BYD Electronic (International) Co (0285) AI Stock Analysis

• Market Cap: HK$75.26B
• Dividend Yield: 1.85%
• Average Volume (3M): 14.91M
• Price to Earnings (P/E): 16.3
• Beta (1Y): 1.23
• Revenue Growth: 34.21%
• EPS Growth: 4.11%
• Country: HK
• Employees: 150,000
• Sector: Technology
• Sector Strength: 90
• Industry: Hardware, Equipment & Parts
• EPS (TTM): 0.31
• Shares Outstanding: 2,253,204,600
• 10 Day Avg. Volume: 15,255,378
• 30 Day Avg. Volume: 14,912,949
• PEG Ratio: 0.22
• Price to Book (P/B): 2.08
• Price to Sales (P/S): 0.00
• P/FCF Ratio: -47.51
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: HK$45.13
• Price Target Upside: 35.12% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4

• Rating: 71 Outperform
• Price Target: HK$38.00 ▲(13.77%Upside)

The overall stock score reflects strong revenue growth and profitability, tempered by concerns over cash flow volatility. The technical indicators suggest a moderately bullish trend, though caution is warranted due to potential overbought conditions. Valuation is fair, providing a balanced outlook for the stock.

Positive Factors

Growth Potential

Strong NEV sales backed by BYD and emerging AI server business are expected to drive growth.

Product Expansion

Upcoming catalysts include auto product expansion, AI server ramp-up, and GPM improvement.

Risk-Reward Ratio

Attractive risk-reward with the stock trading at 14.6x FY25E P/E, providing a favorable outlook.

Negative Factors

Competition Challenges

Slower-than-expected AI smartphone adoption and more vigorous competition in the Apple supply chain could pose challenges.

Gross Profit Margin Pressure

BYDE’s share price slumped 10% due to market concerns on lower 4Q24 GPM.

BYD Electronic (International) Co Business Overview & Revenue Model

Company Description

BYD Electronic (International) Company Limited, an investment holding company, designs, manufactures, assembles, and sells mobile handset components and modules in the People's Republic of China and internationally. The company provides high-level assembly services; and manufactures and sells batteries, chargers, and iron phosphate batteries for use in electric buses, trucks, cars, and forklifts, as well as its components and spare parts. It builds and maintains monorail projects. The company was founded in 1995 and is headquartered in Shenzhen, the People's Republic of China. BYD Electronic (International) Company Limited is a subsidiary of Golden Link Worldwide Limited.

How the Company Makes Money

BYD Electronic generates revenue through its diversified product offerings and manufacturing services. The primary revenue streams include the production and sale of mobile handset components, such as cases, keypads, and structural parts, as well as the assembly of complete mobile handsets. Additionally, the company earns from manufacturing smart product modules and automotive intelligent systems, catering to the growing demand for smart devices and electric vehicles. Strategic partnerships with leading technology companies enable BYD Electronic to maintain a steady flow of orders and long-term contracts, which significantly contribute to its earnings. The company's emphasis on innovation and efficiency in its manufacturing processes also helps in maintaining competitive pricing and margins.

BYD Electronic (International) Co Financial Statement Overview

Summary

Strong revenue growth and improved profitability margins, but concerns arise due to reduced cash flow in 2024. The balance sheet remains stable with moderate leverage, but cash flow volatility could impact long-term financial health.

Income Statement

The company has demonstrated strong revenue growth, with a 36.4% increase in 2024 over 2023. Gross Profit Margin improved to 6.93% in 2024 from 8.01% in 2023, and Net Profit Margin increased to 2.41% from 3.11% over the same period. EBIT Margin and EBITDA Margin were slightly lower in 2024 at 2.19% and 3.76%, respectively. Despite some margin compression, the overall growth trajectory is positive.

Balance Sheet

The company's debt-to-equity ratio increased to 0.38 in 2024, indicating a moderate level of leverage. The return on equity remains strong at 13.2%, reflecting effective utilization of equity capital. However, the equity ratio has decreased slightly to 35.9%, suggesting a lower proportion of assets financed by equity. Overall, the balance sheet remains stable with manageable leverage.

Cash Flow

The company has shown volatility in cash flow with a significant drop in operating cash flow to zero in 2024. Free cash flow growth cannot be calculated due to missing data. The firm’s ability to convert net income into cash is under question, which could affect its liquidity position in the future.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	177.31B	129.96B	107.19B	89.06B	73.12B
Gross Profit	12.30B	10.40B	6.35B	6.03B	9.63B
EBITDA	6.67B	8.03B	4.91B	5.07B	8.33B
Net Income	4.27B	4.04B	1.86B	2.31B	5.44B
Balance Sheet
Total Assets	90.35B	87.22B	56.99B	41.18B	37.98B
Cash, Cash Equivalents and Short-Term Investments	7.05B	12.59B	6.24B	2.82B	3.47B
Total Debt	12.46B	16.49B	2.93B	509.76M	2.74B
Total Liabilities	57.95B	57.89B	31.36B	17.15B	15.70B
Stockholders Equity	32.40B	29.33B	25.64B	24.03B	22.27B
Cash Flow
Free Cash Flow	3.86B	6.32B	1.71B	2.29B	299.35M
Operating Cash Flow	6.71B	10.24B	5.96B	6.33B	3.21B
Investing Cash Flow	-2.66B	-17.74B	-4.28B	-3.76B	-2.98B
Financing Cash Flow	-7.58B	11.82B	1.76B	-3.20B	1.57B

BYD Electronic (International) Co Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 33.40
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0285, the sentiment is Positive. The current price of 33.4 is above the 20-day moving average (MA) of 31.63, above the 50-day MA of 32.27, and below the 200-day MA of 37.05, indicating a neutral trend. The MACD of 0.25 indicates Negative momentum. The RSI at 57.52 is Neutral, neither overbought nor oversold. The STOCH value of 69.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:0285.

