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Everyone knows that the era of internal combustion engine cars will come to an end and the era of electric vehicles will come.

by 인생오십년 2022. 5. 4.

Everyone knows that the era of internal combustion engine cars will come to an end and the era of electric vehicles will come.

In particular, electric vehicle-related stocks in 2020, battery-related stocks, the core material of electric vehicles, were very interested in the market

Stock prices of many companies have risen sharply.

I was also interested in battery-related stocks and I remember making a certain profit.



I'll talk about battery-related stocks in more detail at the next opportunity, and the companies that I can think about seriously today are Hyundai Motor & Kia Motors, which sell finished cars among the electric vehicle-related industries.



Before we think about modern cars, let's think about engineering.

Technology is really important in engineering. So where does that technology come from?

Will a genius come true like a movie? That is absolutely not the case.

The 'driving experience' so-called 'stacked' data really affects technology. In fact, it is 'stacked data = technology'.

In any field, years and decades of experience accumulate in a company, and they come together to become innovation and technology.

In that sense, Hyundai Motor could not beat many of the leading automakers such as Toyota, BMW, and Mercedes-Benz with internal combustion engines, and it is highly likely that this position will not change unless the leading companies make a big mistake in management in the future.


But now the plate has changed. The age of electric cars has arrived.

Now, the starting signal exploded at the same starting point. Everything is reset and it starts from scratch.

Here, consider the great advantages of Hyundai Motor over other companies.

1. Quick response to the market.

- With the advent of the electric vehicle market, many automakers have prepared and practiced the conversion from internal combustion engine cars to electric vehicles. Among them, some companies became leaders, and others joined a little late. Compared to other automakers, Hyundai Motor has prepared electric vehicles at an appropriate time and I think it is worth evaluating that various performances of the "Ioniq and EV" series are actually accumulating.



2. There are many of the world's leading electronics companies in our country

- Electric cars are not yet a technology-ready field. There are many areas to be solved in the future, such as preheating systems, increased mileage, shorter battery charging times, autonomous driving, and control systems. It is important that all areas that need to be solved are electronics and electricity-related fields.

- There is a saying, 'Electric vehicles = electronics.' In other words, engine technology, which was a representative core technology of automobiles, has been replaced by electronics and electricity. From this point of view, Hyundai Motor is a really good environment for the electric vehicle business in Korea, where the world's leading electronics companies (Samsung Electronics, LG Electronics, SK, etc.) are located. As globalization accelerates, the concept of distance is said to be different from before, but I think the physically close Maryt is still valid today.



3. Right now, there are favorable reviews on the current car in the world market.

Currently, the leader in the electric vehicle market is "TESLA" no matter what anyone says.

If you look at YouTube and various media now, there are many media that analyze the strengths and weaknesses of Hyundai's Ioniq 5 and EV6 compared to TESLA's models.

There are quite a few comparative videos of not only Korea but also foreigners on YouTube just by searching for 'teslaioniq 5' and 'tesla ev6

In most of the comparisons I've seen on YouTube and many blogs, the conclusion was, 'Each has its pros and cons, so buy what you want.' It was surprising that there were more favorable reviews on Ioniq 5 and EV6 than expected (the pros and cons of each can be obtained by searching on YouTube or Naver).)

Of course, they're not experts on cars, they can't trust everything they say 100%, and they must have been subjective. But they are the 'customers' of the company.


In addition to the favorable reviews of "non-experts" who run YouTube and blogs, you can also see them receiving favorable reviews in the global market like the above articles.



So let's think about what it means to be compared to Tesla.

'Oh, Hyundai is good at making electric cars now. I don't think it's a matter of saying, 'The current train has won an award in Europe.'

Based on internal combustion engine cars, were the current trains compared to companies such as Toyota and Mercedes-Benz, the leaders of internal combustion engines? Unfortunately, it would have been difficult to see people perform comparative videos or comparative analysis because the current train is not comparable to the leading companies with internal combustion engines.

However, it is now comparable to a company that is leading the global electric vehicle market.

Many people refute, "In autonomous driving, the current train never catches up with TESLA," but the important thing is, "Nevertheless, people compare the current car with the world's leading electric car company."

I think this is a really important signal while doing stocks.



Of course, there are many mountains to move on, including the risk of frequent conflicts between management and union members, as well as technological advancement.

However, I think the position of the current car in the electric vehicle market will develop in a different direction than the position of the current car in the internal combustion engine market.

Accordingly, I will continue to receive news about Hyundai Motor and pay attention to related stocks.
A Study on Hyundai Motor & Kia Motors | Author Silver Wings

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