'15% US Tariff' Hyundai Motor Expected to Recover 14 Trillion Won in Operating Profit Next Year... Flitto Inc. Sees Strong AI Data Demand [Stocktopia]

[Financial News] On the morning of November 17, here is a summary of major securities firms’ reports.
Hyundai Motor is expected to recover its operating profit to the 14 trillion won level next year, supported by reduced US tariff burdens and an expanded lineup of hybrid models. Flitto Inc., an AI language data company, is projected to see its growth potential materialize as global big tech firms increase their demand for high-quality data.
◆Hyundai Motor (005380)― Samsung Securities / Lim Eun-young, Head of Mobility Team
- Target Price: Not Provided
- Investment Opinion: Not Provided
Samsung Securities analyzed that Hyundai Motor’s tariff burden will decrease by more than 500 billion won per quarter due to lower US auto tariffs and tariff refunds on locally produced vehicle parts. Lim Eun-young, Head of Mobility Team, projected that next year, increased production of hybrid models such as the Palisade, higher operating rates, and more tariff refunds will benefit Hyundai Motor. Additionally, the company’s R&D cost-sharing ratio will decrease as Kia’s sales grow, supporting a recovery in operating profit to the 14 trillion won range. Lim also noted that Hyundai Motor demonstrated its financial capacity for AI infrastructure by purchasing 50,000 GPUs, and, through collaboration with Nvidia Corporation, is expected to surpass other automakers—excluding Tesla, Inc.—in the AI domain.
◆Flitto Inc. (300080)― iM Securities / Researcher Lee Sang-heon
- Target Price: Not Provided
- Investment Opinion: Not Provided
iM Securities forecasted that Flitto Inc., an AI language data company, will see even more pronounced growth as the Large Language Model (LLM) market expands. Researcher Lee Sang-heon highlighted the difficulty of switching AI language data providers, suggesting that Flitto Inc. is likely to maintain strong partnerships with its major clients. Lee also anticipated that, based on existing references, Flitto Inc. could expand into other global big tech firms, accelerating its growth as its customer base broadens.※ Large Language Model (LLM)An AI model that learns from massive language datasets to perform a variety of natural language tasks, including translation, summarization, and conversation.

sms@fnnews.com Seong Min-seo Reporter