BYD CO. LTD H YC 1
Commented by André Will-Laudien on December 30th, 2024 | 07:05 CET
Will the corks be popping in 2025, too? 100% with BYD, VW, Power Nickel, MicroStrategy and Bitcoin possible
Since the tech bubble of 2000, there has been no year in which profits were so concentrated in just a few sectors as in 2024. Bitcoin, high-tech, artificial intelligence, and armaments were the blockbusters, while other sectors such as biotech, pharmaceuticals and automotive lagged far behind or even ended the year in the red. Nvidia, Tesla, D-Wave, Super Micro Computer, Rheinmetall and MicroStrategy were the protagonists of an incredible spectacle. Now, these stocks have priced in a golden future, in some cases with P/E ratios of over 100, and no one can seriously predict how things will continue here. Historically, the subsequent crash in the three years following the reference year 2000 resulted in losses of over 90%. The important difference: whereas in the past stocks were listed without any fundamental value, today it is predominantly world market leaders in their particular niche. Investors are betting on the fact that there will be no competition in the long term. Where are the opportunities for investors at the turn of the year?
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Commented by André Will-Laudien on December 23rd, 2024 | 08:10 CET
New elections in 2025 – A tailwind for electric mobility: VW, Mercedes, ARI Motors, BYD and Stellantis
The traffic light is history, and new elections will be held on February 23. If the current polls are to be believed, a centre-right coalition could emerge. A 180-degree turn in economic policy would be needed for Germany as a business location to stop the exodus of industry abroad. However, this requires signs of a consistent refocusing on burning issues. Citizens are burdened with high price increases, and e-mobility urgently needs new incentives. International investors have long since turned their backs on European markets and are investing primarily in the US. The very low valuations in this country, which have rarely been observed over a longer period of time, offer hope. There is a good chance of a noticeable turnaround in the automotive sector in particular.
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Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
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Commented by Stefan Feulner on December 17th, 2024 | 12:30 CET
BYD, dynaCERT, Block – Favourites for the future
The stock market is entering the last full trading week of an eventful year, 2024. However, the next 12 months also promise high volatility due to ongoing global conflicts and new governments, including the US and Germany. Will the stock market be able to ignore the negative events once again, or will it fall into a correction? In addition, investors are again looking for the stock market stars of the new year. A major focus is on companies that have not yet been able to confirm their performance on the stock market in the past year.
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Commented by Armin Schulz on December 9th, 2024 | 07:00 CET
Volkswagen, ARI Motors, BYD – Electric vehicles in the fast lane: Time to invest
The automotive industry is undergoing a period of profound upheaval that is shaking established structures. While electric vehicles are breaking new records worldwide, the European and American markets are faltering – a development forcing manufacturers like Volkswagen to make strategic changes. At the same time, Chinese players such as BYD are setting new standards with their dynamism and innovative strength. However, it is about more than just drives: software, networking, and digital sales concepts are revolutionizing the industry. We take a look at three companies that could be worth investing in.
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Commented by Armin Schulz on November 29th, 2024 | 07:05 CET
Mercedes-Benz, 123fahrschule, BYD – Between crisis and recovery
Electromobility in Germany is in crisis, while other markets, especially China, are experiencing strong growth. In 2024, new registrations of electric vehicles in Germany have fallen by more than 26%. The reasons for this include the phasing out of state subsidies, high costs, and a limited range of affordable models. Despite this, demand for driving licenses is growing in Germany – a sign of an increasing need for individual mobility despite high costs. The Chinese market is showing enormous momentum, with electric and plug-in hybrids accounting for over 50% of the market, supported by price reductions and political incentives. We take a look at two leading vehicle manufacturers and how 123fahrschule can benefit from the driving license boom.
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Commented by Fabian Lorenz on November 19th, 2024 | 07:15 CET
BUYING OPPORTUNITY in gold and billion-dollar investment: Barrick Gold, Thunder Gold, BYD
The price of gold is consolidating, the major gold producers are weakening and they could soon be forced into takeovers. This presents investors with an interesting buying opportunity with promising gold explorers. One of these takeover candidates is Thunder Gold. The Company has a highly promising project in Canada with excellent infrastructure and outstanding resources, which could soon increase further. Then a big player like Barrick Gold could strike. The second-largest gold producer has missed analyst estimates and could keep investors interested through acquisitions. The mood of German automakers is unlikely to improve when they look at BYD. The Chinese are currently celebrating a milestone and announcing a billion-dollar investment program for the integration of artificial intelligence. Should one take advantage of the buying opportunity now?
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Commented by André Will-Laudien on November 18th, 2024 | 07:10 CET
Uncertainty, volatility and BTC at USD 100,000? The stock checklist with BYD, VW, 123fahrschule and Mercedes
Donald Trump is moving back into the White House. Investors took the election result as an opportunity to stage a celebration on the US stock market. The major indices recorded a full 10% increase, and the US dollar strengthened significantly. Trump stands for fossil fuels, nuclear power and armaments. He dismisses climate change and the Paris Agreement and will not invest any further funds in the energy transition. This is a warning sign for the European economy because local governments are pursuing a "net zero" target for 2045, and their efforts are globally losing ground. High costs are squeezing the margins of local corporations, whereas US companies and Asian firms are doing brilliantly. For investors, there are many opportunities and timing is more important than ever. We have done the math.
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Commented by Juliane Zielonka on November 15th, 2024 | 07:00 CET
First Hydrogen, BYD, Porsche - Two newcomers challenge the old guard
Germany is establishing itself as a pioneer in hydrogen mobility with an ambitious 9,700 km hydrogen network and 17 specialized hydrogen centers. The Company First Hydrogen is taking advantage of this momentum and is positioning itself in the German market with its field-tested commercial vehicles at exactly the right time. With an impressive range of 630 km per tank fill and successful fleet trials in the UK, First Hydrogen is making strides. At the same time, Hungary is developing into a strategic hub of European e-mobility. With BYD and BMW setting up operations and the battery manufacturer CATL investing EUR 7.3 billion, a major center for electromobility is emerging here. Once the undisputed star in the automotive sky, Porsche is experiencing a decline in revenue of 5.2% to EUR 28.56 billion and is struggling with a falling operating return. The important Chinese market, particularly, is causing concern for the Stuttgart-based company, where sales figures fell by a third in the first half of the year.
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Commented by André Will-Laudien on November 12th, 2024 | 08:00 CET
Traffic light disaster brings new opportunities for e-mobility: VW, BMW, ARI Motors, BYD and NIO
The traffic light coalition has broken down – so right before left applies! In addition to the Berlin disaster, a relentless struggle has long since broken out in the automotive market. Habeck, for example, wants to get the environmental subsidy back in 2025 due to a sharp drop in electric vehicle sales, while important market shares of German industry have long since been lost. Germany is making only hesitant progress in the area of energy transition, while nuclear energy is experiencing a renaissance worldwide. Fortunately, innovative concepts are repeatedly emerging from medium-sized companies, driving Germany forward as a business location. With a new, forward-looking industrial policy, Germany could regain its leading position. For dynamic investors, this is an explosive environment with extraordinary opportunities for high returns.
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