The market for electric transportation is broad and varied, though many investors don’t give much thought to opportunities beyond industry behemoths like Tesla Inc TSLA 2.35%. In recent months, however, a growing number of investors and observers have seen past the recognizable names and are justifiably excited about the emerging opportunities they see in e-transportation and e-mobility. For example, shares of BYD Co Ltd BYDDY 1.45%, for which I was the first investor in 1995, have gained a hefty 300% in the past six months on heightened awareness. If you’re familiar with BYD – whose largest equity holder is now Berkshire Hathaway (NYSE: BRK-B) - you know the company as a maker of electric buses or industrial equipment such as forklifts and trucks.Â
What you may not know is that BYD began as a battery company, and that despite being the world’s largest maker of electric vehicles in 2016, it still primarily views itself as a battery maker. In fact, just two years ago, BYD was in the process of building the largest battery factory in the world. That breakneck growth has continued and shows little signs of slowing down. In fact, last month BYD Co Ltd raised $3.86 billion from an upsized sale of its Hong Kong-listed shares, capitalizing on growing demand for its new-energy vehicles.
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