The Robot Era Begins... Why LG and Doosan's Future is Changing!
The Robot Era Begins... Why LG and Doosan's Future is Changing!_26.06.18. | Park Hyunji, Yeo Doeun, Heo Jaemu [Morning N Investment]
Speakers
Choi Chang-gyu
— Director, NH Investment & Securities
Choi Yong-seok
— Head of ETF Solutions, Woori Asset Management
Yeo Doeun
— Anchor
Summary
Two ETF strategists from Mirae Asset and Woori Asset Management debate the investment merits of LG Group and Doosan Group in the emerging physical AI and humanoid robot era. They highlight how NVIDIA's CEO visit to Korea signals strategic hardware partnerships, and they present specific ETFs and individual stocks positioned to benefit from AI infrastructure, nuclear power, semiconductors, and robotics. Key catalysts include US-Korea nuclear cooperation, Unitree IPO, and SpaceX's visit to LG Innotek.
- LG Group is framed as NVIDIA’s preferred physical AI hardware partner, with full-stack components from motors to software.
- The TIGER LG Group Plus ETF provides broad exposure to LG and affiliated GS/LS companies.
- LG Electronics is singled out for its core role in humanoid robot motors, reducers, and factory deployment.
- LG Chem is presented as a turnaround play on new battery demand from humanoid robots and robotaxis.
- Doosan Group is positioned as an AI infrastructure conglomerate covering nuclear energy, semiconductor materials/testing, and collaborative robots.
- The Woori Doosan Group Focus ETF offers diversified 30/30/30 allocation to those three sectors.
- Doosan Enerbility has a near-term catalyst from anticipatory US-Korea nuclear power plant projects.
- Doosan Robotics is a global leader in collaborative robots, now expanding into AI-driven intelligent robot software.
Ideas
LG Group is NVIDIA’s physical AI hardware partner.
LG Group is uniquely positioned as the strategic hardware partner for NVIDIA in the physical AI era. The group offers a full stack of critical humanoid robot components: motors, gear reducers, sensors (LG Innotek), displays (LG Display), batteries (LG Chem), and system integration software (LG CNS), making it the best candidate for factory deployment of humanoid robots. NVIDIA’s CEO visit and previous collaborations confirm the strategic relationship. The TIGER LG Group Plus ETF provides diversified exposure to LG and related GS/LS affiliates poised to benefit from the robotics and AI infrastructure buildout.
Doosan Group is a diversified AI infrastructure ETF.
Doosan Group is a comprehensive AI infrastructure play, with 90% of the Woori Doosan Group Focus ETF allocated evenly across nuclear power/energy, semiconductors, and robotics. The group offers diversified exposure to the AI buildout: Doosan Enerbility (nuclear, SMR, turbines), Doosan Tesna (semiconductor testing), Doosan (semiconductor materials for NVIDIA GPUs), and Doosan Robotics plus Doosan Bobcat (robotics and autonomous equipment). The ETF structure provides a balanced mix of stable cash-flow generators and high-growth future AI businesses.
LG Electronics is the core humanoid robot hardware play.
LG Electronics is the centerpiece of LG’s humanoid robot capabilities. The company designs and manufactures core components—motors, drives, gear reducers, and control systems—that enable precise human-like movement in humanoid robots. As physical AI scales, LG Electronics’ manufacturing integration and existing factory automation expertise position it as the primary beneficiary within the LG Group.
Doosan Enerbility catalysts from US nuclear cooperation imminent.
Doosan Enerbility is a unique global nuclear power equipment leader—the only company worldwide that can manufacture nuclear reactor vessels, SMR main components, and turbines simultaneously. A key near-term catalyst is the upcoming US-Korea investment cooperation, with project announcements expected within 2-3 months. Based on Japan’s precedent (where over 4 billion dollars of nuclear/power plant investments were announced after a bilateral agreement), Doosan Enerbility should be a direct beneficiary of large-scale US nuclear power plant orders.
Doosan Robotics leads collaborative robots for physical AI.
Doosan Robotics is a global top-tier collaborative robot (cobot) company. Its cobots can work safely alongside humans and are already winning innovation awards (CES 2026 Best Innovation). The company is evolving from hardware to intelligent robot software solutions leveraging NVIDIA’s agentic AI, positioning it at the center of the physical AI ecosystem. Together with Doosan Bobcat’s stable cash flow and construction equipment dominance, the robotics segment offers both growth and stability.
LG Chem benefits from physical AI battery demand.
LG Chem’s secondary battery business will see a turnaround driven by new demand from physical AI applications. Humanoid robots, autonomous vehicles, robotaxis, and satellites all require batteries, creating an entirely new demand layer. The stock is now out of favor due to China competition and oil prices, but the structural demand shift from the physical AI era can lead to a significant re-rating.
LG Innotek rides AI and space component demand.
LG Innotek is a leading Korean components and materials company with strengths in sensors, 3D sensing, lidar, and communication modules. Japan’s stock market reached all-time highs largely due to its materials/parts sector, and the AI era will similarly highlight Korean 소부장 champions. A recent secret visit by SpaceX executives to LG Innotek validates its component capabilities and positions it for new growth from AI, robotics, and space.
Up Next
This 3PRO TV (삼프로TV) video, published June 18, 2026, features Choi Chang-gyu, Choi Yong-seok discussing TIGER LG그룹플러스 ETF, 우리 두산그룹포커스 ETF, 066570.KS, 034020.KS, 454910.KQ, 051910.KS, 011070.KS. 7 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Choi Chang-gyu, Choi Yong-seok · Tickers: TIGER LG그룹플러스 ETF, 우리 두산그룹포커스 ETF, 066570.KS, 034020.KS, 454910.KQ, 051910.KS, 011070.KS