Report

PSA Autos: Electric Vehicles – Breakdown or Boom?

We have seen a surge in the share price of EV plays, and remarkably, the milestone of Tesla this week overtaking Toyota in terms of market capitalisation. If the most highly capitalised auto manufacturer in the world produces EVs alone, does this not imply that expectations for future sales growth are immensely high? Julie Boote investigates.
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries. 

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012. 

Analysts
Julie Boote

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