Stellantis is withdrawing from its battery partnership with Samsung, signaling a major strategy shift for the automaker. This move highlights a broader EV market slowdown, creating potential opportunities for companies that are better aligned with the industry's changing dynamics.
Published on February 11
As major partnerships dissolve and strategies shift, well-positioned companies could capture market share from struggling competitors navigating the EV transition.
Solid-state batteries and advanced lithium technologies represent the future of EVs, offering massive potential as automakers seek better solutions.
Charging networks remain essential regardless of market fluctuations, positioning these companies for sustained growth as EV adoption continues.
The EV market is experiencing a strategic slowdown as high costs and shifting demand force automakers to recalibrate their ambitious electrification plans. This creates opportunities for companies with superior technology, cost efficiency, and adaptable business models to gain competitive advantages in a consolidating market.
This group spans the entire EV value chain, from pure-play manufacturers like Tesla and Rivian to battery innovators, lithium suppliers, and charging infrastructure providers. The recent Stellantis-Samsung split exemplifies the financial pressures reshaping industry partnerships and strategies.
These companies were handpicked by professional analysts for their ability to navigate the changing EV landscape. Each represents a different approach to capitalising on market shifts, from established leaders to next-generation battery technologies and essential infrastructure providers.
This basket's total market capitalisation is 1,671,501.2464. It is overwhelmingly anchored by a single very large-cap holding, creating a concentrated large-cap profile.
TSLA: $1.60T
NIO: $12.13B
LI: $18.08B
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.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
+5
Here are a few of the assets in this group. Create an account to unlock the full list.
LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL A
LI
Current Price
$12.31
Li Auto is a major competitor in the EV space, particularly in the SUV market, and could gain market share from legacy automakers facing strategy shif...
Li Auto is a major competitor in the EV space, particularly in the SUV market, and could gain market share from legacy automakers facing strategy shifts.
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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:
+219.33%
On average, analysts expect assets in this group to grow 219.33% over the next year.
9 of 15 assets in this group are rated Buy by professional analysts.
