1D·

BYD

$1211 (-2,42%) just led a selloff of Chinese EV makers in Hong Kong after weak January sales exposed cooling demand in China’s auto market. Once hyped as the “China Tesla,” BYD now looks trapped in fake sales, financial engineering, and systemic fraud. This isn’t just another slowdown. It’s worse than Evergrande.

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3 Comentários

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Could you elaborate, or provide some sources, how BYD commits “systemic fraud” that is “worse than Evergrande”?
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@mco Bloomberg article
Doesn't look good. The only ray of hope are the Auland sales. But the share will probably not give us any joy in 2026...
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