I have been following this company for some time and now I think they are ready to move on the global platform in a meaningful way. They have build on their core competence, they have found backing of powerful financier the Govt of China and the legendary investor Warren Buffet.
I wrote a paper on this company and for a detailed look into the company and its competitive advantage go to my website and click breakthrough company .
A quick summary highlighting BYD advantage is below:
- Strategic Access to the biggest car market in the world : China
- Specialize in Lithium ion battery, the proven battery technology for electric car
- Leader in Lithium ion battery manufacturing via innovative production method
- Ability to manufacture battery cheaper than Japanese rivals yet matching in quality.
- Access to Capital via Govt. of China and foreign partner like Warren Buffet
Disclosure: No position .