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17 handpicked stocks

EV Slowdown Stocks | Automaker Pivot Opportunities

Following Stellantis's cancellation of its electric Ram pickup due to slowing EV demand, a new investment opportunity emerges. This theme focuses on automakers that are strategically pivoting to hybrid and traditional models to meet current market realities.

Author avatar

Han Tan | Market Analyst

Published on September 14

Your Basket's Financial Footprint

Summary of the basket's total market capitalisation and distribution, highlighting large-cap dominance and investor implications.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more stable, broad-market-like performance.
  • Suitable as a core holding for diversified portfolios rather than a speculative, high-growth allocation.
  • Likely to deliver steady long-term appreciation; avoid expecting explosive short-term gains.
Total Market Cap
  • GM: $62.15B

  • F: $49.99B

  • TM: $322.70B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The automotive industry is recalibrating its approach to electrification as consumer demand for EVs proves slower than expected. This creates opportunities for companies with balanced portfolios that include hybrid and traditional combustion engines, positioning them to meet current market realities whilst the transition unfolds at a more measured pace.

2

What You Need to Know

This group spans the entire automotive value chain, from legacy automakers to component suppliers and energy companies. These firms may benefit from sustained demand for traditional powertrains and hybrid technologies, offering potentially greater near-term financial stability during the moderated EV transition period.

3

Why These Stocks

These companies were handpicked by professional analysts as tactical responses to the EV slowdown. They represent established players with strong hybrid and internal combustion engine capabilities, well-positioned to adapt to a more balanced product strategy that meets current consumer preferences and infrastructure realities.

Why You'll Want to Watch These Stocks

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Strategic Pivot Advantage

Companies adapting to slower EV adoption may outperform those stuck with aggressive electrification timelines. This recalibration creates opportunities for balanced portfolios.

Hybrid Technology Sweet Spot

The moderated EV transition favours companies with strong hybrid capabilities, offering consumers the best of both worlds whilst infrastructure catches up.

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Market Reality Check

Professional analysts have identified these firms as tactical plays on the EV slowdown, positioning for near-term stability whilst the industry recalibrates expectations.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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