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 Korea56NEUTRALView South Korea risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| DIS | The Walt Disney Company | 27 | +12% | β2% | EARLY |
| COST | Costco Wholesale Corporation | 27 | +9% | β2% | NEUTRAL |
| MAR | Marriott International Inc. | 27 | +9% | β2% | EARLY |
| ROST | Ross Stores Inc. | 27 | +8% | β2% | EARLY |
| HD | The Home Depot Inc. | 27 | +13% | β2% | EARLY |
| LULU | Lululemon Athletica Inc. | 27 | +6% | β2% | NEUTRAL |
| PM | Philip Morris International Inc. | 27 | +15% | β2% | EARLY |
Investors who hold HYMLF may also have indirect exposure through these country funds.
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