[finance daily by KyeongChun Jeong] As the global auto industry shifts toward AI-driven mobility and robotics, Hyundai Motor is increasingly viewed as more than a traditional automaker.
This shift is drawing renewed attention from global investors.
Hyundai Motor is not moving alone.
Alongside Samsung Electronics and SK Hynix, it forms a key pillar of Korea’s AI investment story.
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▶ Why SK Hynix Is a Direct Beneficiary of AI Server Expansion
▶ Korea AI Stocks: Why Global Investors Are Watching Samsung, Hyundai, and SK Hynix
Hyundai is no longer just an automaker
Hyundai is expanding into physical AI domains, including robotics, autonomous driving, and smart manufacturing.
- Ownership of Boston Dynamics
- AI integration across production and logistics
- Long-term platform-driven strategy
This represents optionality beyond vehicle sales.
Valuation disconnect versus global peers
Despite its strategic transformation, Hyundai trades at a lower EV/EBITDA multiple compared to global OEM peers.
The market has yet to fully price in the value of its robotics and AI initiatives.
Investment snapshot
Valuation
- Discounted versus global OEMs
- Strong cash flow and shareholder returns
Key risks
- EV demand slowdown
- Commercialization timing of robotics
- Macro and FX volatility
Key catalysts
- Robotics revenue visibility
- Platform monetization
- Multiple re-rating
Conclusion
Hyundai Motor offers investors exposure to physical AI and mobility transformation with downside protection from a strong manufacturing base.
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