BYD (1211 HK/002594 CH) - 2Q26 Earnings Signal Enhanced Cost Discipline
Maintain BUY. We view BYD’s 2Q26 earnings as resilient despite bottom-line performance missing by revenue drag and higher impairment losses.
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2026 High Conviction: Geely (175 HK) To Be the Largest
The deliveries grew strongly by 24% YoY in Nov. 2025. We believe Geely will take BYD’s place as the largest Chinese producer. We believe the stock...
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BYD (1211 HK) 2023 Earnings Preview: Strong Top Line and Bottom Line
We believe revenue will grow by 44% in 2023 according to the sales volume and the price trend. We also believe net profit will increase by 100%,...
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2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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Primer: BYD Company (1211 HK) - Aug 2026
Dominant Market Leader with Deep Vertical Integration: BYD is a global leader in New Energy Vehicles (NEVs), underpinned by a formidable...
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