Should VinFast’s 2025 Vietnam EV Delivery Scale Reshape How VFS Investors View Its Core Market?

Simply Wall St.01-22

VinFast Auto Ltd. has released preliminary figures showing domestic Vietnam deliveries of 27,649 electric vehicles in December 2025 and 175,099 for the full year, providing a snapshot of its recent ...

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These delivery numbers give investors a clearer view of VinFast’s current scale in its home market and its execution on local demand.  Next, we’ll examine how VinFast’s reported 175,099 Vietnam EV deliveries for 2025 may influence the company’s investment narrative.  The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.AdvertisementWhat Is VinFast Auto's Investment Narrative?To own VinFast today, you really have to believe the company can turn rapid delivery growth into a viable business model before its limited cash runway becomes a constraint. The preliminary 175,099 Vietnam EV deliveries for 2025 add useful context here: they show VinFast moving meaningful volume in its home market, which speaks directly to one of the key near term catalysts, execution on demand where its brand is strongest. That said, the scale-up comes alongside very large losses, negative equity and a share price that has fallen 18.14% over the past year, so the latest delivery data does not erase the core risk that the business remains unprofitable and capital hungry. Instead, it slightly tilts the story toward operational progress, while funding and dilution questions stay front and center. However, one key funding risk tied to those mounting losses is easy to overlook.\n\nDespite retreating, VinFast Auto's shares might still be trading 18% above their fair value. Discover the potential downside here.Exploring Other PerspectivesVFS 1-Year Stock Price Chart Five fair value estimates from the Simply Wall St Community range from about US$4.05 to a very large upper figure, showing how far apart private investors can be. Set against VinFast’s heavy losses and short cash runway, that spread underlines why it helps to weigh several viewpoints before forming an opinion on the company’s prospects.Explore 5 other fair value estimates on VinFast Auto - why the stock might be worth just $4.05!Build Your Own VinFast Auto NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your VinFast Auto research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.Our free VinFast Auto research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate VinFast Auto's overall financial health at a glance.Want Some Alternatives?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:Uncover the next big thing with financially sound penny stocks that balance risk and reward.Find companies with promising cash flow potential yet trading below their fair value.AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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