BYD Outlook: Navigating the Post-Subsidy Environment
"I think we're about to see the next chapter play out in the way that Chinese industrial policy works. I don't see BYD's sales decreasing again in another quarter. They'll likely continue to increase."
— SPEAKER_10
John McNeil provides an optimistic view on BYD amidst a recent price war and falling sales. He explains that the current decline is largely due to temporary pricing adjustments enforced by Chinese policy. Looking forward, he expects BYD to bounce back as the consolidation in the industry leads to increased competitiveness and sustained sales growth.
Company CommentaryBullish
High ConvictionScore: 7.8
Company Opinion •Prof G Markets • 23 days ago
Bullish Overseas Investments by Leading Chinese EV Players
-1.04%current return
"For example, BYD or, you know, CATL. And I know quite a few companies do very bullish investing overseas."
— Henry Wang
The commentary highlights the proactive stance of top Chinese EV and battery companies, such as BYD and CATL, in pursuing overseas investments. This reflects a broader bullish sentiment in strengthening their global footprint. While not an explicit trade call, the observation adds actionable context for investors interested in global trends in the EV and renewable energy sectors.
Company CommentaryBullish
Medium ConvictionScore: 7.0
Company Opinion •Odd Lots • about 1 month ago