Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1] Company and Industry Summary - The company operates in the retail real estate sector, indicating a focus on managing and owning properties that cater to consumer needs [1] - The background in auditing and finance suggests a strong capability in financial analysis and strategic planning within the industry [1]

The narrative around electric vehicle (EV) stocks in 2024 was a bit misleading. If you didn't dig into the numbers, you might have assumed that EV sales in the U.S. were declining, but that simply wasn't the case. The U.S. EV industry grew its sales, just perhaps not at the fast pace automakers and investors had hoped for.The gloomy narrative, however incorrect, seemed to weigh on some EV stocks throughout the year. But BYD (BYDDY -2.12%), General Motors (GM -0.08%), and Tesla (TSLA 1.08%), bucked the trend ...

BYD Shark plug-in hybrid electric pickup truckMichael Wayland / CNBCDETROIT — There's a Shark circling one of the greatest profit pools for American automakers globally, as Chinese automaker BYD Auto expands its reach and product portfolio with a pickup truck.Without the vehicle's branding badge, the BYD Shark could pass as an American-made product. In many ways, it looks like a smaller pickup from Ford Motor. The China-made truck features uncanny exterior resemblances to a Ford Explorer mixed with the popu ...

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

BYD's Expansion in Indonesia - BYD plans to complete a $1 billion EV plant in Indonesia by the end of 2025, targeting a market traditionally dominated by Japanese automakers [1] - The plant, located in Subang, West Java, will have an annual production capacity of 150,000 EVs and is intended to serve the export market [2] - BYD benefits from a temporary exemption from import duties in Indonesia, a policy aimed at boosting EV demand and attracting foreign investment [3] BYD's Market Performance in Indonesia - In its first year of sales in Indonesia, BYD sold 15,429 units, capturing about 36% of the battery-based EV market share [4] - The M6 seven-seater MPV was BYD's top-selling model in Indonesia last year [4] - BYD plans to launch additional models in 2025, including its premium Denza brand, aiming for rapid sales growth [5] BYD's Global Expansion and Sales - BYD surpassed its global sales target in 2024, delivering over four million units [5] - The company has been expanding its footprint in Southeast Asia, challenging Japanese and Korean automakers [5] - BYD inaugurated its first EV plant in Thailand in 2023, a $490 million facility with a production capacity of 150,000 units per year [5] - In Singapore, BYD extended its lead over Tesla in the first half of 2024 [5] Industry Context and Indonesia's EV Goals - Indonesia aims to produce 600,000 domestically manufactured EVs by 2030, supported by measures to encourage foreign investment [3] - The country is part of a broader trend in Southeast Asia to boost EV adoption and attract automakers [3]

BYD Company Limited (BYDDY) has partnered with Grab, Southeast Asia’s leading ride-hailing platform, to supply electric vehicles (EVs). This follows a similar collaboration BYD established with Uber Technologies in July 2024. Under the new agreement, Grab driver partners across Southeast Asia will gain access to up to 50,000 BYD EVs.The initiative is designed to offer Grab’s fleet and driver partners competitive rates on BYD vehicles, along with extended battery warranties. Drivers will have the option to r ...

Core Insights - Global sales of electric vehicles (EVs) and plug-in hybrids reached a record high in 2024, totaling 17.1 million units, despite challenges in the market [2][3] - The growth in EV sales was primarily driven by a 40% increase in China, where 11 million units were sold, supported by government incentives and a diverse product range from local manufacturers like BYD [3][4] - In contrast, Europe experienced a mixed performance with overall EV sales exceeding 3 million units but reflecting a 3% decline compared to 2023 due to the removal of subsidies in key markets [7][8] Global Sales Performance - Global electrified vehicle sales surged by 25% in 2024, although this was a slowdown from the 35% growth seen in 2023 [2] - Tesla, despite being the largest EV maker, faced its first annual decline in sales volumes, delivering just under 496,000 EVs in Q4 2024 [4][5] - BYD outperformed Tesla in Q4 2024 with approximately 595,000 all-electric vehicles delivered worldwide [4] Regional Insights China - China's EV market saw a remarkable 40% increase in sales, with local brands like BYD leading the charge [3][6] - BYD's extensive model offerings, exceeding 40, significantly contributed to its sales success [3] - The competitive landscape is intensifying, with local brands like NIO, XPeng, and Li Auto achieving over 30% year-over-year growth in deliveries [6] Europe - Europe faced a decline in EV sales, primarily due to the removal of subsidies, particularly in Germany [7] - The UK saw a nearly 20% increase in EV sales, driven by the Zero Emission Vehicle mandate [8] - Norway continued to excel, with over 90% of passenger vehicle sales being EVs by year-end [8] North America - North America experienced a steady 9% growth in the EV market, with 1.8 million units sold in 2024 [9] - Tesla maintained a 50% market share despite its sales decline, while legacy automakers like GM and Ford reported significant increases in their EV sales [10] Future Projections - In the U.S., one in four vehicles sold in 2025 is projected to be electrified, with pure electric cars making up about 10% of total sales [11] - China's EV and plug-in hybrid sales are expected to rise by around 24% in 2025, bolstered by government support [12] - Europe's EV market is anticipated to recover in 2025, supported by the EU's "Fit for 55" initiative [13] Market Trends - Global sales of gasoline-powered cars have been in long-term decline since peaking in 2017, with projections indicating that internal combustion engine vehicle sales will drop to 75% of total volume in the U.S. by 2025 [14] - The transition to EVs is becoming the new norm, driven by consumer demand and government incentives [15]

Company Overview - BYD is a global leader in electric vehicles and has sold 4 27 million new energy vehicles globally in 2024, including electric vehicles and plug-in hybrids, marking a 41% year-over-year increase [5] - Berkshire Hathaway owns around 4 9% of BYD, representing approximately $1 8 billion in its portfolio [2] Market Performance - In Australia, BYD ranked second in 2024 EV sales with a 14 6% year-over-year gain in units sold, while Tesla saw a 16 8% decline [6] - BYD had three of the top 10 selling EVs in Australia in 2024, with the Seal, Atto 3, and Dolphin ranking fourth, fifth, and eighth respectively [8] - Tesla's market share in Australia fell from 59% in 2022 to 42% in 2024, while BYD's lower-priced Dolphin could further cut into Tesla's market share [9] Product Launches - BYD launched a new stripped-down version of the Dolphin EV in Australia with a starting price of $29,900, making it the cheapest EV in the country [3][4] - The new Dolphin model has a battery range of 350 km (217 miles) and deliveries are set to begin in March [4] - BYD will launch the Sealion 07, a Model Y competitor, starting at under $60,000, and the Shark, its first pickup truck, which has over 5,500 preorders [9] Industry Trends - Australia's EV market saw 91,292 EVs sold in 2024, up 4 7% year-over-year, representing 7 4% of all new vehicles sold [7] - EV sales in Australia faced pressure in the second half of 2024, with an overall drop of 6 9% year-over-year, while Tesla sales fell 25 8% and other EV models gained 9 6% [8]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myse ...

Company Performance - BYD Company's stock price increased by approximately 26% over the past year, slightly outperforming the S&P 500's 25% rise [1] Industry Focus - The green economy presents a generational investment opportunity, with a focus on electric vehicles and related sectors [1] - Green Growth Giants, an investing group, delves deeper into opportunities within the green economy segment [1] Analyst Background - The author, Manika, is a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1] - Manika runs the Long Term Tips [LTT] profile, which focuses on long-term opportunities in the green economy [1]