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16 handpicked stocks

Urban Air Mobility Takes Off

Electric air taxis are moving from science fiction to reality. This collection features companies pioneering the future of urban transportation, carefully selected by our investment analysts to give you exposure to this exciting emerging industry.

Author avatar

Han Tan | Market Analyst

Published on July 1

Your Basket's Financial Footprint

Interpretation of the basket's market capitalisation and investor takeaways.

Key Takeaways for Investors:
  • Large cap dominance generally means more stable returns and lower volatility compared with smaller cap higher risk holdings.
  • Treat this basket as a core holding for broad exposure, not a speculative high growth trade.
  • Expect steady long term appreciation rather than explosive short term gains; growth likely moderate and gradual.
Total Market Cap
  • UBER: $194.01B

  • DAL: $40.69B

  • HON: $132.74B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Joby Aviation's successful piloted flights in Dubai mark a key turning point for the urban air mobility industry. This validates the technology behind electric vertical takeoff and landing (eVTOL) aircraft and accelerates the timeline for commercial operations, creating investment opportunities throughout the entire ecosystem.

2

What You Need to Know

This theme represents a high-growth opportunity in an emerging transportation sector. While these companies are at different stages of development, they all stand to benefit from the advancement of electric air taxis. This is a long-term investment in the future of urban transportation.

3

Why These Stocks

We've selected companies across the entire urban air mobility value chain – from aircraft manufacturers like Joby Aviation to suppliers of critical components such as batteries, lightweight materials, and avionics. This provides comprehensive exposure to this transformative industry.

Why You'll Want to Watch These Stocks

🚀

Catching the Next Big Wave

Urban air mobility is set to disrupt transportation in the same way ridesharing transformed taxis. Getting in early could mean significant growth as this industry takes flight.

🌟

Beyond Just Flying Taxis

This theme gives you exposure to multiple technologies with applications beyond just air taxis – advanced batteries, lightweight materials, and sophisticated electronics all have broader market potential.

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Real Progress Is Happening Now

Joby's successful piloted flights mark a crucial milestone that transforms this sector from speculative to commercially viable. The industry is crossing from "if" to "when" these services will launch.

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

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