What are the potential impacts of VinFast's delivery growth on its stock?

singsongone 10
12-16 16:33

Find out more here: What are the potential impacts of VinFast's delivery growth on its stock?

VinFast's delivery growth has the potential to drive significant stock price appreciation through improved fundamentals and market sentiment, though persistent losses and high execution risks temper the upside. The company's November 2025 domestic deliveries reached a record 23,186 vehicles, bringing year-to-date Vietnam deliveries to 147,450 units, demonstrating strong momentum in its core market1011. This delivery growth supports revenue expansion, with Q3 2025 revenue reaching 18.1 trillion VND (approximately $719 million), representing 47% year-over-year growth227.

Santa Rally Starts? Can BoJ Rate Hike Land As Expected?
Market rebounds with Micron's earnings. Ahead of the BoJ decision, a rate hike is widely seen as almost a done deal. Markets broadly expect a 25 bps increase, which would lift the policy rate to its highest level in 30 years. Recently, markets have been buzzing about a potential major twist in Japan’s rate hike narrative. One line of thinking is that if Japan proceeds with a “normal” rate hike, it could mark a clear case of the “shoe dropping” — potentially setting the stage for a reversal in US equities. -------- Will market reversal stage? Can santa rally start?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment