Calls
5
Lee Jae-il
Analyst, Eugene Investment & Securities
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 16
$255500.00
-
Hyundai Glovis is not just a Boston Dynamics stake play; robotics and smart-factory/logistics automation can improve its logistics business, making it a group beneficiary.
Freight & Logistics
Long
Jan 16
$470000.00
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Hyundai AutoEver is the exception in the parts chain. As Hyundai Group's SI/IT provider, it books revenue and profit during the AI investment phase, including NVIDIA GPU purchases, AI factory buildout, and robot/smart-factory setup, before robot mass production. AI and robotics revenue are not yet in consensus, so estimates and the 510,000 KRW target could rise; valuation is high but auto software and AI SI peers are also high. It is volatile but explosive.
Autos & EV
Long
Jan 16
$429000.00
-
At CES, Hyundai Motor Group presented Boston Dynamics' Atlas equipped with an AI brain and gave a concrete commercialization plan: mass production from 2028 and deployment across all manufacturing processes by 2030. This is more concrete than peers and should re-rate both the robotics business and the core auto business, because smart-factory robots can cut labor costs, reduce inventory, improve production flexibility, and lift margins.
Autos & EV
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Lee Jae-il has 5 trade ideas tracked on Buzzberg across 5 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
