Automotive Market Insights Report, July 2023
The drive towards the car of the future – electrified, autonomous, shared, connected, yearly updated – may not be ‘eascy’ for the industry but it presents significant opportunities for OEMs and their supply chain partners who are committed to innovating.
OEMs and parts manufacturers which have been well-positioned to serve the trend towards electric and hybrid vehicles have outperformed the broader sector. The same is true for players that are indirectly supporting this shift, such as producers of lightweight materials, technologies that improve fuel efficiency, and battery and electric motor suppliers.
In this issue we cover:
- The easing of supply chain constraints in the Automotive sector
- Automotive macroeconomic conditions and inflation
- Spotlight on Eascy cars
- Valuation and share price context