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BYD WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien Thema: Hauptdiskussion
33,76 EUR
+1,66 %+0,55
4. Nov, 19:26:46 Uhr,
Gettex
Kommentare 166.869
M
Morpheus33,
28.03.2024 7:20 Uhr
0
(MT Newswires) -- BYD (HKG:1211, SHE:002594) strebt einen Absatzsprung von 20% in diesem Jahr auf 3,6 Millionen Einheiten gegenüber seinem Rekordabsatz im Jahr 2023 an, berichtete Reuters am Mittwoch unter Berufung auf Quellen.
Der Vorstandsvorsitzende Wang Chuanfu hat am Mittwoch auf einem Investorentreffen angekündigt, dass er den Absatz in Übersee in diesem Jahr mehr als verdoppeln und 500.000 Einheiten erreichen will, mit einem Ziel von einer Million bis 2025.
Die Aktien des chinesischen Batterie- und Automobilherstellers gaben in Shenzhen kürzlich um über 1% nach.
(Market Chatter Nachrichten stammen aus Gesprächen mit Marktexperten auf der ganzen Welt. Diese Informationen stammen vermutlich aus zuverlässigen Quellen, können aber auch Gerüchte und Spekulationen enthalten. Die Richtigkeit wird nicht garantiert).
B
BuyA,
28.03.2024 7:19 Uhr
0
BOCOMI Cuts BYD COMPANY (01211.HK) TP to $306.48; Results In Line
results were in line with street consensus, BOCOMI said in a report, which maintained Buy rating to reflect fast track of export and premiumization. The broker also slightly lowered profit forecast for 2024 and 2025 to reflect pressure on profit per vehicle.
However, the broker considered that BYD's vertical supply chain strength and pricing power will continue to lead peers, while exports and premiumization were expected to juice profits. The TP for the H-share was cut to $306.48 from $309.67.
BOCOMI estimated that BYD's profit per vehicle in 4Q23 was about RMB8,500, down about 23% YoY, under the influence of promotional price cuts. The broker forecast profit per car will be squeezed with the launch of a number of Honor models in 1Q24.
The broker predicted BYD's sales volume to grow 24.9% to 3.77 million units this year, and its market share may drift higher. In addition, the broker forecast BYD's export sales at 490,000 units this year, accounting for 13.3% of total sales.
DareDevil,
28.03.2024 7:18 Uhr
0
https://de.nachrichten.yahoo.com/studie-vierte-2024-europa-verkaufte-135606402.html
Sorry, falls schon gepostet
M
Morpheus33,
28.03.2024 7:18 Uhr
0
Daiwa Cuts BYD COMPANY (01211.HK) TP to $320; Overseas Mkt as Key Driver for 2024-25 Daiwa wrote in a report that BYD COMPANY (01211.HK) 0.000 (0.000%) Short selling $405.37M; Ratio 26.512% held a post-results conference call on 27 March. The broker lowered its EPS forecast for 2024 and 2025 by 8-19%, reflecting a drop in gross profit per car to RMB31,000-RMB32,000 due to price competition, compared with RMB36,000-RMB40,000 in its previous forecast. Daiwa lowered its target price on BYD to $320 from $326 and reiterated its Buy rating, citing optimism on BYD's overseas business development, which is the company's main long-term growth driver. Daiwa said BYD aimed to achieve at least 20% YoY growth in vehicle sales volume this year, lower than its previous estimate of about 33% growth to 4 million units, probably due to weak sales in the first two months of the year. However, management believed sales may recover to 300,000 units in March, up 45% YoY, driven by recent price cuts.
sagte ich gestern noch. Bin aber auf MS und GS gespannt.
BuyA,
28.03.2024 7:15 Uhr
0
Daiwa Cuts BYD COMPANY (01211.HK) TP to $320; Overseas Mkt as Key Driver for 2024-25
Daiwa wrote in a report that BYD COMPANY (01211.HK) 0.000 (0.000%) Short selling $405.37M; Ratio 26.512% held a post-results conference call on 27 March. The broker lowered its EPS forecast for 2024 and 2025 by 8-19%, reflecting a drop in gross profit per car to RMB31,000-RMB32,000 due to price competition, compared with RMB36,000-RMB40,000 in its previous forecast.
