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Apis Flagship Fund's investment thesis on BYD Auto Co Ltd ($1211.HK) — Q4 2023 | Buyside Digest

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$1211.HKNASDAQBYD Auto Co Ltd

BULL

Apis Flagship Fund—1211.HK

Fund Letter

Q4 2023

Published December 31, 2023

View Fund Profile

$93.80USD

+8.9% vs last month

$69.40Pitched

+35.2% since pitch

Market Cap$819.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager highlights BYD's significant leadership in the global electric vehicle market, noting its double-digit sales growth, strong cash flow, and 25% manufacturing cost advantage over Western competitors. This massive cost...

— Daniel Barker

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