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What smart money is saying about Hyundai MotorSouth Korea flag

005380.KS · Consumer Cyclical · Auto - Manufacturers · Market cap $72.12B

1 fund in our archive has pitched Hyundai Motor — most recently Antipodes Global Value Fund in March 2026.

Company profile

Hyundai Motor Company, alongside its various subsidiary entities, is a global producer and supplier of automobiles and automotive components. Its operations are categorized into Vehicle, Finance, and an "Others" division. The firm markets a diverse range of passenger vehicles, including car models such as the Azera, Sonata, Veloster (including N variants), i30 (including N and Fastback variants), Elantra (including N), Accent, i20 (including N), and i10. Its sport utility vehicle (SUV) portfolio comprises the Palisade, Santa Fe, Tucson, Creta, Kona (including N), and Venue. Additionally, the company produces commercial vehicles, exemplified by the STARIA, H-1, and H-100. Its environmentally friendly vehicle segment encompasses various models, such as the IONIQ 5, NEXO (fuel cell), Santa Fe Hybrid/PHEV, Tucson Hybrid/PHEV, Kona Electric, Elantra Hybrid, and the IONIQ series (Plug-in Hybrid, Electric, Hybrid), as well as the i30 Hybrid. Beyond vehicles, its operations extend to manufacturing trucks, buses, vans, and engines. Financial services are also a core offering, covering vehicle financing, credit card processing, and other related activities. The conglomerate is also involved in train manufacturing, marketing, engineering, and providing mobility and insurance services. Notably, it also manages a professional football club. Furthermore, its diverse portfolio includes real estate development, extensive research and development initiatives, and various investment ventures. Established in 1967, Hyundai Motor Company maintains its corporate headquarters in Seoul, South Korea.

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Letters

Also mentioned · 1

These funds discuss Hyundai Motor — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedGuinness Emerging Markets Equity Income Fund
    July 2026
    The South Korean stock exchange delayed the launch of option contracts linked to Samsung Electronics, SK Hynix, Hyundai Motor and LG Energy Solution due to intense market volatility.
    Read the letterHyundai Motor

Fund coverage · 1 thesis

  • Antipodes Global Value Fund
    March 2026

    Hyundai Motor is an automaker with growing AI, robotics, and hydrogen optionality that could support long-term value creation.

    Read the full thesis

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