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:


    Uwe Ahrens, Director, Altech Advanced Materials AG
    "[...] We know exactly what we are doing and are implementing what we consider to be a proven technology in an industrially applicable and scalable way. [...]" Uwe Ahrens, Director, Altech Advanced Materials AG

    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 Fabian Lorenz on January 26th, 2023 | 20:11 CET

    Big surprise for Tesla hunter BYD and JinkoSolar: when will dynaCERT share takeoff?

    • Electromobility
    • Energy
    • renewableenergies

    Now, this would be a real surprise: Will Tesla hunter BYD soon not only sell its e-cars in Germany but also produce them? According to media reports, the Chinese carmaker is talking to Ford about buying the plant in Saarlouis. Another Chinese group is also continuing to go full throttle: JinkoSolar. The solar group reports strong figures, the start of construction of a reference project and analysts increase the price target for the share. Investors are also waiting for a big bang from dynaCERT. The cleantech company wants to enter into trading with emission certificates. In addition, sales figures are increasing in the core business.

    Read

    Commented by Juliane Zielonka on January 26th, 2023 | 20:10 CET

    Freyr Battery, Auxico Resources, Plug Power - Rare earth battery boom in e-Mobility

    • Mining
    • RareEarths
    • fuelcell
    • Electromobility

    One of Norway's largest financial services companies is increasing its equity stake in Plug Power, the US hydrogen fuel cell company. The reason: Nikola Motors has selected the Company to upgrade its new e-mobility fleet with clean fuel cells. Freyr Battery also has similar ambitions. Here, Impact Clean Power Technology, the Polish manufacturer of battery systems for heavy-duty vehicles, has signed an agreement with Freyr to purchase clean batteries. Both big deals have one thing in common: demand for rare earths and valuable metals to make green technologies a reality. That is where Auxico Resources, a mineral exploration company focused on Africa, comes in.

    Read

    Commented by André Will-Laudien on January 25th, 2023 | 13:51 CET

    Take cover - Tesla reports figures today! BYD, NIO, Power Nickel, BASF: Here we go with e-mobility!

    • Mining
    • Nickel
    • Electromobility
    • Energy

    The tension is rising. How will the annual figures of the industry leader in e-mobility, Tesla, really turn out now? By the end of 2022, there was a 70% slump in the share, and Elon Musk, the founder, had USD 100 billion less in the account within 8 weeks. He himself was to blame because in order to finance the Twitter takeover, he had to part with Tesla shares. For the year 2023, we are now interested in the expectations that will be placed on e-mobility. The fact is that many countries, including Germany, are now gradually withdrawing subsidies. So the new mobility must now learn to walk by itself. Where are the opportunities for investors?

    Read