As some of you may have noticed, things have become a little quieter around me and my constant news flow, or rather, for certain reasons, I have stopped writing for the time being.

There are several reasons for this...

...on the one hand, I received a "nice" email from Getquin itself, on the other hand, my training, which was previously interrupted due to an urgent operation, will finally continue in April and the last IHK final exam (accounting specialist) in the field of tax law is coming up after a short time, so you have to sit on all 5s and do something about it.

After that, the certifications from DATEV itself, i.e. "DATEV accounting/DATEV payroll accounting", are still on the agenda and so I'm busy cramming, learning and implementing until the end of the year, in addition to everything else...but nothing comes from nothing.

I also don't really like some developments, grades, dictation and the constant reduction in services, even for premium customers, on the part of the platform operators...

...regardless of the fact that I can't really do anything with the coins I've collected so far anyway, the whole thing about the coins has gone up in smoke and mirrors...

...I don't really need overpriced caps, T-shirts and the like for coins either, I'm not a free or at my own expense free advertising medium and it doesn't help if you get an e-mail with a thank you for the arrangement and a stupid note at the same time...could have sent an appreciation or supporter package for the "arrangement" on their own initiative without a stupid hint...it's more common in the market...but no matter, the community support from Getquin is more and more like falling asleep...at some point the tingling just stops 😅

Be that as it may, February was a relatively good month this year despite all the capers...

...even after tearing several small ATH's, it has positioned itself today, just below the last one 😊 ...but also in the overall view of the year...

...it still looks quite good so far and even in the long term, everything is in the green 👍🏻

So now it's time to keep the ball rolling and stay true to our own strategy, which should pave the way for further growth with Orange.

In addition to value, the focus was of course once again on my beloved dividends and so last month there were €133.34 in net dividends, which represents an increase of 38.85% in the YOY and will be further expanded over time. The good months are still to come....😊

》Top 3《

$HAUTO (+1,04%) +26,34% (+64,76%)

$DTE (-0,7%) +23,34% (+20,19%)

$VICI (+0,27%) +8,89% (+25,35%)

》Flop 3《

$ASWM (-0,68%) -8,54% (-4,05%)

$YYYY (-0,16%) -6,43% (-9,68%)

$1211 (+0,37%) -3,95% (-13,58€)

》Purchases《

$1211 (+0,37%) 10x

$PID 35x

Apart from that, there wasn't really much else worth mentioning this month...

...so in this, wishing everyone another good hand...see you soon 👋🏻

Leading managers of western car manufacturers $STLAM (-2,37%)
$GM (-1,69%)
$F (-0,18%)
$RIVN (-0,08%) among others, are sounding the alarm in the face of growing competition from China.

From the "Big Three" in the USA to European corporations $VOW (-3,49%)
$MBG (-0,85%)
$BMW (-2,16%) concerns are growing that Chinese manufacturers - including BYD $1211 (+0,37%) - could become an existential threat in the long term.

Ahead of a hearing of the US House of Representatives, the Alliance for Automotive Innovation (AAI), which represents Ford, General Motors and Stellantis, among others, warned: "China poses a clear and imminent threat to the automotive industry in the US."

The association called on Congress to maintain existing import restrictions on certain Chinese technologies, which effectively limit market access for Chinese vehicles.

Rivian CEO RJ Scaringe points above all to the structural advantages of Chinese manufacturers. "It's not that the Chinese cost structure magically works. There are really two things that you can understand very clearly," Yahoo Finance quotes him as saying. Firstly, capital costs are "close to zero in most cases", as factories are heavily subsidized. Secondly, labor costs are only a quarter to a fifth of the US level. Tariffs would currently "even out" these differences, but only temporarily.

Ford boss Jim Farley also warns of the pace of development. "We are a year behind our Chinese competitors. They are now even more present worldwide," he said. In Europe, Chinese brands recently achieved a market share of around 6.1 percent - almost twice as much as in the previous year. Farley repeatedly referred to Chinese vehicles as an "existential threat" and emphasized: "They pose a major threat to the local workforce and receive huge subsidies from the government for their exports." He added: "As a country, we have to decide what is a fair playing field."

