HYPLF News and Press, Hyundai Mobis

The future of energy storage and smart cities Wider biz scope for automakers with strength in energy storage/utilization In 2019, the Nobel Prize in chemistry was given to three individuals who contributed to the development of the lithium-ion battery industry. The Nobel Committee praise...

Major issues and conclusions The current uncertainties cause by the coronavirus pandemic has driven automaker shares to historically low valuations. This, in our view, provides investors with a tremendous opportunity to gain when the crisis comes to an end. When uncertainties ease, Hyundai M...

CES 2020 takeaways: Change to a human-oriented perspective The key phrase that penetrated CES 2020, opened under the theme of "a new era of growth driven by disruptive changes in technology," was "human-centered vision." In the past, what caught the most attention was innovation-based tech...

Investment highlights Module and core parts sales are expected to recover on new car launches by Hyundai Motor Company ( HYMTF ) and Kia Motors ( KIMTF ). The earnings growth of parts and modules which represent 80% of sales highlight the stock’s attractive valuation. Hyundai Motor Gr...

Steel: Neutral; top picks POSCO ( PKX ), Hyundai Steel, Korea Zinc We do not expect investor sentiment to improve dramatically as global demand remains in the low-growth phase and steel prices are expected to decline due to raw material price weakness. However, we believe the supply-dema...

Automobiles: Carmakers cutting costs to make bigger collaborations/investments to enjoy re-rating The automotive industry is undergoing a period of major changes as restructuring efforts pick up and investments for the future accelerate. On the other hand, in Japan, earnings stability has ...