CJ Logistics Touted as Top Beneficiary of 'Post-Coupang' Shift ... Hyundai AutoEver Gains Momentum with AI and Robotics [Stocktopia]

[The Financial News] On the morning of December 4, we summarize key reports from major securities firms.
CJ Logistics is drawing attention as a potential beneficiary due to Coupang’s internal and external risks, raising expectations for a recovery in shipment volumes. Hyundai AutoEver is projected to see its corporate value reassessed as the group’s new businesses gain momentum in AI, robotics, and autonomous driving. LOTTE Chemical’s swift execution of restructuring measures, such as NCC consolidation, is seen as a factor that may accelerate the timing of its recovery.
◆CJ Logistics (000120)― Korea Investment & Securities / Analyst Choi Gong-woon
- Target Price: 135,000 KRW (raised from previous 125,000 KRW)
- Investment Opinion: Buy
Korea Investment & Securities predicted that CJ Logistics will benefit from Coupang’s large-scale personal information leak and other negative factors. Analyst Choi Gong-woon explained that CJ Logistics’ stock price is more sensitive to Coupang than to the overall retail sector. He noted that as partnerships with Naver Corporation and Chinese e-commerce companies strengthen, CJ Logistics’ stock price tends to rebound. If Chinese e-commerce companies enter the domestic market, CJ Logistics is likely to be the biggest beneficiary.
◆Hyundai AutoEver (307950)― Daishin Securities / Analyst Kim Gui-yeon
- Target Price: 250,000 KRW (maintained)
- Investment Opinion: Buy
Daishin Securities expects Hyundai AutoEver to continue expanding its business areas in line with Hyundai Motor Group’s business advancement, leading to sustained growth in corporate value. Analyst Kim Gui-yeon stated that following the 'chimaek meeting' on November 30, the stock price surged due to expectations for data center investments and robotics. While short-term volatility is possible, momentum in robotics and autonomous driving is likely to continue into next year.
◆LOTTE Chemical (011170)― Hanwha Investment & Securities / Analyst Lee Yong-uk
- Target Price: Not Provided
- Investment Opinion: Not Provided
Hanwha Investment & Securities forecasts that LOTTE Chemical will post a deficit of 600 billion KRW next year, but expects that rapid restructuring will help improve its fundamentals. Analyst Lee Yong-uk anticipates that restructuring plans for Yeosu and Ulsan Metropolitan City will be announced by the end of December. Despite ongoing industry downturns, benefits such as improved profitability through efficient facility operations by shutting down the Daesan Naphtha Cracking Center (NCC) and streamlining the merger and division process are expected.

sms@fnnews.com Reporter Seong Min-seo Reporter