》Companies like BYD are exemplary of this rise《

The group is expanding aggressively in Europe and other markets and is benefiting from government support and vertically integrated supply chains, particularly for batteries.

Rivian CEO RJ Scaringe points above all to the structural advantages of Chinese manufacturers. "It's not that the Chinese cost structure magically works. It's really two things that you can understand very clearly," Yahoo Finance quotes him as saying.

Firstly, capital costs are "close to zero in most cases", as factories are heavily subsidized. Secondly, labor costs are only a quarter to a fifth of the US level.

Tariffs would currently "even out" these differences, but only temporarily (as with all other tariffs, mainly to the detriment of US citizens; in Europe, the tariffs already have little to no effect and are being replaced by European factories anyway 🤫😅)

Ford boss Jim Farley also warns of the pace of development. "We are a year behind our Chinese competitors (to put it charitably 😂). They are now even more globally present," he said.

In Europe, Chinese brands recently achieved a market share of around 6.1 percent - almost double that of the previous year. Farley repeatedly referred to Chinese vehicles as an "existential threat" and emphasized: "They pose a major threat to the local workforce and receive huge subsidies from the government for their exports." He added: "As a country, we have to decide what is a fair playing field."

Companies like BYD are exemplary of this rise. The group is aggressively expanding into Europe and other markets, benefiting from government support and vertically integrated supply chains, especially for batteries.

General Motors CEO Mary Barra also criticized Canada's decision to allow up to 49,000 electric vehicles to be produced in China each year. "I can't explain why this decision was made in Canada," she said and warned: "This is becoming a very dangerous development."

Pressure is also growing in Europe. Stellantis CEO Antonio Filosa and Porsche CEO Oliver Blume are calling for CO₂ incentives to be specifically linked to locally produced vehicles. "Europe is currently witnessing the emergence of new geopolitical rivalries," they wrote. "Trade, technology and industrial capacities are being mobilized more than ever to serve national interests. The European Union must choose a path quickly." (clearly they are already building in Europe and then the single market should be taxed 🤷🏻‍♂️🫣😂👍🏻)

Industry experts expect Chinese manufacturers to further accelerate their expansion in view of the saturation of their domestic market. For Western car manufacturers, this is not just about market share - but about the strategic future of their existence.

》Conclusion《

Whining at the highest level, first they all sleep through everything, then it's all about the money and then they wake up and whine about why nobody woke them up, that's how disenchantment with politics/lobbying works 🤷🏻‍♂️

The Chinese will literally overrun us, but cheers to the management, lobbying and, above all, the politicians who made this possible in the first place 🤫👍🏻😂

The Chinese car manufacturers BYD $1211 (+0,37%) and Geely $175 (+5,88%) are among the final bidders to buy an existing car plant from $MBG (-0,85%) /$NSANY in Mexico.

With a takeover, the companies could secure a direct production site in North America and for BYD it would be the largest plant outside of China.

The plant is located in the Mexican state of Aguascalientes and is up for sale as part of the strategic realignment of the previous owners.

In addition to BYD and Geely, the Vietnamese electric vehicle manufacturer VinFast $VFS (+1,01%) is also said to be among the interested parties, according to Reuters, citing people familiar with the matter.

Acquiring the existing production facility would allow Chinese manufacturers to build up production capacity in North America more quickly without having to build a new factory from scratch and Mexico is considered a strategically attractive location due to its proximity to the US market and its established automotive supply chains.

The increased expansion efforts of Chinese car manufacturers are linked to global trade barriers and customs issues. Local production in Mexico could therefore help to circumvent potential import duties and strengthen competitiveness in the North American market.

Whether and to which bidder the plant will ultimately be sold, however, remains to be seen.

To celebrate the new year of the fire horse, I thought I'd grab a few more shares $1211 (+0,37%)

To all those celebrating too, Xīnnián kuàilè!

The Chinese giant BYD $1211 (+0,37%) delivered its first two all-electric ETM6 trucks to the German logistics company Dachser for its activities in Spain on Tuesday.

