M&A in Automotive - Thematic Research
Summary
In this report, we look at mergers and acquisitions (M&A) activity in the automotive sector over the last five years. We also highlight potential future bid targets in the sector, who is likely to acquire them and why.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our Thematic Research Ecosystem -
Reasons to buy
Summary
In this report, we look at mergers and acquisitions (M&A) activity in the automotive sector over the last five years. We also highlight potential future bid targets in the sector, who is likely to acquire them and why.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our Thematic Research Ecosystem -
- The author 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, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author 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 the author’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 Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Reasons to buy
- Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
- Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
- Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
- Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.
Table of Contents
- PART 1: DYNAMIC AND ELONGATED SUPPLY CHAIN CREATES OPPORTUNITIES
- The CASE for industrial collaboration and restructuring
- The logic behind selective deals and JVs
- OEMs and tie-ups
- PART 2: POTENTIAL ACQUISITION TARGETS OVER THE NEXT TWO YEARS
- FCA and Renault merger to set the hares running?
- OEMs look for acquisitions across the mobility chain
- Auto suppliers position portfolios for the future
- PART 3: M&A ACTIVITY OVER THE LAST FEW YEARS
- Major 2018 deals and rationales
- Pre-2018 deals and rationales
- APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- GKN
- Melrose
- Toyota
- VW
- Proton
- BMW
- Mercedes-Benz
- GM
- Lyft
- Uber
- Ford
- Renault-Nissan
- Suzuki
- Mazda
- Denso
- EV C.A. Spirit
- Apple
- Samsung
- Harman
- FCA
- PSA
- JLR
- Tata Motors
- Transvoco
- Advanced Telematics Systems
- TravelCar
- Verra Mobility
- Qualcomm
- NXP Semi
- Hella Aglaia
- Traton
- MAN
- Scania
- Continental
- Vitesco Technologies
- Geely
- Magneti Marelli
- Calsoni Kansei
- BMW Brilliance
- Erwin Hymer
- Michelin
- Camso
- LG Electronics
- ZKW
- Mitsubishi Motors
- Mitsubishi Heavy Industries
- Takata
- Ningbo Joyson
- Key Safety Systems
- LG Hausys
- c2i
- Aptiv
- Movimento
- NuTonomy
- Autoliv
- Veoneer
- EasyMile
- DigiLens
- Infinite Key
- Renesas Electronics
- On the Road Co Ltd
- Metawave Corp
- Toyota AI Ventures
- Hyundai Motor
- eSol
- Hyundai Mobis
- StradVision
- Intel Corp
- Mobileye
- LeddarTech
- SmartMeUp
- OmniPHY
- Suzhou Qiyizhi Management Enterprise Limited
- Suzhou Zhihua Automobile Electronics Co Ltd
- Toyoda Gosei
- Imuzak
- Valeo
- Gestigon
- ZF
- ASAP Holding
- Simi Reality Motion Systems GmbH
- Astyx Communications & Sensors
- Aisin Seiki
- Advics
- JTEKT
- Nexteer Automotive
- Nippon Kayakuhave
- e.Go Mobile AG
- Zukunft Ventures
- BorgWarner
- Bosal Group
- Changzhou Tenlong Auto Parts
- Zhejiang Richleo Environmental Technology
- Clean Diesel Technologies
- AP Exhaust Technologies
- Cobra Sports Exhausts
- JP Exhausts
- Ibiden
- Eberspaecher
- China Yuchai International
- Faurecia
- Hug Engineering
- Enogia
- Tenneco
- Federal-Mogul
- WanxiangQianchao
- ShiyanJu Di Metal Pipe
- Sharda
- A123
- Solid Power
- CTEK Sweden AB
- Chargestorm AB
- Johnson Controls
- Exide Industries
- Leclanche SA
- Panasonic
- Suzuki
- Toshiba
- America Axle
- Metaldyne
