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00:19
Jul 02
Lee Kwon-hee CEO, Economist 815 Money Talk (815머니톡)
Robot parts chain shifts from China to Korea.
Boston Dynamics' testimony to the US Congress highlighted national security risks from Chinese dominance in robot hardware, advocating for supply chain diversification toward allies like Korea. This legislative push benefits Korean robot parts makers, especially those within Hyundai Motor's value chain. HL Mando, SL, and Hwashin are transforming from auto parts to robot components and offer cheap entry points for long-term accumulation.
HL만도
MED

About HL만도 Analyst Coverage

Buzzberg tracks HL만도 across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Lee Kwon-hee.