Car 3.0 - Global Thematic Research
Car 3.0 - Global Thematic Research
Summary
The autonomous vehicle (AV) will have a much more profound and far reaching impact on the motor industry than the electric vehicle. The AV will arrive on a 2020-25 timeframe. It will probably take the form then of optional 90-95% driver assist in mainstream cars. AVs will also appear as fleets of on-demand urban taxis run by, perhaps, Uber, Google, Amazon or Alibaba.
In this report, we look at Autonomous Vehicles: company watch list, future of cars, competitor analysis, value chain and valuation.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engineâ€.
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GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine†help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.
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