Hyundai Mobis Robotics / Atlas Valuation — The 30K-Atlas Case Is Largely In the Price. Next Are Grippers, External Customers, and the Boston Dynamics Stake
Humanoid Compare — Robotis (Actuators, 2026E PSR 79×) vs. Rainbow Robotics (Samsung Affiliate, 2025 PSR 476×). Both Expensive, but Verifiability Differs
Korea Robot Component Compare — SPG (Reducers, PER 110×) vs. Halla Cast (Lightweight Structural Parts, PER 62×). Both Expensive — Which Carries Less Risk?