3D·

And further increased...

19.11

BYD

Bought x20 at €10.68

€213.60

33 Comments

Jakob C.@Creutzfeldt_Jakob

I also bought more. There is no way around BYD on the EV market in the future, on the contrary.

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S.A.U.@SAUgut777

@Creutzfeldt_Jakob But BYD is not only EV 😉

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Jakob C.@Creutzfeldt_Jakob

@SAUgut777 Yes, of course, but it is also one of the most important players there.

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S.A.U.@SAUgut777

@Creutzfeldt_Jakob sadly, even if it is the main business, they are judged or measured by it.

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Kai@Dividenden-Sammler

@Creutzfeldt_Jakob until the next one comes along and passes BYD.

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S.A.U.@SAUgut777

@Dividenden-Sammler *gähn*

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Jakob C.@Creutzfeldt_Jakob

@Dividenden-Sammler Exactly. And until then, I'll just try to capture the return. As with all other shares and the business models behind them.

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TradingHase@TradingHase

@Dividenden-Sammler There aren't many more new ones that could pass by.
The Chinese government has cut subsidies for electric car manufacturers in the new 5-year plan. This means that new players would have to invest vast amounts more capital to reach the same level as BYD.
In addition, BYD is an octopus; they are increasingly producing what they need themselves.
The scalability increases unequally as a result.

There will be a big die-off of Chinese brands in the next few years and a handful will remain as global players.

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Kai@Dividenden-Sammler

@TradingHase Didn't they say the same thing about Tesla? The head start they had probably no one on....
Who says it has to be a Chinese company?

Nokia also had a huge lead in the cell phone market and where are they today? Back then it was the same that this lead would be impossible for others to catch up.

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S.A.U.@SAUgut777

@Dividenden-Sammler you are comparing apples with bees and have zero knowledge in this area...this is a completely different matter...they are quantum leaps ahead and are not only involved in EV (which is what they are often reduced to).

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Kai@Dividenden-Sammler

@SAUgut777 what is apples and oranges?
The problem with such companies that are divided into several divisions is that sooner or later they dance at too many weddings and spread their power over them and other companies that are more concentrated will catch up and possibly even pass them by.

And how do you know my skills? Do we know each other? So be careful with such statements.

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View all 16 further answers

jkb92@jkb92

You really need patience for China right now...

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jkb92@jkb92

@jkb92 How big is your position now?

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S.A.U.@SAUgut777

@jkb92 except for CATL...running since the IPO 😇

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