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Justin Reid
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36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

+1 (647) 276-0050

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28. June 2021 | 14:42 CET

BYD, EuroSports Global, Varta - Electric music is playing in Asia

  • Electromobility
Photo credits:

Electromobility is considered the central building block of a sustainable and climate-friendly transportation system based on renewable energies. There are currently around 70 electric vehicle models from German manufacturers on the market. In 2020, the stock of passenger cars with electric drives in Germany comprised only 137,000 vehicles, according to the Federal Motor Transport Authority. The federal government wants to significantly boost the market with purchase incentives by the end of 2025, extensive investments in expanding the charging infrastructure and tax incentives. However, if you look at the global situation, it quickly becomes evident that Asia dominates the action. We introduce you to three stocks that offer great opportunities. Who has the best cards?

time to read: 3 minutes by Carsten Mainitz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , EuroSports Global | SG2G55000001 , VARTA AG O.N. | DE000A0TGJ55



Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author

BYD CO LTD - Impressive expansion mode

BYD (Build Your Dreams) is one of the world's leading battery and accumulator manufacturers. The Chinese have both their own manufacturing of batteries and a chip division. This diversified setup helped enormously when the conveyor belts at competitors recently had to stand still because of the chip shortage. But BYD is also superior in terms of vehicle range. The platform unveiled in the spring presented so-called blade batteries from its production with which ranges of over 1,000km can be achieved.

The Chinese have been active in Europe for some time with electrically powered buses and coaches and continuously report major orders. BYD is pushing its international expansion with zero-emission vehicles. According to a recent company announcement, sales of electric buses are now to be expanded in Japan. But the group also recently set its sights on the European market for electric cars and is initially attacking in Norway. This summer, the Tang SUV will be available at dealerships in Norway for the equivalent of USD 72,400. The Company is thus attacking NIO and XPeng. BYD is a serious player on the market and strategically positioned to benefit from the potential of e-mobility. That should also make shareholders happy.

EUROSPORTS GLOBAL LIMITED - Firmly anchored in the luxury segment

Most of the public discussion on the subject of electromobility revolves around the car. Partly, e-bikes or e-scooters are discussed, but one area largely left out is the e-motorcycle. Experts predict that the market for e-motorcycles will grow to around USD 10 billion in the next four to five years. One issue that generally poses a challenge for the industry is the charging infrastructure and the standardization of batteries. Here, four renowned players have recently joined forces and forged an alliance. KTM, Piaggio, Honda and Yamaha, want to develop standardized batteries for electric motorcycles and small vehicles. The quartet from Austria, Italy and Japan is forming a consortium to define the specifications for a swappable battery system for the so-called L category, which includes mopeds, motorcycles, trikes and quads.

While Ducati has given a clear rejection to the topic of e-motorcycles, another company is sharpening its hooves and has ambitions to become a global brand. It is Scorpio Electric Ltd., a 75% subsidiary of the Singaporean EuroSports Global and specializes in producing high-performance electric motorcycles. Earlier this year, the Company unveiled the Model X. This is the first of many prototypes that the Company will gradually take into mass production. Design, safety, efficiency and maximum comfort - that is what the Company is all about. A strong USP is also an app that enables a better customer experience. Examples include keyless entry, vehicle status information and vehicle localization. With the Model X, the Company competes against rivals such as Vespa, Super Soco, NIU or Etergo, but is likely to be ahead in several places in the category (>100km/h, range >200 km).

The core business of the listed parent Company EuroSports Global remains the distribution of ultra-luxury automobiles and related services. The group's long-term goal is to expand into other businesses in the luxury segment. EuroSports Global currently has a market value of SGD 69 million or the equivalent of EUR 43 million at a price per share of SGD 0.26. Access to a clientele with strong purchasing power is a major plus. As a result, the Company and the share price should also benefit from rising demand and sales figures for e-motorcycles. But also the further diversification into other high-priced business areas should give it wings.

VARTA AG - Mixed feelings

The further development of electromobility is a forward-looking topic for German industry. As Varta announced a few months ago, it also wants to get involved in the battery business for cars. So far, the core competence of the southern German Company has been in micro-batteries, which are used in headphones, among other things. The market is eagerly awaiting concrete information on the new growth area. Two pieces of news in the last few days evoked very different feelings among shareholders.

First, the news that Porsche was cooperating with battery company Customcells put pressure on the mood of Varta shareholders. The sports car manufacturer wants to produce high-performance battery cells on a small scale together with its partner. Porsche is said to have a majority stake of 83.75% in the new Cellforce Group joint venture, with Customcells holding the remainder. But Varta shareholders could also rejoice elsewhere. The group announced that Varta would supply the VW subsidiary Porsche with the so-called V4Drive battery in the future. Varta shares are currently trading at around EUR 138, and the Company is thus valued at EUR 5.7 billion.


Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

27. July 2021 | 11:12 CET | by André Will-Laudien

BYD, EuroSports Global, NIO - The age of electric vehicles!

  • Electromobility

Mobility will be rethought in the future with greater climate protection, new markets and less dependence on fossil fuels. The age of electric vehicles has begun. The further development of electromobility and the reinvention of the car as a rolling computer with new functionalities are a central future topic of the automotive and supplier industry. The innovative power here no longer requires long development cycles; often, even a software update is enough to anchor new features. Moreover, by linking the charging infrastructure with the energy networks, electromobility can become the key to the energy transition and climate-friendly mobility. We look at three representatives of the e-industry.


19. July 2021 | 09:49 CET | by Nico Popp

NIO, EuroSports Global, Porsche: You have never thought of e-mobility like this before

  • Electromobility

Tomorrow's mobility is electric. The promises of electromobility are great. Clean vehicles, gliding along the roads with almost no noise and possibly even driving autonomously. But there is also another side to electromobility. Companies such as Porsche and EuroSports Global want to electrify driving pleasure. Tesla's chic Roadster shows that there is a market for this.


16. July 2021 | 14:02 CET | by Armin Schulz

BYD, EuroSports Global, VW - Electric mobility booming

  • Electromobility

Automakers enjoyed their best first quarter in 10 years. One reason for this is the growing number of registered electric cars. If you compare the first quarter of 2020 in Germany with 2021, you can see an increase of 173% in the registration of e-cars, and there is no end in sight. However, more e-cars are not only being sold in Germany; but sales are also increasing worldwide. According to Handelsblatt, if the boom continues, there will be a shortage of millions of battery cells for production. The current industry leader, Tesla, still leads the ranking with the most e-cars delivered by brand, but the competition is catching up. Therefore, we take a look at three companies from the e-mobility segment.