Close menu




October 26th, 2021 | 13:56 CEST

Nel, BYD, BrainChip: This looks good

  • Technology
Photo credits: brainchipinc.com

While shares from the technology sector have been very volatile in recent weeks, the knot has burst at BYD, and the share has risen to a new record high. Rumors about Tesla and Apple have contributed to this. Both are said to be in talks with the Chinese specialist around electric mobility. The shares of Nel and BrainChip have also developed very positively recently. Both have invested heavily and could now reap the rewards of these investments. All three shares have further room for improvement. You can read why here.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: NEL ASA NK-_20 | NO0010081235 , BYD CO. LTD H YC 1 | CNE100000296 , BRAINCHIP HOLDINGS LTD | AU000000BRN8

Table of contents:


    BrainChip on the verge of a breakthrough?

    BrainChip provided an exclamation mark in recent days. The share of the Australian chip developer with a price jump from EUR 0.25 to EUR 0.30. This could be the starting signal for a year-end rally, then Pitt Street Research still sees significant upside potential compared to the peer group and recommends the Brainchip share with a price target of EUR 0.94 to buy. There are also operational reasons for this.

    First, Ken Scarince, CFO of the artificial intelligence (AI) specialist, had expressed optimism at the International Investment Forum (IFF): "We orient ourselves and our chips to the human brain and thus offer the most efficient AI solution ever produced." The Akida chip functions completely autonomously and is not dependent on other components. That is another reason why the chip requires only half the energy compared to its competitors, he said. The innovation developed by BrainChip works based on impulses and events, and functions completely autonomously, processing so-called spikes instead of traditional computer data. In the process, Akida learns independently using artificial intelligence; the work is done directly on the chip and not in the data center. The management team sees areas of application in autonomous driving, IoT devices, robotics, medical diagnostics and security technology.

    Then last week came the long-awaited news: The developer kits can now be ordered from BrainChip. These include the X86 Shuttle PC development kit and an ARM-based Raspberry Pi development kit. Both kits use the AKD1000 chip on a mini PCI board. BrainChip's offering allows customers to begin internal testing and evaluation of Akida's "high-performance and ultra-low-power AI chip." If the two products deliver what BrainChip promises to customers, larger orders should only be a matter of time, and with them, reaching the Pitt Street price target. It would be a new all-time high.

    BYD: Tesla and Apple interested?

    The BYD share has already reached a new all-time high in the past week. This time, it was not sales figures in the automotive sector or orders for electrified commercial vehicles that caused investors to be in a buying mood, but rumors regarding the battery division. Accordingly, two US tech giants are interested in the cells of the Chinese. Initially, Chinese media had reported that Tesla also wanted to use blade batteries from BYD with LFP cells from the second quarter of 2022. An initial order with a volume of 10 GWh is said to have already been placed. The blade batteries are intended for the standard range variants of the Chinese-built Model 3 and Model Y. While there is no confirmation, Tesla announced that it would switch its standard range models to LFP batteries. And the BYD batteries have attracted Apple's interest as well. Various media have reported that BYD has entered the circle of possible battery suppliers for the iCar. However, talks are currently said to be on hold due to capacity bottlenecks in the development area. BYD's battery division has so far received little attention from investors, but this seems to be changing.

    Nel: Will hydrogen soon be competitive?

    Nel certainly cannot complain about too little attention. Recently, the positive comments on the hydrogen specialist have increased again. The Nel share gained more than 10% last week. Most recently, Nel reported that the expansion of the Heroya plant is on schedule. More than 500 megawatts are to be produced there automatically in the future. In addition, growth to 2 gigawatts is possible. Deliveries to customers Everfuel and Nikola are scheduled to start before the end of the fourth quarter. With the expansion and automation of the plant, Nel intends to exploit economies of scale and produce hydrogen at less than USD 1.50 per Kg. According to Nel, this would make hydrogen competitive with fossil fuels.


    Even in volatile times, individual stocks develop positively. In the case of BrainChip, investors speculate that the delivery of the test kits is the beginning of the breakthrough. Nel may have taken an important step toward hydrogen competitiveness with the plant expansion. If there is any truth in the rumors about deliveries to Tesla and Apple, the BYD share should still have significant room for improvement.


    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 news.financial. 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

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



    Related comments:

    Commented by Nico Popp on May 16th, 2022 | 12:48 CEST

    Future Tech check: BASF, Meta Materials, BYD, Rock Tech Lithium

    • metamaterials
    • Technology

    What will drive share prices in the future is more uncertain than ever. The sword of Damocles of the recession is currently hovering over many future topics. But should long-term investors be driven by fear of recession? On the contrary! Now is the best time to consider investments for the future. The good thing is that thorough due diligence can pay off twice over. First, it increases the chances of hitting the bull's eye, and second, the prices may even suit investors. We take a closer look at three shares!

    Read

    Commented by André Will-Laudien on May 10th, 2022 | 11:54 CEST

    GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy

    • GreenTech
    • Technology
    • Investments

    The distortions on the capital markets can hardly be topped at the moment. The nickel price has risen by 300%, only to drop by 70% again. And all this in only 48 hours. There are countless examples in the current stock market environment that are historically unparalleled. In just 2 months, the Bund Future fell from 178 to 151, a loss of 16% in the 10-year Bund. In parallel, the capital market interest rate rose from minus 0.45% to a whopping plus 1.15%. So interest rates are back, inflation is spreading, and supply deficits continue to fuel the underlying stagflation scenario! One major trend should bounce back after the end of the many corrections: GreenTech! Here is a selection of interesting stocks.

    Read

    Commented by Carsten Mainitz on May 10th, 2022 | 10:39 CEST

    Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!

    • Digitization
    • Investments
    • Technology

    What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.

    Read