K. (@Kschmitt) on getquin

2Wk·

Good evening,

I would be interested to know what you as investors think about BYD $1211 (-0.27%) In the long term, I am betting on great growth ... or am I wrong here?

What is your opinion?

Many thanks in advance

4 Comments

Markus@MarkusF

2Wk

I am also invested myself, but in the long term a lot depends on how politics develops.

The extent to which there will still be major growth in China is questionable and the USA has TESLA.
Personally, I see Europe as the biggest growth market. Even though I personally hope that the ban on combustion engines will be lifted, BYD would benefit massively if "normal earners" have to buy e-vehicles.
I do not believe that e-vehicles are actually more environmentally friendly if you calculate the production of batteries from the mines onwards (justification is too far-reaching here and differing opinions are allowed ;)), outside of BYD I currently do not see any manufacturer producing affordable and usable (range should be enough not to have to charge for a day - many live in rented apartments without a fixed parking space).

In the very long term, however, the margin will fall - there will also be European manufacturers who will catch up, but at the moment it is just absolutely unclear which ones they will be.

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Sandy the Squirrel@Esperanza

2Wk

I am also a holder of BYD shares and believe that the company is developing well. But I generally warn against Chinese shares because the influence of politics is too great. If you invest in BYD, be prepared to lose money.

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JAC@jacxon4

2Wk

In my limited stock analysis knowledge, I think it is a good choice. I'm an EV owner, and I'm expecting this brand to flood Europe (probably not yet the US due to China fees). Their finances look very solid.

I have some from a couple of years ago (+40%) and I plan to start purchasing monthly starting this month

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gambo@gambo

2Wk

I had considered it. The prospect of BYD opening plants in Europe and conquering the market here with affordable cars directly on site was very tempting at first. But for me personally, Chinese positions are too volatile. And I have too many doubts as to whether the current practice of giving companies competitive advantages through state subsidies and a planned economy will continue for much longer. When Trump was elected, it only made me even more reserved about China equities.

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