Good evening, I would like to invest another 600 euros. Unfortunately, my savings plan is only 30 euros as I am still at school. Should I simply invest in Etfs or e.g. $1211 (-0.26%) expand or $O (+1.24%) expand. Looking forward to your feedback!
BYD
Stock
Stock
ISIN: CNE100000296
Ticker: 1211
CNE100000296
1211
Price
Discussion about 1211
Posts
328
2D·
Chart display
How exactly do I have to adjust the transactions at BYD so that the chart is displayed correctly again?
I feel a little stupid that I'm only now coming to this, but I thought it might fix itself 😅
Many thanks in advance!
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9 Comments
I don't think that will happen on its own. But unfortunately I don't have a solution to the chaos either.
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3D·
Sep 4 / China Stocks – Trap or Opportunity?
So Many Risks – Has China Become Uninvestable?
Every investor in Chinese equities knows there is a major problem, besides the obvious – a regime that rules arbitrarily under the guise of the “people.” The real shadow is Taiwan. The Russia/Ukraine war showed us what happens when a major economy gets cut off from global markets – popular stocks like Gazprom, Sberbank, Lukoil went from normal tickers in Western portfolios to worthless letters on an app within the blink of an eye.
Could the same happen if China were to move on Taiwan? Unfortunately, the answer is yes. The U.S. and its allies would respond with harsh sanctions, and that could very well include delisting Chinese companies from Western exchanges. At the same time, Beijing itself could slam the door on foreign investors, shutting down access to its domestic stock exchanges in retaliation. That’s not a fantasy scenario. It already happened before – remember when China cracked down on its own tech firms, sending U.S. investors running for the exits. Add in the ADR structure (U.S.-listed shares are technically not ownership of the underlying company, but claims on a Cayman shell), and you see the fragility of holding these positions. If politics breaks, investors get wiped out, plain and simple. And even from the U.S. side, Trump officials have already floated delisting Chinese stocks from American exchanges.
BYD – Interesting Business, Wrong Country
Now, why do I still keep an eye on BYD? For me, it’s one of the most compelling companies in China: a dominant EV player, vertically integrated, and with real technology that arguably surpassed Tesla years ago. They keep breaking records with their affordable hypercar brand Yangwang, exports are rising, and the government clearly wants this company to succeed. But, as history shows, that support could change in a heartbeat.
In many ways, BYD represents the best of China’s economy: execution, scale, and government tailwinds. But here’s the problem: even the best business model won’t save shareholders if markets collapse due to geopolitics. Just like Lukoil could have been a fantastic oil major until sanctions turned it radioactive, BYD could face the same fate if a Taiwan crisis spirals. The stock could go to zero in foreign hands, regardless of fundamentals.
And yes, there are other uncertainties surrounding Chinese stocks, including blurry, nontransparent reporting methods. Nobody can objectively tell whether BYD – or any other company, for that matter – is defrauding investors or running something shady. But let’s emphasize again: The biggest risk is that Chinese companies are at the mercy of Xi Jinping and his communist friends. That’s enough for me to stay away from these stocks as long as the market faces this kind of geopolitical uncertainty.
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5 Comments
China is the biggest risk for the worlds economy. Its not an Option to Invest…
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3D·
Global market share of EV batteries in the period January to July 2025: CATL 37.5%, BYD 17.8%
From January to July, CATL $3750 (+2.16%) and BYD $1211 (-0.26%) continued to dominate the global market for electric vehicle (EV) batteries, together holding more than half of the market share.
According to South Korean market research company SNE Research on September 2, a total of 590.7 GWh of batteries for electric vehicles were installed worldwide from January to July, an increase of 35.3% compared to 436.7 GWh in the same period last year.
》CATL's EV battery installations reached 221.4 GWh from January to July, an increase of 34.0% compared to 165.2 GWh in the same period last year.
The Chinese battery giant maintained its global leadership position with a market share of 37.5% in this period and remained the only supplier to achieve a global market share of over 30%.
》BYD's EV battery installations reached 105.0 GWh in January-July, an increase of 52.4% compared to 68.9 GWh in the same period last year.
The company ranked second with a 17.8% share in January-July, up from 15.8% in January-July 2024 and unchanged from January-June 2025.
》The battery installations of LG Energy Solution $373220 reached 56.1 GWh in the January-July period, an increase of 9.0% compared to the previous year.
