Close menu




June 17th, 2021 | 11:04 CEST

Varta, Apple, BYD, EuroSports Global - The stock market stars of electric mobility

  • Electromobility
Photo credits: pixabay.com

The number of companies focusing on the electric mobility sector has been rising sharply for the past 2 years. Different business models and the majority of the companies are suppliers to larger integrators. Then there are many followers and startups that still want to harvest a piece of the future pie. For many ideas, time is ticking - time to market is the keyword - because the race for ready and in-demand products started about 5 years ago. Those who are just starting out today could be too late to market once the lengthy and costly development and testing phases have been completed. Apple and Google are investing billions to be part of it. We deal with a few of these protagonists.

time to read: 3 minutes | Author: André Will-Laudien
ISIN: DE000A0TGJ55 , US0378331005 , CNE100000296 , SG2G55000001

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

     

    Varta - Is Apple now getting into the game?

    More and more rumors are swirling around the Varta share. Is a mega-deal with a new battery already imminent? The Swabians have already been able to win a premium car manufacturer from southern Germany as their first customer, but there were no more precise details. However, the potential circle of premium manufacturers from southern Germany is concentrated on just 3 companies, and each address is a parade engineer pearl with extensive model variants. Here, Varta is in the highest position in terms of its battery competence.

    There are other interested parties, in particular Apple of California, which is in fierce competition with Google as to who will launch the first autonomous vehicle on the market. Drive technology and energy supply also play a significant role here, as modern cars thrive on integrated software modules and high energy efficiency. Again, an exciting field for Varta and its competitors, such as BYD.

    Varta's latest generation batteries, called V4 Drive, achieve excellent performance data. For example, charging is said to be possible in 7 minutes. Thus, Varta is probably currently at the forefront of technology here, which is also documented by the planned cooperation with the robot manufacturer SoftBank Robotics.

    In retrospect, Varta was able to show only a small growth in 2020, but in the second half of 2021, the Swabians should really get going. The correction was stopped at the EUR 108 mark, and now the share price is picking up momentum again towards the EUR 140 mark. However, whether the drive is sufficient for a new high above EUR 180 is questionable, not only because of valuation ratios.

    BYD - Good news from London again

    BYD remains in the rhythm! The British bus manufacturer ADL and the Chinese technology group BYD have announced another major order for electric buses from the British metropolis of London. BYD has now founded its subsidiary on the island for this purpose: Build Your Dreams Co. Ltd, BYD UK. The operating Company RATP Dev London ordered numerous BYD-ADL electric buses, with the largest order to date comprising 195 single and double-decker electric buses.

    The highly successful cooperation already dates back to 2016. According to the mayor's transport strategy target from 2018, the semi-public institution Transport For London (TFL) wants to operate all of its buses electrically or with hydrogen so that all transport in the London metropolis will be emission-free by 2037.

    BYD stock has now put another 50% move on the floor in just one month. So again, it is a terrific stock for the dynamic investor, but it is analytically expensive like the entire peer group!

    EuroSports Global Ltd. - Electric motorcycles from Singapore

    EuroSports Global Ltd. is a new company in the electric mobility sector from Singapore. It concerns two-wheeled vehicles in the most modern edition. The holding EuroSports owns 75% of the newly founded subsidiary Scorpio Electric Ltd., which is still 25% in the hands of associated companies through various financing steps. In addition to the new sector, EuroSports Global has operated a functioning trade in luxury sports cars and other high-end items for years. The new segment of design runabouts fits very well into the program.

    With sales of SGD 49 million, the Singapore-based Company posted a decline in sales and a slight loss in 2020 due to Covid. After the reopening of the sites, however, things are going well with the luxury products. The main product of the new subsidiary is high-performance electric motorcycles under development with a power of 10KW and a top speed of about 105 km/h. These new two-wheelers are, of course, interesting for short-distance traffic in the overpopulated metropolises of Asia. Lack of parking space, traffic density and smog provides compelling arguments for an electric drive, combined with tax incentives.

    For the growing market, it is important to look at the competitive situation: Fonzarelli, Vespa, Super Soco, NUI and Etergo are manufacturers that have so far been able to offer a comparable product. However, their battery performance is sometimes too low, or the range is not yet at the promised 200km of the new SCORPIO X model. At around SGD 8,000, the price is also still within reason, because after all, the buyer is acquiring a fully SMART-enabled product with remote functions such as keyless go, geo-tracking, collision sensor and supercharging in just 4 hours. As a result, this means that the trendy means of transport is available at the front door, fully charged, after the 8-hour job.

    The prototypes will be ready in the third quarter of 2021, with the official brand launch then taking place in the fall. EuroSports Global in Singapore has a current market capitalization of SGD 66 million, and the stock has also been traded in Germany since early June. As a motorcycle fan and e-mobility investor, you can now saddle up in passing because the set-up is convincing.


    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

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



    Related comments:

    Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET

    Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla

    • Mining
    • Commodities
    • hightech
    • Electromobility

    The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.

    Read

    Commented by André Will-Laudien on March 26th, 2024 | 07:30 CET

    The race begins! Beating DAX records with BYD, Altech Advanced Materials, Hensoldt and Rheinmetall

    • Technology
    • hightech
    • Electromobility
    • armaments

    The DAX 40 index is setting new records almost daily, following the bullish lead from the US. Artificial intelligence (AI), armaments, crypto and high-tech are the top themes on the stock markets. Nobody wants to know anything more about hydrogen, and e-mobility has also seen better days. It can be profitable to examine the sought-after stocks with a fundamental magnifying glass. Often, hints about where the journey is heading can be found there. We focus on some of these stocks.

    Read

    Commented by Stefan Feulner on March 26th, 2024 | 07:15 CET

    BYD, First Hydrogen, XPeng - When will the rebound follow?

    • Hydrogen
    • greenhydrogen
    • Electromobility

    In addition to the DAX and the Dow Jones, the technology-heavy Nasdaq also celebrated another all-time high. With three more interest rate cuts forecasted by the Fed for this year, there is still significant upside potential for the more capital-intensive stocks. The rally is mainly being driven by the Magnificent Seven. Behind them are promising companies that are still lagging far behind their price potential.

    Read