Vehicle Lightweighting - Thematic Research
Summary
Vehicle lightweighting’s importance to the automotive value chain has been de-emphasized recently due to the emergence of the CASE (connected, autonomous, sharing and electrified) framework for the industry’s megatrends. This development should not detract from the theme’s importance especially as electrified vehicles remain in the minority and are expected to remain in the minority in the medium-term.
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
Vehicle lightweighting’s importance to the automotive value chain has been de-emphasized recently due to the emergence of the CASE (connected, autonomous, sharing and electrified) framework for the industry’s megatrends. This development should not detract from the theme’s importance especially as electrified vehicles remain in the minority and are expected to remain in the minority in the medium-term.
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
- PLAYERS
- TECHNOLOGY BRIEFING
- TRENDS
- Technology trends
- Macroeconomic trends
- Regulatory trends
- INDUSTRY ANALYSIS
- Market size and growth forecasts
- Steel
- Aluminium
- Plastics and composites
- Iron
- Glass
- Other materials
- Key use cases
- Mergers and acquisitions
- Timeline
- VALUE CHAIN
- COMPANIES
- GLOSSARY
- APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Stadco
- Gestamp Automocion
- Tata AutoComp Systems Ltd
- Solvay
- Accuride Corporation
- 3M
- Continental AG
- Alcoa, Inc
- BASF SE
- Benteler International AG
- CIE Automotive SA
- Cooper-Standard Automotive Inc
- Dow Automotive Systems
- Faurecia SA
- DuPont
- Woodbridge Group
- Covestro
- Freudenberg & Co. KG
- Linamar Corporation
- Trelleborg AB
- Toyoda Gosei Co., Ltd.
- Toyo Tire and Rubber Co, Ltd
- Honeywell International Inc.
- ThyssenKrupp AG
- Sumitomo Corporation
- Kumho Tire Co., Ltd.
- Magna International Inc.
- Martinrea International Inc.
- PPG Industries
- Nemak (Tenedora Nemak SA de CV)
- Ricardo Plc
- Autoneum
- Saint-Gobain
- Samvardhana Motherson Group
- ZF Friedrichshafen AG
- Kobe Steel, Ltd.
- Lanxess
- Evonik
- OC Oerlikon Corporation AG
- LG Chem, Ltd.
- Henkel
- Arconic
