Hello everyone,

I currently have a limit order for 40 $1211 (-1,15 %) -shares at €40 and am honestly wondering:

Is it worth getting in now - just because of the announced special distribution in June?

🔍 Background:

BYD is planning a generous distribution to shareholders on June 10, 2025. Anyone who is invested on the cut-off date will receive:

• 📦 8 bonus shares for every 10 shares → taxable
• 🎁 12 capitalization shares per 10 shares → not taxable
• 💶 Cash dividend of RMB 39.74 per 10 shares → not taxable

With 40 shares, this means for me

• ➕ 32 taxable bonus shares
• ➕ 48 tax-free capitalization shares
• 💵 approx. 21 € cash dividend

Sounds like a no-brainer at first, doesn't it?

⚠️ But don't forget to water it down!

Of course, this does not mean that I suddenly have more value in my portfolio. The share price will adjust proportionately after the distribution - i.e. it will be diluted. So: more shares, but less price per share. The net value remains the same for the time being - only the cash dividend remains a real gain.

💡 My thought:

I am interested in BYD in the long term (e-mobility, battery division, expansion). But I'm unsure whether it really makes sense to get in now or whether I'm just being triggered by the "special dividend". The share has recently performed strongly, and some analysts see it even higher (e.g. JPMorgan with a target price of €72), while others already see it as fairly valued.

❓Question for you:

What do you think:

• Would you buy the share now because of the special dividend?
• Or do you say: This is window dressing and in the long term something else counts?

I'm looking forward to your opinion - especially from those who may have had BYD in their portfolio for some time 🚗⚡

Greetings,

Don💸

( Picture stolen from @DiviMike )

$1211 (-1,15 %)

📅 Key date

➤ June 10, 2025

🔹Only those who on this date $1211 (-1,15 %) -shares in the securities account on this date will participate in the distribution.

🎁 Bonus shares (one-off)

➤ 8 bonus shares for every 10 shares held

🔹 Subject to tax - are considered a dividend in kind

🔹 Credit is made automatically by the broker

📈 Capitalization shares

➤ 12 capitalization shares for every 10 shares held

🔹 Not subject to taxas capital increase from company funds

💵 Cash dividend

➤ RBM 39.74 (approx. EUR 4.86) per 10 shares

🔹 Payment is expected to be made on August 06, 2025

🔹 Not subject to taxas it comes from the substance of the company (as is also the case with the $DTE (-0,54 %) is the case)

🧾 Important: Whole 10-unit denomination required!

➤ Distribution (bonus, capitalization, dividend) only for full multiples of 10 shares

➤ Individual shares or odd numbers of shares go away empty-handed - these lose relative value

➤ Accordingly, always round up to a multiple of 10 round up or down!

🔹 The price is adjusted after the distribution adjusted (dilution)

🏦 Settlement

➤ The entire settlement takes place automatically via your broker

Sources: See this previous post https://getqu.in/UCNlpo/

The Chinese electric car manufacturer BYD $1211 (-1,15 %) has hired a long-standing Hyundai manager for a key position in Germany: Kai Schröder is to be responsible for the strategic expansion of the dealer and service network for BYD in Germany, which is crucial for growth in the German market.

Schröder is due to start his new job at BYD in the course of the year - and will be responsible for the expansion of BYD's dealer and service network throughout Germany.

This is a key position in the company, as BYD has extremely ambitious growth targets in Germany and Europe. For example, the company has set a sales target of 50,000 cars for Germany this year. But that is not feasible: After the first four months of the year, BYD has only managed to sell 2,793 cars. The month of April shows just how much catching up BYD has to do in Germany: BYD increased its German sales by an incredible 756 percent to 1,567 units compared to the same period last year.

So far, there has been an absolute lack of sales: Last August, there was a big blow-up with the former sales partner Hedin and BYD took German sales into its own hands. Since then, however, the number of points of sale has only grown on a homeopathic scale from 27 to 29 locations. Accordingly, there are still large gaps in the dealer network: The map on the BYD website still does not show any BYD locations in major cities such as Munich, Nuremberg, Hanover or Bremen.

BYD now wants to change this with the help of Kai Schröder: He can look back on over 30 years of experience in the industry and, with his many years of expertise in setting up and developing efficient retail and service networks, should be of great value to BYD.

Maria Grazia Davino, SVP - Regional Managing Director BYD Europe, says: "We are delighted to have Kai Schröder on board. With his experience, strategic mindset and excellent industry connections, he is the ideal person to strengthen and further expand our network and provide the best possible support to our customers across Germany."

Maria Grazia Davino herself is one of BYD's top new additions in recent months: she was most recently the UK head of Stellantis. BYD also recently appointed former MG manager Patrick Schulz as Director Sales for Germany.

In line with the sales offensive in Europe, BYD has also launched a model offensive: just last week, the Dolphin Surf was presented, a compact electric car that is available from 19,990 euros to start with. And BYD only started selling the Atto 2 compact SUV in Europe in March.

Hi everyone,

what is your opinion on BYD $1211 (-1,15 %) ?

Is it currently worth buying?

I definitely see potential, but I'm still undecided.

Thank you for your opinions

$1211 (-1,15 %) A Brazilian man is suing BYD and two of its contractors, alleging that they are responsible for human trafficking and conditions "similar to slavery" at a factory construction site in the country.

The labor prosecutor's office in the state of Bahia reports that 220 Chinese workers were rescued after it launched an investigation following an anonymous complaint.

Sources:

https://www.bbc.com/news/articles/c3v5n7w55kpo

https://www.reuters.com/sustainability/society-equity/brazil-prosecutors-sue-byd-violating-labor-rights-2025-05-27/