Hyundai Motor: A Perfect Buying Opportunity at This Price; Hyundai Mobis, Hyundai Glovis, Hyundai Wia - Buy or Sell? | Lee Kwon-hee, CEO

Summary

Lee Kwon-hee, CEO of WizWave, discusses Hyundai Motor after its sharp rally and argues the stock should be bought on pullbacks because its auto cash flow is now being joined by a robot-ecosystem re-rating tied to Boston Dynamics. He maps the main beneficiaries within Hyundai Motor Group, favors Hyundai Motor, Hyundai Mobis, Hyundai Glovis, Hyundai AutoEver, and Hyundai Wia, and prefers selling Kia to buy Hyundai Motor. He also flags auto-parts suppliers moving into robot components, while warning that parts stocks are overheated and pure robot names carry valuation risk.

• Hyundai Motor rallied sharply and short-term foreign auto-sector selling is creating a buy-on-dips setup.
• The bull case combines auto earnings and buyback support with new robot optionality from Boston Dynamics and group affiliates.
• Hyundai Motor is the main pick; Hyundai Mobis, Hyundai Glovis, Hyundai AutoEver, and Hyundai Wia are discussed as narrower robot-ecosystem beneficiaries.
• Kia is viewed as a relative seller because it lacks a clear robot role despite Boston Dynamics IPO expectations.
• Boston Dynamics listing timing is uncertain and treated as plus-alpha, not a direct trade.
• Auto-parts suppliers such as Hwashin, Seojin System, and HL Mando may benefit as robot component demand spreads, but the speaker advises waiting for a cooldown and concrete announcements.
• Pure robot names such as Rainbow Robotics and Doosan Robotics are described as hard to value, while speculative robot stocks carry caution.
• Hyundai Motor preferred shares are mentioned as a dividend-oriented consideration.