Professional
Added to YB: 2025-08-04
Pitch date: 2025-06-30
1211.HK [bullish]
BYD Company Limited
-21.2%
current return
Author Info
No bio for this author
Company Info
BYD Company Limited, together with its subsidiaries, engages in automobiles and batteries business in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally.
Market Cap
HKD 926.1B
Pitch Price
HKD 125.00
Price Target
N/A
Dividend
1.37%
EV/EBITDA
7.35
P/E
20.36
EV/Sales
0.99
Sector
Automobiles
Category
growth
Guinness Greater China New Position: BYD COMPANY
1211.HK (new position): World's largest EV maker (27% China market share vs Tesla's 5%). Exports growing (20% of sales vs 12% last year), avoiding US tariffs. UK sales 12K (+650% YoY), Germany 2.8K (+386% YoY). Competitive edge: longer range, in-house batteries, cost advantages, higher margins. Western competitors years behind. Compelling valuation despite strong share price performance.
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