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DBS’s Jim Hin Kwong Au sees BYD Electronic earnings inflection in 2027

DBS Group Research’s Jim Hin Kwong Au says BYD Electronic could see an earnings inflection in 2027, citing liquid cooling and high-voltage power, while AI infrastructure remains the main growth driver.

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BYD Electronic could see an earnings inflection in 2027 thanks to areas such as liquid cooling and high-voltage power, says DBS Group Research's Jim Hin Kwong Au in a note.

Artificial-intelligence infrastructure is likely to remain the main growth driver for the Chinese electric-component maker, he…