Fabricio Suarez Peña
$1958.HK (BAIC Motor Corp Ltd) BAIC Motor Corporation Limited. This company seems very undervalued. I think the main reasons for these undervaluation are: - That it is a Chinese company - It serves as a joint venture with Mercedes, Hyundai, and other car manufacturers - Impose tariffs This tree factors makes investor think there is too much risk but the cash flows and the actual discount to the valuation more than offsets this risks. We can see the undervaluation when looking that the company is holding at the moment more cash and equivalents (38,128 million HKD) than his total market capitalization (17,950 million HKD). This together with the tangible book value of 51,109 million HKD, demonstrates that the company could be potentially undervalued and an investment opportunity for the long term. I will continue to analyze this company to find anything that I may have not taken into account in the valuation calculation while I continue adding to this position. $MBG.DE (Mercedes-Benz Group AG) $HYUD.L $TM (Toyota Motor Corporation-ADR) $TSLA (Tesla Motors, Inc.) $STLA.US (Stellantis NV) $STLAM.MI (Stellantis NV) $NIO (Nio Inc.-ADR) $XPEV (XPeng Inc ADR) $LI (Li Auto Inc-ADR) $01211.HK (BYD Co Ltd) $VOW3.DE (Volkswagen AG) $F (Ford Motor Co) $GM (General Motors Co) $RNO.PA (Renault ) $BMW.DE (Bayerische Motoren Werke Aktiengesellschaft)