Hyundai Motor Reborn as a Robot Stock, Now Is the Opportunity: When Will It Break the 600,000 Won Target? The Reality of the 30 Trillion Won Robot Technology | CEO Kim Dae-jun

Summary

Kim Dae-jun, CEO of KR Research, argues Hyundai Motor's 600,000 won target is plausible because the shares still trade below global automaker PBRs, while Boston Dynamics and autonomous-driving assets add robot optionality. He highlights Hyundai Mobis, Hyundai AutoEver, Hyundai Wia, Kia, Hyundai Glovis, and robot-linked parts names as key group beneficiaries or watchlist stocks. He also warns that the auto-parts rally should be selective and that full Level 5 autonomy remains years away.

• Hyundai Motor is framed as still undervalued versus global automakers, with possible fair value in the mid-500,000 won range.
• Boston Dynamics is treated as a KRW 30tn robotics asset, and potential IPO or succession funding could keep Hyundai Motor's robot narrative alive.
• Hyundai Mobis and Hyundai AutoEver are named as Hyundai Motor Group beneficiaries of autonomous driving and robotics.
• Hyundai Wia is seen as a high-beta first mover, while Kia is viewed positively as a later thematic mover.
• Hyundai Glovis is placed on the watchlist because of succession-related group stakes.
• Selected auto-parts suppliers with actual robot exposure, such as SL Corporation and HL Mando, are preferred over the whole parts chain.
• Tariff-hit auto earnings could create a buying opportunity if they cause a pullback.
• Full Level 5 autonomous driving is still about ten years away, so the theme needs time.