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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Is EasyJet’s Cash Injection Enough to Fund Tough Recovery?
Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
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Will Crane’s M&A Strategy Lead To Further Value Creation?
Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
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Has Volvo’s Strong Value Creation Been Overlooked by the Market?
Acquisition in China to ride demand wave, consistent value addition through strong profitability, and leading role in EV and hydrogen to reclaim market share.
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Will Pressure on Kohl’s Management Drive Share Price?
Strategic partnerships to escape growth stagnation, activist investors increase pressure after poor performance, and ramp-up of share repurchases spices up returns.
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Is Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?
Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.
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Would You Buy Tesla on 19x 2025 Earnings?
Near-term strength, but market dominance declines, many American companies fail in China, but not Tesla, and rapid production ramp up to ride EV wave.
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Is Hyundai’s Parallel Strategy a Potent Value Play?
Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
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What Is the Valuation Master Class?
The Valuation Master Class is the only program that trains you exactly how to value actual companies like a pro and get your dream job in finance.
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Can the World’s Least Profitable Carmaker Turnaround?
Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.
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