After $RIO (-0,49 %)
$RIO (-1,38 %)
$RIO (-0,1 %) has been falling for a few days, I have now more than doubled my shares. For me as a long-term investor, this is a decision I can live with very well. I was also able to adjust my buy-in downwards 😌

Rio is now the largest single share $1211 (+1,58 %) the largest single share in my portfolio.

You can find information on today's price drop in my last post, and more detailed information can be found at @SAUgut77 :)

Here are some thoughts on the shortening of the dollar:

Where does the dollar currently stand?

-> still historically high, but!

Current bias of the market:

-> shorting the dollar is therefore not

original idea (crowded trade)

Some catalysts for a dollar reversal:

> Trade surplus and financing abroad decrease

(Example: remittances to Mexico fall to a historic low)

-> growing "dollar shortage

> US dollar has decoupled itself from the rise in interest rates in the short term. This will become relevant in due course (more on this in the conclusion).

(shown is the expected interest rate differential of the USA compared to the other G10 countries - over the next 2 years)

Conclusion/opinion: Even if the US dollar has lost its "safe haven" status in the eyes of some investors, despite its historically high valuation, I believe we will see a return to "dollar safety" with the next full-on crisis in another country, especially EM.

It has to be said that I am personally bearish on the dollar in the long term (10+ years), but it is easy to nuke your account when shorting.

I also don't think hedging is necessary for 99% of the community, as it also requires the right sizing, for example - not to mention that I think it only makes sense from a portfolio size of mid 6-digit to 7-digit range.

On this topic @Epi and @leveragegrinding have also written articles on this topic, take a look at them!

For the additional reach 😉

$NVDA (-1,17 %)
$GOOGL (-3,03 %)
$1211 (+1,58 %)
$MSFT (-0,07 %)
$BTC (+1,53 %)

📌 Facts & developments at a glance:

• 📅 June 13: Parent company $1211 (+1,58 %)
  #byd announces new aggressive price cuts for e-cars
• 💥 Goal: secure market share - despite warnings of falling profits and pressure on margins

• 🧩 BYD Electronic $285 (-0,06 %)
  affected:
• Directly under pressure as a supplier
• Price pressure is being passed on, which could put considerable pressure on margins
• Danger: collateral damage in the price war

• 💸 A ray of hope through investments?
• BYD plans to invest USD 1.1 billion (2025/2026)
• Focus: EV division, new technologies, production & supply chains
• Potential for BYD Electronic: orders & growth

• 📉 BYD Electronic share price down over -30% since the start of the year
• Market remains nervous, but also hopeful with a long-term perspective

🔮 Conclusion & outlook:

BYD Electronic is caught between a price war and future investments. The coming quarters will decide whether the company will benefit or suffer.

Source:

https://www.boerse-express.com/news/articles/byd-electronic-aktie-zerreissprobe-im-preiskampf-800192

$1211 (+1,58 %)
https://www.ntg24.de/BYD-So-nicht-12062025-AGD-Aktien

I fear that this will put a lot of pressure on BYD's share price if they can no longer pass on the gigantic debts to their suppliers.

You had to know this was coming, so why on earth did you do a complex 3:1 split with partial bonus shares? A rogue who thinks evil!

$1211 (+1,58 %)
https://www.youtube.com/live/4o_yZcYhQkY?si=xTGvWdvxIPc8q2r9

$1211 (+1,58 %)
$IVG (-0,03 %)

The Belgian public transport company De Lijn has awarded contracts for a total of 290 new electric buses to BYD, Iveco and VDL. The largest contract was awarded to the manufacturer BYD with 140 e-buses. With additional funding from the government, De Lijn plans to order 500 more e-buses this year.

The contract now awarded to the three manufacturers is worth 185 million euros and contributes to De Lijn's goal of achieving an emission-free fleet by 2035. The first electric buses from the order that has now been announced are to be delivered by the end of 2026. According to the daily newspaper "De Tijd", 140 12-metre-long solo buses alone have been ordered from BYD. This is likely to be another order from the framework agreement between De Lijn and BYD for the delivery of up to 500 electric buses agreed at the end of 2023. Iveco and VDL are also to supply 100 and 50 articulated electric buses respectively.

https://www.electrive.net/2025/06/13/de-lijn-bestellt-290-e-busse-bei-byd-iveco-und-vdl/

$1211 (+1,58 %) at Scalable it shows the correct number of shares after the split - but it shows a loss of -65% since purchase. Is this still being corrected at Scalable? On Getquin it shows me a completely different purchase price after the split. Can anyone tell me how I can correct this? Thank you very much.

$1211 (+1,58 %)

BYD timetable from the official circular document from their website:

"Last day of dealings in H Shares on a cum-entitlement basis relating to the Bonus Issue, Capitalization Issue and 2024 cash dividend: Monday, 9 June 2025"

Letter I have just received from ING:

"If you had shares of BYD Co. Ltd. in your securities account at the end of June 6, 2025, you are entitled to receive these bonus shares."

My English skills are not the worst, but the information from ING is wrong and the relevant day on which you had to have BYD shares in your securities account in the evening is June 9 and not June 6, i.e. if you still bought on June 9, you are safe, right? I haven't found any such information on the latter date, it was just the general meeting where everything was voted on.

$1211 (+1,58 %)

Hello :)

Honestly, I don't get it 😅

I have had 50 shares of BYD at SC?

How much will I have then and why when the broker executes?

Thank you

$1211 (+1,58 %)

Hello everyone,

I had a 50€ savings plan running and was at 8.x shares - unfortunately I didn't notice the split.

I increased it to 10 this morning - that was probably too late.

So does that mean the approx. 250€ is gone?

Or do I at least get 24 plus the 2 from today = 26 €?

does anyone know?