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Matthew Salthouse
CEO | Kainantu Resources
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+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".

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Justin Reid
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John Jeffrey
CEO | Saturn Oil + Gas Inc.
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06. September 2021 | 10:24 CET

Varta, EuroSports Global, BYD: New growth opportunities around e-mobility

  • Electromobility
Photo credits:

The future is electric - at least for cars and bicycles. The pedelec boom is ensuring that bike stores are working overtime and have been busy for months. Thanks to the e-motor, entirely new customer groups are suddenly interested in aerodynamic frames, comfortable carbon seatposts or trendy paint finishes. What is already underway in the bicycle sector could also be in store for motorcycles. In Asia, electric bikes with powerful acceleration are all the rage. We take a look at three stocks related to the electric boom.

time to read: 3 minutes by Nico Popp
ISIN: VARTA AG O.N. | DE000A0TGJ55 , EuroSports Global | SG2G55000001 , BYD CO. LTD H YC 1 | CNE100000296



Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Varta: Where the pitfalls lurk

The Varta share is a classic among German private investors - after all, the brand and prospects are right here. The German Company wants to enter the business with batteries for electric cars and has already set this course. For many investors, the combination of brand and fantasy was enough to make the share seem attractive - at times, the value reached EUR 180. However, Varta recently faced headwinds. Bankhaus Metzler advised selling the share.

Unfavorable price developments could overshadow the planned growth phase at Varta, the analysts said. Also, the dependence on Apple is considerable. The price target of Bankhaus Metzler is thus only EUR 106 - around EUR 25 below the current level. With their current assessment, the analysts express concerns already circulating among investors for months: Growth is always associated with risks. At the same time, competition for batteries for e-cars is likely to be fierce - especially in Asia. It remains to be seen to what extent Varta, as a latecomer, will find its way into the market. The stock is not the best choice.

EuroSports Global: Great potential around e-motorcycles

Currently under pressure is also the share of EuroSports Global. The Company manages the up-and-coming motorcycle brand Scorpio Electric and aims to offer its customers sustainable riding fun. In addition, it sells luxury cars in Asia and offers related services. While e-motorcycles are already almost as widespread as combustion engines in China, the market share in the USA is only around 10%. In Europe, it is only about 5%. For EuroSports Global, this is a major growth opportunity. Already today, Scorpio Electric offers an inexpensive model for around USD 8,000, which has a range of 200 km and scores with a top speed of up to 120 km/h and a rich acceleration.

The share price has dropped significantly in recent weeks - even a buyback program for the Company's shares could do little to change that. But if you take a closer look at the Company, there is much to suggest that it will prevail in the long term after all: The motorcycles have an advantage over the competition from NIU, Vespa or Super Soco. Added to this is the new motorcycle project with Strides Transportation. The joint prototype is to be unveiled this year. EuroSports Global offers a stake in the growth market of e-motorcycles and has a rock-solid foothold with the distribution of luxury cars in Asia. The stock is battered but worth a well-founded look, especially at the current valuations.

BYD: From newcomer to old hand

One Company in the field of electric mobility that all eyes are on is BYD. The Chinese are true pioneers! Around ten years ago, the shares of the then battery manufacturer were already considered an insider's tip for anyone who wanted to invest in the future of mobility. Today, BYD is significantly further ahead. The manufacturer has its cars on the road and scores points with its customers offering longer ranges and competitive prices - the models from Volkswagen do not stand a chance against BYD from many points of view. One reason for the low prices could be the Chinese manufacturer's comprehensive value chain. BYD builds batteries, processors and cars and thus offers a lot from a single source, and of course, the Chinese have good access to raw materials. The share has been trading between EUR 27.50 and 30 in Germany for months. Investors should take this range into account when making short-term investment decisions. In the long term, BYD is fundamentally well positioned, but it is also a bit expensive.

Just a few years ago, BYD was considered a newcomer. When comparing the three stocks, the Company must be seen as an old hand, for which the perspective seems limited. Varta, on the other hand, is considered a latecomer. Here, it remains unclear whether the Germans will smoothly manage the entry into a new market. EuroSports Global may be a small-cap, but it has a great deal of experience in e-motorcycles and can keep up well with the competition. Given the still small markets for e-motorcycles, the value could also become attractive for investors.


Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

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16. September 2021 | 10:46 CET | by Nico Popp

BYD, Kainantu Resources, JinkoSolar: Investing in green technology

  • Electromobility

Electromobility is on the rise and unstoppable. In July, a survey by E.ON showed that 66% of Germans could imagine buying an e-car. For around 70% of e-car sympathizers, climate protection is the most important argument in favor of an e-car. We highlight three stocks that can benefit from the trend toward more e-mobility.


14. September 2021 | 10:38 CET | by André Will-Laudien

BYD, EuroSports Global, NIO - The shooting stars of electric mobility

  • Electromobility

According to a study conducted by McKinsey & Company in early 2020, 51% of Germans surveyed seriously considered an electric car the last time they purchased one. Still, only 3% of them decided to buy one. 36% cited uncertainties about battery reliability and lifespan, as well as area-wide charging options, as reasons for not buying. By the end of 2020, 589,752 electrically powered passenger cars had been registered in Germany, according to the Federal Motor Transport Authority: 309,083 pure electric cars, 279,861 plug-in hybrid cars and 808 cars with fuel cells. Therefore, the targeted one million was missed by a wide margin, but 2021 has been a very dynamic year so far. The number of non-combustion cars has risen by more than 140% so far. We present three interesting e-players.


03. August 2021 | 09:58 CET | by Carsten Mainitz

EuroSports Global, Porsche, Xiaomi - Do not miss out: favorable valuation levels!

  • Electromobility

With the advancement of electromobility, electricity consumption will increase massively. That means challenges for power generation, the power grid and also the charging infrastructure. However, this does not necessarily mean an increase in household electricity prices, as the results of a Fraunhofer study suggest. The Fraunhofer Research Institution for Energy Infrastructures and Geothermal Energy IEG and the Fraunhofer Institute for Systems and Innovation Research ISI have investigated how electricity prices for private households will change in 2030 if the number of private electric vehicles continues to rise. According to this study, under certain conditions, the expansion of electromobility could help to simultaneously avoid CO2 and ease the burden on private households' wallets. Which of the following three eMobility stocks has the greatest potential?