Is AI Next for Robots? The Start of the Humanoid Trend Market

Is AI Next for Robots? The Start of the Humanoid Trend Market | Lee Jong-won, Team Leader, Hana Securities Sales Department 1 WM Center [Double Crew]
Watch on YouTube ↗  |  June 17, 2026 at 01:19  |  21:41  |  3PRO TV (삼프로TV)
Speakers
Lee Jong-won — Team Lead, WM Center, Hana Securities

Summary

Lee Jong-won discusses the macro backdrop (oil, Fed) before focusing on the humanoid robot theme. He provides a firsthand review of Chinese robots at an exhibition, highlights upcoming catalysts for Korean robotics stocks, and presents a detailed bull case for Hwashin as a robot body play. He also shares a bearish view on oil prices as war risks fade.

  • Fed rate hike fears have diminished; market may see tonight's FOMC as favorable.
  • Hormuz Strait traffic is slowly recovering, and oil (WTI) has fallen from $100 to $75.
  • Lee expects oil to stay under pressure and not to rise again, with further downside possible.
  • Humanoid robot events in summer (RoboCup, conferences, Tesla Optimus) will heat up the Korean robotics sector.
  • A visit to a Korean tech exhibition left Lee disappointed with Chinese robot autonomy (still remote-controlled).
  • Hwashin (010690.KS) is a top pick: Boston Dynamics visited, low P/E, shift from auto chassis to robot body to re-rate like Hyundai Motor.
  • HL Mando was mentioned a Goldman report, but Lee did not provide an independent thesis for it.
Ideas
Lee Jong-won Team Lead, WM Center, Hana Securities 5:51
Oil unlikely to rise, may fall further.
Oil prices have already priced in the easing of war risks and improving Hormuz Strait traffic. With the war ending and supply routes gradually normalizing, WTI has dropped from $100 to $75. The speaker expects oil will not rise again and may decline further, with limited upside and potential for additional downside as ceasefire optimism is fully reflected and traffic data recovers.
WTI MED
Lee Jong-won Team Lead, WM Center, Hana Securities 16:02
Robot catalysts will lift Korean robotics sector.
Upcoming robot-related catalysts—RoboCup, RSS academic conference, World Robot Conference in China, Chinese Robot Olympics, Tesla Optimus Gen 3 mass production, and robot training center (Almaxo) developments—will repeatedly heat up the Korean robotics sector. These events are expected to lift market sentiment and drive stock prices higher.
Korean robotics sector MED
Lee Jong-won Team Lead, WM Center, Hana Securities 18:55
Hwashin's robot body shift drives re-rating.
Hwashin, a lightweight auto chassis maker, is being re-rated as a robot body parts supplier. Boston Dynamics recently visited the company, signaling its relevance to humanoid robots. With a very low P/E of around 5x and strong existing financials, the shift from thin-margin auto parts to higher-value robot bodies gives Hwashin a valuation re-rating story similar to Hyundai Motor's. The stock is surging daily and still attractive.
010690.KS HIGH
Up Next
51:19
This Stock Just BROKE Wall Street... [Stream Recap]
Thread Guy · Jun 17
25:32
-20% in one day"...You'll be in big trouble if you chase surging stocks | Author Jang Woojin [Double Check]
3PRO TV (삼프로TV) · Jun 17
3:04:33
[June 17 #BeforeMarketOpen] Dow hits all-time high, Nasdaq drops -1% due to tech stock sell-off / SpaceX rises to 5th in market cap, semiconductor index plummets -5.7%
815 Money Talk (815머니톡) · Jun 17
46:47
The Trap of Diversified Investing, What Key Points Are Individual Investors Missing? | Park Byeong-chang, MP Partners CEO [Market Inside]
3PRO TV (삼프로TV) · Jun 17
22:52
A STARLINK VAI DESTRUIR AS OPERADORAS BRASILEIRAS?
Market Makers · Jun 17

This 3PRO TV (삼프로TV) video, published June 17, 2026, features Lee Jong-won discussing WTI, Korean robotics sector, 010690.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Jong-won  · Tickers: WTI, Korean robotics sector, 010690.KS