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May 3rd, 2022 | 11:48 CEST

BYD and Altech with strong news: Hope for BioNTech shares?

  • Technology
  • Electromobility
  • Biotechnology
Photo credits: pixabay.com

Rising interest rates, the war in Ukraine, lockdowns in China and recession fears: the current global mix is not conducive to rising share prices, but there is also positive news from companies. Among them is BYD. The largest Chinese manufacturer of electric cars has published quarterly figures and thus convinced analysts. In addition, BYD is celebrating the delivery anniversary of its flagship. The share of Altech Advanced Materials is also currently stepping on the gas. A study has confirmed that the planned production plant of the Heidelberg-based Company can be highly profitable. With the plant, Altech wants to stir up the market for lithium-ion batteries. BioNTech shareholders are still waiting for positive news - but there is hope.

time to read: 4 minutes | Author: Fabian Lorenz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , ALTECH ADV.MAT. NA O.N. | DE000A2LQUJ6 , BIONTECH SE SPON. ADRS 1 | US09075V1026

Table of contents:


    Uwe Ahrens, Director, Altech Advanced Materials AG
    "[...] We know exactly what we are doing and are implementing what we consider to be a proven technology in an industrially applicable and scalable way. [...]" Uwe Ahrens, Director, Altech Advanced Materials AG

    Full interview

     

    Altech: On the way to becoming a game-changer

    Altech Advanced Materials is certainly the hot stock of this article, but all the more exciting. The Heidelberg-based company is young, and its market capitalization is only around EUR 7.5 million. But Altech could shake up a billion-dollar market with its innovative approaches to battery optimization. The Company is planning to build a production plant for the ceramic coating of anode material for the production of lithium-ion batteries. With the plant in Saxony, the Company would enter the mass production of Silumina AnodesT. Silumina AnodesT is designed to significantly increase the performance and service life of lithium-ion batteries. The production capacity of 10,000 tons per year is expected to correspond to a sales potential of around EUR 153 million. With total production costs of around EUR 101 million, EBITDA of around EUR 52 million would be possible. This is the result of a preparatory profitability study (PFS). Based on these attractive profitability forecasts, Altech has already started the construction of the pilot plant. A further feasibility study is also underway.

    "Our research and development results to date, together with the pre-feasibility study results, demonstrate the enormous technological and economic potential of our novel anode composite material and the targeted production in Schwarze Pumpe. We are convinced that this is a breakthrough technology for the future of lithium-ion batteries and can give an enormous boost to European battery technology. Silumina AnodesT has the potential to be a game-changer in battery performance," says Uwe Ahrens, CTO of Altech Advanced Materials. The pilot plant is expected to be ready by the end of this year and produce around 120 kg of Silumina AnodesT per day. These batches of the coated anode material will then be made available to various battery and car manufacturers for testing and possible certification. Further details on Altech's technology can also be found in a detailed study on researchanalyst.com researchanalyst.com/en/report/altech-advanced-materials-better-batteries-for-e-cars. The analysts already saw game-changer potential a few months ago.

    BYD: Convinces analysts and customers

    An Altech customer in the future could also be BYD. The Company is the largest Chinese manufacturer of electric cars and also produces lithium-ion batteries itself. The Company recently announced that it would no longer produce pure combustion engines but only plug-in hybrids and pure electric cars. BYD is selling more and more of these: in the first quarter of 2022 the Company grew significantly. Sales increased by more than 60%, and profits exploded by 241%. Subsequently, the share price was able to end its weak phase and analysts were also satisfied. Thus, Daiwa Capital Markets still considers it realistic that BYD can sell 1.5 million units in the current year. In the first quarter, with 286,329 New Energy vehicles, it was at least 400% more than in the same period of the previous year. The analysts' price target for the BYD share is EUR 42.30, significantly above the current level of around EUR 27.

    BYD no longer sells only compact cars. The Company reported that the 200,000th vehicle in the Han sedan family rolled off the production line over the weekend. It is the first sedan from the Chinese brand priced above 200,000 yuan (USD 30,300) to reach the milestone, the Company said. The BYD Han was originally launched in July 2020 and will be offered in all-electric and plug-in hybrid versions. A recently offered limited edition of the Han already had 48,136 orders within just six hours of its launch.

    BioNTech: New momentum from South Africa or on May 9?

    The BioNTech share could urgently use positive news. The positive comments from Berenberg were ignored - the analysts see a price target of USD 350. But the focus is currently on low vaccination activity in Europe. In Germany, for example, a total of around 118,000 doses were administered last Thursday. In December 2021, the figure was often over 1 million per day. Denmark has even suspended vaccinations. Accelerating vaccination momentum is more likely to return in the fall. However, there are signs of a fifth wave in South Africa due to two new Omicron variants. Further details are not yet known. China ordering from BioNTech because of the rising infection numbers might make sense from a medical point of view, but even optimists think this scenario is wishful thinking. There could be new impetus on May 9, 2022. That is when BioNTech will report on its operating performance for the first quarter of 2022.


    The mixed global situation is likely to remain challenging for the time being. But BYD is becoming more of an electric car pure-play, which could help even in a difficult environment. Altech seems to be on the right track. If it succeeds in convincing a battery or car manufacturer of its technology, a revaluation of the stock would be very likely. In the case of BioNTech, the negative aspects seem to be "seen" more by investors at the moment. Perhaps this will change on May 9?


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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