Added to YB: 2026-08-19
Pitch date: 2026-08-17
BYDDF [neutral]
BYD Company Limited
Author Info
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Company Info
BYD Company Limited, together with its subsidiaries, engages in automobiles and batteries business in the People’s Republic of China, Hong Kong, Macau, Taiwan, and internationally.
Market Cap
HKD 759.6B
Pitch Price
N/A
Price Target
N/A
Dividend
0.47%
EV/EBITDA
6.90
P/E
25.34
EV/Sales
1.00
Sector
Automobiles
Category
growth
The Rational Investor | August 16 2026 Portfolio Update - BYD Company Limited
BYDDF (holding update): 1% position. Intl export segment expanding strongly, but Q1 domestic Chinese pricing pressure & hyper-competition compressed op margins more than expected. Munger praised CEO Wang Chuanfu. Could become world's largest automaker by volume this decade, but ~20x historical earnings w/ slowing near-term growth = no bargain.
Read full article (1 min)