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  1. Predictions
sell

Vinfast Auto Pte. Ltd sell Subdi

Vinfast Auto Pte. Ltd
Start price
€3.47
17.08.24 / 50%
Target price
€2.50
17.08.25
Performance (%)
-11.29%
End price
€3.08
18.08.25
Summary
This prediction ended on 18.08.25 with a price of €3.08. The price of Vinfast Auto Pte. Ltd decreased from the start of the prediction. Compared to the start price this resulted in a performance of -11.29%. Subdi has 50% into this prediction
Performance without dividends (%)
Name 1w 1m 1y
Vinfast Auto Pte. Ltd 1.909% 1.909% -28.979%
iShares Core DAX® 2.331% 5.140% 25.000%
iShares Nasdaq 100 2.077% 2.956% 8.935%
iShares Nikkei 225® 2.759% 7.214% 22.171%
iShares S&P 500 1.613% 2.893% 6.249%

According to Subdi what are the pros and cons of Vinfast Auto Pte. Ltd for the foreseeable future?

Pros
Sustainability is important
Cons
Risky Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
overvalued
Very low/no dividend yield expected
very negative Cash Flow expected
Bad rating
High risks in the balance sheet
ROE lower than 5% per year
Increased challenges to pay loans and raise capital
Deficits in Management
Little innovation
Few uniques
Growths slower than the competition
High risks for its business
Nicheplayer
Significant cyclical dependencies
Unknown brand
Outdated or very high risk business model

Comments by Subdi for this prediction

In the thread Vinfast Auto Pte. Ltd diskutieren
Prediction Sell
Perf. (%) -11.29%
Target price 2.500
Change
Ends at

Vietnamese EV maker VinFast (VFS) dropped yesterday another -10%.

As I stated previously, I believe the Vietnamese billionaire behind VFS will likely let VFS go bankrupt to save Vingroup, VFS’ parent company since VFS’ exorbitant cash burn represents a serious threat to Vingroup’s financial health/survival as my analysis shows. VFS is reliant on constant funding from its parent company Vingroup. Should Vingroup stop injecting capital into VFS, VFS becomes insolvent within a quarter.

Link to my bankruptcy rationale:
https://x.com/alojoh/status/1714359499446714399?s=46&t=ge_B52sziS40TzA9bSPnoA…

Link to my VFS research:
https://x.com/alojoh/status/1714326250406224238?s=46&t=ge_B52sziS40TzA9bSPnoA

Subdi 
0
Report Share
17.08.24

VinFast Slashes VF9 Price by $16,000 - is it worth buying?

 
10 Minuten:
 

 

Subdi 
0
Report Share
05.09.24 Sell -11.29%
In the thread Trading Vinfast Auto Pte. Ltd
Prediction Sell
Perf. (%) -11.29%
Target price 2.500
Change
Ends at 17.08.25

Die von Subdi gewählte maximale Laufzeit wurde überschritten

Subdi 
0
Report Share
18.08.25

Stopped prediction by Subdi for Vinfast Auto Pte. Ltd

sell
Vinfast Auto Pte. Ltd

Start price
Target price
Perf. (%)
€4.80
20.05.24
€2.50
20.05.25
-29.48%
10.08.24

Risky Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Subdi 
20.05.24 20%
sell
Vinfast Auto Pte. Ltd

Start price
Target price
Perf. (%)
€41.50
31.08.23
€4.14
31.08.24
-88.29%
05.03.24

Risky Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Subdi 
31.08.23 20%