The ultimate communication platform

The ultimate communication platform
  • Pininvest Analysis

The disruption brought about by automotive driving challenges car manufacturers simultaneously in technologies of

  • automated vehicles,
  • connected vehicles,
  • electric vehicles
  • shared-vehicle technology

From the individual transportation function, the car is on a fast track to become a communication platform, empowered by the development of artificial intelligence and machine learning applications

Stringent security requirements, high access barriers to technological expertise and long-term investment commitments make for a highly unusual set of partnerships, between competing car makers and with software leaders

Wary associations are most likely to lead to stark competition between traditional industry and software leaders around data sets which are expected to prove invaluable

Our small selection of listed industrial car-parts specialists, hardware and software technologists seems to doubt the potential of the car industry...

Our notes will expand on the subject 

Read our notes

The ultimate communication platform • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Adient ADNT NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 40.20 3.8 B 124.7 % Sharp Down 57 %   6 % -30 %
Aisin Seiki ASEKY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 43.91 - 51.3 % Neutral 35 %   1 % -20 %
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 2,756.32 1,858 B 82.3 % Weak Up 27 %   2 % -18 %
Amazon.com AMZN NASDAQ Services E-commerce Services USD 3,656.64 1,841 B 21.5 % Weak Up 29 %   1 % -16 %
American Axle & Manufacturing AXL NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 9.37 1.1 B 25.1 % Sharp Down 62 %   6 % -31 %
Apple AAPL NASDAQ Technology Computer & Mobile Hardware USD 148.56 2,494 B 60.8 % Weak Up 34 %   2 % -20 %
Aptiv APTV NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 157.39 42 B 91.4 % Neutral 35 %   4 % -15 %
Cadence Design Systems CDNS NASDAQ Technology Software - Product Development USD 145.67 41 B 42.0 % Weak Up 35 %   2 % -19 %
Cooper-Standard Holdings CPS NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 24.55 415 M 105.6 % Sharp Down 84 %   7 % -48 %
Cree CREE NASDAQ Technology Semiconductors - Signal Processing USD 92.41 10 B 39.9 % Weak Down 58 %   5 % -34 %
Denso Corp (ADR) DNZOY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 33.26 - 75.1 % Neutral 30 %   2 % -12 %
Dialog Semiconductor DLGNF OTC Technology Semiconductors - Signal Processing USD 76.50 - 75.5 % Neutral 43 %   2 % -30 %
Infineon Technologies IFNNY OTC Technology Semiconductors - Specialized USD 37.17 - 48.7 % Weak Down 39 %   4 % -17 %
Intel INTC NASDAQ Technology Semiconductors - Broad Line USD 53.00 214 B 6.1 % Neutral 38 %   2 % -22 %
Johnson Controls JCI NYSE Industrial Goods Plumbing, Heating & AirCo USD 70.92 51 B 95.6 % Weak Up 24 %   2 % -8 %
Lear Corp. LEA NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 167.04 10 B 43.9 % Weak Down 35 %   4 % -20 %
Linde plc LIN NYSE Industrial Goods Chemicals - Specialties USD 298.81 156 B 23.7 % Neutral 23 %   2 % -17 %
Meritor MTOR NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 23.42 1.7 B -0.3 % Neutral 43 %   4 % -33 %
Modine Manufacturing MOD NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 15.93 815 M 209.3 % Neutral 55 %   4 % -14 %
Nokia (ADR) NOK NYSE Technology Datacom, Telcom & Network Equipt USD 5.75 32 B 33.7 % Weak Up 64 %   2 % -42 %
NVIDIA NVDA NASDAQ Technology Semiconductors - IC Design (fabless) USD 195.58 121 B 92.5 % Neutral 43 %   3 % -24 %
NXP Semiconductors NXPI NASDAQ Technology Semiconductors - Signal Processing USD 196.35 54 B 71.3 % Neutral 38 %   4 % -15 %
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 144.88 165 B 65.2 % Weak Up 39 %   3 % -25 %
Renesas Electronics RNECY OTC Technology Semiconductors - Signal Processing USD 5.28 - 96.3 % Neutral 42 %   2 % -22 %
Sumitomo Electric Industries SMTOY OTC Industrial Goods Cables, Connectors & Cabling Networks USD 13.90 - 19.8 % Weak Down 32 %   1 % -14 %
Tenneco TEN NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 17.04 1.4 B 125.7 % Weak Down 69 %   6 % -29 %
Texas Instruments TXN NASDAQ Technology Semiconductors - Broad Line USD 186.85 173 B 47.2 % Neutral 28 %   3 % -10 %
Valeo VLEEY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 13.70 - 3.8 % Weak Down 40 %   3 % -33 %
Veoneer VNE NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 31.17 3.5 B 178.6 % Neutral 75 %   6 % -35 %
Visteon VC NASDAQ Industrial Goods Automobile Subcontractors - Car Parts USD 108.66 3.0 B 48.8 % Weak Down 42 %   4 % -28 %
Weichai Power WEICY OTC Industrial Goods Engines, Industrial Equipt & Cpts USD 18.69 - 8.8 % Neutral 43 %   2 % -39 %