Jun. 10 at 6:05 PM
$BB My 2 cents on
$BYD as an investment. First, it's a great company. They hire more engineers for every division -- auto, battery, robot -- compared to MOST other OEMs.
All in all, BYD WILL probably become the world's biggest OEM. Sidenote on vertical integration: they already own 8 of their own giant RORO ships.
The "problem"? BYD is totally focused on market share & product quality (e.g., using QNX). Their P/S ratio will probably stay at 1x or under even if they overtake Toyota, whose P/S is less than 1X.
