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
 
BMW AG BMWYY OTC Consumer Durables Auto Manufacturing USD 35.33 - 96.9% Strong Up 36%   3% -13%
BYD Company BYDDF OTC Technology EVs - Buses & Trucks USD 21.87 - 300.3% Sharp Down 71%   7% -41%
Canoo GOEV NASDAQ Technology EVs - Buses & Trucks USD 9.19 2.2 B -14.8% Sharp Down 73%   5% -62%
Churchill Capital Corp IV CCIV NYSE Finance Special Purpose Acquisition Cy USD 22.09 5.7 B 126.3% Sharp Down 93%   5% -83%
CIIG Merger Corp CIIC NASDAQ Finance Special Purpose Acquisition Cy USD 21.60 - 112.8% Neutral 83%   7% -72%
Daimler AG DDAIF OTC Consumer Durables Auto Manufacturing USD 90.65 - 190.7% Strong Up 42%   4% -12%
Fisker FSR NYSE Technology EVs - Passenger Cars USD 14.64 1.0 B -2.7% Sharp Down 84%   5% -49%
Ford Motor Company F NYSE Consumer Durables Auto Manufacturing USD 12.20 49 B 130.6% Neutral 44%   4% -22%
General Motors GM NYSE Consumer Durables Auto Manufacturing USD 58.49 84 B 154.5% Weak Up 47%   5% -24%
Hyundai Motor HYMTF OTC Consumer Durables Auto Manufacturing USD 47.55 - 84.3% Neutral 100%   6% -36%
Li Auto LI NASDAQ Technology EVs - Passenger Cars USD 21.82 18 B 32.6% Weak Down 78%   8% -63%
NextGen Acquisition NGAC NASDAQ Finance Special Purpose Acquisition Cy USD 10.01 469 M 0.6% Sharp Down 33%   1% -29%
NIO (ADR) NIO NYSE Technology EVs - Passenger Cars USD 38.48 60 B 1,178.4% Sharp Down 95%   11% -44%
Renault RNLSY OTC Consumer Durables Auto Manufacturing USD 8.46 - 114.6% Weak Down 62%   6% -23%
Tesla TSLA NASDAQ Technology EVs - Passenger Cars USD 762.32 723 B 436.9% Neutral 74%   7% -36%
Toyota Motors (ADR) TM NYSE Consumer Durables Auto Manufacturing USD 155.77 218 B 25.0% Neutral 22%   2% -9%
Volkswagen VLKAF OTC Consumer Durables Auto Manufacturing USD 348.00 - 146.2% Strong Up 54%   4% -22%
Xpeng (ADR) XPEV NYSE Technology EVs - Passenger Cars USD 35.48 25 B 67.2% Neutral 87%   9% -71%