The South Korean company maintained its third place with a market share of 9.5% from January to July, down from 11.8% in the same period last year, but up from 9.4% in the first half of 2025.
》The Chinese company CALB $3931 took fourth place with a share of 4.4%, the South Korean company SK On came fifth with 4.2% and the Japanese company Panasonic $6752 (+1.91%) in sixth place with 3.6 percent.
》The Chinese company Gotion High-tech $002074the South Korean company Samsung SDI $006400 the Chinese company Eve Energy $CNFDSHIX6285 and Svolt Energy took seventh, eighth, ninth and tenth place with market shares of 3.6%, 3.0%, 2.9% and 2.6% respectively in the period from January to July.
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4D·
My portfolio update August 2025: Strength despite tech weakness & tactical realignment 📊🗓️
Hello Community,
August is over and it's time for the transparent monthly review. The portfolio has reached a new high of € 36,188. It was a month of contrasts, in which the strength of some satellites offset the weakness in the tech sector.
1. the performance: 🚀
Beating the market 📈
With a monthly performance of +0,94% I am very satisfied. As the chart shows, my portfolio clearly outperformed the broad market (FTSE All-World: -0.31%) and the major US indices (S&P 500: -1.11%, NASDAQ100: -2.23%). The result proves the strength of diversification: while my tech stocks corrected, other sectors carried the performance.
2. my buys & sells: 🛒
None ❌
In August, I deliberately kept my feet still and did not make any individual purchases or sales. My focus was on waiting for the important quarterly reports and preparing my tactical purchases for September.
3. my savings plans & purchases in September: Tactical allocation 💸
As you know, I take a flexible approach to my individual shares and adjust my purchases on a monthly basis. Only my ETF savings plans run consistently. My allocation for the start of September looks like this:
➡️ $ACWI
$WSML (+0.03%) (150 €): As always, the foundation is being consistently strengthened.
➡️ $MELI (-0.51%) (€150) & Datadog (€75): Here I continue to build on my core conviction positions.
➡️ $TEM (+1.5%) (125 €): This is my tactical pick for the month. I am opening a position in a highly potent and diversifying bet on the AI medical revolution.
➡️ $DDOG (+2.57%) (75 €): A core position in my cl infrastructure cluster. Digital transformation and the need for cloud monitoring and security are unwavering megatrends for me.
➡️ $NOVO B (-2.31%) (3 €): This is not an active allocation, but the automatic reinvestment of dividends received to maximize the compound interest effect for this quality position.
4. tops & flops: A reflection of the rotation 📉📈
Top mover: 🟢
The list was topped this month by the spectacular performance of $IREN (-0.67%) (+60.69%), which is benefiting from the continuing demand for energy for AI data centers. My speculative bet on American Lithium (+20.00%) also showed strength. The recovery in $BABA (+2.84%) (+10.21%) following good news on the cloud division and AI chip development.
Flop mover: 🔴
As expected, my tech stocks were hit here. $CRWD (+0.69%) (-11.16%) and $DDOG (+2.57%) (-5.45%) suffered and the weak market environment for growth stocks, although the quarterly figures were fundamentally good. Also $1211 (-0.26%) (-8.22%) also suffered after disappointing figures; the situation here remains tense.
Conclusion:
August was perfect proof of why broad diversification across different sectors and themes is so crucial. Weakness in one area (US tech) was more than compensated for by strength in others (energy, China recovery). My flexible approach to monthly purchases allows me to react specifically to such market phases.
How did your August❓ go?
Which shares did you buy tactically ❓
I look forward to the exchange in the comments!
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21 Comments
4D
You talk a lot about the advantage of diversification. I basically agree with you on that. And your portfolio in August too.
However, I'm surprised that, despite your speech, you don't diversify either in terms of asset classes or strategies. Why not? 🤔
However, I'm surprised that, despite your speech, you don't diversify either in terms of asset classes or strategies. Why not? 🤔
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1Wk·
Maybe I backed the wrong horse with BYD after all?
www.wallstreet-online.deGewinnserie gerissen: BYD schockt mit erstem Einbruch seit 14 Quartalen
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30 Comments
Oh God, here we go with the negative sentiment, BYD is and remains the undisputed market leader (30% EV & 50% BEV) and will definitely emerge victorious from the price war.
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2Wk·
Podcast episode 108 "Buy High. Sell Low."
