Siemens: Leading Europe's AI-Driven Industrial Evolution

Westgrove Research
23 Followers

Summary

  • Broad policy support from the EU, and European companies' general openness towards exploring AI technologies, is driving adoption for industrial transformation.
  • Siemens stands to benefit from increasing EV adoption, with increasing urgency for automakers to launch new HEV/EV vehicles as competition heats up.
  • Siemens benefits directly from Germany's recent budget announcements to invest in rail infrastructure.
  • De-escalating U.S.-China trade tensions, especially with lifted restrictions on EDA software exports, will also be a positive for the company.

Siemens Logo on an office building in Nuernberg.

huettenhoelscher

I previously covered Hitachi: Powering AI, Digital Transformation And The Energy Transition and Mitsubishi Corp: Betting Big On Natural Gas as the main beneficiaries of the global energy transition and digital transformation themes. Following up on these themes, I

This article was written by

23 Followers
Former buy-side equity analyst covering Asia Pacific equities with a decade of experience under my belt. I employ a fundamental bottom-up approach with a macroeconomic overlay to identify stocks that are set to benefit from broader trends globally. I focus mainly on Financials, Industrials and Consumer Discretionary sectors. I started writing on Seeking Alpha to share my thoughts and shine a light on Asian equities listed in US markets. Asian equities (ex-China) are often times overlooked and under-allocated in investor equity portfolios and i hope my articles help to expand your investment universe!

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Recommended For You

About SIEGY Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on SIEGY

Related Stocks

SymbolLast Price% Chg
SIEGY
--