Hyundai Motor’s share value reached a new peak during intra-day trading.

On the 5th, Hyundai Motor’s shares rose 7.5% compared to the previous day, reaching 304,750 South Korean won during morning sessions, exceeding its earlier intraday peak of 299,000 South Korean won (set on January 11, 2021). By 10:10 a.m., the stock was being traded at 303,000 South Korean won, marking a 6.9% increase from the prior day.

Experts in the financial sector indicate that the current surge in stock prices goes beyond simple earnings growth, as the company’s human-like (human-shaped robot) and software-focused future plan is becoming a major factor in its valuation.

Choi Tae-yong, a researcher at DS Investment & Securities, stated, “The main cause behind Hyundai Motor’s valuation discount was its absence of artificial intelligence (AI) and software (SW) expertise, particularly in autonomous driving. However, the group’s governance reforms and emphasis on technological development will serve as the foundation for addressing this discount.” He specifically pointed out that the momentum from software-based business initiatives, such as the 2026 release of a software-defined vehicle (SDV) flagship model and the 2028 mass production of humanoids, is expected to gain momentum, increasing the projected stock price to 430,000 Korean won.

The expectations for humanoid robots are also increasing. Hyundai Motor owns roughly 27% of Boston Dynamics, a company specializing in robotics. Lee Sang-soo, a researcher at iM Securities, stated, “Atlas (a bipedal robot developed by Boston Dynamics) has already achieved a level where it can independently move modules and shelves within automotive assembly lines. Beginning with its introduction at Hyundai Motor’s Georgia plant (HMGMA) in 2026, the speed and extent of robotic implementation will greatly increase.”

Furthermore, the reduction of uncertainty after the U.S. announced a 15% auto tariff is considered to be boosting the stock’s performance. Kim Gwi-yeon, a researcher at Daishin Securities, stated, “An annual profit growth of around 720 billion Korean won per quarter is anticipated, and the company’s market share in the U.S. is expected to rise by 0.3 percentage points next year, signaling the start of a recovery in earnings.”

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