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. Vol. Risk Contrib. MDD
 
Adient ADNT NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 9.35 877 M -42.7% 106%   5% -77%
Aisin Seiki ASEKY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 21.39 - -42.8% 44%   1% -51%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 1,186.92 816 B -1.7% 35%   3% -31%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 1,997.59 994 B 8.7% 29%   3% -23%
American Axle & Manufacturing AXL NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 3.09 348 M -79.8% 89%   2% -83%
Apple Inc. AAPL NASDAQ Technology Computer & Mobile Hardware USD 262.47 1,148 B 34.8% 40%   6% -31%
Aptiv APTV NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 49.93 13 B -41.6% 67%   4% -66%
Cadence Design Systems CDNS NASDAQ Technology Software - Product Development USD 69.42 19 B 8.1% 42%   5% -32%
Cooper-Standard Holdings CPS NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 11.10 187 M -79.5% 85%   1% -86%
Cree CREE NASDAQ Technology Semiconductors - Signal Processing USD 38.18 4.1 B -39.2% 65%   4% -57%
Delphi Technologies DLPH NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 8.04 692 M -65.3% 93%   3% -75%
DENSO DNZOY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 14.92 - -28.8% 31%   2% -41%
Infineon Technologies IFNNY OTC Technology Semiconductors - Specialized USD 14.42 - -35.1% 56%   4% -54%
Intel INTC NASDAQ Technology Semiconductors - Broad Line USD 58.43 250 B 7.4% 48%   5% -35%
Johnson Controls JCI NYSE Industrial Goods Heating & AirCo USD 27.41 21 B -21.4% 35%   2% -47%
Lear Corp. LEA NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 79.97 4.8 B -44.7% 52%   3% -56%
Linde LIN NYSE Industrial Goods Chemicals - Gas USD 175.92 94 B -2.8% 34%   3% -33%
Meritor MTOR NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 14.67 1.1 B -33.9% 56%   3% -55%
Modine Manufacturing MOD NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 3.27 166 M -78.4% 85%   1% -82%
Nokia NOK NYSE Technology Datacom, Telcom & Network Equipt USD 3.16 18 B -44.7% 49%   2% -59%
NVIDIA NVDA NASDAQ Technology Semiconductors - IC Design (fabless) USD 268.40 164 B 40.9% 54%   8% -38%
NXP Semiconductors NXPI NASDAQ Technology Semiconductors - Signal Processing USD 86.94 24 B -10.0% 54%   5% -53%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 70.95 81 B 26.6% 53%   6% -36%
Renesas Electronics RNECY OTC Technology Semiconductors - Signal Processing USD 1.53 - -40.2% 58%   2% -59%
Sumitomo Electric Industries SMTOY OTC Industrial Goods Cables, Connectors & Cabling Networks USD 9.46 - -29.8% 37%   2% -46%
Tenneco TEN NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 2.85 231 M -88.1% 111%   1% -91%
Texas Instruments TXN NASDAQ Technology Semiconductors - Broad Line USD 108.96 102 B -1.2% 41%   4% -30%
Valeo VLEEY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 7.41 - -53.5% 61%   3% -71%
Veoneer VNE NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 7.40 824 M -70.2% 75%   2% -81%
Visteon VC NASDAQ Industrial Goods Automobile Subcontractors - Car Parts USD 45.39 1.3 B -39.8% 65%   3% -58%
Weichai Power WEICY OTC Industrial Goods Engines, Industrial Equipt & Cpts USD 13.27 - -3.9% 43%   3% -34%