Winners and losers in the auto industry

With recent news headlines such as BYD selling more electric vehicles than Tesla, and Toyota’s push with solid state batteries, Antipodes investment director Alison Savas and portfolio manager Andy Gibson discuss the state of play in the global auto industry. 

Key times:

  • Shifting dynamics in the auto industry over the past 3 years: 1:00
  • EV demand now below previous market expectations? 3:20
  • The rise of Chinese automakers: 9:30 
  • Are hybrid electric vehicles here to stay? 19:00
  • Solid state batteries & autonomous vehicles: 22:30
  • Who will be the long term winners and losers in the global auto industry? 29:30

*Stock commentary in this episode is illustrative only and should not be viewed as a recommendation to buy, hold, or sell any security. 

You can subscribe to our podcast on Apple, Google or Spotify, to be notified as soon as upcoming episodes are published

Subscribe to receive the latest news and insights from the Antipodes team

Subscribe to updates

 

IMPORTANT INFORMATION:
All content in respect of the Antipodes Global Shares (Quoted Managed Fund) (ARSN 625 560 269), the Antipodes Global Fund – Long (ARSN 118 075 764), the Antipodes Global Fund (ARSN 087 719 515), and the Antipodes Emerging Markets (Managed Fund) (ARSN 096 451 393) is issued by Pinnacle Fund Services Limited ABN 29 082 494 371 AFSL 238 371 (“PFSL”) as responsible entity of the Funds and is prepared by Antipodes Partners Limited (ABN 29 602 042 035) (AFSL 481580) (“Antipodes”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.
The information provided is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Funds, you should consider the current Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via below links. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Links to Product Disclosure Statement: IOF0045AU, WHT0057AU, IOF0203AU, WHT3997AU
Links to Target Market Determination: IOF0045AU, WHT0057AU, IOF0203AU, WHT3997AU
For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com
Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Funds. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this content. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

4 March 2024