo! JAPAN Finance)

Ridge-i [5572].

Corporate Strengths and Characteristics

Ridge-i is a company that provides solutions utilizing artificial intelligence (AI) technology. In the space-related field, the company specializes in satellite data analysis and earth observation services. Ridge-i is particularly strong in image analysis using satellite data and the development of forecasting models, enabling the provision of highly accurate information.

Relevance to space-related

The company's AI technology is being applied in a wide range of fields, including disaster prediction, agricultural efficiency, and urban management using satellite data. As the importance of space data applications grows, efficient data analysis using AI technology further enhances the company's competitiveness. Against the backdrop of the growing space data market, Ridge-i is one of the stocks to watch.

Stock Price (5572) Chart (Yahoo! JAPAN Finance)

summary

The space industry is a growing market that integrates a wide variety of fields, including rocket development, satellites, space infrastructure, and data utilization. With the acceleration of technological innovation, government space policies, and the active participation of private companies, the space industry is expected to expand in the future.

Although most of the space-related stocks introduced here are relatively small in size, they are attractive because of their innovative technologies and high growth potential. In particular, further technological breakthroughs may emerge with the support of the U.S. government and increased private investment.

On the other hand, market expectations tend to prevail and the share prices of some stocks tend to be overvalued, so careful investment decisions are required. The evolution of SpaceX and other private companies is accelerating the development of the space industry as a whole, making it an attractive investment theme.

Space development is a future-oriented field that goes beyond mere business and is a dream theme for investors. Investors should carefully and strategically consider investing in this field while keeping a close eye on future technological innovation and market growth.