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2023-09-05

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VinFast: One Of The Largest Disconnects Between Fundamentals & Price I’ve Ever Seen

2023-08-02

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216502047113320","repostId":"2364276867","repostType":2,"repost":{"id":"2364276867","kind":"highlight","pubTimestamp":1693877757,"share":"https://ttm.financial/m/news/2364276867?lang=&edition=fundamental","pubTime":"2023-09-05 09:35","market":"us","language":"en","title":"VinFast: One Of The Largest Disconnects Between Fundamentals & Price I’ve Ever Seen","url":"https://stock-news.laohu8.com/highlight/detail?id=2364276867","media":"The Smart Investor","summary":"VinFast Auto has a mammoth market capitalisation but the same may not be said for its business fundamentals.","content":"<html><head></head><body><p>VinFast Auto has a mammoth market capitalisation but the same may not be said for its business fundamentals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea32787ae4685ebfa696f8715d93e53e\" alt=\"\" title=\"\" tg-width=\"800\" tg-height=\"533\"/></p><p><strong><a href=\"https://laohu8.com/S/VFS\">VinFast Auto</a> </strong>(NASDAQ: VFS) became a public-listed entity in the US stock market on 15 August this year through a SPAC (Special Purpose Acquisition Company) merger. I think it is also a company with one of the largest disconnects between fundamentals and price that I’ve ever seen. I’ll lay out what I know, and you can judge my thought.</p><p>Founded in 2017, VinFast manufactures EVs (electric vehicles), e-scooters, and e-buses. The company started producing e-scooters in 2018, ICE cars in 2019 (the production of internal combustion engine vehicles was phased out in late-2022), and e-buses in 2020. Its first EV product line consists of a range of SUVs (sport utility vehicles) which it began manufacturing in December 2021. VinFast’s manufacturing facility – which has 1,400 robots and is highly automated – is located in Hai Phong, Vietnam and has an annual production capacity of 300,000 EVs. Through June 2023, VinFast has delivered 105,000 vehicles – most of which are ICE vehicles – and 182,000 e-scooters. </p><p>Vietnam is VinFast’s headquarters and the company’s primary market at the moment. As of 30 June 2023, VinFast had sold around 18,700 EVs, mostly in Vietnam, since inception; the deliveries of the 182,000 e-scooters since the company’s founding all happened in the same country too. The company has ambitions beyond Vietnam and has set its sights on the USA, Canada, France, Germany, and the Netherlands as its initial international markets. VinFast commenced US deliveries of EVs in March this year while it expects to start delivering EVs into Europe in the second half of 2023. The company has recorded around 26,000 reservations for its EVs globally as of 30 June 2023.</p><p>Controlling <strong><em>nearly all</em></strong> of VinFast’s shares currently <strong>(99.7%) </strong>is Pham Nhat Vuong, the founder and majority shareholder of Vingroup, a Vietnam-based conglomerate. Vingroup has a major economic presence in Vietnam – the company and all of its listed subsidiaries collectively accounted for 1.1% of Vietnam’s GDP in 2022 and they have a combined market capitalisation of US$21.0 billion (note that this does <em>not </em>include the value of VinFast) as of 30 June 2023.   </p><p>In the two weeks since VinFast’s listing, the company’s stock price closed at a high of US$82, on 28 August 2023. This gave VinFast a staggering US$190 billion market capitalisation based on an outstanding share count of 2.307 billion (as of 14 August 2023). At the market-close on 29 August 2023, VinFast’s share price was US$46. Though a painful 44% fall from the previous day’s closing, the US$46 stock price still gives VinFast a massive market capitalisation of US$107 billion, which easily makes it one of the top five largest auto manufacturers in the world by market capitalisation. But behind VinFast’s market size are the following fundamentals:</p><ul style=\"\"><li><p>2022 numbers (I would have used trailing numbers, but they’re not readily available)<strong>:</strong> Revenue of US$633.8 <em>million, </em>an operating <em>loss</em> of US$1.8 billion, and an operating cash <em>outflow </em>of US$1.5 billion</p></li><li><p>As I already mentioned, VinFast has (1) 26,000 reservations for its EVs <em>globally</em> as of 30 June 2023, and (2) delivered 105,000 vehicles – most of which are ICE vehicles – and 182,000 e-scooters from its founding through June 2023.</p></li></ul><p>For perspective, here are the equivalent numbers for <strong>Tesla</strong> (NASDAQ: TSLA), the largest auto manufacturer in the world by market capitalisation (US$816 billion on 29 August 2023), and a company whose valuation ratios are often said by stock market participants to be rich:</p><ul style=\"\"><li><p>Trailing numbers: Revenue of US$94.0 billion, operating income of US$12.7 billion, and operating cash <em>inflow </em>of US$14.0 billion</p></li><li><p>Trailing deliveries<em> </em>of 1.638 million vehicles worldwide.</p></li></ul><p>So given all the above, what do you think about my statement above, that VinFast is “a company with one of the largest disconnects between fundamentals and price that I’ve ever seen”?