Hyundai AutoEver: Why Should We Look At It Now? | Cho Hee-jin, Hana Securities Apgujeong Financial Center Deputy [Double Crew]

Hyundai AutoEver" Why Should We Look At It Now? | Cho Hee-jin, Hana Securities Apgujeong Financial Center Deputy [Double Crew]
Watch on YouTube ↗  |  May 28, 2026 at 01:32  |  16:43  |  3PRO TV (삼프로TV)
Speakers
Cho Hee-jin — Deputy Manager

Summary

This video discusses investment opportunities in Hyundai Motor Group, focusing on Hyundai Motor and Hyundai AutoEver. Guest Cho Hee-jin explains how Boston Dynamics' value can help resolve succession funding and how Hyundai AutoEver benefits from AI infrastructure expansion and robotics. Both stocks are presented as attractive with upcoming catalysts.

  • Hyundai Motor Group faces a succession funding gap that can be filled by Boston Dynamics' rising value.
  • Boston Dynamics is seen as an essential partner for big tech firms in robotics.
  • Hyundai Motor has catalysts in robot training center and autonomous driving.
  • Hyundai AutoEver is an SI company with strong cloud growth and ERP conversion.
  • Robotics labor substitution could significantly boost AutoEver's revenue.
  • Both stocks are considered long-term holds despite high valuations.
Trade Ideas
Cho Hee-jin Deputy Manager 3:56
Hyundai Motor bullish on robotics catalysts
Hyundai Motor benefits from its ownership of Boston Dynamics, which serves as a key asset for resolving the group's succession funding needs (estimated at ~22 trillion won). Upcoming H2 events including the robot training center, Atlas deployment, and G90 Level 2 autonomous driving launch provide revaluation catalysts. The stock is still undervalued relative to its robotics and autonomous driving potential.
005380.KS HIGH
Cho Hee-jin Deputy Manager 12:28
Hyundai AutoEver long on AI infrastructure
Hyundai AutoEver is a system integration (SI) company that will benefit from AI infrastructure expansion, with cloud business growing 70% YoY in Q1 and 110% in 2024. It is converting from external ERP to its own SI solution, participates in the Hyundai Group's 6 trillion won AI data center project, and stands to gain from robotics labor substitution: replacing just 1% of production line workers with robots could add 450 billion won in revenue. Despite a high P/E (>50x), the market opportunity is large, free float is small, and Chairman Chung's stake provides downside support.
307950.KQ HIGH
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This 3PRO TV (삼프로TV) video, published May 28, 2026, features Cho Hee-jin discussing 005380.KS, 307950.KQ. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cho Hee-jin  · Tickers: 005380.KS, 307950.KQ