Discover a carefully selected group of automotive stocks positioned to benefit from Europe's surprisingly strong vehicle demand. Professional analysts have curated these companies from across the auto value chain to give you exposure to this regional growth story.
Published on July 11
BMW's European sales jumped 10.1% despite global headwinds, suggesting the entire European auto sector could be undervalued. This upward trend might catch many investors by surprise.
Europe's strong auto market includes growing demand for electric vehicles. This group gives you exposure to both traditional car leaders and the companies powering the EV revolution.
The smartest investors know strong car sales boost the entire ecosystem. This group includes component makers, electronics specialists, and retailers who often see bigger percentage gains than the major automakers themselves.
BMW's strong European sales signal broader regional strength in the auto sector, despite global headwinds. This theme captures companies benefiting from both traditional vehicle demand and the accelerating transition to electric vehicles across Europe, offering a timely opportunity based on actual sales data.
This group includes companies across the entire automotive ecosystem, from major manufacturers to parts suppliers and retailers. Many have significant European operations but vary in size, specialization, and global reach, providing diverse exposure to this regional trend.
These companies were strategically selected to capture different aspects of Europe's auto market strength. The list includes established European automakers, EV specialists expanding into Europe, critical component suppliers, and retailers who all stand to benefit from increased production and sales volumes.
Summarise the basket market capitalisation and produce investor key takeaways following FCA guidance.
PSNY: $1.98B
ALV: $8.98B
MGA: $13.02B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+6
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
STELLANTIS N.V
STLA
Current Price
$5.41
As a major European automaker with brands like Peugeot, Fiat, and Opel, Stellantis is a direct beneficiary of strong consumer demand across the contin...
As a major European automaker with brands like Peugeot, Fiat, and Opel, Stellantis is a direct beneficiary of strong consumer demand across the continent.
AUTOLIV INC
ALV
Current Price
$122.14
As a leading supplier of automotive safety systems with significant operations in Europe, Autoliv's sales are directly tied to increased vehicle produ...
As a leading supplier of automotive safety systems with significant operations in Europe, Autoliv's sales are directly tied to increased vehicle production by European manufacturers.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+116.55%
On average, analysts expect assets in this group to grow 116.55% over the next year.
10 of 16 assets in this group are rated Buy by professional analysts.
