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What Activist Funds' Korean Targets Have in Common: Poor Capital Allocation
The common trait among companies targeted by activist funds is inefficient capital allocation. More than 600 companies with similar financial structures have also been identified. As activist funds ar...
2026-07-30 목요일 | 이성규 기자
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Why Is Kia's Stock Lagging Despite Beating Hyundai on Earnings?
Kia posted record first-half sales this year, driven by an expanded electrified lineup, despite uncertainties such as U.S. tariffs. The gain stands out even more considering that its "older brother," ...
2026-07-27 월요일 | 김재훈 기자
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Inefficient Capital Allocation Holds Back Hyundai Motor's Stock Despite Record Profit
Despite posting record-breaking earnings, Hyundai Motor is facing criticism that inefficient capital allocation is holding back the enhancement of its corporate value. Chief among the concerns are non...
2026-07-24 금요일 | 이성규 기자
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Hyundai Poised to Buy Out SoftBank's Boston Dynamics Stake as Deadline Looms
The deadline for SoftBank to exercise its put option on its remaining stake in Boston Dynamics is fast approaching. Industry observers expect Hyundai Motor Group to acquire SoftBank's remaining shares...
2026-07-15 수요일 | 김재훈 기자
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Hyundai Sales Slump at Home and Abroad... What's Causing the 'Sharp Decline'?
The mission facing José Muñoz, Hyundai Motor Company's first foreign-born CEO, is clear-cut. As a global sales strategist with a background in dealership operations, his job is to properly fulfill t...
2026-07-06 월요일 | 김재훈 기자
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Hyundai Wia Bets on Robots and EVs—With an Eye on Succession
Hyundai Wia, an affiliate of Hyundai Motor Group, is showing signs of a business overhaul. After selling off its machine-tool business—the company's founding operation—last year, it is now reviewing...
2026-06-12 금요일 | 김재훈 기자
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NVIDIA's Huang Visits Hyundai HQ, Hails "Hyundai's Time" in the Age of Physical AI
"The next wave of AI is mobility and physical AI. It is a future in which AI understands the world, ventures out into it, and performs valuable, productive work for people. Now is Hyundai Motor Group'...
2026-06-09 화요일 | 김재훈 기자
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Hyundai Motor Group Chairman Mulls Deepening Boston Dynamics IPO Dilemma
The initial public offering (IPO) of Boston Dynamics, the robotics arm of Hyundai Motor Group, is moving to the forefront. Japan's SoftBank, a major shareholder, is approaching the expiration of its p...
2026-05-28 목요일 | 김재훈 기자
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Hyundai Motor Faces Massive Union Bonus Demand Exceeding Dividends Amid Heavy Tech Investments
As disputes over performance-based bonuses emerge as a hot-button issue across domestic industries, the labor union of Hyundai Motor Company has also stepped forward to demand an expansion of bonus cr...
2026-05-20 수요일 | 김재훈 기자
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From Carmaker to Logistics Platform: Kia's Robotics-Fueled Reinvention
Many factors influence corporate value, and an objective assessment requires the consideration of a wide range of variables. The Korea Financial Times seeks to provide a three-dimensional view of a co...
2026-04-21 화요일 | 김재훈 기자
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Shareholder Returns or Succession Strategy? The Dual Purpose Behind Hyundai Motor and Kia's Payout Policies
Hyundai Motor Company and Kia have set a three-year target of achieving a "35% Total Shareholder Return (TSR)" — a goal announced last year as part of their respective corporate value enhancement ini...
2026-04-20 월요일 | 김재훈 기자
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Hyundai Motor Shifts Gear: From Automaker to Advanced Mobility Company
Hyundai Motor President and CEO José Muñoz announced Thursday that the company will accelerate its transformation from a conventional automaker into an advanced mobility company, with electrificatio...
