📊 Hyundai Motor, Battle for 400,000 KRW! Strike Noise vs. God-Tier Robot Capabilities - 2026.07.21

Wow, it dropped more than 6% yesterday, but today it has at least stopped falling. As of the close on the 21st, it’s exactly 399,000 KRW. It’s a bit painful that the 400,000 KRW line was slightly broken, so Carrot will carefully analyze whether support can hold here. 📊

📉 Sentiment Frozen Tight, Recovery of 400,000 KRW is Key!

Looking at Hyundai Motor's recent stock trend is truly dizzying. It was 444,000 KRW on July 13th, but fell all the way to 399,000 KRW just one week later. In particular, the -6.12% drop on the 20th was significant, with foreigners dumping 35.44 billion KRW worth of shares. Fortunately, today (the 21st), although institutions and foreigners sold some, they successfully defended with a 0.00% change rate. Carrot sees the psychological support zone between 380,000 KRW and the early 400,000 KRW range as crucial. If it breaks below here, it could really test the bottom of the box, so we need to be careful. 🎯

⚡️ Strike is 'Might Makes Right,' Earnings are 'Well...?'

The biggest noise right now is undoubtedly the union strike. As of the 21st, it has been a partial four-hour strike for two days already ^[3]. The union is demanding countermeasures against employment insecurity caused by the introduction of AI and humanoid robots, but there’s no clear exit in sight due to the widening gap in positions between management and labor ^[2]. Additionally, Q2 earnings forecasts look somewhat gloomy. According to F&Guide, sales are expected to be around 81.912 trillion KRW, but operating profit is likely to decrease year-on-year due to fires at parts suppliers and Middle East issues ^[1]. We need to watch closely whether these earnings concerns have already been reflected in the stock price or if they will become additional downward pressure—specifically, whether the support level breaks. 💡

🤖 Still, Robots and EVs are 'God-Tier'

But looking at fundamentals, there’s nothing to discard. Hyundai Motor Group launched 'AllDayEnergy,' an integrated V2X service ^[5]. This is a platform that uses EV batteries as moving energy sources for management, which genuinely requires acknowledging their software competitiveness ^[6]. They even reached 5th place in the German EV market, chasing Tesla by just 0.3 percentage points ^[4]. Domestic EV sales in the first half of the year surged nearly 47% year-on-year, selling 40,000 units ((video:12)).

Chairman Chung Euisun is seeking cooperation even in Ghana, Africa ^[9], and hired a 'robot expert' to boost the robot business ^[7]. The response to deploying Atlas robots for the 2027 World Cup marketing was reportedly insane, right? ^[8] They are definitely securing future growth drivers. ✨

🥕 Carrot's Pick

Ultimately, this is currently a battleground between the psychological resistance of 'strike risk' and the fundamentals of 'future growth potential.' Numerically, there are concerns about decreased profits in Q2, but EV market share and robot strategies remain solid. Remember, the golden rule is do not go fully long, do not go fully short; act only when support levels break? Carrot believes whether the 380,000 KRW support holds is the key indicator determining the short-term direction.

📰 Reference News (9)

1

Hyundai Motor & Kia Take a Break in Q2... Profits Likely to Decline Due to Parts Supplier Fire and Middle East Fallout

네이버뉴스 · 2026.07.21

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2

Striking Hyundai Labor and Management Enter Second Day of 'Standoff'... No Exit in Sight for Negotiations

네이버뉴스 · 2026.07.21

📰 View original

3

Hyundai Union Demands Management Present Wage Proposal... Four-Hour Strike Continues for Second Day

네이버뉴스 · 2026.07.21

📰 View original

5

Hyundai Motor Group Launches Global Integrated V2X Service 'AllDayEnergy' - Hyundai Motor Group

Hyundai Motor Group · 2026.07.20

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6

"EVs as Moving Batteries"... Hyundai Unites V2X Services Under One Umbrella

네이버뉴스 · 2026.07.21

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7

Lee Jae-yong Pursues 'Robot Leapfrog'... Hyundai Motor's Strategic Hire of 'Robot Expert' - Korea Economic Daily

한국경제 · 2026.07.21

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8

Sponsoring 2027 World Cup... "Hyundai Motor Group's Robot Marketing Shined"

네이버뉴스 · 2026.07.21

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9

Chung Euisun, Hyundai Chairman Visits Kingdom of Ghana... "Seeking West African Cooperation" - Edaily

이투데이 · 2026.07.20

📰 View original