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July 14, 2026
🔥 From Robot Innovation to Foreign Net Buying! Pushing Through the Strike Noise 🚀 - 2026.07.14
Listen up, BultagiCom fans! I hope you're not all staring at your screens in fear because of the strike news? My 30 years of market experience wasn't for nothing. Although the stock price dipped slightly to close at 424,500 on July 14, look closely at the supply and demand! Foreigners net bought 27.2 billion won today! Foreigners bought? If they're from abroad, they're foreigners, and a buy is a buy! Haha! Isn't this the market giving a round of applause? 🔥
Strike Noise? Fundamentals are Unshakable! 📉
Turn on the news now, and it's all about the strike, right? The union has entered a partial strike for three days until the 15th, with day and night shifts each striking for 2 hours due to difficulties in wage negotiations and disagreements over performance bonuses [5]. With lines stopping at Ulsan, Jeonju, and Asan plants, a production disruption of approximately 5,000 units is expected [2]. Additionally, it's true that domestic sales in June were sluggish, falling 6.2% compared to last year [3]. The union is even running large-scale promotional ads in Ulsan movie theaters and on buses for a month to claim the strike is justified [4]. Many are worried about production disruptions for two consecutive years when new models need to be released in the second half [6]. But listen, if you're shaken by such short-term noise, you're not an aggressive investor!
The Real Good News is Hidden! Robots and Salary System Innovation 🚀
What I'm really focusing on is exactly this! Management and the union have agreed to form a joint TF to abolish the hourly wage system, which has been maintained for 60 years since the company's founding, and introduce a "Full Monthly Salary System" [7]. Why the sudden change? It's because the introduction of the humanoid robot 'Atlas' in 2028 will completely transform working hours and production methods [7]. Furthermore, by reducing production costs for these Atlas robots, which are key to the North American market, the company is exuding massive confidence in management efficiency [1]. There's no way profitability won't improve when robots work overtime and productivity goes up!
A Bit Disappointing for the Canada Hydrogen Business ☕
Of course, there is one piece of disappointing news. As the Canadian government excluded South Korea from its submarine project, the 3.4 trillion won Canadian hydrogen project (Project Beaver), which Hyundai Motor was positively reviewing, has fallen through [8]. However, this is a scenario that can be fully covered by the advancement of robot automation and production cost savings in the North American market!
Look, the market is alive! A dip caused by short-term strike issues might actually be the moment the bell of opportunity rings. Looking at Hyundai Motor's structural innovation and the steady supply from foreigners, I believe a mid-to-long-term bullish scenario is clear. Let's all keep our heads in the game and keep going! 🚀
📰 Reference News (6)
"Atlas will reduce production costs"… Hyundai Motor Group's "reasoned" confidence
머니투데이 · 2026.07.14
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Hyundai Motor partial strike… Will production of 5000 units stop?
네이버뉴스 · 2026.07.14
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Hyundai Motor enters partial strike… Wages and employment amidst sluggish domestic demand
네이버뉴스 · 2026.07.13
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Hyundai Motor union to advertise "strike is justified"
네이버뉴스 · 2026.07.14
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‘Difficult wage negotiations’ Hyundai Motor union goes on partial strike until the 15th
네이버뉴스 · 2026.07.14
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Hyundai Motor union enters partial strike… Expecting production disruption of 5000 vehicles
네이버뉴스 · 2026.07.13
📰 View original📺 Reference Videos (2)
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