BYD's Ultra-Fast Chargers Will Supercharge Growth While Price Wars Could Sink Rivals

(13min)

Summary

  • BYD's Super e-Platform offers double Tesla's charging speeds, delivering 250 miles in 5 minutes, revolutionizing EV refueling and making EVs more attractive.
  • BYD's reasonable P/E ratio and strong balance sheet suggest financial stability, which may prove crucial amid a price war.
  • China's government heavily invests in the EV industry, supporting BYD's growth and global expansion, despite potential trade barriers in key markets.
  • BYD's expansion into overseas markets, including local production, aligns with China's geopolitical goals, enhancing its global presence and long-term growth prospects.

the street view in Kowloon bay

LewisTsePuiLung

Thesis: BYD's Super e-Platform should open up new revenue streams and enable the company to build a large, profitable infrastructure. Other developments, including international expansion and recent price cuts, could further supercharge BYD's growth.

BYD (BYDDF)(

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Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially interested in macrotrends, futurism, and increasingly, emerging technologies. However, as far as investing is concerned, it’s crucial to pay attention to the fundamentals, quality of leadership, product pipeline, and all the other details. In recent years, I have focused on marketing and business strategy, primarily for medium sized companies and startups. I have worked in international development, including overseas for a foreign Prime Minister’s office, as well as non-profit work in the United States. Among other tasks, I evaluated startups and emerging industries/technologies. I have also moonlighted as a technology and economic news journalist. Now I’m looking to tie everything together. While my personal interests will always keep megatrends and technological developments in mind, I do believe fundamentals and technicals are vital to uncovering opportunities.

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