bullish case for BYD

KYHBKO
2021-12-09

$BYD(01211)$$BYD Co., Ltd.(BYDDY)$ offers great potential and opportunity going forward.

latest sales update

the company has been increasing their production and still they are unable to meet the demand for their vehicles. for Nov, BYD is again the top EV sales with 91,219 new energy vehicle (including plug in) units  it was estimated that they have 200,000 pre orders that they have yet to fulfill. this has led to BYD management apologising for the delays in deliveries. to meet the increasing demand, the company has been investing into land to build new factories. 

ground breaking

BYD has officially started construction on an RMB 15 billion ($2.4 billion) new energy auto parts industrial park in Xi'an, Shaanxi province in northwest China, paving the way for the company to further expand its vehicle production capacity.

at the same time, BYD has overtaken Volkswagen in terms of market capital recently. being the only fully integrated EV manufacturer, they would be least affected by battery and chip supplies. for international sales, they have been delivering buses to various countries in Europe. for batteries, they are the top 3 battery makers in the world. despite the case of vehicle fire of EV from Chevrolet, BYD's LFP battery is one of the safest and least expensive in the market - as they supply to other players like Ford for some of their Mustang Mach E. they are also selling their battery to other auto makers too. 

this is one of the gems of future EV, one that is invested by Mr Warren Buffett of Berkshire. 

please do your research before adding this to your portfolio.

@Tiger Stars

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精彩评论

  • 炒股只为生活
    2021-12-13
    炒股只为生活
    我感觉比亚迪的DMI超级混动,可以让国产实现弯道超车,领跑全球。或者别的车企比如奇瑞跟吉利的DHT混动技术。
    • KYHBKO
      BYD is one of the world leaders in EV
  • CornellRudolph
    2021-12-11
    CornellRudolph
    byd is definitely the leader of chinese or even asian car company. i have huge confidence on byd.
  • waipoin
    2021-12-09
    waipoin
    BYD is equivalent to Tesla in China. If you believe Tesla will rise again, you can buy BYD. vice versa
    • KYHBKO
      yes, I am invested in both
  • falleno
    2021-12-09
    falleno
    I am optimistic about BYD's future development. Its whole industrial chain has advantages in the electric vehicle industry.
    • KYHBKO
      yes. China is the world's biggest auto (and thus EV) market.
  • 不怕你飞就怕你不跌
    2021-12-13
    不怕你飞就怕你不跌
    比亚迪做了那么多年电动车,感觉还是太慢
    • 股心回复KYHBKO
      比亚迪就是个杂牌汽车,看好什么?老百姓买车谁会买比亚迪
    • KYHBKO
      part of the reason could be that they are the only vertically integrated EV maker in the market - key when they make their own chips, electronics and battery - lesser supply chain risks.
  • dimsum
    2021-12-09
    dimsum
    This is an amazing company. After the listing, the stock price has been rising. I know this company because Buffett invested in it before its IPO.
    • KYHBKO
      exciting times ahead with such innovative Chinese companies. I am hopeful as it has a strong record of earnings.
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