I estimate BYD’s value at RMB277 per share, implying an upside of 30% from today’s price. This is derived from my DCF-based valuation using a WACC of 9.7% and a terminal growth rate of 3%.
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Should Warren Buffett Sell Coca Cola After 34 Years?
What’s interesting about Coca Cola is that Warren Buffett owns more than 9% of the company.
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Is a Hand-Made Hermès Bag a Better Long-Term Investment than Its Stock?
What’s interesting about Hermès is that it is still owned by the family (now in 6th generation).
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Is the Equity Spin-off Enough to Unlock Daimler Truck’s Value?
What’s interesting about Daimler Truck is that 99.9% of the shareholders approved the spin-off.
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Would You Bet on China-Backed SMIC to Win the Semiconductor Race?
What’s interesting about SMIC is that it’s the 5th largest chipmaker in the world.
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How Long before Carlsberg Recovers from Abandoning Russia?
What’s interesting about Carlsberg is that goodwill accounts for a massive 40% of assets.
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Will Adobe Continue to Disappoint Expectations?
What’s interesting about Adobe is that >90% of the world’s creative professionals use its software.
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Can Carnival Sail Safely through the Hurricane?
What’s interesting about Carnival is that its debt has swollen by 200% compared to pre-pandemic level.
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Is Ferrari’s Prestige Enough to Drive Its High Valuation?
What’s interesting about Ferrari is that when they increase the price, demand also rises.
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Is Snapchat’s Crash Symbolic of the Social Media Fall?
What’s interesting about Snapchat is that its share price is 82% below its Oct ‘21 all-time high.
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