As the plug-in light passenger vehicle market expands, electrification is now creeping into the trucking segment … and established commercial truck manufacturers are already feeling the pressure of upcoming disruption to their business..
“That’s the assessment of analyst Alexander Potter from Piper Jaffray in a report released Tuesday for industry investors.
“Many stocks in our truck coverage are exposed to disruption. Other than Wabco and Tesla we don’t recommend buying any of them,” Potter said.
Venerable industry suppliers such as Navistar International Corp., Paccar Inc., Cummins Inc. and Allison Transmission Holdings are among the most “susceptible,” Potter wrote.”
As the plug-in light passenger vehicle market expands, electrification is now creeping into the trucking segment … and established commercial truck manufacturers are already feeling the pressure of upcoming disruption to their business..
“That’s the assessment of analyst Alexander Potter from Piper Jaffray in a report released Tuesday for industry investors.
“Many stocks in our truck coverage are exposed to disruption. Other than Wabco and Tesla we don’t recommend buying any of them,” Potter said.
Venerable industry suppliers such as Navistar International Corp., Paccar Inc., Cummins Inc. and Allison Transmission Holdings are among the most “susceptible,” Potter wrote.”
