Vehicle Manufacturing Sector Scorecard - Thematic Research

Vehicle Manufacturing Sector Scorecard - Thematic Research

Summary

2021 was an historic year for the automotive industry, following the unprecedented disruption of 2020’s COVID-19 pandemic and more than a decade of responding to CASE megatrends; connected cars, autonomous vehicles, shared mobility, and electrification.

This vehicle manufacturing scorecard provides a top-down, comprehensive outlook for the major players in the automotive industry over the next two years, based on the key themes that are set to transform their market.

We classify our top 10 themes for 2022 into three groups: Automotive Industry, Macroeconomic, and Technology.

The major automotive industry themes making an impact in 2022 continue to be the CASE megatrends: Connected Vehicles, Autonomous Vehicles, Shared Mobility, and Electrification, along with EV Batteries for the latter theme.

The major macroeconomic themes impacting the automotive industry in 2022 will be: COVID-19, Strategic Partnerships, and ESG.

The major technology themes impacting automotive in 2022 will be Cybersecurity and Internet of Things.

Scope

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

• 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.