BYD Electronic (International) Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
0285	71 Outperform	HK$75.26B	16.27	13.83%	1.85%	34.21%	4.11%
6088	71 Outperform	HK$17.79B	14.84	6.27%	―	5.75%	18.75%
1415	66 Neutral	HK$24.21B	26.04	25.73%	―	168.87%	150.80%
1478	65 Neutral	HK$12.54B	41.28	5.64%	0.95%	26.76%	237.96%
Sector *	57 Neutral	$911.41M	14.23	-16.47%	3.42%	10.57%	-36.53%
SNPTF		$10.50B	22.68	11.45%	0.87%	―	―
VARXF		$619.24M	12.31	8.79%	2.80%	―	―

BYD Electronic (International) Co Corporate Events

BYD Electronic Completes Share Purchase and Grant Under 2025 Scheme

BYD Electronic (International) Co has completed the purchase of underlying shares and granted share awards under its 2025 Share Award Scheme. This initiative aims to align the interests of the company, shareholders, and employees, fostering joint and sustainable development. The scheme involves unlocking shares over three years, contingent on performance appraisals, to enhance employee cohesion and competitiveness, ensuring the company’s long-term stability and growth.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$41.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Updates Final Dividend Details for 2024

BYD Electronic (International) Company Limited announced an update regarding its final cash dividend for the year ended December 31, 2024. The dividend, declared at RMB 0.568 per share, will be paid in Hong Kong dollars at an exchange rate of RMB 1 to HKD 1.09108, amounting to HKD 0.61973 per share. The ex-dividend date is set for June 10, 2025, with the payment date scheduled for July 29, 2025. This announcement reflects the company’s commitment to returning value to its shareholders and may impact its financial positioning and investor relations.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$45.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Updates Final Dividend for 2024

BYD Electronic (International) Company Limited announced an update regarding its final dividend for the year ended 31 December 2024, declaring a dividend of RMB 0.568 per share. The dividend will be paid in Hong Kong dollars at an exchange rate of RMB 1 to HKD 1.09108, with a payment date set for 29 July 2025. This announcement reflects the company’s commitment to returning value to its shareholders and may impact its market perception positively.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$70.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Successfully Passes AGM Resolutions

BYD Electronic (International) Co. announced the successful passage of all resolutions at its Annual General Meeting held on June 6, 2025. The resolutions included the approval of the audited financial statements for 2024, the declaration of a final dividend, and the re-appointment of Ernst & Young as auditors. The approval of these resolutions reflects strong shareholder support and positions the company for continued stability and growth.

The most recent analyst rating on (HK:0285) stock is a Buy with a HK$45.00 price target. To see the full list of analyst forecasts on BYD Electronic (International) Co stock, see the HK:0285 Stock Forecast page.

BYD Electronic Reports Steady Q1 2025 Financial Performance

BYD Electronic (International) Co. announced its unaudited consolidated results for the first quarter of 2025, showing a slight increase in revenue and profit attributable to owners compared to the same period in 2024. Despite a decrease in gross profit and total assets, the company experienced a growth in net assets, indicating stable financial health. The announcement suggests cautious optimism for stakeholders, with the company maintaining a steady performance amidst market fluctuations.

BYD Electronic Updates Final Dividend Details for 2024

BYD Electronic (International) Company Limited announced an update regarding its final cash dividend for the year ended December 31, 2024. The company declared a dividend of RMB 0.568 per share, with the payment date set for July 29, 2025. This announcement provides updated information on the Hong Kong share register and payment details, indicating the company’s commitment to returning value to its shareholders.

BYD Electronic Announces AGM and Key Resolutions for 2025

BYD Electronic (International) Co has announced its annual general meeting scheduled for June 6, 2025, in Shenzhen, China. Key resolutions include the approval of audited financial statements, a final dividend declaration, re-appointment of Ernst & Young as auditors, and re-election of directors. The company also seeks shareholder approval to authorize its board to issue additional shares, enhancing its financial flexibility and potential market positioning.

BYD Electronic Announces AGM and Dividend Entitlement Dates

BYD Electronic (International) Co has announced the closure of its register of members to determine entitlements for attending the upcoming Annual General Meeting (AGM) and for the proposed final dividend for the year ended December 31, 2024. The AGM is scheduled for June 6, 2025, and the proposed dividend of RMB0.568 per share is subject to shareholder approval. The closure period for voting rights is from June 3 to June 6, 2025, and for dividend entitlement from June 12 to June 17, 2025. This announcement signifies the company’s ongoing commitment to shareholder engagement and financial transparency.