Daiwa lowered its target price on BYD to $320 from $326 and reiterated its Buy rating, citing optimism on BYD's overseas business development, which is the company's main long-term growth driver.
Daiwa said BYD aimed to achieve at least 20% YoY growth in vehicle sales volume this year, lower than its previous estimate of about 33% growth to 4 million units, probably due to weak sales in the first two months of the year. However, management believed sales may recover to 300,000 units in March, up 45% YoY, driven by recent price cuts.
M
Morpheus33,
28.03.2024 7:11 Uhr
0
Auf die Unterstützung bei 202 scheint großer Verlass zu sein.
M
Morpheus33,
28.03.2024 6:57 Uhr
0
#CATL announced 2 new battery series today:
Shenxing battery (LFP)
Kirin battery (NMC)
Tonight, Xiaomi will unveil the SU7, which is equipped with the two new battery series mentioned above.
ROCKITMAN,
28.03.2024 6:32 Uhr
0
Gut, das denen in HK die rote Farbe ausgegangen ist. Schauen wir in ein paar Tagen erst mal wieder auf die Maerz Zahlen!
M
Morpheus33,
28.03.2024 5:10 Uhr
0
https://twitter.com/BYD_AsiaPacific/status/1772926542336884829?t=bWzC28TUViKInyXFiBOT7Q&s=19
M
Morpheus33,
28.03.2024 5:08 Uhr
1
Another 3258 EVs lining up @ Xiaomo port waiting to be shipped to Brazil's Vittoria port
BYD sales in Brazil jumped this month w/ launch of Seagull, should surpass 5000
Xiaomo port has seen 15k export in Q1 thru 6 shipments w/ goal of 70 to 100k this yr
Eventually goal here is 1m EVs/yr
Xiaomo port phase 1 includes 2 100kt berthing & 1 50kt berthing
BYD to invest 25B RMB in Shenshan phase 1 & 2. Shenzhen Pingshan plant's production is stopping & shifting here. So Shenshan is BYD's major export production hub due to proximity to Xiaomo port
Over next yr, BYD will need to open up more dealerships, build its fleet of RoRo ships, launch more models & cheaper models (like sub 100K BRL Dolphin mini) to reach its oversea sales goals
Completion of Thailand/Brazil plant will also help its sales. It is currently too constrained by RoRo capacity
src finance.sina.com.cn/jjxw/2024-03-2…
M
Morpheus33,
28.03.2024 5:07 Uhr
0
#BYD Denza GM Changjian Zhao stated in an interview that this year is a critical year for Denza exports. The RHD Denza will begin delivery in Jun/Jul, and the EU market has started recruitment.
He stated Denza's 2024 sales target is 180k units, and they will break 500k units in the future.
M
M
Morpheus33,
28.03.2024 5:06 Uhr
0
#BYD Denza to unveil two flagship sedans at Beijing Auto Show this year, flagship SUV to be released in Q4.
C
Cardu,
27.03.2024 23:44 Uhr
0
Ich persönlich glaub ehrlich gesagt nicht dran, dass sie das 1 Mio Ziel 2025 erreichen. Ziele kann man sich ja setzen, aber das erscheint mir doch zu hoch gegriffen.
C
Cardu,
27.03.2024 23:36 Uhr
0
Ja eben. Das ist nicht das was man als Aktionär hören möchte 😂
B
BuyA,
27.03.2024 23:33 Uhr
0
Konkret haben sie gesagt, dass das Wachstum weiter sicher gestellt ist, die Konsumenten-Ausgaben aber sinken werden und der globale Ausblick unsicher ist. Im letzten Quartal ging es mit der Profitabilität ja bereits abwärts. Man rechnet also eher damit, dass diese Situation so anhalten wird und der Preisdruck hoch bleibt, das frisst dann natürlich Profitabilität weg.
Wang also forecast that BYD's vehicle margin would fall this year as the price war intensifies, but said the company would ensure its profitability remains stable by improving sales.
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