2026-03-27 금요일 | 김재훈 기자
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Beyond Atlas: Hyundai Bets on Collaborative Robots to Pave Way for Humanoid Future
Hyundai Motor Group is moving to commercialize its in-house-developed autonomous mobile robot platform "MobED (Mobile Eccentric Droid)" and wearable robot "X-ble Shoulder." The group aims to lay the g...
2026-02-27 금요일 | 김재훈 기자
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Kia's U.S. EV Sales Plunge 39%... What's Happening? [KFT Topic]
Kia recorded all-time high sales in the United States last year, but its electric vehicle sales actually plummeted sharply. This contrasts with Hyundai Motor Company, its senior partner, which achieve...
2026-01-19 월요일 | 김재훈 기자
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Three Generations of Hyundai's American Challenge: From Budget Cars to Premium EVs [KFT Topic]
This year marks the 40th anniversary of Hyundai Motor Group's entry into the United States, the world's largest automotive market. What began with the late Chung Ju-yung's "pioneering spirit," evolved...
2026-01-12 월요일 | 김재훈 기자
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'Chung Eui-sun Declares Robot Management Era'... Hyundai Motor Group to Lead Robotics Age with 'Physical AI' [KFT Topic]
Hyundai Motor Group Chairman Chung Eui-sun has declared the expansion of an AI robotics ecosystem based on 'Physical AI' this year. The vision is to accelerate commercialization of humanoids, wearable...
2026-01-07 수요일 | 김재훈 기자
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'Beyond Mobile to Robotics': LG Innotek Continues Portfolio Expansion [KFT Topic]
LG Innotek is expected to deliver improved performance driven by a rebound in optical solutions boosted by the Apple effect, along with high-margin businesses such as substrates and automotive compone...
2026-01-05 월요일 | 곽호룡 기자
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'We Can't Fall Behind in Robotics'... Hyundai Motor Group's Humanoid 'Atlas' Takes the Stage
Hyundai Motor Group's humanoid robot 'Atlas,' identified as a key future technology, is finally set to make its appearance. As concerns deepen that the company has been falling behind competitors like...
2025-12-26 금요일 | 김재훈 기자
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Soaring Hyundai Mobis Stock Raises Succession Costs for Chung Eui-sun
Hyundai Mobis has been recording notable shareholder returns since declaring its 'New Mobis' vision in 2023 to leap forward as a 'mobility platform provider.' As Hyundai Mobis expands into key future ...
2025-12-10 수요일 | 김재훈 기자
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“Harsh Tariffs Hit Hyundai Motor: Despite Record Q3 Revenue, Operating Profit Drops 29.2%”
Hyundai Motor recorded its highest third-quarter sales ever, driven by strong sales in key markets. However, profitability retreated as U.S. tariff impacts materialized in full. Hyundai Motor plans to...
2025-10-31 금요일 | 김재훈 기자
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Hyundai Motor Group 'Chung Eui-sun era' 5 years ②: 'Bold strategist' Chung Eui-sun to break through with KRW 112 trillion investment over next 5 years
"While the situation we face is difficult in many ways, there has never been a time when we faced crisis before. Just as in the past, we can do better." (From Chung Eui-sun's 2025 New Year's address a...
2025-10-15 수요일 | 김재훈 기자
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Hyundai Motor Group 'Chung Eui-sun era' 5 years ①: 'Disruptive innovation leadership' powers global Big3
"In our journey to open a future of dreams we share together, there will be difficulties, but based on the group spirit of 'making it happen if it must be done,' with positive mindset, mutual encourag...
2025-10-14 화요일 | 김재훈 기자
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'Tariff-Heavy US,' 'Uncertain China': Samsung, Hyundai Motor, LG, POSCO, Lotte Seek Breakthrough in India
Major South Korean corporations are increasingly turning their attention to India as a new strategic stronghold, amidst rising uncertainties in the two global economic powerhouses, China and the Unite...
2025-08-22 금요일 | 김재훈 기자