Hyundai/Kia have become the unexpected winners of the EV transition outside China β IONIQ 5 and 6 hold strong US/EU positions and the Metaplant Georgia ramp will unlock IRA credits. Hybrid lineup also strong, providing the optionality Toyota has but most rivals lack. Korean activism (Korea Discount) provides governance tailwind.
Thesis reviewed May 29, 2026
Hyundai Motor Company is headquartered in South Korea, which is currently showing moderate signals.
π°π·South Korea57NEUTRALView South Korea risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| DIS | The Walt Disney Company | 27 | +12% | β2% | EARLY |
| PDD | PDD Holdings Inc | 27 | -4% | β2% | AVOID |
| MCD | McDonald's Corporation | 27 | +7% | β2% | NEUTRAL |
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| TM | Toyota Motor Corporation | 27 | +12% | β2% | EARLY |
Investors who hold HYMLF may also have indirect exposure through these country funds.
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