Volkswagen And Tesla Are The EV Winners In Europe

Bellasooa Research
552 Followers

Summary

  • The article focuses on electric vehicle sales in Europe.
  • Tesla, Inc. should continue to take market share in Europe, and the Model Y is outselling all other models.
  • On the flip side, Tesla has become a one-model show.
  • Statistics usually focus on sales per model or brand. This hides that Volkswagen AG is outselling Tesla in Europe – and I predict the gap will widen over the next quarters.

Robot assembly line with electric car battery cells module on platform

PhonlamaiPhoto

Investment Thesis

The discussion about the electric vehicle ("EV") transformation is, in my view, too often framed in winning or losing terms. While this makes for entertaining reading, I think it is not necessarily the way things are going to be. I think, at least in Europe,

This article was written by

552 Followers
I work in Digital Technology and I am a private part-time investor. I only invest in things I think I understand :). Therefore I do my own research and enjoy writing about it. My focus is mostly Austria, Germany and to a lesser extent the EU.IMPORTANT: My articles reflect my personal opinion and must be treated as such. They are not professional investment advice. I take no responsibility for your investments, but wish you the best nonetheless. Also, I welcome push-back and alternative opinions in the comment section. Nobody can be right all the time.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of VLKPF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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