Electric Vehicles (EV) - Thematic Research

The transition to electrification is creating unprecedented disruption in the auto industry. Original equipment manufacturers (OEMs) with more than a century of experience building combustion-powered vehicles are now battling overcapacity across their production networks and face big costs to retool their factories. Meanwhile, EV startups have emerged to meet swelling demand.

This report looks at the electric vehicles theme-principally, battery electric vehicles (BEVs). These models demand new technologies and components that were previously uncommon in vehicles, especially in the field of lithium-ion batteries, which are not a core competency for most traditional automakers.

For established players, the publisher expects stress and strain on their bottom lines as the cost of converting vehicle lineups to battery-electric power begins to bite. This will also bring teething issues as these companies prepare to wind down or retool their combustion-engine manufacturing operations, likely leading to job losses as some operations ultimately become financially unviable.

The major technology themes impacting automotive in 2022 will be Cybersecurity and Internet of Things.

Scope

This report is part of the publisher's ecosystem of thematic investment research reports, supported by their thematic engine. The publisher has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, the publisher’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the publisher tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in the publisher's thematic engine help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another

Reasons to Buy

• The publisher's thematic investment research product, supported by their thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT
• Our unique differentiator, compared to all rival thematic research houses, is that the publisher's thematic engine has a proven track record of predicting winners and losers