Aptiv: Sensible Bet On Long-Term EV Penetration
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Aptiv is well-positioned to benefit from the long-term increase in EV penetration, despite challenges such as Trump tariffs and the removal of EV incentives. The company sells significantly more electrical content per EV compared to traditional cars.
December 24, 2024 | 9:00 pm
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Aptiv is expected to benefit from the long-term increase in EV penetration, selling more electrical content per EV compared to traditional cars. However, challenges such as Trump tariffs and the removal of EV incentives may slow growth.
Aptiv's business model benefits from the increasing EV penetration as it sells more electrical content per EV. Despite potential slowdowns due to tariffs and incentive removals, the long-term trend is positive for Aptiv.
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