BYD WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien Thema: Hauptdiskussion

Die Autos sind zu teuer, das sagt jeder. Trotzdem hab ich gestern meinen ersten Atto3 live gesehen 😍

False start from China's European invasion? With the exception of SAIC's MG + Geely's #Polestar/Lynk&Co accounting for 83% of all the 69.6K Chinese models delivered in W-Europe Q1 (2.4% mix) #BYD achieved <1,000 units and #NIO struggled to get above 400.

Beides. Hab aber 50% der Aktien über die Jahre bereits verkauft

Bin mal gespannt was in Hongkong passiert

Und ? Oder nur Turboscheine 🫢

@Morpheus: Hast du BYD-Aktien?

Parroting 长跑长赢analysis for Q1 Margins look worse bc #BYD changed depreciation&amortization to 3 yrs Revenue is 2nd best ever even w/ px war Profit only 3rd best due to px war+accounting change Operating margin also 3rd best due to px war (17.86% vs 19 in Q4) Good News: R&D up big time. 6.2B RMB on paper, could be as high as 8B RMB if including capitalized part He estimates total R&D could be as high as 35B this yr, which would be great, but I'm unsure they get there. Still would be much less than HW's $16B in 2022 Also due to px war in 200-300K segment, the avg px per car & profit per car probably dropped this quarter (I need to dig in further here), since BYD greater portion of its sales have been in sub 150K segment So while px war has been tough on everyone, BYD still doing great