Hyundai Motor Declares 2028 Robot Mass Production: 'This Year Will Be the First Year of a Stock Price Surge' / Why Hyundai Glovis Deserves Attention | CEO Lee Kwon-hee

2028년 로봇 양산 선언한 현대차.. '올해 주가 급등의 첫 해가 될 것' / 현대글로비스를 주목해야 하는 이유ㅣ이권희 대표
Watch on YouTube ↗  |  January 10, 2026 at 08:00  |  22:37  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of WizWave, argues that Hyundai Motor is entering a re-rating phase as CES 2026 and its 2028 humanoid robot mass-production plan shift its identity toward robotics and autonomous driving. He sees Hyundai Motor as undervalued versus Tesla and global automakers, and highlights Hyundai Glovis as a key robotics and governance holding play. He also distinguishes Hyundai AutoEver as a robot software beneficiary, while viewing Kia and Hyundai Mobis as relatively less attractive near-term robot expressions.

  • Hyundai Motor is framed as cheap versus Tesla and global auto OEM peers.
  • CES 2026 and 2028 humanoid mass production support a robot and physical-AI re-rating.
  • Google DeepMind, NVIDIA, and Waymo links are cited as robot and autonomy enablers.
  • Hyundai Glovis is highlighted for its Boston Dynamics stake and governance role.
  • Hyundai AutoEver is seen as a robot software and control beneficiary, but already highly valued.
  • Kia and Hyundai Mobis are viewed as slower or heavier robot-transition expressions.
  • The host notes other Hyundai affiliates may be better after pullbacks, and the video previews a defense-sector discussion.
Ideas
Lee Kwon-hee CEO, Economist 0:00
Hyundai is cheap robot-autonomy re-rating play.
Hyundai Motor is too cheap relative to Tesla and global auto OEMs because it earns more than Tesla yet trades at a low PBR below 1, even though near-term auto earnings are expected to be flat. The group is transforming from a conventional automaker into a physical-AI, robotics, and autonomous-driving platform: Boston Dynamics handles design, Hyundai Motor handles manufacturing and AI learning with factory data, it has Google DeepMind VLA collaboration and NVIDIA autonomous-driving platform exposure, and it has declared 2028 humanoid mass production. CES 2026 confirmed the robot narrative; the January 5 group announcement assigned robot roles across affiliates, and PBR normalization to 1x could imply 400,000-500,000 won. The speaker calls 2026 the first year of re-rating, with further upside if governance improves; the U.S. Mega Plant could reduce tariffs and transport costs over time, and lower U.S. rates could revive auto demand and Genesis sales.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 0:10
Glovis is key robotics governance holding play.
Hyundai Glovis must be watched because it uniquely holds a direct 10% stake in Boston Dynamics while other group units hold it jointly, and Vice Chairman Chung Eui-sun is Glovis's largest shareholder. That makes it a likely center for robotics governance and a potential holding-company or M&A vehicle, and it can handle robot sales and logistics. It has a small market cap and low float, making it lighter than Hyundai Mobis, and the speaker sees it as a realistic way to gain exposure to the group's robot asset.
086280.KS HIGH
Lee Kwon-hee CEO, Economist 13:24
Kia lags as robot buyer.
Kia is relatively less attractive in the robot transition because it has no direct robot development or manufacturing role and is excluded from the group's robot ecosystem announcement. It must buy robots from Hyundai/Boston Dynamics instead of selling them, creating a cost burden, so the stock can lag near term and rise only later as labor-cost savings appear. The speaker sees Hyundai Motor as the better near-term expression.
000270.KS MED
Lee Kwon-hee CEO, Economist 16:11
AutoEver is robot software arm, buy dips.
Hyundai AutoEver is the group's software/SI arm and robot control-system and lifecycle operator, so it should benefit as the Hyundai Motor Group robot ecosystem develops. It was previously the speaker's top pick and he still thinks it can rise further, but it has already rallied a lot, so he favors buying on pullbacks rather than chasing.
307950.KS MED
Lee Kwon-hee CEO, Economist 16:27
Mobis is heavy, non-robot M&A target.
Hyundai Mobis is viewed as less attractive and heavier than the direct robot beneficiaries. The speaker says it is not the robot platform business and its price should not rise too much because it is more of an acquisition target; it sits in a 'not sure but maybe' middle position. Although it may supply actuators, the stock is seen as relatively heavy and likely to lag the lighter robot-linked names.
012330.KS MED
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This 815 Money Talk (815머니톡) video, published January 10, 2026, features Lee Kwon-hee discussing 005380.KS, 086280.KS, 000270.KS, 307950.KS, 012330.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005380.KS, 086280.KS, 000270.KS, 307950.KS, 012330.KS