108490.KQ ROBOTIS Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

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10:30
May 06
Lee Jae-kyu PB Deputy Manager, SK Securities 3PRO TV (삼프로TV)
Robot stocks are a watch for long-term
Robot stocks (HL Mando, Halla, Korea PIM, RoboTis) are positively viewed due to the upcoming humanoid robot production ramp (Tesla Optimus mass production by mid-next year). This is a longer-term theme but worth monitoring.
LOW
06:00
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.
108490.KQ
MED
00:51
May 06
Robotis and Rainbow Robotics have potential.
Robotics is the next growth catalyst. Korea is the logical hardware partner for US robotics software given US-China tensions. Robotis is launching a low-cost humanoid robot, and Rainbow Robotics remains a key player. The sector is setting up for a major cycle.
LOW
23:30
May 04
Robotics sector bullish, Doosan Robotics favored.
The robotics sector is a long-term beneficiary of AI-driven automation, labor cost pressures, and industrial efficiency trends. Doosan Robotics, as a leading player, is well-positioned to capture growth, and any pullbacks present buying opportunities. The broader robotics ecosystem, including parts makers, will also benefit as Korea catches up to Japan in precision components.
MED
13:31
May 04
Korean robot components benefit from global demand.
Korean robot component suppliers like SPG, HiJen R&M, and Robotis are structurally benefiting from the global robot production boom. China's localization rate for key components (e.g., reducers) is only ~50% and yields are below 60%, forcing global manufacturers (including Tesla) to seek reliable, high-quality components from Korea. These companies have growing overseas revenue and real earnings, not just speculation. June events will likely bring order announcements, providing further upside.
108490.KQ
MED
11:14
May 04
Korean robot parts benefit from quality gap.
Global humanoid robot production (China, Tesla) will boost demand for Korean components because China's localization rate is only 50% and yield is below 60%; Korean firms like SPG, RoboTis, and Higen R&M have quality advantages and rising overseas revenue.
MED

About 108490.KQ Analyst Coverage

Buzzberg tracks 108490.KQ (ROBOTIS Co., Ltd.) across 2 sources. 4 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (67%). 6 total trade ideas tracked.