Consumer Discretionary
Growing China autonomous exposure - specialises in lidar technology used in self-driving vehicles and is one fallen SPAC that Sean Maher believes has a good chance of retesting prior highs over the next couple of years given its strong niche position in a secular growth market. Alongside LAZR, Sean has been keen to add auto exposed semi / sensor names like NXP and On Semiconductor into current weakness because the consensus is underestimating just how much incremental hardware will be embedded in the average vehicle by 2025 onwards.
Edition: 140
- 22 July, 2022