Warren Buffett has once again reduced his holdings in the mainland car manufacturer leader BYD. Berkshire Hathaway's continuous reduction of its stake in BYD has triggered the disclosure threshold again. The latest data shows that Berkshire's stake in BYD's H shares has decreased from 8.05% to 7.98%. BYD's revenue in the third quarter was 162.151 billion yuan, a year-on-year increase of 38.49%. The net profit for the third quarter was 10.413 billion yuan, a year-on-year increase of 82.16%.

Analysts believe that BYD's TTM PE is currently around 29-30 times, which is considered reasonable. However, if it continues to struggle to break through in the high-end market, while its hybrid market share continues to decline, and there are no competitive mid-to-high-end pure electric models, along with a late start in intelligence requiring further improvement, the long-term competitive outlook for BYD is not optimistic. What do you think?

Warren Buffett has once again reduced his holdings in the mainland car manufacturer leader BYD. Berkshire Hathaway's continuous reduction of its stake in BYD has triggered the disclosure threshold again. The latest data shows that Berkshire's stake in BYD's H shares has decreased from 8.05% to 7.98%. BYD's revenue in the third quarter was 162.151 billion yuan, a year-on-year increase of 38.49%. The net profit for the third quarter was 10.413 billion yuan, a year-on-year increase of 82.16%. Analysts believe that BYD's TTM PE is currently around 29-30 times, which is considered reasonable. However, if it continues to struggle to break through in the high-end market, while its hybrid market share continues to decline, and there are no competitive mid-to-high-end pure electric models, along with a late start in intelligence requiring further improvement, the long-term competitive outlook for BYD is not optimistic. What do you think?

Warren Buffett frequently reduces his holdings in BYD, with ownership falling below 8%

巴菲特减持比亚迪，说明了老爷子对于当前收益已经满意了，认为比亚迪股价已经到了合理区间！