</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVinFast: One Of The Largest Disconnects Between Fundamentals & Price I’ve Ever Seen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-05 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/one-of-the-largest-disconnects-between-fundamentals-price-ive-ever-seen/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>VinFast Auto has a mammoth market capitalisation but the same may not be said for its business fundamentals.VinFast Auto (NASDAQ: VFS) became a public-listed entity in the US stock market on 15 August...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/one-of-the-largest-disconnects-between-fundamentals-price-ive-ever-seen/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4555":"新能源车","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","VFS":"VinFast Auto"},"source_url":"https://thesmartinvestor.com.sg/one-of-the-largest-disconnects-between-fundamentals-price-ive-ever-seen/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364276867","content_text":"VinFast Auto has a mammoth market capitalisation but the same may not be said for its business fundamentals.VinFast Auto (NASDAQ: VFS) became a public-listed entity in the US stock market on 15 August this year through a SPAC (Special Purpose Acquisition Company) merger. I think it is also a company with one of the largest disconnects between fundamentals and price that I’ve ever seen. I’ll lay out what I know, and you can judge my thought.Founded in 2017, VinFast manufactures EVs (electric vehicles), e-scooters, and e-buses. The company started producing e-scooters in 2018, ICE cars in 2019 (the production of internal combustion engine vehicles was phased out in late-2022), and e-buses in 2020. Its first EV product line consists of a range of SUVs (sport utility vehicles) which it began manufacturing in December 2021. VinFast’s manufacturing facility – which has 1,400 robots and is highly automated – is located in Hai Phong, Vietnam and has an annual production capacity of 300,000 EVs. Through June 2023, VinFast has delivered 105,000 vehicles – most of which are ICE vehicles – and 182,000 e-scooters. Vietnam is VinFast’s headquarters and the company’s primary market at the moment. As of 30 June 2023, VinFast had sold around 18,700 EVs, mostly in Vietnam, since inception; the deliveries of the 182,000 e-scooters since the company’s founding all happened in the same country too. The company has ambitions beyond Vietnam and has set its sights on the USA, Canada, France, Germany, and the Netherlands as its initial international markets. VinFast commenced US deliveries of EVs in March this year while it expects to start delivering EVs into Europe in the second half of 2023. The company has recorded around 26,000 reservations for its EVs globally as of 30 June 2023.Controlling nearly all of VinFast’s shares currently (99.7%) is Pham Nhat Vuong, the founder and majority shareholder of Vingroup, a Vietnam-based conglomerate. Vingroup has a major economic presence in Vietnam – the company and all of its listed subsidiaries collectively accounted for 1.1% of Vietnam’s GDP in 2022 and they have a combined market capitalisation of US$21.0 billion (note that this does not include the value of VinFast) as of 30 June 2023.   In the two weeks since VinFast’s listing, the company’s stock price closed at a high of US$82, on 28 August 2023. This gave VinFast a staggering US$190 billion market capitalisation based on an outstanding share count of 2.307 billion (as of 14 August 2023). At the market-close on 29 August 2023, VinFast’s share price was US$46. Though a painful 44% fall from the previous day’s closing, the US$46 stock price still gives VinFast a massive market capitalisation of US$107 billion, which easily makes it one of the top five largest auto manufacturers in the world by market capitalisation. But behind VinFast’s market size are the following fundamentals:2022 numbers (I would have used trailing numbers, but they’re not readily available): Revenue of US$633.8 million, an operating loss of US$1.8 billion, and an operating cash outflow of US$1.5 billionAs I already mentioned, VinFast has (1) 26,000 reservations for its EVs globally as of 30 June 2023, and (2) delivered 105,000 vehicles – most of which are ICE vehicles – and 182,000 e-scooters from its founding through June 2023.For perspective, here are the equivalent numbers for Tesla (NASDAQ: TSLA), the largest auto manufacturer in the world by market capitalisation (US$816 billion on 29 August 2023), and a company whose valuation ratios are often said by stock market participants to be rich:Trailing numbers: Revenue of US$94.0 billion, operating income of US$12.7 billion, and operating cash inflow of US$14.0 billionTrailing deliveries of 1.638 million vehicles worldwide.So given all the above, what do you think about my statement above, that VinFast is “a company with one of the largest disconnects between fundamentals and price that I’ve ever seen”?","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204421940732064,"gmtCreate":1690941066431,"gmtModify":1690941287030,"author":{"id":"4097982109296620","authorId":"4097982109296620","name":"Ace18","avatar":"https://static.tigerbbs.com/40cf6b0f4baf2773238c276509a1d957","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097982109296620","authorIdStr":"4097982109296620"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing 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