VernonChiam
2021-06-28
Wow
Here’s an infrastructure-based way to play the electric vehicle takeover in the next decade
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s an infrastructure-based way to play the electric vehicle takeover in the next decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:06 GMT+8 <a href=https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103605275","content_text":"Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley expect the U.S. charging station market to grow more than 30% annually each year to 2030, noting that “to avoid the highway to hell, EV infrastructure build-out is key to the electrified future.”\nIndeed, the firm said that at present in the U.S. there are 84,000 Level 2 charging stations and 18,000 DC Fast Charging stations, which they envision rising to one million by 2030 and more than 2.4 million by 2035.\nTo that effect, Jefferies initiated coverage onChargePointwith a buy rating, saying that the company’s position as a leader in the space should result in further gains ahead.\n“We expect CHPT leverages scale and integrated hardware, software, & services features to drive +57% sales CAGR [compound annual growth rate],” the firm wrote in a note to clients.\n“We expect charging build out will become a heightened government focus point globally given increasing demand for clean energy and electrification to combat climate change,” the firm said. 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The deal closed on Feb. 26.\n“Europe and fleet expansion provide significant greenfield growth opportunities outside core commercial volumes...as CHPT aims to leverage core hardware, software & services integration, as well as tech expertise,” Kelley said. He also pointed to the company’s asset-light model — it doesn’t own the charging infrastructure — as fueling upside into the future.\nJefferies has a $40 target on the stock, which is 26% above where shares closed on Friday.\nThe stock has gained 3% since the merger was completed at the end of February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/127881848"}
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