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2024-07-09 06:52:51 ET Summary Beryl hits Texas, leaving most of Houston without power and a heat advisory issued. BYD plans to build a massive EV factory in Turkey, aiming to overcome potential impacts of tariffs on Chinese EV imports. Stellantis to offer 30 hybrid models in ...
2024-07-09 03:20:45 ET More on BYD Company BYD: Subsidized Conquest Of The Automotive Market At The Expense Of Profitability BYD Vs. Tesla: Nothing Lasts Forever BYD: Never Bet Against The EV Market Leader BYD reportedly buying 20% stake in Thai dealer Rever ...
2024-07-08 16:05:09 ET Summary We have concerns regarding the sustainability of the company's valuation due to the capital intensity of Tesla's business model, increasing competition in the market for EVs, and regulatory risks. Delays and uncertainty surrounding new products and t...
2024-07-08 07:52:41 ET More on China Is The Chinese Stock Market Truly Uninvestable? FXI: A Portfolio Capturing China Reversal And Secular Trends FXI: A Contrarian Investment Opportunity China announces major rescue measures for housing market Seeking...
2024-07-07 12:24:15 ET Summary Volkswagen is significantly undervalued, with its investments in Porsche AG, Traton SE, and other premium brands effectively making its other assets, including Rivian, "practically free" for investors. The company is strategically investing in electr...
2024-07-06 11:12:03 ET More on BYD BYD: Subsidized Conquest Of The Automotive Market At The Expense Of Profitability BYD Vs. Tesla: Nothing Lasts Forever BYD: Never Bet Against The EV Market Leader Chinese EV makers slapped with 'countervailing' EU tariffs ...
2024-07-05 14:22:11 ET Chinese EV stocks are trading defensively Friday after the European Union hit all battery electric vehicles imported from China with steep tariffs effective immediately. ... Read the full article on Seeking Alpha For further details see: Chinese EV...
2024-07-05 10:33:56 ET Summary Tesla, Inc.'s valuation almost reached a two-year-high while the core business is stagnating. I think the market prices in the future hope too much while ignoring the risks. Wait for better entry points. Investment Thesis Read...
2024-07-05 07:12:11 ET Summary Global electric car sales in May 2024 are up 23% YoY to 20% share. China sales up 33% to 47% share. Europe is down 10% to 21% share. The USA is up 3.2% to 8.74%. EV market news - EVs pass a key measure of 'Price Parity' in the US. EU to slap tariffs ...
2024-07-03 22:22:09 ET Summary Expected significant revenue expansion, tripling from 2023 levels, driven by aggressive pricing, government subsidies, and overseas expansion. Low prices expected to impact profitability, with operating margins remaining below industry levels due to ...