Electrical Vehicles going mainstream

Electrical Vehicles going mainstream

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...

Read our notes

Electrical Vehicles going mainstream • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Arrival ARVL NASDAQ Finance Special Purpose Acquisition Cy USD 20.87 675 M 105.6% Strong Up 92%   9% -72%
BMW AG BMWYY OTC Consumer Durables Auto Manufacturing USD 37.48 - 79.3% Weak Up 29%   2% -13%
BYD Company BYDDF OTC Technology EVs - Buses & Trucks USD 26.75 - 259.5% Strong Up 71%   7% -49%
Canoo GOEV NASDAQ Technology EVs - Buses & Trucks USD 9.93 2.4 B -8.0% Weak Up 84%   7% -68%
Churchill Capital Corp IV CCIV NYSE Finance Special Purpose Acquisition Cy USD 23.55 6.1 B 141.3% Strong Up 99%   7% -83%
Daimler AG DDAIF OTC Consumer Durables Auto Manufacturing USD 94.73 - 140.7% Weak Up 32%   2% -9%
Fisker FSR NYSE Technology EVs - Passenger Cars USD 18.33 5.3 B 21.8% Strong Up 91%   7% -65%
Ford Motor Company F NYSE Consumer Durables Auto Manufacturing USD 14.77 59 B 133.3% Strong Up 39%   3% -16%
General Motors GM NYSE Consumer Durables Auto Manufacturing USD 60.08 87 B 121.8% Weak Up 40%   4% -13%
Hyundai Motor HYMTF OTC Consumer Durables Auto Manufacturing USD 51.29 - 113.6% Neutral 74%   3% -36%
Li Auto LI NASDAQ Technology EVs - Passenger Cars USD 30.88 26 B 87.6% Strong Up 82%   10% -63%
NextGen Acquisition NGAC NASDAQ Finance Special Purpose Acquisition Cy USD 9.94 466 M -0.1% Neutral 33%   1% -29%
NIO (ADR) NIO NYSE Technology EVs - Passenger Cars USD 47.36 78 B 559.6% Strong Up 88%   11% -50%
Renault RNLSY OTC Consumer Durables Auto Manufacturing USD 8.72 - 82.9% Weak Up 47%   4% -21%
Tesla TSLA NASDAQ Technology EVs - Passenger Cars USD 616.60 592 B 207.1% Neutral 71%   7% -36%
Toyota Motors (ADR) TM NYSE Consumer Durables Auto Manufacturing USD 185.20 259 B 43.4% Weak Up 20%   1% -9%
Volkswagen VLKAF OTC Consumer Durables Auto Manufacturing USD 348.00 - 124.2% Neutral 51%   3% -27%
Xpeng (ADR) XPEV NYSE Technology EVs - Passenger Cars USD 44.24 33 B 108.5% Strong Up 91%   11% -71%