Hyundai Motor presented its smart car transition goals, but the market expresses concerns about timing and competitive landscape.
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Hyundai Motor recently unveiled its blueprint for 2030 at an Investor Day. This announcement includes plans to fully introduce smart cars (SDV) by 2028 and establish an AI data center by 2029.
Hyundai Motor also presented mid-to-long-term robotics business plans along with specific shareholder return policies.
Concerns are being raised in the market that Hyundai Motor's plan to actively pursue data collection starting in 2028 might be too late. This timing is pointed out as being in contrast to the speed of technological development by global leaders like Tesla with its Full Self-Driving (FSD).
Additionally, the stock market generally does not front-load the future three years out, and the uncertainty surrounding the robot business entity that Hyundai Motor is pursuing is also increasing market anxiety.
Tesla is set to hold its Cybertruck launch event this week, where it will present its vision, focusing on mass-production products. Unlike last year's prototype unveiling, this event will invite specific individuals to experience the Cybertruck firsthand.
Whether specific metrics such as production costs or variable costs will be disclosed at this event is a major point of interest for the market, and this will likely be a significant turning point for Tesla's future business direction.
In the past, Tesla's event announcements often led to stock price declines on the day of the announcement. Analysis suggests that there aren't many memories of positive stock performance from various events such as Battery Day or last year's robot event.
However, similar to Nvidia's case where stock prices rose after earnings announcements, the impact of the Tesla Cybertruck event on stock prices will need to be comprehensively considered based on the announcement content and market reactions.
It has been suggested that when investing in Korean companies, it may be advantageous to choose companies that do not directly compete with US big tech firms. This strategy is interpreted as securing independent competitiveness for Korean companies in the global market and diversifying risk.
For example, in the memory semiconductor industry, Korean companies have a symbiotic structure with US big tech firms, which can make them a positive investment alternative. This is a model where they can complement each other's technology and markets, growing together.
Conversely, for some industries like Hyundai Motor, which are in direct competition with US tech companies, a cautious approach to investment is advised. Investors need to meticulously analyze these competitive relationships to formulate investment strategies for Korean companies.
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