Profile
Symbol: 1211.HK
Industry: Auto manufacturing
Sector: Consumer discretionary
Theme: Chinese innovation
5-Year shareholder growth: +20.9%/year
Estimated fair value: HKD 246
Valuation assumption: 4.0% MFCF yield
Insider ownership: 28.3%
Investors: James Anderson (Lingotto Innovation)
Transaction log
Sep 25, 2025 - Bought 100 @ HKD 109.20 (0.59% wtg, coffee can innovators)
Jan 2, 2026 - Bought 200 @ HKD 99.20 (300 shares, 1.40% wtg)
Jul 6, 2026 - Bought 100 @ HKD 85.60 (400 shares, 1.75% wtg)
BYD Company
Location: Shenzen, China
Estimated fair value history
Jun-25 - HKD 258 (4.0% MFCF yield)
Sep-25 - HKD 282
Dec-25 - HKD 246
The future is China, yet most Americans are in denial. This trend is EARLY!!!
As mentioned earlier today, we are adding to our Hong Kong-listed shares. [trades]
Hesai Group is at the center of the EV revolution in China. [trades]
Nvidia is goosing demand for its GPUs by infusing its customers with cash. This brings back bad memories of the dot-com bubble (vendor financing).
Bonus feature: the insane valuation gap between Tesla and BYD. [trades]
Hesai Group co-founder David Li talks about the great autonomous vehicle debate: Which technology will prevail, cameras or LiDAR? Li says both.
The future of electric vehicles and autonomous driving looks bright.