Vinfast: New Funding to Support Growth Plans Despite Struggling to Sell EVs
Vinfast has secured a $1bn standby equity subscription agreement with YA. Most of the company's EV sales were to related parties raising concerns...
667 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
568 Views
Vinfast: Ambitious EV Plan Seems Unrealistic; Share Price Down More than 50%
Vinfast's 2Q EV numbers suggest it may not meet its 50k target for 2023. The company is struggling to sell its EV models. However, Vinfast...
2k Views
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
591 Views
MarketVector Vietnam Local Index Rebalance: Some Big Impact Changes
Float and capping changes lead to an estimated one-way turnover is 3.3% and a one-way trade is US$21.5m. There are eight stocks where passive...
660 Views