Daily Brief Thematic (Sector/Industry): India Aerospace Opportunity: Can The Space Economy Become The Next Manufacturing Revolution? and more

In today’s briefing:

India Aerospace Opportunity: Can The Space Economy Become The Next Manufacturing Revolution?
SEMICONDUCTOR MEMORY CYCLE MONITOR — Issue #7 | 15-21 Aug 2026
APAC Healthcare Weekly (August 23) – Henlius Bio, Wuxi XDC, Chugai Pharma, Daiichi Sankyo, Celltrion

India Aerospace Opportunity: Can The Space Economy Become The Next Manufacturing Revolution?

India’s private space ecosystem is moving towards commercialisation, with companies developing launch vehicles, satellites and aerospace technologies.
The global space industry is being reshaped by reusable rockets and lower launch costs. India currently remains significantly more expensive than global leaders.
India’s long-term opportunity depends on building scale, improving launch economics and developing reusable launch technology.

Samsung top trade CLOSED at +21.9% MTM; SK Hynix re-initiated as new top trade at ₩1,730,000 — ₩40T buyback delivers ~₩380bn/day mechanical support through 19 November.
WSJ’s $3 trillion shadow AI balance sheet (Shadow DSCR: 0.46x) triggered the 19 August selloff. Korea’s largest-ever buybacks set the floor; only October earnings can re-rate.
New Alternative Trade: Kioxia (285A JP) at ¥54,320, TP ¥120,000 (+121%) — three-for-one split on 1 October, 79.5% Q2 FY26 OP margin guidance, and HBF co-standard with SK Hynix.

Henlius Biotech is collaborating with Sandoz for commercialization of up to 10 biosimilars in ~$322M deal. Wuxi XDC achieved GMP release of its antibody bioconjugates production line at Singapore site.
Chugai Pharmaceutical signed an exclusive license agreement with GSK for the anti-dengue virus antibody AID351. Daiichi Sankyo’s Enhertu demonstrated PFS improvement as first-line treatment of NSCLC in Phase 3 trial.
Celltrion has launched IV formulation of Steqeyma in Japan. Eubiologics submitted an IND to the MFDS for domestic Phase 1 trial for its Alzheimer’s disease vaccine candidate, Padivax.

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