CATL

💥 CATL Down 33% - What Is Really Going On?

CATL’s Hong Kong listed shares have fallen sharply. From a peak of HK$744.5 on 28 May, the stock dropped to HK$501 on 15 September. That is a decline of roughly 32.7 percent.

The main key points- CATL’s actual earnings have not collapsed at all.

For the first half of 2026, revenue rose 63.5 percent year on year to RMB 316.7 billion and the net profit grew 50 percent to RMB 49.5 billion.

So what is the market concerned now?

It comes down to future expectations and not current results.

Investors are worried about automakers spreading their battery orders across more suppliers, pressure on gross margins, stricter capacity approvals, potential production adjustments and the long term shift toward solid state batteries. For example Xiaomi spread battery orders to CATL rivals.

Technically the picture has also weakened significantly. Price broke below key moving averages on heavy volume. The RSI dropped to extremely oversold levels around 16 to 18. Short interest has also risen notably since late 2025.

The big question now is whether this drop is just a temporary re rating or a lasting shift in growth and margin expectations.

📊 See the infographic for full details.

Not financial and investment advice😉.

Please do your own DD.

$CATL(03750.HK)

$BYD COMPANY(01211.HK)

BYD is making huge waves across the global EV market! ⚡

Latest news reported that BYD held a strong 14.4% share of the world’s EV battery market

In 1H 2026.

It ranked #3 with sales surging nearly 68% outside China. It is amazing rapid growth 😉.

🌍 Global expansion speeds up in this week:

• New Racco mini EV launched in Japan and grabbed over 700 orders in its first week!

• Partnered with Sinopec to turn a Shanghai petrol station into a flagship charging hub — ending fuel sales there entirely.

🚗 New & Improved:

• Updated Seal 07 sedan revealed: bigger dimensions + uprated 300 kW motor option.

• 419,000 vehicles sold in July alone — up nearly 22% year-on-year.

BYD keeps powering ahead! 🚀 Check out the infographic for all the amazing action by BYD 😉

Source:

1) Global EV battery market share in H1 2026: CATL 39.9%, BYD 14.4% - CnEVPost

2) BYD Racco tops 700 orders in first week in Japan, report says - CnEVPost

3) BYD and Sinopec Convert Shanghai Gas Station into Fast-Charging Site · TechNode

$CATL HK SDR 30to1(HCCD.SG)Higher high and higher low formed new channel. if momentum able to continue, its going to pass previous high of $4.3.

The STI remains rather resilient, recovering most of what it lost on Friday. Although the Singapore Market is often labelled as "boring" and "slow investment", volatile periods show the true strength of our own local stock market. Still in for the long term.

Driverless taxis and hailing services is the way to go. But much needs to be done on road infrastructure before it can work ideally in all weather conditions.

Infrastructure investment will be driven up in near future.

The "blacklist" of Chinese firms is not something new. Back in Feb 2026, the updated listed, which included Alibaba, BYD, Baidu, etc, was withdrawn shortly after it was posted for an hour on 13 Feb. It was thought that the withdrawal was to avoid antagonizing the Chinese following a trade truce reached by Trump-Xi. This, like the ding-dong of thr Nvidia export to China approval, are tools in the US war chest against Beijing. Having come after the Chinese crackdown on illegal cross border operation by Brokers in HK, restricting Chinese retail Investment in the US market, would anyone think this is a gesture to return the "kindness"?

US want to slower down the development of his great great competitor, China. Now added Alibaba, BYD, Tencent, and CATL to its military enterprise blacklist, restricting US institutional investment in these companies.

Saw multiple upgrades for S-Reits from analysts. I think it's time to seriously look into adding to portfolio for constant dividends income. Good luck everyone!!!