Unitree Soars 630% on First Day… Opportunities and Limits for Korea's Robotics and Chip Industries?

Lee Yeong-ro, Assistant Manager at DB Securities Euljiro Financial Center, gave a positive assessment of Unitree's robotics technology. He noted in particular that the company has outstanding technical capability in robot motion and posture control, including walking and running.

Korea's robotics industry is at a stage where large companies such as Samsung, LG, and Hyundai are leading robot development and building the parts supply environment. Assistant Manager Lee said that approaching robotics-related companies centered on these large firms could be a good strategy. He suggested investing with a medium- to long-term perspective, since the industry paradigm is shifting toward robotics.

He explained that because the stock market keeps swinging sharply in response to international issues that arise daily, a short-term response of buying when prices fall and selling when they rise suits the market strategy.

He added that investors should approach the market while recognizing this structural limitation.

Because both companies have signaled announcements related to shareholder returns, he said a positive cycle of capital flows could form. He advised that, given these positive aspects, the market should not be viewed too pessimistically.

He noted that investing in KOSDAQ component stocks could also be a good strategy. As concrete examples, he cited LG-linked Robotis and Samsung-linked SPG as robotics-related stocks worth watching.