South Korean defense equities experienced a sharp surge Tuesday, significantly outperforming a declining KOSPI index amid escalating US-Iran tensions. Companies like Hanwha Aerospace and Korea Aerospace Industries saw double-digit gains, driven by global demand and South Korea's strategic push to become the fourth-largest defense industry power by 2030. This momentum is supported by substantial export orders and government backing for advanced technology integration, positioning the sector for structural growth despite broader market jitters.