In particular, he shared the following graph showing that BYD’s profit margin (above 5%) was better in Q1 2025 than in most quarters in the past decade. There are just a few quarters that were even notably higher.
So what is wrong with US & EU manufacturers?
I’m selling the BYD stock I acquired 3 mo ago. Looked very promising then but shares have failed to perform. May be a wonderful company but is not bringing profits to the bottom line.
I am up almost 12% on shares bought April 8.
I am holding for now. I expect a bumpy ride as the US-China economic war continues.