Close menu

June 28th, 2021 | 14:42 CEST

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 | Author: Carsten Mainitz
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , EuroSports Global | SG2G55000001 , VARTA AG O.N. | DE000A0TGJ55

Table of contents:

    Terry Lynch, CEO, Power Nickel
    "[...] Nickel, therefore, benefits twice: firstly from its growing importance within batteries and secondly from the generally growing demand for such storage. [...]" Terry Lynch, CEO, Power Nickel

    Full interview


    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.

    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    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

    Related comments:

    Commented by Juliane Zielonka on April 18th, 2024 | 07:00 CEST

    Volkswagen, Altech Advanced Materials, BYD - who can benefit from China's rise

    • Innovations
    • Technology
    • Electromobility
    • Batteries

    Chinese companies such as BYD benefit from state subsidies and domestic access to raw materials. BYD's subsidies have risen from EUR 220 million in just three years to EUR 2.1 billion. These sums are helping BYD dominate the Chinese electric vehicle market and increasingly penetrate the European market. Volkswagen cannot escape the pull of China either. As part of its "In China, for China" strategy, Volkswagen is expanding its cooperation network with Chinese partners. The aim is to reduce costs significantly in the development of EV technology. For companies like Altech Advanced Materials, close cooperation with Chinese market leaders such as BYD and Volkswagen offers the opportunity to commercialize innovative battery technologies that meet the needs of the changing market. One of these innovations, made in Germany by Altech Advanced Materials, increases the longevity of EV batteries by 30%. Here are the details.


    Commented by Armin Schulz on April 4th, 2024 | 06:30 CEST

    BYD, Cardiol Therapeutics, Super Micro Computer - Stock market gains thanks to innovation and specialization

    • Biotechnology
    • Electromobility
    • AI
    • Technology

    In the dynamic stock market environment, companies that invest in innovative technologies and specialization at an early stage stand out with above-average success. Amazon, once founded as a small online bookstore in a garage, is a shining example of this strategy. Through clever diversification and pioneering work in new technology fields, such as cloud computing with Amazon Web Services, Amazon has developed into one of the most valuable corporations. For investors, Amazon's rise underlines the golden opportunities: those with the foresight to invest in future-oriented companies can achieve above-average profits. We have selected three companies that aim to follow this path or have partially already done so.


    Commented by Stefan Feulner on April 3rd, 2024 | 07:45 CEST

    Ballard Power, Exasol, Xiaomi - Shares on the rise

    • Software
    • renewableenergies
    • Fuelcells
    • Electromobility

    The stock market year 2024 is entering its second quarter and has again started with record highs. The DAX reached new all-time highs of 18,571 points, while the Dow Jones broke through the 40,000-point barrier for the first time in its history. Despite the boom in the most important stock market barometers, many sectors are still in a deep sleep and are waiting to be kissed awake. The recent weeks have shown, with cannabis stocks as an example, how quickly a rebound can be initiated.