What to Focus on Among Hyundai Motor's 4 is 'This' | Cho Hee-jin, Hana Securities Apgujeong Financial Center Deputy Manager [Double Crew]

What to Focus on Among Hyundai Motor's 4 is "This" | Cho Hee-jin, Hana Securities Apgujeong Financial Center Deputy Manager [Double Crew]
Watch on YouTube ↗  |  May 15, 2026 at 01:16  |  18:31  |  3PRO TV (삼프로TV)
Speakers
Cho Hee-jin — Deputy Manager

Summary

Cho Hee-jin, a Deputy Manager at Hana Securities, discusses investment opportunities in Hyundai Motor Group's robotics ecosystem, including Boston Dynamics' stake and upcoming Nasdaq listing, governance restructuring among group companies, and the robotics component maker Robotis. She highlights Hyundai Motor as the top pick, followed by Glovis and Mobis for governance catalysts, and Robotis for its proprietary actuator technology and data factory expansion. The video also touches on the retail-driven bull market favoring large-cap stocks.

  • Hyundai Motor Group is a key beneficiary of the physical AI and robotics theme.
  • Boston Dynamics' potential Nasdaq listing and Softbank's stake decision by June are near-term catalysts.
  • Hyundai Glovis and Mobis have upside from expected governance restructuring.
  • Robotis offers differentiated actuator technology and a new data factory in Uzbekistan.
  • The Korean market is experiencing a large-cap concentration driven by retail investors.
  • US regulatory barriers against Chinese robotics could benefit Korean suppliers.
  • Cho Hee-jin recommends focusing on large-cap stocks with high trading volume.
Trade Ideas
Cho Hee-jin Deputy Manager 1:41
Hyundai Motor benefits from robotics and governance
Hyundai Motor is the top pick within the Hyundai Motor Group robotics theme due to its largest direct stake in Boston Dynamics, its position at the top of the governance structure, upcoming hybrid new car momentum in the second half, and a potential re-rating from the robotics segment including Boston Dynamics' Nasdaq listing catalyst and Softbank's stake decision by June.
005380.KS HIGH
Cho Hee-jin Deputy Manager 10:56
Hyundai Glovis has governance restructuring catalyst
Hyundai Glovis directly holds a stake in Boston Dynamics and is central to the expected governance restructuring within Hyundai Motor Group. Chairman Chung Eui-sun's personal 20% stake and the circular ownership structure create a catalyst for share price appreciation as the group reorganizes.
086280.KS MED
Cho Hee-jin Deputy Manager 11:19
Hyundai Mobis gains from circular ownership unwind
Hyundai Mobis also participates in the circular shareholding structure and could benefit from governance restructuring. Kia and Hyundai Steel hold stakes in Mobis; as those stakes need to be swapped, a higher share price would facilitate the process, providing potential upside.
012330.KS MED
Cho Hee-jin Deputy Manager 12:27
Robotis has product and data factory catalysts
Robotis is a leading actuator maker for humanoid robots with 95% in-house production and a 26-year track record. Its new QDD actuator solves overheating issues common in Chinese competitors and is price-competitive. The company's Uzbekistan data factory opening in H2 for robot behavior data collection, along with a one-time bonus expense that may create a dip buying opportunity, provide strong catalysts.
108490.KQ HIGH
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This 3PRO TV (삼프로TV) video, published May 15, 2026, features Cho Hee-jin discussing 005380.KS, 086280.KS, 012330.KS, 108490.KQ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cho Hee-jin  · Tickers: 005380.KS, 086280.KS, 012330.KS, 108490.KQ