Automotive Predictions 2021 – Thematic Research

Pages: 16 Published: December 31, 2020 Report Code: GDAU-TR-M027

In this report, we look at the big themes for 2021 across the automotive industry, identifying the winning companies and the ones to watch for each theme. For 2021 the 10 major themes are: Batteries; Electric Vehicles (EVs); Internet of Things; Autonomous Vehicles (AVs); China Impact; India Impact; Sustainability; Transport-as-a-Service (TaaS); COVID-19, and Overcapacity. Each of these are prominent themes for the automotive sector and feature as determining factors for our scorecards covering the sector.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Table of Contents

Contents

Introduction

Ten themes for 2021

COVID-19

Definitions

Predictions

Winners

Ones to watch

Further reading

Batteries

Definitions

Predictions

Winners

Ones to watch

Further reading

Electric vehicles

Definitions

Predictions

Winners

Ones to watch

Further reading

Internet of Things

Definitions

Predictions

Winners

Further reading

Autonomous vehicles

Definitions

Predictions

Winners

Ones to watch

Further reading

China impact

Definitions

Predictions

Winners

Ones to watch

Further reading

India impact

Definitions

Predictions

Winners

Further reading

Sustainability

Definitions

Predictions

Winners

Further reading

Transport as a Service (TaaS)

Definitions

Predictions

Winners

Further reading

Overcapacity

Definitions

Predictions

Winners

Ones to watch

Further reading

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