[Featured Stock] Robotis Sought by Tesla and Google... Robot Stocks Enter PSR 300x Era with 'World's Best Technology'

Robotis is showing strong performance. Securities firms' analysis that its actuator technology, a core component of all robots, is at a world-class level appears to be influencing its stock price.

As of 9:25 a.m. on the 10th, Robotis is trading at 32,900 KRW, up 3.62% from the previous trading day.

Hana Securities evaluated Robotis, stating, "Based on its advantage as a manufacturer and supplier of actuators, it will deliver short-term results." Actuators are components composed of a single module including a motor, reducer, controller, and communication, used in robot joints and mobility devices.

Choi Jae-ho, a researcher at Hana Securities, explained, "Humanoid robots, which are currently in fierce technological dominance competition, require about 40 to 50 actuators."

He highlighted that actuator manufacturers can gain pricing negotiation power from their position as essential parts suppliers. Researcher Choi emphasized, "Considering that production processes are expanding significantly in manufacturing humanoid and walking robots, this is the field where results will appear first in the short term."

He also pointed out Robotis's global top-tier actuator manufacturing technology. Researcher Choi said, "Through its self-developed actuator brand 'Dynamixel,' Robotis offers about 100 diverse product lineups ranging from low-cost to high-performance models," adding, "It has secured significant references, such as its products being used in Tesla's humanoid robot 'Optimus' prototype and Google's 'Aloha Project.'"

Robotis's Dynamixel was installed in Tesla's humanoid robot prototype 'Optimus,' proving its high technological capability. Google has entered the humanoid robot market in earnest by participating in Series A funding for the robot development company 'Aptronics,' and Robotis's Dynamixel was used in the Physical AI 'Aloha Project,' a collaboration between Google's DeepMind and Stanford University.

According to the robotics industry, LG Electronics' Robot Advanced Research Institute is purchasing products and conducting research tests for humanoid robot development. Researcher Choi explained, "LG Electronics is Robotis's second-largest shareholder (7.3% stake) and made a strategic equity investment for management participation," adding, "We expect the application of Robotis's actuators to expand according to future development stages."

Researcher Choi emphasized, "Companies that receive strategic equity investments from large corporations are highly likely to develop technology and expand business, thus receiving high valuations (stock price levels relative to corporate value)." He said, "In terms of price-to-sales ratio (PSR), Rainbow Robotics is over 300 times, Doosan Robotics over 80 times, and Yuil Robotics over 20 times, but Robotis is undervalued at about 10 times PSR."

Furthermore, he noted, "Attention should be paid to the clear visibility of performance improvement starting this year due to the expansion of autonomous driving robot sales," analyzing, "Actuator segment growth of about 30% through new product launches and recording 200 autonomous driving robots are expected." He added, "Even with conservative estimates, sales of about 45 billion KRW and a turnaround to operating profit will be achieved."