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Morgan Stanley is one of numerous banks labeling humanoids as a $5 trillion opportunity which – along with autonomous vehicles – is one of two robotics themes we are particularly interested in gaining exposure to. The last time we looked at the humanoid opportunity was two years ago when we concluded investing in this theme wouldn’t be easy. Just one publicly traded humanoid company – Ubtech $9880.HK – offered retail investors exposure, and a follow-up was added to our research queue. We’ll do that today and look at additional ways to get exposure to one of the most exciting and intuitive disruptive tech investment themes out there: humanoid robots.
Three Ways to Invest in Humanoids
We see the humanoid thesis consisting of three types of companies.
TYPE ONE: Companies that sell the components for humanoids
TYPE TWO: Companies that manufacture humanoids
Selling these as units with a markup (good)
Selling humanoids as a service (better)
TYPE THREE: Companies that use humanoids to create efficiencies
Intuitively it’s the companies producing humanoids that stand to reap the most rewards, and focusing on this set allows us to monitor progress. The simplest metric is “humanoids sold” as this is where
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