More than half of Vinfast sales were to related parties, which is an overhang in terms of the sustainability of its business models, whilst valuations remain above peers.
What is covered in the Full Insight:
Vinfast's 1Q2024 Performance
Slowdown and Losses
Vinfast's Entry and Expansion in the US Market
Introduction of New Models and Distribution Contracts
Concerns Regarding Internal Sales and Increasing Costs
SUMMARY
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