Part 5/7:
Despite initial perceptions of BYD as a formidable competitor due to their volume of sales and market presence in China, recent reports indicate that the company may be struggling more than anticipated. Observations have emerged regarding their production schedules and financial health, revealing that BYD is postponing capacity expansions and facing significant pressure on margins.
Goldberg brought attention to alarming indicators such as BYD's delays in paying suppliers, potentially leading to extreme financial stress. This complexity makes it crucial for investors and industry watchers to assess BYD's real performance metrics and sustainability in a rapidly evolving market.