BYD, dynaCERT, thyssenkrupp - Trump rollercoaster creates opportunities

BYD – Rock solid

For a long time, BYD shares were unaffected by the problems surrounding punitive tariffs, both from the European Union and the US. However, the latest blow from the US led even the most loyal investors to part with their shares in the Chinese market leader for electric vehicles, at least temporarily. Within just 10 trading days, the price corrected by over 26% from its all-time high of USD 54.55 to an interim low of USD 40.01. In this zone, which also included the previous year's low in March 2025, there was enormous buying interest in the market, which heralded the rebound and pushed the share price back up to a significantly higher level at the current USD 48.09.

The Chinese company was able to inspire both investors and analysts with a strong forecast. Preliminary figures indicate a net profit of between USD 1.2 and 1.4 billion, compared to market expectations of USD 820 million. This means that BYD is within reach of Tesla in terms of profit for the first time, with the Q1 result estimated at around USD 1.4 billion.

In a recent research report, JP Morgan confirmed its "Overweight" rating for BYD, highlighting the Company's profitability. The bank's analysts estimate that BYD could increase its average profit per vehicle to around USD 1,450 in the current year. BYD's management is also confident and expects an average annual profit of over USD 1,360 per vehicle.

The major bank considers BYD's forecasts conservative despite the tariff burden and expects the Company to outperform national and international competitors.

dynaCERT – Strong demand

Bernd Krüper, President & Director of hydrogen specialist dynaCERT, had plenty to talk about at this year's "Bauma", Munich's largest construction machinery and equipment trade fair. The green wave - the transformation from conventional combustion engines to alternative drives - was again an important topic this year. It cannot be denied that it may take years before this change results in complete replacement.

That is why the patented bridging technology HydraGEN™ currently plays a central role. With the HydraGEN™ product line, developed over many years, dynaCERT has built up an effective tool for increasing the efficiency of combustion engines. Depending on the area of application, the technology enables fuel savings of between 5% and 19%, which brings a clear advantage for buyers in times of high energy prices and growing demands for sustainability.

dynaCERT reached a milestone in October of last year when HydraGEN™ was officially certified by the internationally renowned organization VERRA. This means the technology is not only established from a technical standpoint but also formally recognized – qualifying it as a basis for the generation of CO₂ certificates.

This is particularly relevant for operators of large vehicle fleets, logistics companies, or players in the mining industry. Using HydraGEN™ technology can help to meet ESG guidelines – while reducing not only emissions more efficiently but also costs. At the same time, VERRA certification opens up additional economic incentives through carbon credit trading.

Despite the severe downturn in the broader market due to Trump's tariffs, dynaCERT's share price remained stable and closed the stock market week in the green at CAD 0.17. A jump above the CAD 0.195 mark would generate a strong buy signal. Analysts at GBC AG are optimistic, issuing a "Buy" recommendation and a target price of CAD 0.75 in their latest analysis.

For those who want to understand why dynaCERT is particularly interesting right now, you should definitely watch the exclusive video with Lyndsay Malchuk. The video offers not only valuable insights, but also gives a sense of the commitment and ambitions of the management.

thyssenkrupp – Strong pullback

The turning point in history and the subsequent rearmament of Germany boosted defense contractors such as Rheinmetall, Hensoldt, Steyr, and thyssenkrupp. Investors saw particular upside potential in the naval division, which supplies 70% of NATO's non-nuclear submarine fleet. The announcement by CEO Miguel López that subsidiary ThyssenKrupp Marine Systems (TKMS) would be listed on the stock exchange before the end of the current year catapulted the share price by more than 295% between September 2024 and March of this year to an annual high of EUR 10.95. But here, too, Donald Trump played the spoilsport with his tariff hammer. Following the announcement that tariffs would be imposed on aluminum and steel, the shares of Germany's largest steel producer plunged by more than 37% to EUR 6.87.

A report published by the Bloomberg news service could now lead to renewed price speculation. According to the report, the Essen-based company is planning to sell its Materials Services division, which is valued at up to EUR 2 billion and operates in the materials trading sector.

thyssenKrupp, one of the world's leading independent suppliers of materials distribution and services, is currently reviewing strategic options for this division. Both a spin-off and a sale are being considered. The unit employs around 16,000 people and generates annual revenue of around EUR 12 billion, corresponding to around one-third of the group's total revenue. Earnings before interest, taxes, depreciation and amortization are around EUR 204 million.

The Trump hammer caused severe disruptions on the stock markets last week. thyssenkrupp suffered primarily from the possible punitive tariffs on steel. BYD was able to counter the sell-off with a strong annual forecast. Hydrogen specialist dynaCERT presented at "bauma" in Munich and showcased the progress of its patented technology.