Park Ju-geun

Park points to Hyundai Motor's three-way alliance with Nvidia and TSMC to counter Tesla in autonomous driving and physical AI as a major strategic development. He argues only Korea can execute this combination of manufacturing and AI capability, giving Hyundai a distinctive position in the physical AI and autonomous vehicle race.

Korea Zinc is advancing an approximately 11 trillion won US refining joint venture in Tennessee with US government and defense-linked investors. The project adds a national-security asset value to Korea Zinc's existing world-leading zinc smelting and cash-rich dividend base, gives it direct access to US and Western zinc and rare-earth markets, and, through the US stake via a rights issue, is likely supportive of current management in its control dispute with MBK and Young Poong. Park presents this as a fundamental re-rating story for Korea Zinc and a rare-earth supply backup for Korea.