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    BERYLLS LEANVAL AUTOMOBILITY LEADERS 100 INDEX

    WHAT FACTORS DRIVE YOUR COMPANY’S VALUATION IN THE AUTOMOTIVE INDUSTRY?

    BEST OVERVIEW OF THE MARKET.

    The automotive industry is undergoing the greatest transformation since its emergence. In addition to digitalisation and electrification, entire value chains are changing, such as through the insourcing of software development or cell production. The market position of many companies is changing dramatically. While some are not able to keep up with the changes, many companies increase their turnover despite the challenges, but not their market capitalisation. At the same time, new players emerge that raise their enterprise value far beyond what was earlier the norm in the industry. Previously valid mechanisms of corporate success and market value seem to have shifted. Therefore, traditional industry indices are no longer sufficient to realistically reflect company performance. What is needed is an index that reflects the entire automotive ecosystem and considers the future-oriented strategies of the companies.

     

    This is where the Berylls LeanVal Automobility Leaders 100 Index comes into play.

    INDEX

    THE AUTO100.

    EXPERIENCE OUR AUTOMOBILITY INDEX.

    The AUTO100 covers the 100 most relevant and promising, publicly listed companies worldwide and comprises the following sectors of the automotive industry: Vehicle manufacturers, suppliers, car dealers, mobility service providers and infrastructure providers.

     

    The index only considers companies that generate the largest part of their revenue within the automotive industry. They are selected through strict, multi-stage selection criteria based on industry know-how and analysis of fundamental data. As a result, and due to its global coverage and consideration of the entire industry ecosystem, the index offers a comprehensive picture of the global automotive industry for the first time.

     

    Please look at our AUTO100:

    COMPOSITION

    THE BEST OF BOTH WORLDS – AUTOMOTIVE EXPERTISE AND CAPITAL MARKET PERSPECTIVE.

    The AUTO100 allows you to calibrate the status quo of the automotive industry – both, at sector- and industry-level. As a company focusing exclusively on automobility, we are part of the automotive industry ourselves. By combining our automotive expertise with a capital markets perspective, we are developing a platform around the AUTO100 that provides representative and tailored insights into the global capital markets for companies in the automotive industry.

    For each sector along the value chain of suppliers, OEMs, dealers, mobility services and infrastructure providers, we select the best performing companies on a quarterly basis. Only if they meet the following selection criteria do they qualify for the AUTO100:

    POINT OF VIEW

    COMMERCIAL VEHICLES.

    THE E-TRUCK GOLD RUSH:
    BOOM OR HYPE?

    Startups in the e-truck business have gone public through SPAC mergers and accumulated billions of dollars of venture capital.

     

    Berylls Strategy Advisors’ latest point of view by Steffen Stumpp highlights, why investors should question promising equity stories and how incumbent truck manufacturers can master the challenge of transformation.

     

    Read on in our latest point of view.

    OVERVIEW OF CURRENT INDEX COMPANIES.

    OEMs ∨

    TESLA INC | TOYOTA MOTOR CORPORATION | VOLKSWAGEN AG | DAIMLER AG | BYD COMPANY LIMITED | GENERAL MOTORS CO | BMW AG | STELLANTIS NV | HONDA MOTOR CO LTD | FORD MOTOR CO | GREAT WALL MOTOR COMPANY | VOLVO AB | FERRARI NV | HYUNDAI MOTOR CO LTD | SAIC MOTOR CORPORATION LIMITED | PACCAR INC | KIA | MARUTI SUZUKI INDIA LTD | LI AUTO | CHONGQING CHANGAN AUTOMOBILE COMPANY | SUZUKI MOTOR CORPORATION | TRATON

    SUPPLIERS ∨

    CONTEMPORARY AMPEREX TECHNOLOGY COMPANY LIMITED (CATL) | DENSO CORPORATION | APTIV PLC | CUMMINS INC | MICHELIN SCA | BRIDGESTONE CORPORATION | MAGNA INTERNATIONAL INC | CONTINENTAL AG | HYUNDAI MOBIS CO LTD | FUYAO GLASS INDUSTRY GROUP | ADVANCE AUTO PARTS INC | AISIN SEIKI CO LTD | BORGWARNER INC | SUMITOMO ELECTRIC INDUSTRIES LTD | SHANDONG LINGLONG TYRE CO | HELLA GMBH & CO KGAA | HUIZHOU DESAY SV AUTOMOTIV | KOITO MANUFACTURING CO LTD | LEAR CORP | GENTEX CORP | AUTOLIV INC | NGK INSULATORS LTD | SCHAEFFLER AG | CHENG SHIN RUBBER IND CO LTD | STANLEY ELECTRIC CO LTD | SAILUN GROUP CO LTD | BALKRISHNA INDUSTRIES LTD | GENTHERM INC

    DEALER GROUPS ∨

    JARDINE MATHESON HLDGS LTD | O’REILLY AUTOMOTIVE INC | AUTOZONE INC | ZHONGSHENG GROUP HOLDINGS LIMITED | LKQ CORP | D’IETEREN SA/NV | AUTOHOME INC | AUTONATION INC | PENSKE AUTOMOTIVE GROUP | USS CO LTD | GROUP 1 AUTOMOTIVE INC | CHINA YONGDA AUTOMOBILES SERVICES HOLDINGS LTD | CARGURUS INC | INCHCAPE PLC

    MOBILITY SERVICE PROVIDERS ∨

    LOCALIZA RENT A CAR | AVIS BUDGET GROUP

    INFRASTRUCTURE PROVIDER ∨

    Currently no company in this segment included in the index

    PARTNERS

    EXPERTS LIKE US.

    Thanks to our first-class thinking and our experience at the cutting-edge, we can provide everything you need to be successful within the automobility ecosystem.

    LEANVAL INVEST

    The LeanVal Group provides institutional and semi-institutional clients with research and asset management as well as a digital platform that helps them with their own research, reporting, develop investment concepts and portfolio management. The aim is to provide the optimal level of support using both expert knowledge and an efficient digital platform. The group analyzes and invests on behalf of its clients in companies that work sustainably and transparently. Its management has decades of industry as well as academic experience when it comes to validated analysis and investment processes.

    CONTACT

    MANAGEMENT.

    DR. JAN BURGARD

    CEO (Berylls Group)

    [email protected]

    ARTUR KAMPIK

    Managing Partner (LeanVal)

    [email protected]

    YOU WANT TO TALK TO US …

    … ABOUT YOUR CAPITAL MARKET STORY? PLEASE CONTACT US.

    YOUR Berylls Team.

    T +49-89-710 410 40-0

    F +49-89-710 410 40-99

    [email protected]