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 Armin Schulz on February 1st, 2023 | 20:22 CET

    Altech Advanced Materials, Mercedes-Benz Group, NIO - Electric mobility on the verge of a revolution

    • Innovations
    • Technology
    • Electromobility

    Electric cars are becoming increasingly popular as a sustainable mode of transportation. As technology improves, this type of vehicle is becoming more attractive to investors looking for an environmentally friendly option. However, some important issues still need to be addressed before electric cars become a natural alternative for most people. Chief issues are battery charging times, limited range, and safety. Today, we look at Altech Advanced Materials, a company that has developed a solution to the problems, and look at the current status of two automakers.

    Read

    Commented by Nico Popp on January 31st, 2023 | 14:33 CET

    This new project changes everything: Deutsche Bank, Aspermont, Alibaba

    • Digitization
    • Innovations
    • Technology
    • Investments

    When processes go digital, great opportunities arise: automation and scaling can ensure growth and turn established business models into high-flyers. But which companies should investors actively support in their transformation? Where is there real potential for investors, and where are companies just spreading buzzwords? We highlight three stocks for you.

    Read

    Commented by Armin Schulz on January 30th, 2023 | 19:06 CET

    Meta Materials, Varta, JinkoSolar - With a technology revolution to new highs

    • metamaterials
    • Technology
    • Electromobility

    Innovations are the fuel for progress and growth in the world. Without new ideas and creative thinking, our society would not evolve. However, major innovations often require the use of new technologies in order to be implemented. These technologies can be in the realm of both hardware and software, allowing us to automate processes, process data more efficiently, and find new ways to overcome challenges. In this article, we will look at the impact of metamaterials and discuss how they help turn big ideas into reality.

    Read