2207 (Hotai Motor Co Ltd) vs Taiwan Weighted Index Comparison

2207

Taiwan Weighted Index

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

2207

Taiwan Weighted Index

Difference

1Y 3Y 5Y 10Y 15Y 20Y

2207

Taiwan Weighted Index

Add Stock

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Taiwan Weighted Index

2207

ORLY

AZO

CVNA

KMX

Add Stock

1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Hotai Motor Co Ltd
Glance View

Market Cap

339.3B TWD

Industry

Retail

Hotai Motor Co., Ltd. is a dominant force in the Taiwanese automotive industry, often considered the heartbeat driving the nation's vehicle market. Established in the mid-20th century, the company began by securing the exclusive right to distribute Toyota vehicles in Taiwan. This partnership with one of the world's leading automotive brands laid the foundation for Hotai Motor's formidable market position. By integrating local insights with Toyota’s global standards, Hotai Motor transformed the automobile landscape in Taiwan. This dynamic synergy accelerated its growth, enabling the company to not just distribute, but also venture into assembling and manufacturing, thereby expanding its operational reach. Securing a comprehensive footprint, the company relied on its strategic dealership network, efficient supply chain management, and robust after-sales service to cement its reputation for reliability and customer satisfaction. As the automotive industry gears up for rapid innovation and change, Hotai Motor navigates these transitions with a blend of tradition and modernity. By transcending mere automotive distribution to encompass a multi-faceted business model, the company taps into an array of revenue streams. Beyond vehicle sales, Hotai Motor has ventured into financial services by offering leasing and insurance products, creating a diversified portfolio that mitigates market volatility. The company’s ability to adapt and evolve with consumer trends, such as shifting towards hybrid and electric vehicles, showcases its commitment to sustainability and technological advancement. By continuously optimizing its operations and expanding its service offerings, Hotai Motor maintains its leading edge, ensuring robust profitability and a resilient future in the face of an ever-evolving global automotive landscape.

View Hotai Motor Co Ltd Analysis

Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

US		O'Reilly Automotive Inc NASDAQ:ORLY	Add
US		Autozone Inc NYSE:AZO	Add
US		Carvana Co NYSE:CVNA	Add
ZA	M	Motus Holdings Ltd JSE:MTH	Add
US		Carmax Inc NYSE:KMX	Add
US		Penske Automotive Group Inc NYSE:PAG	Add
ZA	S	Super Group Ltd JSE:SPG	Add
US		Murphy Usa Inc NYSE:MUSA	Add
US		Lithia Motors Inc NYSE:LAD	Add
US		AutoNation Inc NYSE:AN	Add

US		O'Reilly Automotive Inc NASDAQ:ORLY	Select
US		Autozone Inc NYSE:AZO	Select
US		Carvana Co NYSE:CVNA	Select
ZA	M	Motus Holdings Ltd JSE:MTH	Select
US		Carmax Inc NYSE:KMX	Select
US		Penske Automotive Group Inc NYSE:PAG	Select
ZA	S	Super Group Ltd JSE:SPG	Select
US		Murphy Usa Inc NYSE:MUSA	Select
US		Lithia Motors Inc NYSE:LAD	Select
US		AutoNation Inc NYSE:AN	Select

US		O'Reilly Automotive Inc NASDAQ:ORLY	Add
US		Autozone Inc NYSE:AZO	Add
US		Carvana Co NYSE:CVNA	Add
ZA	M	Motus Holdings Ltd JSE:MTH	Add
US		Carmax Inc NYSE:KMX	Add
US		Penske Automotive Group Inc NYSE:PAG	Add
ZA	S	Super Group Ltd JSE:SPG	Add
US		Murphy Usa Inc NYSE:MUSA	Add
US		Lithia Motors Inc NYSE:LAD	Add
US		AutoNation Inc NYSE:AN	Add

