Jim Cramer Reacts to Hyundai (HYMTF) Investing $20 Billion in the U.S.

March 26, 2025

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We recently published a list of 8 Stocks on Jim Cramer’s Radar. In this article, we are going to take a look at where Hyundai Motor Company (OTC:HYMTF) stands against other stocks on Jim Cramer’s radar.

On Monday, Jim Cramer, the host of Mad Money, provided his analysis of the day’s market activity, highlighting that stocks had rebounded due to growing investor optimism that a clearer global trade outlook could be emerging.

“Declaring victory while you’re still playing is a dangerous game unless you’re President Trump. Today felt a lot like a declared victory…. The victory I’m talking about is a nonstop commitment by companies to building things here, things that otherwise wouldn’t be built here. You gotta admit that it’s pretty amazing.”

READ ALSO: Jim Cramer Focused On These 9 Stocks Recently and Jim Cramer Talked About 7 Stocks & Stagflation Fears

Cramer also observed a shift in how companies now approach doing business in the U.S. He noted that companies now have a clear set of expectations to meet if they want access to American markets. As he put it, “They just gotta play ball with Trump and with our country,” following years of enjoying an unbalanced advantage.

According to Cramer, the stock market has always had a keen understanding of President Donald Trump since it recognized his determination to revive American manufacturing via tariffs, making it one of his main focuses.

“And now that we’re getting these announcements, he’s suddenly willing to be more targeted with his tariffs, declaring victory.”

In trying to understand why the shift is happening now, Cramer noted two main reasons. First, the April 2nd tariff deadline is fast approaching, which has spurred foreign companies to line up one by one to demonstrate their desire to maintain access to U.S. markets. Cramer noted that the companies know that to keep those doors open, they will need to be willing to make concessions. He then added:

“Second, Trump’s been listening. Now he’s seen executive after executive from American companies and he’s asked them what he can do to help their businesses do better. He doesn’t want to harm U.S. companies that hire here and expand here. He does want to harm those that don’t.”

For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 24. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Jim Cramer Reacts to Hyundai (HYMTF) Investing $20 Billion in the U.S.
Jim Cramer Reacts to Hyundai (HYMTF) Investing $20 Billion in the U.S.

Photo by Potters Media on Unsplash

Number of Hedge Fund Holders: N/A

Cramer made note of Hyundai Motor Company’s (OTC:HYMTF) recent investment announcement in the U.S. and said:

“Now Hyundai Motor Group has announced a $20 billion investment commitment, including a $5.8 billion steel mill in Louisiana… I expect all Korean and Japanese car companies to commit like Hyundai if they want to avoid the worst of the tariffs. They’d be foolish not to. I don’t think the Germans would be any different. They’re built in Mexico endlessly. Now they have to build here or they’ll likely won’t have access to our markets.”

Hyundai Motor Company manufactures and sells a variety of vehicles, including cars, eco-friendly models, SUVs, MPVs, and commercial vehicles, while also offering financing services, engineering, logistics, and other activities, including operating a football club.

For 2025, Hyundai Motor Company is targeting consolidated revenue growth of 3% to 4% and an operating profit margin of 7% to 8%. The company expects to sell over 4.17 million vehicles during the year. Hyundai plans to invest a total of KRW 16.9 trillion (KRW 1 = US$0.00068), which includes KRW 8.6 trillion for capital expenditures, KRW 6.7 trillion for research and development, and KRW 1.6 trillion in strategic investments.

Overall, HYMTF ranks 4th on our list of stocks on Jim Cramer’s radar. While we acknowledge the potential of HYMTF as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than HYMTF but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires

Disclosure: None. This article is originally published at Insider Monkey.

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