In short: The named Chinese domestic manufacturer taking share from European luxury-car makers in China — the reason BMW's Chinese sales fell 30% in Q2 and it issued its June profit warning. Context for the bear case, no stance on BYD.
BYD, China's biggest electric-car maker, appears as the competitor behind BMW's troubles in China — local manufacturers like it are taking market share from European luxury brands. The article takes no view on BYD's stock; it's the "why" of BMW's profit warning.
In short: Named as the volume leader Tesla is losing on price to. "BYD (China): They sell more electric cars than anyone else in the world and make their own batteries at a very cheap price." It appears twice — as a competitor in the EV market and in the risk list — and it is the reason Tesla's margins are depressed by choice: Tesla "reduced the car prices and engaged in a price war with Chinese EV companies." No thesis or valuation offered.
BYD is the Chinese manufacturer that now sells more electric cars than anyone in the world, and — unlike Tesla — makes its own batteries very cheaply. It is named twice: once as the leading competitor in Tesla's largest market, and again in the risk list.
Its significance to the analysis is indirect but important. Tesla's gross margin has fallen to 18%, and one of the two stated reasons is that Tesla "reduced the car prices and engaged in a price war with Chinese EV companies." So BYD is not only taking volume; it is setting the price at which Tesla can sell. Slegers offers no view on BYD's own shares.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.