Daimler – Mercedes EV Analysis – 11 June 2021

  • Public Equity
  • Industrials
  • North America


Former Department Manager at Volkswagen AG


  • Daimler's (ETR: DAI) volume outlook and product portfolio analysis, including pricing dynamics in light of BEV (battery electric vehicle) penetration growth
  • Competitive analysis of Mercedes vs Audi (ETR: NSU) vs BMW (ETR: BMW) and the threat of Tesla (NASDAQ: TSLA)
  • Strength of Mercedes’ EV platform and software, highlighting insourcing vs outsourcing activity
  • Unit economics analysis in light of EV rollout


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