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...
885 Views
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%,...
541 Views
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.
939 Views
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...
163 Views
BYD (1211): Stabile and Growing Export
BYD is leading in intelligence driving and offers the world's first dual "full damage coverage" pledge, trading at 6.5x EV/EBITDA as the largest...
145 Views