005380.KS Hyundai Motor Company Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
07:00
May 06
May 06
Hold Hyundai Motor for long-term value
Hyundai Motor remains a core holding at 10% portfolio weight. Though currently not a market leader, the speaker maintains conviction based on long-term value and past recommendation.
MED
06:00
May 06
May 06
Korean robotics stocks to watch.
Robotics automation is being accelerated by labor strikes at major companies. The US-China decoupling in robotics creates an opportunity for Korea as a hardware partner for US software. Korean robotics names like Robotis, Rainbow Robotics, LG Electronics, and Hyundai Motor are positioned to benefit. This is a theme to monitor for pullback entries.
MED
01:15
May 06
May 06
Hyundai Motor to double this year.
Hyundai Motor (005380.KS) will benefit from physical AI and robotics catalysts including the Boston Dynamics IPO in June, the opening of the Atlas robot training center in Q3, Tesla Optimus mass production in July/August, and growing foreign investor interest. The speaker expects the stock to reach 1 million won this year, roughly double from the current ~557,000 won, driven by these events and the company's leadership in physical AI.
HIGH
00:51
May 06
May 06
Auto stocks Hyundai Kia Mobis cheap
Hyundai Motor, Kia, and Hyundai Mobis are undervalued compared to global peers and have potential upside from robotics spin-offs and Boston Dynamics listing.
MED
00:48
May 06
May 06
Hyundai Motor benefits from Atlas robot momentum.
Hyundai Motor has renewed momentum from the Atlas humanoid robot reveal. The production version shows impressive athletic performance, and mass production plans for H2 2025 accelerate commercialization, changing the narrative.
MED
23:00
May 04
May 04
Hyundai undervalued, robotics, autonomous driving.
Hyundai Motor is undervalued at 10x P/E compared to Tesla at 200x. The company is investing heavily in robotics, autonomous driving, and has purchased 50,000 GPUs. It will eventually be re-rated upward as the market recognizes its tech and manufacturing capabilities. The stock is a long-term hold toward 1 million won.
HIGH
13:31
May 04
May 04
Hyundai is a robotics play, not just auto.
Hyundai Motor should be re-rated as a Physical AI and robotics company rather than a traditional automaker. It owns Boston Dynamics, is the fastest follower of Tesla in autonomous driving and humanoid robotics outside China, and currently trades at a P/E of ~9x, which is cheap relative to its growth potential. Upcoming robotics events in June (e.g., COEX, US events) will act as catalysts. The stock is positioned to benefit from the Physical AI megatrend.
MED
11:01
May 02
May 02
Korean auto undervalued tariff beneficiary
Korean auto stocks like Hyundai and Kia have not risen much compared to other sectors. US raising EU auto tariffs to 25% gives Korean automakers a relative price advantage. Even if Korea is targeted, downside is limited because they haven't rallied.
MED
08:00
Apr 26
Apr 26
Q1 worst behind, H2 recovery.
Hyundai Motor's Q1 earnings miss was anticipated due to tariffs and won strength, and the worst is likely behind. New vehicle launches in H2 and the long-term value from humanoid robots and autonomous driving should support a recovery. The market's pullback is overdone given unchanged fundamentals; the stock is worth holding or buying on weakness.
MED
14:29
Apr 15
Apr 15
Bullish on Hyundai's EV and hybrid strategy.
Hyundai is doubling down on EVs with an adjusted strategy that includes hybrids, extended range EVs, and robotaxis, seeing the reality and future differently from competitors. They are committed to EV technology despite slower growth expectations, and hybrids are booming as a bridge to electrification, which positions Hyundai competitively.
HIGH
06:12
Mar 16
Mar 16
"when it comes to auto stocks. Yes, that's where it's really getting hit as well, just given the fuel impact. Given the oil impact. There you go. Hyundai Motor, they're down some 3% this morning." South Korea is a massive energy importer. Sustained oil prices above $100 act as a tax on consumers, reducing discretionary income and dampening demand for traditional internal combustion engine vehicles. SHORT. High energy prices squeeze both consumer demand for autos and manufacturing margins in energy-importing nations like South Korea. Government subsidies or tax cuts (as mentioned by the Finance Minister) successfully cushion the blow to consumers, or oil prices rapidly normalize.
05:45
Mar 04
Mar 04
The company's robotics division is a key positive catalyst, signaling a significant and positive strategic shift for its hardware business.
MED
13:01
Feb 15
Feb 15
Glazer states, "The average electric bus in the US costs about $1.05 million... You can buy a perfectly nice 36-ft electric bus from Hyundai for $350,000." The price discrepancy is nearly 3x. As municipal budgets tighten and the "astounding" waste is exposed, there is immense pressure to either relax "Buy American" rules or for Hyundai to onshore manufacturing (which Skoutelas explicitly welcomes). Hyundai possesses a massive competitive pricing moat against US incumbents. LONG Hyundai as the superior efficiency play in the transit sector. "Buy American" regulations remain strict, preventing Hyundai from entering the US market despite the price advantage.
About 005380.KS Analyst Coverage
Buzzberg tracks 005380.KS (Hyundai Motor Company) across 5 sources. 10 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (77%). 13 total trade ideas tracked.