The share price of Hyundai Motor rose more than 10% intraday, pushing the company into third place by market capitalization. While semiconductor stocks were sluggish, KOSPI extended its winning streak to a 12th consecutive trading day as robot-related stocks advanced, led by Hyundai Motor.

On the 19th, the KOSPI opened lower but turned upward in the morning as individual investors’ buying expanded. Although foreigners and institutions were net sellers on the day, individuals were net buyers of more than KRW 100 billion.

While Samsung Electronics and SK hynix continued to fluctuate around the flat line, Hyundai Motor gained more than 11% on the day. Hyundai Motor’s market capitalization exceeded KRW 90 trillion, overtaking LG Energy Solution and Samsung Biologics to rank third in market value. The “big four structure” of Samsung Electronics–SK hynix–LG Energy Solution–Samsung Biologics, firmly established since 2023, appeared to be wobbling.

Hyundai Motor’s share price has risen by nearly 50% so far this year, showing stronger momentum than semiconductor stocks. This is seen as being driven by a reassessment of its robotics technology after the company unveiled the actual humanoid robot Atlas for the first time at CES 2026, the world’s largest consumer electronics and information technology (IT) trade show. A “robot premium” has been applied to Hyundai Motor’s previously undervalued share price relative to global automakers, spurring a sharp rally. Securities firms are also sequentially raising their target prices.

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