Will Physical AI become real? Key stocks to watch in robotics stocks | Myung-minjun, Kang Ah-rang, Gil Geon-woo [Joorinie Rescue Team]

Will Physical AI Become Full-Fledged? Key Stocks to Watch in Robotics | Myeong Min-jun, Kang A-rang, Gil Geon-woo [Stock Beginner Rescue Team]
Watch on YouTube ↗  |  May 04, 2026 at 13:31  |  50:54  |  3PRO TV (삼프로TV)
Speakers

Summary

Gil Geon-woo discusses the Physical AI/robotics theme, arguing that Hyundai Motor should be valued as a robotics company rather than an auto stock. He also highlights Korean component suppliers (SPG, HiJen R&M, Robotis) as structural beneficiaries of global robot production, with June events as catalysts. The show briefly covers an Iran-US maritime incident but advises caution.

  • Gil Geon-woo re-iterates his bullish view on Hyundai Motor as a robotics play, citing P/E re-rating potential and proximity to Tesla in Physical AI.
  • He identifies Korean robot component makers (SPG, HiJen R&M, Robotis) as beneficiaries of China's low localization rate and global demand.
  • Upcoming robotics events in June (COEX, US) are expected to drive news and order announcements for robot-related stocks.
  • Gil recommends aggressive investors focus on large-cap robotics names like Hyundai Motor, and conservative ones on component stocks with actual earnings.
  • A breaking news report about a US Navy vessel being hit by a missile near the Strait of Hormuz briefly disrupts the discussion; the hosts urge viewers to wait for confirmation.
  • The show's hosts and guest also promote a handcrafted ceramic mug set for Parents' Day, unrelated to investment.
Trade Ideas
Gil Geon-woo CEO 3:05
Hyundai is a robotics play, not just auto.
Hyundai Motor should be re-rated as a Physical AI and robotics company rather than a traditional automaker. It owns Boston Dynamics, is the fastest follower of Tesla in autonomous driving and humanoid robotics outside China, and currently trades at a P/E of ~9x, which is cheap relative to its growth potential. Upcoming robotics events in June (e.g., COEX, US events) will act as catalysts. The stock is positioned to benefit from the Physical AI megatrend.
005380.KS MED
Gil Geon-woo CEO 22:06
Korean robot components benefit from global demand.
Korean robot component suppliers like SPG, HiJen R&M, and Robotis are structurally benefiting from the global robot production boom. China's localization rate for key components (e.g., reducers) is only ~50% and yields are below 60%, forcing global manufacturers (including Tesla) to seek reliable, high-quality components from Korea. These companies have growing overseas revenue and real earnings, not just speculation. June events will likely bring order announcements, providing further upside.
058610.KQ 160190.KQ 108490.KQ MED
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This 3PRO TV (삼프로TV) video, published May 04, 2026, features Gil Geon-woo discussing 005380.KS, 058610.KQ, 160190.KQ, 108490.KQ. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Gil Geon-woo  · Tickers: 005380.KS, 058610.KQ, 160190.KQ, 108490.KQ