韩国汽车行业研究报告2009年5月

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Contents
I. 2H09 Outlook .................................................................................................................3
1. 1H09 Review ...................................................................................................................3
2. 2H09 Outlook...................................................................................................................5
II. Mid- to long-term outlook ............................................................................................10
1. Restructuring to accelerate in wake of GM bankruptcy ................................................10
2. Competitors to cut production and likely delay capacity expansion..............................11
3. Supply/demand balance likely to be restored in 2010 ..................................................11
III. Major issues: Global market realignment...................................................................13
1. Hyundai-Kia will benefit if Toyota’s price competitiveness continues to decline ..........13
2. Difficulties at global second-tier automakers to become another catalyst ....................15
3. M&A issues emerging in 2H ..........................................................................................17
4. Korean parts suppliers to benefit from cost reduction efforts at major global automakers
..........................................................................................................................................18
IV. Valuation and top picks ..............................................................................................19
Share performance and valuation of global peers ............................................................20
Hyundai Motor Company (005380).................................................................................21
Kia Motors (000270)........................................................................................................24
Hyundai Mobis (012330).................................................................................................27
Halla Climate Control (018880).......................................................................................30
Sungwoo Hitech (015750)...............................................................................................33
Pyeong Hwa Automotive (043370) .................................................................................36

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关键词：汽车行业研究报告 行业研究报告 汽车行业 韩国汽车 研究报告 研究报告 行业 韩国汽车

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