Sign in to download




    *required field


    BERYLLS AUTOMOBILITY INDEX

    WHAT DRIVES SHAREHOLDER VALUE IN THE
    AUTOMOBILITY INDUSTRY?

    BEST TRANSLATION OF THE MARKET.

    In recent years, many companies in the automobility industry have failed to translate sales volume growth into higher share prices. However, the task of trying to unpack this apparent disconnect is hampered by the fact that no existing index provides a like-for-like comparison of automotive stock companies with their industry peers.

     

    Enter the Berylls Automobility Index.

    INDEX

    THE AMX 70.

    EXPLORE OUR AUTOMOBILITY INDEX.

    Covering the 70 most important car manufacturers, suppliers, dealer groups, and mobility service providers worldwide, the “AMX 70” gives answers where existing indices fall short.

     

    By including only companies whose core business is automobility, and by enforcing a strict code that ensures that each region and each category of automobile goods and services is sufficiently covered, the index provides an undiluted representation of the industry as a whole for the first time.

     

    Explore the AMX 70 below.

    COMPOSITION

    COMBINING AUTOMOBILITY EXPERTISE WITH THE CAPITAL MARKET PERSPECTIVE.

    The AMX 70 provides the baseline to calibrate the automobility industry’s status
    quo – both at the company and the industry level. As a boutique strategy consultancy focusing exclusively on the automobility sector, we are part of the automotive industry ourselves. By combining automobility expertise with a capital market perspective, we will develop the AMX 70 into a platform that provides tailored and actionable insights on the global capital markets for automobility companies.

    For each sector along the value chain of suppliers, OEMs, dealers, and mobility services, we quarterly select firms based on the following criteria.

    POINT OF VIEW

    CAPITAL MARKETS.

    SPAC: THE PANACEA FOR NEW MOBILITY FINANCING?

    While incumbents are resorting to the announcement of partnerships and vast investments to cater investor demands, the SPAC frenzy of the ‘new kids on the block’ is making headlines.

    The long-term performance of (mobility) SPACs remains to be evaluated – three things already stand out: SPACs are a reoccurrence, not a new invention; mobility SPACs are largely driven by electrification, SPACs per se are no panacea for the future of mobility financing.

    Read on in our latest point of view.

    CURRENT INDEX COMPANIES.

    OEMs ∨

    Bayerische Motoren Werke Aktiengesellschaft | BYD Co. Ltd | Daimler AG | Ferrari N.V. | Ford Motor Company | General Motors Company | Great Wall Motor Co. Ltd. | Honda Motor Co. Ltd. | Hyundai Motor Company | Kia Corporation | NIO Limited | Nissan Motor Co. Ltd. | SAIC Motor Corporation Ltd. | Stellantis N.V. | Suzuki Motor Corporation | Tesla Inc. | Toyota Motor Corporation | Volkswagen Aktiengesellschaft | XPeng Inc. | Zhejiang Geely Holding Group Co. Ltd.

    SUPPLIERS ∨

    Aisin Seiki Co. Ltd. | Weichai Power Co. Ltd. | Koito Manufacturing Co. Ltd. | BorgWarner Inc. | Autoliv Inc. | Brembo S.p.A. | Huayu Automotive Systems Shanghai Co. Ltd. | Denso Corporation | Hanon Systems | TE Connectivity Ltd. | Bridgestone Corporation | Valeo SA | Sumitomo Electric Industries Ltd. | Magna International Inc. | Stanley Electric Co. Ltd. | Continental AG | NSK Ltd. | Faurecia SE | HELLA GmbH & Co. KGaA | Contemporary Amperex Technology Co. Ltd. | Hyundai Mobis Co. Ltd. | Aptiv PLC | Dana Inc. | Hankook Tire Co. | Infineon Technologies AG | JTEKT Corporation | Lear Corporation | Linamar Corporation | Manufacture Francaise des Pneumatiques Michelin SCA | NGK Spark Plug Co. Ltd.

    DEALER GROUPS ∨

    Auto Trader Group | Zhongsheng Group Holdings Ltd. | AutoNation Inc. | carsales.com Ltd. | Lithia Motors Inc. | Inchcape plc. | Vroom Inc. | China Grand Automotive Services Group Co. Ltd. | Penske Automotive Group Inc. | USS Co. Ltd.

    MOBILITY SERVICE PROVIDERS ∨

    SK Rent a Car Co. Ltd. | Dazhong Transportation Group Co. Ltd. | Companhia de Locacao das Americas (Unidas) | Localiza Rent a Car SA | Uber Technologies Inc. | Avis Budget Group Inc. | Lyft Inc. | United International Transportation Co. | Sixt SE | Movida Participacoes SA

    COOPERATION PARTNERS

    EXPERTS LIKE US.

    With our thought leadership in automobility and our insights from cutting-edge projects, we map exactly what it takes to succeed in the automobility ecosystem.

    LeanVal Invest GmbH

    The LeanVal Group provides fundamental research, asset management and digital platforms for research, reporting, investment concepts and portfolio management to institutional and semi-institutional clients. The team is guided by the conviction that the best possible service for investors should be provided by a specialist in the respective client group. Personally and with the support of an efficient digital platform. The LeanVal Group analyses and invests for its clients in particular in companies that operate sustainably, transparently and add value. The management has many years of in-depth industry experience and combines this with its academic background to create scientifically validated analysis and investment processes.

    CONTACT

    MANAGEMENT.

    DR. JAN BURGARD

    CEO

    jan.burgard@berylls.com

    ARTUR KAMPIK

    Managing Partner (LeanVal)

    ak@leanval.investments

    YOU WANT TO TALK TO US …

    … ABOUT YOUR CAPITAL MARKET STORY? TALK TO US DIRECTLY.

    YOUR Berylls Team.

    T +49-89-710 410 40-0

    F +49-89-710 410 40-99

    info@berylls.com