The ultimate communication platform

The ultimate communication platform
  • Pininvest Analysis

The disruption brought about by automotive driving challenges car manufacturers simultaneously in technologies of

  • automated vehicles,
  • connected vehicles,
  • electric vehicles
  • shared-vehicle technology

From the individual transportation function, the car is on a fast track to become a communication platform, empowered by the development of artificial intelligence and machine learning applications

Stringent security requirements, high access barriers to technological expertise and long-term investment commitments make for a highly unusual set of partnerships, between competing car makers and with software leaders

Wary associations are most likely to lead to stark competition between traditional industry and software leaders around data sets which are expected to prove invaluable

Our small selection of listed industrial car-parts specialists, hardware and software technologists seems to doubt the potential of the car industry...

Our notes will expand on the subject 

Read our notes

The ultimate communication platform • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Adient ADNT NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 49.11 4.6 B 170.6% Strong Up 57%   6% -23%
Aisin Seiki ASEKY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 44.44 - 40.2% Weak Up 37%   1% -20%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 2,513.93 1,695 B 77.9% Weak Up 28%   2% -18%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 3,346.83 1,685 B 31.5% Neutral 31%   2% -16%
American Axle & Manufacturing AXL NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 12.15 1.4 B 56.2% Strong Up 64%   6% -31%
Apple AAPL NASDAQ Technology Computer & Mobile Hardware USD 127.35 2,138 B 50.8% Neutral 35%   2% -20%
Aptiv APTV NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 156.76 42 B 107.2% Weak Up 35%   4% -15%
Cadence Design Systems CDNS NASDAQ Technology Software - Product Development USD 129.28 36 B 44.5% Neutral 35%   2% -19%
Cooper-Standard Holdings CPS NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 31.81 537 M 101.1% Neutral 88%   8% -40%
Cree CREE NASDAQ Technology Semiconductors - Signal Processing USD 96.82 11 B 58.7% Neutral 58%   5% -31%
Denso Corp (ADR) DNZOY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 35.35 - 89.5% Weak Up 30%   2% -10%
Dialog Semiconductor DLGNF OTC Technology Semiconductors - Signal Processing USD 80.39 - 98.6% Neutral 46%   1% -30%
Infineon Technologies IFNNY OTC Technology Semiconductors - Specialized USD 41.28 - 89.1% Neutral 38%   4% -17%
Intel INTC NASDAQ Technology Semiconductors - Broad Line USD 57.85 235 B -1.4% Neutral 37%   2% -27%
Johnson Controls JCI NYSE Industrial Goods Plumbing, Heating & AirCo USD 67.04 48 B 97.6% Strong Up 25%   2% -8%
Lear Corp. LEA NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 192.60 12 B 75.1% Weak Up 36%   4% -12%
Linde plc LIN NYSE Industrial Goods Chemicals - Specialties USD 291.22 152 B 45.7% Neutral 23%   2% -17%
Meritor MTOR NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 25.81 1.9 B 29.1% Neutral 45%   4% -25%
Modine Manufacturing MOD NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 17.22 881 M 221.9% Weak Up 57%   4% -12%
Nokia (ADR) NOK NYSE Technology Datacom, Telcom & Network Equipt USD 5.43 31 B 29.3% Strong Up 65%   2% -42%
NVIDIA NVDA NASDAQ Technology Semiconductors - IC Design (fabless) USD 713.01 441 B 99.7% Weak Up 43%   3% -24%
NXP Semiconductors NXPI NASDAQ Technology Semiconductors - Signal Processing USD 201.13 56 B 91.0% Neutral 39%   4% -15%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 134.62 153 B 60.2% Neutral 39%   3% -25%
Renesas Electronics RNECY OTC Technology Semiconductors - Signal Processing USD 5.31 - 80.0% Neutral 45%   2% -22%
Sumitomo Electric Industries SMTOY OTC Industrial Goods Cables, Connectors & Cabling Networks USD 15.36 - 24.0% Neutral 32%   0% -13%
Tenneco TEN NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 20.82 1.7 B 154.5% Strong Up 69%   6% -37%
Texas Instruments TXN NASDAQ Technology Semiconductors - Broad Line USD 188.67 174 B 54.6% Neutral 28%   3% -10%
Valeo VLEEY OTC Industrial Goods Automobile Subcontractors - Car Parts USD 17.45 - 40.8% Neutral 43%   3% -26%
Veoneer VNE NYSE Industrial Goods Automobile Subcontractors - Car Parts USD 25.58 2.9 B 122.0% Weak Up 62%   5% -30%
Visteon VC NASDAQ Industrial Goods Automobile Subcontractors - Car Parts USD 127.06 3.5 B 76.5% Weak Up 43%   4% -26%
Weichai Power WEICY OTC Industrial Goods Engines, Industrial Equipt & Cpts USD 17.51 - 24.2% Neutral 44%   2% -38%