Subscribe to the podcast to make buying dip worthwhile.
00:00:00 Market environment & FED
00:25:00 Novo Nordisk & Viking Therapeutics $NVO (-2.18%)
$VKTX (+1.19%)
00:45:00 BYD $1211 (-0.26%)
01:18:30 BHP Group $BHP (-0.94%)
01:39:30 Rio Tinto $RIO (+2.13%)
$RIO (+1.2%)
01:49:15 Palantir & Data Protection $PLTR (-2.66%)
Spotify
https://open.spotify.com/episode/0jDbLBebz6PuMalm2BAB79?si=q1TLdAP9RHiDVdse_LR9tQ
YouTube
https://www.youtube.com/watch?v=Kg9xD1t0NzE
Apple Podcast
open.spotify.com#108 BYD, Novo Nordisk, Palantir, BHP, Rio Tinto
2Wk·
How to deal with BYD Split on Trade Republic?
After the split of $1211 (-0.26%) in June, I was in the red for a long time as I was informed that the bonus shares would not be booked in until the end of July. This also worked and my new equity was around €8.50 and the approximately €300 that I was up before the split was back as before.
However, almost 100€ in taxes have now been deducted from my account and my equity is now 12.50€. What do I do? Will Trade Republic correct this on its own? What do you do?
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8 CommentsI wrote to TR about this. Here is the answer...
Thank you for getting in touch regarding the taxation of the BYD corporate action.
Please note that for tax purposes this event is treated as a dividend payment and not a share split, which makes it taxable. The buy-in dates have already been adjusted and you can now view the updated details in your portfolio.
For more information on the applicable taxation rules, please refer to the relevant article: Help > Assets > BYD Dividend & Bonus Shares.
Please be aware that Trade Republic has no influence on corporate actions or their implementation. If you need further clarification, you can contact the issuer in this regard.
I hope this answers all your questions today.
Please do not hesitate to contact us if you have any further questions. Thank you for your time.
Have a great day!
Thank you for getting in touch regarding the taxation of the BYD corporate action.
Please note that for tax purposes this event is treated as a dividend payment and not a share split, which makes it taxable. The buy-in dates have already been adjusted and you can now view the updated details in your portfolio.
For more information on the applicable taxation rules, please refer to the relevant article: Help > Assets > BYD Dividend & Bonus Shares.
Please be aware that Trade Republic has no influence on corporate actions or their implementation. If you need further clarification, you can contact the issuer in this regard.
I hope this answers all your questions today.
Please do not hesitate to contact us if you have any further questions. Thank you for your time.
Have a great day!
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2Wk·
TR and the BYD stock split problem
On 07.08.2025 I received the following e-mail from TR, which referred to the botched settlement regarding the share split of $1211 (-0.26%) related:
2Wk·
⚠️ Attention to all BYD shareholders at Trade Republic: Incorrect tax booking in the stock split!
Hello everyone,
I would like to draw your attention to a serious problem with the settlement of the BYD stock split (ISIN: CNE100000296) by Trade Republic.
TR booked the corporate action as a fully taxable capital gain and paid taxes accordingly. This is demonstrably wrong, as the measure should have been at least partially tax-free. As a result, not only was my investment negatively affected by an unjustified tax deduction, but my purchase price (equity) was also incorrectly adjusted.
When I specifically asked on whose instructions this booking was made, I only received the answer from customer service that they had no information on this.
By way of comparison:
At other brokers, such as Flatex, the error has already been officially confirmed and the overpaid tax refunded to customers.
I call on all affected BYD shareholders at TR:
- Check your summer 2025 statements carefully!
- Write to customer service and demand a correction of the booking and the cost price.
The more of us who get in touch, the greater the pressure on TR to correct this error system-wide.
As I unfortunately only receive standard answers in the chat, I will now also escalate the matter in writing by post as a warning letter to the legal department of Trade Republic.
Let's exchange ideas here and fight together for correct processing!
#TradeRepublic #BYD # $share split #taxes #broker #fail $1211 (-0.26%)
1414
7 Comments
For me, it's all relatively opaque... I had all the bonus shares booked in... then had a cost price of around €11.40 last week I received an invoice for the additional payment of the bonus shares amounting to around €300 now the cost price is around €15.20 before the split I had a plus of around €1500 now a minus of around €800
What do you think I should do here? I'm a bit confused
What do you think I should do here? I'm a bit confused
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