Electrical Vehicles going mainstream

- Pininvest Analysis
- rawpixel.com / freepik
Not so long ago, Tesla was seen as the beacon of the Electrical Vehicle (EV) industry, building public awareness and unlocking governmental regulations around the world in favor of the electrically powered transportation mode
Legacy car manufacturers, late to the party, were painted as awkward giants, stuck in their old ways, and the Tesla supporters were only too happy to entertain the illusion
In many ways, the trust, gained by Tesla in the early years of electrical innovation, lives on and the company's share price continues to hover between myth and reality
As discussed extensively in "Tesla 2020 and beyond" and in the note attached to our theme, Tesla - Framing 2025, market share attained last year on the 3 key markets, the U.S., Europe and China, offer little succor
Europe became the 2020 growth story in EVs and the world's largest market by doubling EV volume, butTesla fell in number of cars sold and dropped to 7% of market share, as European EVs in a wide price range took off
China was a brilliant success where the local manufacturing plant delivered and sales shot up to close to 150 000 and 11% of the total EV market - whether the firm will be able to pursue its advance as high-quality domestic manufacturers line up is doubtful
The U.S. remains Tesla's crowning achievement with almost two-thirds of the American EV market but - just like in Europe and in China - competition is (finally) catching up...
Electrical Vehicles going mainstream • Updated:
Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Momentum | Vol. | Risk Contrib. | MDD |
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BMW AG | BMWYY | OTC | Consumer Durables | Auto Manufacturing | USD | 35.33 | - | 96.9% | Strong Up | 36% | 3% | -13% |
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BYD Company | BYDDF | OTC | Technology | EVs - Buses & Trucks | USD | 21.87 | - | 300.3% | Sharp Down | 71% | 7% | -41% |
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Canoo | GOEV | NASDAQ | Technology | EVs - Buses & Trucks | USD | 9.19 | 2.2 B | -14.8% | Sharp Down | 73% | 5% | -62% |
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Churchill Capital Corp IV | CCIV | NYSE | Finance | Special Purpose Acquisition Cy | USD | 22.09 | 5.7 B | 126.3% | Sharp Down | 93% | 5% | -83% |
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CIIG Merger Corp | CIIC | NASDAQ | Finance | Special Purpose Acquisition Cy | USD | 21.60 | - | 112.8% | Neutral | 83% | 7% | -72% |
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Daimler AG | DDAIF | OTC | Consumer Durables | Auto Manufacturing | USD | 90.65 | - | 190.7% | Strong Up | 42% | 4% | -12% |
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Fisker | FSR | NYSE | Technology | EVs - Passenger Cars | USD | 14.64 | 1.0 B | -2.7% | Sharp Down | 84% | 5% | -49% |
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Ford Motor Company | F | NYSE | Consumer Durables | Auto Manufacturing | USD | 12.20 | 49 B | 130.6% | Neutral | 44% | 4% | -22% |
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General Motors | GM | NYSE | Consumer Durables | Auto Manufacturing | USD | 58.49 | 84 B | 154.5% | Weak Up | 47% | 5% | -24% |
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Hyundai Motor | HYMTF | OTC | Consumer Durables | Auto Manufacturing | USD | 47.55 | - | 84.3% | Neutral | 100% | 6% | -36% |
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Li Auto | LI | NASDAQ | Technology | EVs - Passenger Cars | USD | 21.82 | 18 B | 32.6% | Weak Down | 78% | 8% | -63% |
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NextGen Acquisition | NGAC | NASDAQ | Finance | Special Purpose Acquisition Cy | USD | 10.01 | 469 M | 0.6% | Sharp Down | 33% | 1% | -29% |
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NIO (ADR) | NIO | NYSE | Technology | EVs - Passenger Cars | USD | 38.48 | 60 B | 1,178.4% | Sharp Down | 95% | 11% | -44% |
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Renault | RNLSY | OTC | Consumer Durables | Auto Manufacturing | USD | 8.46 | - | 114.6% | Weak Down | 62% | 6% | -23% |
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Tesla | TSLA | NASDAQ | Technology | EVs - Passenger Cars | USD | 762.32 | 723 B | 436.9% | Neutral | 74% | 7% | -36% |
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Toyota Motors (ADR) | TM | NYSE | Consumer Durables | Auto Manufacturing | USD | 155.77 | 218 B | 25.0% | Neutral | 22% | 2% | -9% |
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Volkswagen | VLKAF | OTC | Consumer Durables | Auto Manufacturing | USD | 348.00 | - | 146.2% | Strong Up | 54% | 4% | -22% |
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Xpeng (ADR) | XPEV | NYSE | Technology | EVs - Passenger Cars | USD | 35.48 | 25 B | 67.2% | Neutral | 87% | 9% | -71% |
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