Investors interested in stocks from the Gaming sector have probably already heard of Boyd Gaming (BYD) and Red Rock Resorts (RRR). But which of these two stocks offers value investors a better bang for their buck right now?
BYD earns my only Strong Buy rating among automakers, driven by dominant Chinese market share, rapid international expansion, and improving financials at a low valuation. The company benefits from structural EV tailwinds, outpacing Western rivals in China and abroad, with strong momentum in both BEV and PHEV sales. Financial performance is robust: revenues and margins are rising, cash reserves are strong, and the dividend is growing.
July 2025 marked BYD's first production drop in sixteen months, with sales growth nearly flat due to weakness in PHEVs. However, there's much hope yet. Battery electric vehicle (BEV) sales surged 36.8% YoY, now surpassing PHEVs in share, signaling potential for renewed sales momentum. Even accounting for the pullback and signs of weakness in the China consumer economy, the company's financial estimates indicate significant upside to BYDDF going forward.
BYD is a global EV powerhouse, with strong brand recognition, expanding aggressively into Europe and other international markets, despite regulatory headwinds. Valuation is extremely attractive compared to global peers, supported by a fortress balance sheet, robust profitability, and a nearly 4% dividend yield. Key risks include rising inventory, slowing hybrid sales, and persistent geopolitical and trade war volatility impacting Chinese stocks.
BYD faces near-term selling pressure due to slowing July deliveries. The selling pressure is reflected in several bearish technical indicators and could cause further pullbacks to a $12~$13 support range. Looking past near-term issues, I see a good GARP (growth at reasonable price) pick featuring a well-rounded combination of value, growth, and profitability.
Major Chinese electric vehicle makers, including BYD, Li Auto and Ni, reported a drop in July deliveries. However, Xpeng shipped a record number of EVs in July.
Investors interested in Gaming stocks are likely familiar with Boyd Gaming (BYD) and Red Rock Resorts (RRR). But which of these two stocks offers value investors a better bang for their buck right now?
Chinese electric vehicle giant BYD plans to roll out its first car assembled in Pakistan by July or August 2026 to capture growing demand for electric and plug-in hybrid vehicles in the region, a company executive said on Wednesday.
China's BYD will delay mass production at its new electric vehicle factory in Hungary until 2026 and will run the plant at below capacity for at least the first two years, two sources familiar with the matter said.
BYD is one of the most undervalued investments on the market when analyzed based on sector-relative fundamentals. Sentiment for the stock is more nuanced, and there could be resistance to heavy capital inflows for some time. However, a medium-term sentiment uplift is likely if geopolitical conditions stabilize. I forecast a 40% upside for BYD stock over the next 12 months.
Investors interested in Gaming stocks are likely familiar with Boyd Gaming (BYD) and Red Rock Resorts (RRR). But which of these two stocks is more attractive to value investors?
Chinese carmaker BYD said on Tuesday it had launched a smartphone-car connectivity feature across its lineup, compatible with phone brands including Huawei, Xiaomi , Oppo and Vivo.