BYD stock is a stock to buy on the risk and benefit situation, nevertheless it is a development stock and all depends on future growth, especially international expansion.
0:00 BYD Stock
2:03 EV Service Growth
6:34 Financials
8:01 Investing Risk & Reward
Lithium Sector Analysis
My enthusiasm is to look for low risk high benefit investment chances. I use my accounting abilities and investing experience in order to find intriguing investment concepts that offer the possibility to lead me towards my financial objectives.
If you are a sophisticated investor looking for in depth, independent stock analyses and investing ideas, here is my STOCK MARKET RESEARCH STUDY PLATFORM (service and sector threat and benefit analysis, my portfolios):.
STOCK EXCHANGE RESEARCH STUDY PLATFORM:.
Are you an investor that is just starting? Sign up for the FREE Stock Exchange Investing Course – a comprehensive guide to investing going over all that matters:.
I am also a book author:.
Modern Worth Investing book:.
The below links are from third parties or channel sponsors where I get a cost from:.
SeekingAlpha Deal:.
I frequently get inquired about brokers, here is a low charge broker, an international one that permits you to buy on global markets, and likewise offers complicated services like choices for when your investing skills grow. For now, it is one of the very best options I have found for worldwide investors, likewise based upon your remarks and inputs:.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
One other risk with BYD, is that i believe it’s heavily subsidized by the CCP. This could be the reason for high gross margins, would be problematic if they stopped it. Furthermore, the EU/US may increase tariffs on chinese car manufacturers, if they flood the western markets
The world is big even without the US and Europa and japan korea there is a big market for BYD
U are absolutely right. We can find the hidden CCP support amount roughly from their financial report.
@@brunoheggli2888 Where is this magical large market that demands Chinese EVs outside of the West?
@@brunoheggli2888 Yeah well it wouldn’t be the end of the world for BYD but it certainly would not be good
Just wanted to write that, that’s what Europe is trying to fight now, the unfair advantage of being subsidized by China which makes European cars irrelevant until BYD crashes because China is entering/is in a recession then there will be no money to subsidize and pump BYD’s price artificially.
Oh and don’t forget about big competition from other companies which enter this market more slowly but are more reliable like Japanese car makers (Toyota & Honda❤)
Tempting, but I just don’t know enough about Car/EV companies to feel confident about choosing the one to rule them all.
thanks for sharing!
Hi Sven! Thanks for posting so ofter. Im seeing value in Alibaba and JD. What are your tought ?
1 profitable
2 trading at low multiples
3 well maneged .
Also, the technicals indicate that the stock could go lower however i think they will do great in the long term.
those are now cheaper than ever, but there is a difference between the two… a big one
@@Value-Investing JD has its own supply chain, while Alibaba has a presence in the financial and cloud computing sectors. Which one is the big difference you mentioned?
Just go ahead and check his research platform. It’s all there.
Worth to remark that this is one and Pinduoduo are among those Chinese companies for which CCP and Taiwan Risk do not apply! These are investible, unlike Baba 😂
could you share more on that, if possible
Thanks for sharing
BYD is A very popular EV in Thailand,
thanks for sharing!
Seems about fairly valued to me. Some comparisons to Tesla and such, but that’s meaningless to me, just means Tesla should be at $40 per share at best, and $30 more reasonably.
thanks for sharing!
Looking at all the comments, fells like everyone is scared of Chinese stocks and the sentiment is so low that it must be the best time to invest! Only time will tell…
Maybe BYD can become the next Toyota and be a pretty good company and investment, or maybe they’ll end up like all the forgotten/discontinued brands (Pontiac, Plymouth, Saab, Hummer…)… Who knows.
People are just in the know of China. China is screwing around with western car companies and banning as an example Tesla’s in some cities etc. it’s just a matter of time for retaliation. Then we have the fact that China is already in a recession and the CCP are running out of money. I also think that buying Chinese stock is supporting a communist regime. So no thanks. Money is not that important for me that I’d support Marxists
yes, China, now or never
There seems to be a lot of complaints about BYD car quality. What are your thoughts or concerns about these issues?
I didn’t check into that, thanks for sharing!
My risk management philosophy can’t let me invest in a sector with +100 competitors I know nothing about. Out of my league.
🙂 smart
The risk is that CCP just decides that they need that BYD cashflow , hard to buy any chinese stock for this reason
thanks for sharing!
My issue with EV cars is the amount of money governments are spending helping customers to buy. Can governments keep the pace of financially inflating the demand? Considering debt, interest rates and budget deficit ? How much is the real demand / how many customers are really capable of paying for Evs. Ok. Perhaps we can catch a demand pick over the next couple of years, but later on? Put money on it to see how much you can get in 1 or 2 years?
thanks for sharing!
Virtually every Chinese stock is cheap on paper. If I closed my eyes to political risk I’d be 100% long China equities right now but I have to limit myself to 10% extra weighting. In 20 years if the CCCP take our shares away we’ll know they were cheap for a reason. If that never materialises everyone will say how easy it was to throw money in here now. How obvious it was.
good point!
Great video Sven!
Thanks!
🗽 There are now very few cheap stocks I watch… very strange situation. 🤔
.
🙂
The real question is “Will Tesla get a 10% dump or pump net week?” because of the earning😂
:-)))
Hi, Sven. Thanks for sharing your thoughts! Highly appreciated!
I wonder if you could also comment on:
1. Lucid – It’s down from $60’s to $2.5 – (unlike BYD, it is not profitable though) is it a ‘good buy’ today or is it a total trash?
As a side note: American producers (F, GM) recently announced that they cut their EV production plans amid lower than expected demand that they see…. I think BYD (and others) might feel that too in the coming year or two.
2. What’s your take on China-related stocks today? They are pretty cheap today, compared to 1-2 years ago. For instance BABA, which you covered in multiple videos in recent years, seemed as a good / robust investment back then, event at $200-300; today it is below $70 – did you revisit your valuation / rating recently?
1. I don’t know, those are mostly gambles, we will see how it will end up
2. China is cheap 🙂
Been looking at CN EVs lately but it is really hard to decide who is worth investing in. BYD is the obvious choice just because of production numbers and infrastructure, but… Their cars are trash. Li Auto is interesting because they make better cars, have a lot of cash, low debt and their sales are increasing. If you are looking at just who makes the best car then Xpeng. If you are looking at popularity because of familiarity the AITO (Huawei). If you are looking at integration with other devices under the same roof then Xiaomi. If you strongly believe in battery swapping then NIO. Just so many different companies it seems like a real gamble to back any single one.
Thanks for sharing!
For every 1 car sold BYD has almost 2 cars in stock, so huge inventory. I would recommend not buying the stock!
thanks for sharing!
Risk to eu could be some kind of tax as they are dumped so cheap now.
could be, good point!
BYD halt ! 👌