BYD expands, Pasinex Resources acquires, Puma attracts buyers: How you can profit from the latest news

BYD – Focus on Europe

While the domestic market in China is suffering from price pressure and weakening demand, electric vehicle pioneer BYD is pushing ahead with its expansion in Europe. Sales in the region have tripled in the first eight months of this year. To circumvent high EU import tariffs, the Company is massively expanding local production capacity. A new plant in Hungary will start production this year, with another in Turkey to follow in 2026. The goal is clear: By 2028, all vehicles destined for Europe are to be manufactured there as well.

What makes BYD attractive to investors is its holistic approach. The Company is not just a vehicle manufacturer, but a vertically integrated technology group. It produces its own batteries and semiconductors and develops proprietary modular platforms. This control over the entire value chain ensures cost advantages and greater independence. In addition, BYD is skillfully diversifying its range from inexpensive models to the luxury brand Yangwang, while at the same time pushing into the fast-growing energy storage market. This market is expected to nearly double in China alone by 2027.

BYD undoubtedly faces challenges. The bitter price war in China is squeezing margins, and the recent correction in sales forecasts reflects current market dynamics. Nevertheless, the Company is positioning itself strategically. Its strong focus on Europe, local production, and broad technology base provides a solid foundation for long-term growth. For investors who believe in the future of electric mobility, BYD remains an exciting, albeit not risk-free, player. The share price has moved away from its lows of EUR 11.40 and is currently trading at EUR 12.265.

Pasinex Resources - Strengthening Turkish portfolio with strategic acquisitions

Pasinex Resources has paved the way for the full acquisition of the Sarikaya zinc project in Turkey with an amended agreement. The update stipulates that the remaining purchase price of USD 2.25 million will be linked to operational milestones. An initial installment of USD 250,000 is expected to be made later this month to initiate the full transfer of ownership, following approval by the Turkish mining authority MAPEG. A new zone with grades between 30% and 50% zinc has already been identified at Sarikaya, which will be made quickly accessible via the existing adit. These aggressive expansion plans are being led by an experienced, locally based team, which significantly increases the likelihood of success and puts Pasinex in a strong growth position. This move highlights the Company's disciplined, performance-based approach to acquisitions.

Also significant is the recently completed agreement to acquire the remaining 50% of Horzum A.S., the operating company of the Pinargozu Mine. The agreement was reached on terms that protect Pasinex from major upfront investments. Payments totaling USD 1.6 million are only due once defined production volumes of high-grade ore are achieved. This transaction simplifies decision-making structures and gives Pasinex complete operational control over its flagship asset. The production-linked payment structure aligns the interests of all parties and protects Pasinex's capital resources. Full ownership now allows for unlimited exploration and development of new mining zones once official approval of the transaction has been obtained.

The strategic importance of these two acquisitions lies in their synergy. Both projects, Pinargozu and Sarikaya, are characterized by extremely high zinc grades, which allow the ore to be shipped directly without costly processing. The existing Pinargozu mine provides cash flow, while Sarikaya offers short-term production and significant exploration potential. Together, they form the foundation for a growing zinc producer in one of the most promising mining regions. The geographical proximity of both projects enables significant synergies in operating costs and logistics. The stock climbed to a new annual high on the back of the good news and is currently trading at CAD 0.085.

Puma – Between takeover hopes and operational reality

Puma shares are particularly volatile these days, driven by persistent takeover rumors. Specifically, this concerns the 29% stake held by the French Pinault family, which has signaled through its holding company Groupe Artemis that it is not committed to Puma in the long term. Although Artemis emphasizes that it does not want to sell at the current low price, this is fueling speculation. Names such as financial investor CVC and the US group Authentic Brands are being mentioned. Even a merger with Adidas is being discussed, but is considered unlikely. Investors should be aware that the rumors themselves are currently the biggest driver of the share price.

Beyond the stock market fantasies, however, the operational reality at PUma remains sobering. The latest quarterly figures reveal the extent of the crisis: currency-adjusted sales fell by 2%, and operating profit slipped into negative territory. Demand remains particularly weak in key markets such as North America, Europe and China, fueled by US tariffs and geopolitical tensions. The few bright spots are Latin America and the direct-to-consumer segment, both of which posted double-digit growth. The "Nextlevel" efficiency strategy driven by CEO Arthur Hoeld shows promise, but needs time to take effect. The fundamental recovery is not a sprint, but a marathon.

Most analysts are sticking with a "Hold" recommendation for Puma shares. Opinions range from "Buy" to "Sell", reflecting the uncertainty. The favorable valuation and already low expectations do offer potential for positive surprises. However, the consensus is that the road back to sustainable profitability will be long and dependent on external factors. The new strategy of CEO Hoeld, who has only been in office since July, is eagerly awaited. Until the operating fundamentals improve noticeably, the stock remains a bet on the future, driven by rumors and patience. The stock gained over 13% on Wednesday and is currently trading at EUR 22.88.

Strategic developments offer clear but differing opportunities. BYD is skillfully mastering the challenges in the electric vehicle market by aggressively expanding local production facilities in Europe to avoid tariffs. Pasinex Resources is significantly strengthening its position as a mining explorer by completely acquiring the valuable Pinargozu and Sarikaya zinc projects in Turkey. Puma, on the other hand, remains an operational restructuring case despite burgeoning takeover speculation, with its fundamental recovery still a long way off. For investors, BYD and Pasinex are the more interesting players with room for maneuver.