MX	M	Mexico S&P/BMV IPC INDX:MXX	Add
PK	K	Karachi 100 INDX:KSE100	Add
SA	T	Tadawul All Share INDX:TASI	Add
TH	S	SET Index INDX:SET	Add
ID	J	Jakarta Composite Index INDX:JKSE	Add
GR	A	Athens General Composite INDX:ATG	Add
BR	B	BOVESPA INDX:BVSP	Add
AR	S	S&P Merval INDX:MERV	Add
CZ	P	PX Prague Stock Index INDX:PX	Add
RU	M	MOEX Russia INDX:IMOEX	Add

	Franklin Covey Co NYSE:FC	35.3 USD 0.17%
	Mohawk Industries Inc NYSE:MHK	118.28 USD 0.84%
	Ardmore Shipping Corp NYSE:ASC	12.56 USD -1.64%
	ASGN Inc NYSE:ASGN	86.92 USD 0.67%
	Skyworks Solutions Inc NASDAQ:SWKS	92.63 USD -0.03%
	Weatherford International PLC NASDAQ:WFRD	72.13 USD -3.57%

2207

vs

Taiwan Weighted Index

Stocks Performance
2207 vs Taiwan Weighted Index

Performance Gap
2207 vs Taiwan Weighted Index

Performance By Year
2207 vs Taiwan Weighted Index

Competitors Performance
Hotai Motor Co Ltd vs Peers

Hotai Motor Co Ltd
Glance View

Company

Help

Tools

Stocks

	Johnson & Johnson NYSE:JNJ	142.27 USD -2.71%
	Bank of America Corp NYSE:BAC	46.21 USD 0.28%
	Mastercard Inc NYSE:MA	516.4 USD 0.98%
	Salesforce Inc NYSE:CRM	326.9 USD 0.61%
	Abbvie Inc NYSE:ABBV	178.5 USD -0.57%
	Home Depot Inc NYSE:HD	387.2 USD 0.77%

	Arista Networks Inc NYSE:ANET	115.51 USD 0.19%
	Visa Inc NYSE:V	312.6 USD 0.3%
	Texas Pacific Land Corp NYSE:TPL	1 275.94 USD 1.4%
	KLA Corp NASDAQ:KLAC	686.2 USD -0.45%
	Manhattan Associates Inc NASDAQ:MANH	272.49 USD 1.6%
	Pinduoduo Inc NASDAQ:PDD	100.32 USD -0.3%

	Salesforce Inc NYSE:CRM	326.9 USD 0.61%
	ServiceNow Inc NYSE:NOW	1 049.08 USD -0.48%
	EOG Resources Inc NYSE:EOG	128.46 USD 0.71%
	Copart Inc NASDAQ:CPRT	56.78 USD 0.96%
	Applied Materials Inc NASDAQ:AMAT	176.99 USD -0.47%
	Synopsys Inc NASDAQ:SNPS	502 USD 2.95%

	Johnson & Johnson NYSE:JNJ	142.27 USD -2.71%
	Berkshire Hathaway Inc NYSE:BRK.A	677 925 USD -0.09%
	Bank of America Corp NYSE:BAC	46.21 USD 0.28%
	Mastercard Inc NYSE:MA	516.4 USD 0.98%
	UnitedHealth Group Inc NYSE:UNH	524.52 USD 2%
	Exxon Mobil Corp NYSE:XOM	106.93 USD -1.67%

2207 vs Taiwan Weighted Index

Stocks Performance 2207 vs Taiwan Weighted Index

Performance Gap 2207 vs Taiwan Weighted Index

Performance By Year 2207 vs Taiwan Weighted Index

Competitors Performance Hotai Motor Co Ltd vs Peers

Hotai Motor Co Ltd Glance View

Company

Help

Tools

Stocks

2207

vs

Taiwan Weighted Index

Stocks Performance
2207 vs Taiwan Weighted Index

Performance Gap
2207 vs Taiwan Weighted Index

Performance By Year
2207 vs Taiwan Weighted Index

Competitors Performance
Hotai Motor Co Ltd vs Peers

Hotai Motor Co Ltd
Glance View