August 3rd, 2021 | 09:58 CEST
EuroSports Global, Porsche, Xiaomi - Do not miss out: favorable valuation levels!
With the advancement of electromobility, electricity consumption will increase massively. That means challenges for power generation, the power grid and also the charging infrastructure. However, this does not necessarily mean an increase in household electricity prices, as the results of a Fraunhofer study suggest. The Fraunhofer Research Institution for Energy Infrastructures and Geothermal Energy IEG and the Fraunhofer Institute for Systems and Innovation Research ISI have investigated how electricity prices for private households will change in 2030 if the number of private electric vehicles continues to rise. According to this study, under certain conditions, the expansion of electromobility could help to simultaneously avoid CO2 and ease the burden on private households' wallets. Which of the following three eMobility stocks has the greatest potential?
time to read: 3 minutes | Author: Carsten Mainitz
ISIN: EuroSports Global | SG2G55000001 , PORSCHE AUTOM.HLDG VZO | DE000PAH0038 , XIAOMI CORP. CL.B | KYG9830T1067
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Author
Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
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EUROSPORTS GLOBAL LIMITED - On the rise with e-motorcycles
When it comes to electromobility, investor interest is primarily focused on cars. However, from an investment point of view, it could be pretty lucrative to turn one's attention to electrically powered two-wheelers. After all, the market volume of e-motorcycles forecast by experts will grow to a good USD 10 billion in the next few years. Many established manufacturers, including Harley Davidson, have recognized the trend and are launching models on the market. Only Ducati is refusing to do so. KTM, Piaggio, Honda and Yamaha are working together to develop a standard replaceable battery for electric motorcycles and small vehicles.
An exciting way for investors to profit from this trend is to invest in EuroSports Global. The Singapore-based Company's core business is the distribution of ultra-luxury automobiles and the provision of related services. The parent company also addresses the attractive e-motorcycle market through its 75% subsidiary Scorpio Electric Ltd. Scorpio Electric specializes in manufacturing high-performance electric motorcycles. Earlier this year, the Company unveiled the Model X. With the Model X, the Company is competing against rivals such as Vespa, Super Soco, NIU and Etergo, but is likely to come out ahead in several places in the category (> 100km/h, range > 200 km).
EuroSports Global is planning to enter the market through its subsidiary EuroSports Technologies Pte. Ltd. (EST). Currently, EST is developing a next-generation e-motorcycle together with Strides Transportation. To this end, a memorandum of understanding was signed in April. The goal is to develop and distribute Smart Electric Motorcycles in Singapore and the Asia-Pacific region. EST is currently realizing its first prototype and aims to present it by the end of 2021. The Company expects its first sales in the following year. Eurosports Global thus has an established core business and two subsidiaries that want to take a slice of the pie of the e-motorcycle market. Interested investors should at least put the stock on their watch list. The Company currently has a market capitalization of SGD 62 million.
PORSCHE AUTOMOBIL HOLDING SE - Forecast increase
Taycan is the electric mobility answer of the automotive group. The 4-door sports sedan is the only Porsche model with a fully electric drive. The Zuffenhausen-based Company also offers a range of hybrid models. Porsche operates as an investment company, with its largest asset being its 31.4% stake in Volkswagen AG. As VW recently raised its full-year guidance, Porsche followed suit on the back of the positive earnings impact. The Company now expects after-tax earnings of EUR 3.4 billion to EUR 4.9 billion. Previously, a profit of EUR 2.6 billion to EUR 4.1 billion had been forecast. Currently, the shares are trading at around EUR 93, valuing the Company at EUR 28 billion. The stock thus trades at a low 2021 P/E ratio of 7, assuming a corporate profit in the middle of the target range. Analysts believe the share has further upside potential of 23% on average.
XIAOMI CORPORATION - Not to be underestimated
Roughly speaking, the Chinese Internet company operates in three areas: Smartphones, smart hardware (devices), and a networking Internet of Things (IoT) platform. Founded in 2010, the Company rose to become the world's third-largest smartphone producer by the end of last year. Its smart devices cover a wide range of products, from smartwatches to e-scooters. All end devices, devices and users are networked via what the Company claims is the world's leading AIoT platform (AI+IoT). According to the Company, 324.8 million smart devices are connected to the platform, not including smartphones and laptops. The group has established itself as a serious player. Its stock market value is now the equivalent of USD 82 billion.
Electromobility is a megatrend and an exciting investment topic. With the three shares presented, investors can profit from different facets of the development. Quite classically focused on the car, the favorably valued share certificates of Porsche are obvious. For those thinking about the bigger picture, Xiaomi is the first choice with its rapidly growing ecosystem. For those who want to participate in the dynamic growth of the e-motorcycle market, which has been little in the focus of investors so far, EuroSports Global is suitable.
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