VinFast Auto — Focusing on top-line growth
VinFast Auto’s FY25 results highlight a year focused on scale, with electric vehicle (EV) deliveries rising 102% y-o-y to c 197k and...
139 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
771 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
735 Views
Postcard from Hanoi | Xin Chào Việt Nam
Exploring Vietnam's potential for growth and investment opportunities, despite challenges in capital markets and institutional participation....
428 Views
2024 High Conviction: VinFast (VFS US) – Heading for Trouble
VinFast remains an avoid due to related party-driven EV sales, declining customer traction, operating losses, cash burn, equity raise overhang and...
844 Views