Trump Appointed Him, But He's a Hawk? The Warsh Shock Rattles the World... Hyundai Motor Group Won't Rebuy Russian Plant Sold for 140,000 Won... "Service Maintained" | Kwon Soon-woo, 3PRO TV News Team Lead

트럼프가 임명했는데 매파? 워시 쇼크, 전 세계 떤다.. 현대차그룹, 14만원에 판 러시아공장 다시 안산다…"서비스는 유지" | 권순우 삼프로TV 취재팀장 [뉴스3]

Watch on YouTube ↗ | February 03, 2026 at 01:52 | 34:18 | 3PRO TV (삼프로TV)

Speakers

Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo, 3PRO TV news team lead, reviews the market shock from Kevin Warsh's Fed chair nomination and the sharp gold and silver selloff, arguing the move is liquidity- and China-driven rather than fundamental. He then highlights positive industrial news: memory and SSD shortages, Hyundai Motor Group's decision not to reacquire its Russian plant, Hyundai Glovis and Hyundai Mobis growth drivers, LNG shipbuilding orders tied to the Mozambique project, and Hanwha Aerospace's Norway export. The overall tone is that market noise is obscuring still-intact industrial fundamentals.

Kevin Warsh's Fed chair nomination triggered a global risk-off move, but the speaker calls it a sentiment and liquidity shock, not a fundamental break.
Gold and silver plunged as Chinese speculators and trend-following algorithms unwound amid higher margin requirements and holiday trading limits.
Memory and HDD names rallied on shortage conditions; the speaker expects Korean memory leaders and the KOSPI to catch up.
Hyundai Motor Group will not exercise its buyback option on the sold Russian plant because of the ongoing war and Chinese dominance of the Russian market.
Hyundai Glovis is favored on external shipping customers and fleet expansion, while Hyundai Mobis is favored on external orders and Boston Dynamics actuator supply.
LNG shipbuilding is a key theme, with the Mozambique LNG restart potentially leading to orders for HD Hyundai Heavy Industries and Samsung Heavy Industries.
Hanwha Aerospace's Norway Chunmoo export is seen as evidence Korean defense can win in Europe and raises hope for Canada's submarine program.

Ideas

Kwon Soon-woo Reporting Team Lead, 3PRO TV 1:50

Memory shortage lifts memory names and KOSPI.

The speaker says the US market is short of memory, with SanDisk, Western Digital, Seagate and Micron rallying as memory and HDD prices rise. Because Korea has the No. 1 and No. 2 memory companies, the KOSPI and Korean memory leaders should catch up; later he notes SSD prices are expected to keep rising and cites a $1,000 SanDisk target. This is a memory-cycle long.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:08

Gold/silver drop is China-led, not fundamental.

Gold and silver fell sharply after Kevin Warsh's nomination triggered liquidity concerns, but the speaker attributes the drop mainly to China: Chinese speculators and trend-following algorithms had inflated the market, and Chinese banks raised margin requirements and limited holiday trading, leading to forced selling. He says this is a liquidity and positioning shock rather than a fundamental change, so the setup is worth monitoring for volatility and reversal risk.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 17:19

Glovis gains from external shipping customers.

Hyundai Glovis is positively viewed because it can expand external customers: GM Korea's full-capacity Korean production and Chinese auto exports should increase volumes, and Hyundai Motor's low internal freight rates mean external contracts improve profitability. Its car-carrier fleet is expanding from 96 to 110 ships, giving more than 10% capacity growth, and its global route network lets it fill return legs that Chinese shippers cannot, making it attractive for GM, Chinese exporters and other external customers.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 17:47

Mobis benefits from Boston Dynamics actuators.

Hyundai Mobis is expanding external orders beyond the Hyundai group; last year's external order target was exceeded by 23%, helped by North American battery systems and next-generation human-machine interfaces. It is also the actuator supplier for Boston Dynamics, and actuators account for about 60% of humanoid robot production cost. As external customers and robot actuator demand grow, Mobis should benefit, with Hyundai Group's scale providing a captive first market.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 21:21

LNG project restart drives Korean shipbuilder orders.

The shipbuilding focus this year should be LNG. US LNG projects approved last year should place orders this year, and the stalled Mozambique LNG project is restarting; it already had LOIs for nine LNG carriers at HD Hyundai Heavy Industries and eight at Samsung Heavy Industries, plus Samsung Heavy's FLNG project. With first production rescheduled to 2029, orders need to be placed now, which could create an LNG shipbuilding shortage and lift newbuild prices.

Kwon Soon-woo Reporting Team Lead, 3PRO TV 25:07

Hanwha Aerospace wins Norway Chunmoo export.

Hanwha Aerospace is exporting Chunmoo systems to Norway for about KRW 1.3tn, a surprising win after Norway chose Germany's Leopard 2 over Korea's K2 and European defense procurement had been expected to stay within Europe. The speaker views this as evidence that Korean defense exporters can win in Europe and raises the possibility for Korea in Canada's large submarine program, supporting Hanwha Aerospace and the Korean defense sector.

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