Menu

Recent Interviews

Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


01. November 2021 | 14:12 CET

BYD, BrainChip, Volkswagen: Insider tip on the megatrend of autonomous driving

  • Technology
Photo credits: pixabay.com

German city centers are regularly congested and overcrowded. One of the reasons for city crowding is thousands of cars parked in the morning only to sit around all day. Given the price per square meter in big cities, that seems pretty inefficient. The fact that electric cars are often only economically and environmentally viable after many thousands of kilometers also suggests that they should be used differently today. Autonomous driving could be the key to mobility that gives people more space in the city, avoids traffic jams and even lowers the cost of mobility. We outline three exciting titles around the topic.

time to read: 3 minutes by Nico Popp
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , BRAINCHIP HOLDINGS LTD | AU000000BRN8 , VOLKSWAGEN AG VZO O.N. | DE0007664039


 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


BYD: Here is what happens now

The fact that commuting to work every day is anything but ideal is particularly evident on Chinese streets. Rents in the city are high; people often commute several hours to their workplace and are primarily stuck in traffic jams. Chinese automaker BYD is one of the beneficiaries of the Chinese officials' realization that things cannot go on like this. Years ago, China already limited the number of registrations for classic internal combustion vehicles in many urban centers. However, this limit did not apply to electric cars. In this way, the country wanted to combat pollution and smog in large cities. Although the air in Chinese metropolises is still bad today, it is hard to imagine the situation without electric cars.

Governments and administrations could soon develop new ideas around autonomous driving: If individual automobile traffic were regulated and autonomous driving solutions were favored instead, the parking problem in many inner cities would be solved abruptly. The autonomous shuttles could bring commuters into the city and immediately pick up additional passengers, transport goods, or drive to the countryside for loading or inspections. Within cities, parking lots could be landscaped, and parking garages could be used for more profitable construction - space in cities is scarce, after all. Chinese carmaker BYD has recently come under pressure due to weak figures, but the Company is perfectly prepared to benefit from the next mobility revolution. BYD manufactures electric cars and has its own chip production. In addition, BYD operates in a market that is predestined to promote innovations around autonomous driving politically and administratively due to the general conditions, such as bad air and daily traffic jams. BYD remains an extremely exciting share, though it is already the talk of the town.

BrainChip: Revolutionary chip technology for autonomous driving

More of an insider tip is the Australian company BrainChip. The Company is developing a revolutionary chip based on the human brain in terms of its structure and functionality. It has great significance for practical applications. In addition to extremely low energy consumption, Akida has artificial intelligence built-in, so to speak: even when the chip is installed, it is capable of learning. This learning manifests itself in gradually decreasing latencies and also lowering power consumption. Like the human brain, the chip from BrainChip also functions comparatively autonomously - Akida does not need an Internet connection. Analysts at Pitt Street Research see Akida as a revolutionary achievement because the chip solves three problems related to AI applications: it requires only low bandwidths and low power, and it scores with low latency.

Areas of application for Akida are expected to be autonomous driving and applications around the Internet of Things. The first batch of the chip rolled off the production line in Taiwan in August. The manufacturing partner is TSMC. Now it is a matter of BrainChip working with its partners to make customers aware of the chip. Analysts at Pitt Street Research expect that initial collaborations in this area could be a catalyst that significantly boosts the stock. The analysts see the fair value for BrainChip shares at AUD 1.50 - the stock is currently trading at around one-third.

Volkswagen: Preparations for the next mobility revolution

One of the companies that would undoubtedly find a presentation of the Akida chip interesting is Volkswagen. The carmaker already made the turn toward electromobility some time ago. A few months ago, the Company from Lower Saxony also swallowed the car rental company Europcar. Behind this is a strategy that many automakers have been quietly pursuing for years: The development toward becoming a mobility provider. Trends such as autonomous driving could make the Company's own vehicle obsolete. To keep in touch with the end customer nonetheless, today's car rental companies could become tomorrow's mobility providers. A mileage package in a monthly subscription. A permanent subscription for the daily commute or an all-round carefree flat rate including a family van, SUV or city car as required - if autonomous driving changes the way we get around, such visions could become a reality.


At present, however, Volkswagen, like many automakers, is suffering from a chip shortage. The good prospects for e-cars seem to be priced in. BYD is in a better position; the Company shines with its chips and promising opportunities in China. BrainChip has what it takes to make the achievements of the future possible - with all the positive consequences. The stock is still a speculative venture, but the product is considered extremely promising.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

25. November 2021 | 13:42 CET | by Stefan Feulner

XPeng, Meta Materials, Aixtron - Welcome to the Metaverse

  • Technology

Sound fundamental analysis is essential to be successful in the stock market in the long term; at least, this was the basic rule before the Reddit hype about GameStop & Co. The news that Facebook wants to reinvent itself under the name "Meta" prompted investors to buy shares in the Company of the same name. The Company is quite promising and has great potential in the long term due to the development of new materials for 5G, photovoltaics and consumer electronics. From our side, "Congratulations, dear Meta shareholders."

Read

23. November 2021 | 12:22 CET | by André Will-Laudien

Rivian Automotive, BrainChip, Infineon, Nvidia - These are jumps à la Tesla!

  • Technology

It looks like technology investors are moving into the all-in phase. Certain industries are likely expected to grow indefinitely, and this is especially true for e-mobility, lithium, hydrogen, and most recently, the chip industry. Despite all understanding for the improved prospects due to the omnipresent shortage and the political closing of ranks in favor of climate-friendly technologies, does this mean that one has to pay price-turnover ratios of 100 or even 1000 on the stock exchange? The new automotive stock Rivian had a valuation of over USD 150 billion right at the start of the stock market and had not yet sold a single car. In the year 2000, it was also thought that sales and profits could not be a benchmark for share price performance.

Read

19. November 2021 | 12:05 CET | by André Will-Laudien

Alibaba, TalkPool AG, Baidu, Tencent - Brutal sell-off, what is next here?

  • Technology

The sell-off of Chinese tech giants is now entering the next round. This time it is not the regulator but a cautious outlook for the future. Alibaba's share price felt the negative sentiment yesterday and is firmly back in the grip of the bears after an interim recovery of over 30% since summer. The NASDAQ has been unimpressed with Chinese company forecasts for weeks, sending its own growth stocks from high to high. We take a look at the dynamic sector.

Read