Profile
Industry: Auto manufacturing
Sector: Consumer discretionary
Theme: Chinese innovation
5-Year shareholder growth: n/a
Estimated fair value: HK$258
Valuation assumption: 4.0% MFCF yield
Insider ownership: 28.2%
Investors: James Anderson (Lingotto Innovation)
Transaction log
Sep 25, 2025 - Bought 100 1211.HK @ HKD 109.20 (0.59% wtg, coffee can innovators)
Jan 2, 2026 - Bought 200 1211.HK @ HKD 98.75 (TBD pending open of trading on Jan 4, 8:30 PM EST) (300 shares, 1.40% wtg)
BYD Company
Location: Shenzen, China
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.