BYD 1211

Re: BYD 1211

Postby winston » Tue May 28, 2019 3:01 pm

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BYD COMPANY(1211)

Analysis:-

BYD has actively opened up the supply chain system to promote the outside supply of power batteries and spare parts, thereby inspiring the vitality of enterprises and enhancing their competitiveness.

With the breakthrough and accelerated implementation of the transformation project, the company`s future development momentum is expected to be strengthened.

We hold the judgement that 2018 H1 will be a low point for BYD`s automotive business and the new energy vehicles and conventional fuel vehicles will exert their power in H2, which will help the company`s profit bottom out.

In the first quarter of 2019, the company`s result achieved high growth (+632%), and it is recommended to pay attention.

Strategy:
Buy-in Price: $45.00, Target Price: $63.00, Cut Loss Price: $36.00

Source: Phillips
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Re: BYD 1211

Postby winston » Mon Jan 13, 2020 4:08 pm

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Brokers' Latest TPs, Views on BYD COMPANY (01211.HK) Post Results

2019/10/30

Brokers│Ratings│TPs (HKD)
Citigroup│Buy│74.7
Daiwa│Buy->Hold│57->41
Goldman Sachs│Neutral│39->35
UBS│Sell│32
JPMorgan│Neutral->Underweight│42->30
Morgan Stanley│Underweight│28
Bank of America Merrill Lynch│Underperform│30->26.5

Brokers│Views
Citigroup│3Q NP in-line but 4Q guidance misses consensus
Daiwa│4Q mgmt guidance misses
Goldman Sachs│3Q results misses, EV sales deteriorate
UBS│Near zero margin expected for 4Q
JPMorgan│Future biz to miss
Morgan Stanley│3Q NP at lower end of guidance
Bank of America Merrill Lynch│Likely posting 3Q loss of RMB153M excluding one-off revenue

Source: AAStocks Financial News
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Re: BYD 1211

Postby winston » Wed Feb 19, 2020 1:06 pm

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<Research Report>Citi: Tesla's Mainland Plant Shifts to LFP Battery Over NCM; Favors Bellwether BYD

Report said Tesla is in talks with Contemporary Amperex (300750.SZ) for replacing NCM with LFP for some of its electric vehicles produced in mainland plant.

Citigroup envisioned the news to be positive on BYD COMPANY (01211.HK) and Tesla, adding consensus may need to gradually shrink global battery makers’ market share concentration ratios.

Citigroup reiterated BYD COMPANY as sector top pick with rating of Buy and target price of $80.

Source: AAStocks Financial News
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Re: BYD 1211

Postby winston » Wed Feb 19, 2020 1:15 pm

<Research Report>M Stanley: BYD COMPANY (01211.HK) Plans to Use LFP Battery in New Flagship Han Model

Tesla is in talks with Contemporary Amperex (300750.SZ) (CATL) for LFP cell supply, in order to save 15% of its costs.

Morgan Stanley said this is not fresh news, given earlier reports that CATL would supply LFP cells to Tesla's Chinese NEV plant in July 2020.

Customers are believed to be more inclined to LFP cells on safety and cost efficiency.

Separately, BYD COMPANY (01211.HK) will purportedly use new LFP cells for making its flagship Han model this year.

Source: AAStocks Financial News
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Re: BYD 1211

Postby winston » Sat Mar 07, 2020 7:48 am

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BYD February auto sales dive

BYD Company (1211) posted its automobile sales last month plunged by 79 percent from a year ago to 5,501 units, with new energy vehicles sales dropping 81 percent to 2,803 units.

For the first two months of the year, the company's auto sales halved year-on-year to 30,674 units.

Source: The Standard

https://www.thestandard.com.hk/breaking ... sales-dive
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Re: BYD 1211

Postby winston » Thu Mar 19, 2020 1:14 pm

BYD COMPANY(1211)

Analysis:

Recently, BYD announced the establishment of five wholly-owned subsidiaries named "Fudi", namely Fudi Battery, Fudi Vision, Fudi Technology, Fudi Power, and Fudi Mould, to further accelerate the core components of new energy vehicles.

External sales. In addition to the supply of power batteries, Verdi also includes all manufacturing including new energy vehicle parts, with a wider coverage.

Strategy:
Buy-in Price: $34.00, Target Price: $39.00, Cut Loss Price: $31.00

Source: Phillips
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Re: BYD 1211

Postby winston » Mon May 04, 2020 10:45 am

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BYD COMPANY(1211)

Analysis:

The company`s first-quarter net profit was 113 million yuan, a year-on-year decrease of 85%, ranging from the upper end of the guidance range of 50 million to 150 million yuan.

The company expects that the net profit in the firs! t half of this year will be between 1.6 billion and 1.8 billion yuan, meaning that the net profit in the second quarter will increase by 111% to 139% year-on-year.

The company recently launched a new generation of blade battery products to solve the battery life problem and is expected to expand the proportion of external supply in the future.

The spin-off of the company`s battery, chip and commercial vehicle businesses is also underway.
Strategy:

Buy-in Price: $47.50, Target Price: $55.00, Cut Loss Price: $43.00

Source: Phillips
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Re: BYD 1211

Postby winston » Mon May 18, 2020 11:58 am

not vested

BYD COMPANY(1211)

Analysis:

The company's first-quarter net profit was 113 million yuan, a year-on-year decrease of 85%, ranging from the upper end of the guidance range of 50 million to 150 million yuan.

The company expects that the net profit in the first half of this year will be between 1.6 billion and 1.8 billion yuan, meaning that the net profit in the second quarter will increase by 111% to 139% year-on-year.

The company recently launched a new generation of blade battery products to solve the battery life problem and is expected to expand the proportion of external supply in the future.

The spin-off of the company's battery, chip and commercial vehicle businesses is also underway.

Strategy:
Buy-in Price: $43.00, Target Price: $51.00, Cut Loss Price: $38.00

Source: Phillips
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Re: BYD 1211

Postby winston » Sat Nov 14, 2020 1:48 pm

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BYD: The King Of Electric Vehicles

by Taylor Ogan

Summary

A company like BYD comes once in a blue moon, and its stock is already up 398% YTD.

BYD's recent Q3 earnings were strong; and a Biden America and China's latest Five-Year Plan will only benefit EVs.

BYD, NIO, and Xpeng are looking to break into the European market after finding success in China.

U.S. consumers may soon be begging for BYD cars, as well as EVs from NIO and Xpeng; all three Chinese EV stocks are only in the second inning.

Only BYD has the ability to produce beyond passenger electric vehicles, and also the batteries to do so.

Source: Seeking Alpha

https://seekingalpha.com/article/438862 ... ent=link-7
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Re: BYD 1211

Postby winston » Wed Dec 02, 2020 8:59 am

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BYD (1211 HK)
Takeaways From Investor Conference Call

We recently held an investor conference call with BYD.

During the call, investors’ questions concentrated on the prospects of BYD’s blade battery and new EV models and their niches vs competitions.

BYD remains optimistic on its 2021 outlook on the back of a strong product line-up for EVs.

External battery sales will ramp up significantly in 2020.

The IGBT business is slated for listing in 2021. Maintain BUY.

Target price: HK$220.00.

Source: UOBKH

https://research.uobkayhian.com/content ... d0bdad5049
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