Morgan Stanley analyst Adam Jonas published a research note on Monday in which he explored the complexity of Ford’s “restructuring roadmap” under the company’s new CEO Jim Hackett. Now Hackett is new on the job, and Ford’s stock has been lagging the market and its sector, so a restructuring is what investors seem to be calling for. He suggests that when radically new and different vehicles, like electric and self-driving vehicles, begin to hit the market, the cars that lack these technologies will be abandoned. Electric cars were supposed to be on their way to 15%-20% of the global market by now; they currently make up about 1%.
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