The Kempten-based company is continuing the electrification of its fleet in Spain and on the old continent, which is "an important pillar of its sustainability strategy," explained Alberto Gil, Team Leader Energy Management & Sustainability at Dachser.

The delivered vehicles will be used in Barcelona and Valencia, "two strategic logistics centers" within Dachser's Spanish distribution network, as reported by the local automotive portal Transporte3.

Both companies have been working together since September last year and have subjected the ETM6 to several tests "under real operating conditions", according to Gil.

The 7.5-ton truck with a payload of 3,810 kg or 3,740 kg is equipped with a 255-kWh battery.

It enables a WLTP range of up to 200 kilometers (124 miles) and can be charged from 20 % to 100 % in two hours.

The model also has a lane departure warning system, collision warning system, 360-degree view and adaptive cruise control.

In a LinkedIn post, BYD described the handover of the new trucks as an "important milestone for BYD Trucks Europe and Spain in particular", adding that it marked the "starting point of a collaboration with one of Europe's leading logistics groups".

The Chinese giant emphasized that the contract marks the beginning of a "long-term partnership" aimed at accelerating the transition to "cleaner, smarter logistics across Europe".

In this video, I analyze two sleeping giants with exceptionally strong fundamentals and high undervaluation: BYD and Netflix. Both shares are currently trading well below their fair value and, in my view, offer attractive opportunities for investors and swing traders: My current price targets:

• $1211 (+0,37%) : up to +118 % potential from the current price level
• $NFLX (+0,24%) : up to +88 % potential from the current price level

I analyze both stocks fundamentally and chart-technically in detail and show my specific buy, sell and target zones as well as my risk management.

Netflix analysis - Fundamental data & news Netflix is currently undervalued at around 23 % below my fair value. The company continues to impress with

• strong subscriber growth
• high margins
• increasing free cash flow generation
• dominant market position in the streaming sector

I also discuss the current news flow on the possible takeover of Warner Bros., which could strategically position Netflix even more strongly in the content sector and open up new growth potential in the long term. I analyze the chart:

• important supports
• breakout zones
• my entry and hedging setup
• realistic target areas

🚗 BYD analysis - growth & expansion BYD shares are currently significantly undervalued at a discount of around 48% to fair value. The company is fundamentally convincing due to

• strong market position in the e-mobility sector
• vertical integration
• high innovative strength
• increasing production capacities

An important growth driver is the planned launch of new production plants in Hungary and Turkey in the middle of this year. This expansion will massively strengthen the company's presence in Europe and can improve margins and supply chains in the long term. I show in the video:

• why BYD can continue to grow structurally
• which chart zones are decisive
• where my long setup starts
• how I derive my price target of +118%

In this video you will learn:

✔️ How I calculate fair values

✔️ How I combine value + chart technique

✔️ Where my optimal entries are

✔️ How I enter conservatively vs. aggressively

✔️ What risks currently exist

✔️ When I hedge profits

This video is aimed at active traders and long-term investors who want to systematically trade undervalued quality stocks.

Value trap or value opportunity, what do you think?

https://www.youtube.com/watch?v=lVtqUduj00A

BYD $1211 (+0,37%) is planning to launch its first plant in Europe, is expanding its sales network, is establishing a network of fast chargers and is attacking the premium market with brands such as Denza.

A new version of the Denza Z9 underpins BYD's claim to market leadership in electric cars in all classes. The top model Z9 GT, also planned for Europe, comes in its new version with a new motor setup and new batteries - for maximum performance and range.

》Denza attacks the flagship electric cars of European manufacturers《

The large battery has a whopping 122.5 kWh, enabling the Z9 GT to cover 1,036 kilometers according to CLTC standards. According to the local WLTP standard, that's probably around 850 kilometers. That's still a big thing, because very few electric cars currently come close to that, and it's usually significantly less.

Apart from that, Denza is also offering new motors, a setup consisting of a total of three electric motors is intended to appeal to sporty customers who are interested in over 1,140 hp. The high-performance model consists of a 230 kW motor and two motors with 310 kW each.