The two companies are developing a "new autonomous vehicle architecture capable of transforming virtually any car into a self-driving 'robo-car'", VinFast said in a statement. The system will rely mainly on cameras, rather than more expensive technologies such as LiDAR sensors and radar arrays.VinFast and Autobrains will also work to gradually integrate more advanced autonomous capabilities into VinFast's whole product line, it said, including its VF 8 and VF 9 sport utility models. Autobrains did not immed ...

Core Insights - VinFast Auto Ltd. (NASDAQ:VFS) is recognized as one of the best auto stocks to buy currently [1] - The company achieved its highest monthly sales volume in November 2025, delivering 23,186 electric vehicles in Vietnam, contributing to a total of 147,450 units delivered this year [2] - The Limo Green model was the top performer, with 9,642 units sold in November and a total of 16,146 units since its launch [2] - The VF 3 is the best-selling car in Vietnam with 40,660 units sold this year, followed by the VF 5 with 38,478 units [3] - Despite strong sales, the stock is down 19.29% year-to-date as of December 26, 2025 [4] Sales Performance - In November 2025, VinFast delivered 23,186 electric vehicles, marking the highest monthly sales for the company [2] - Total deliveries for the year reached 147,450 units, with significant contributions from the Green lineup [2] - Breakdown of November deliveries includes 4,655 VF 3 units, 3,072 VF 5 units, 2,801 VF 6 units, and 1,225 VF 7 units [2] Market Position - The VF 3 leads the market as Vietnam's best-selling car, while the VF 6 tops the B-SUV segment with 19,750 deliveries [3] - The company aims to double its worldwide sales by 2024, leveraging its strong domestic performance [3] Stock Performance - As of December 26, 2025, VinFast's stock has decreased by 19.29% year-to-date, indicating potential market challenges despite strong sales figures [4]

Core Insights - The VF 8 is highlighted as a family-friendly electric vehicle (EV) that combines space, comfort, and electric performance to enhance travel experiences [1] Group 1: Vehicle Features - The VF 8 offers a practical mix of attributes that make it suitable for family travel, emphasizing the importance of comfort and performance [1] - The vehicle is positioned as a solution for families looking for an effortless travel experience [1] Group 2: Consumer Considerations - Selecting a family vehicle involves more than just meeting basic requirements; it requires long-term planning and envisioning future travel needs [1]

Core Insights - VinFast is participating in the Electrify Expo Industry Day on October 17, 2025, at Nassau Veterans Memorial Coliseum, following a successful event in Chicago [1][2] - The Industry Day will feature discussions on innovation, infrastructure, consumer adoption, and policies affecting the electric vehicle (EV) market [2] - VinFast aims to make electric mobility more accessible and will share insights on transitioning EVs into the mainstream market [3] Company Participation - VinFast will showcase its two premium electric SUVs, the VF 8 and VF 9, during both Industry Day and public festival days [5] - The VF 8 starts at $39,900 and the VF 9 at $62,900, with competitive lease rates and financing promotions available [7] - A team of VinFast experts will be present to provide information on vehicle features, sales policies, and after-sales services [8] Market Expansion - VinFast has expanded its presence in North America and Europe, with plans to enter high-potential markets such as Indonesia, the Philippines, India, and the Middle East [9] - The company is committed to adjusting its business strategies based on market analysis and macroeconomic conditions [10] - VinFast's mission is to make EVs accessible to everyone, with a diverse product lineup including electric SUVs, e-scooters, e-bikes, and e-buses [12]

Core Insights - VinFast has successfully opened its first authorized dealership in California, marking a significant step in its global strategy to expand its dealership network and commitment to American consumers [1][2][5] - The San Diego dealership will provide consumers with the opportunity to explore and test drive VinFast's electric SUVs, VF 8 and VF 9, while also offering comprehensive after-sales services [4][6] Dealership Expansion - VinFast is accelerating the development of its dealership network in the U.S., with California identified as a priority state due to its significant electric vehicle growth potential [3][5] - The company aims to fully transition to a franchise dealership model across all 50 states, having established nearly 30 authorized dealerships in 14 key states [5][6] Product Offering - The VF 8 is priced at an MSRP of $39,900 for the Eco trim and $44,900 for the Plus trim, with leasing options starting at $279/month; the VF 9 starts at $62,900 with leasing from $449/month [6] - All VinFast EV models in the U.S. come with a leading warranty of 10 years or 125,000 miles for the vehicle and a 10-year unlimited mileage warranty for the battery under non-commercial use [7] Strategic Vision - VinFast is committed to making electric vehicles more accessible and is implementing competitive sales policies in the U.S. market [6][9] - The company is also expanding its global presence into high-potential markets such as Indonesia, the Philippines, India, and the Middle East, while maintaining a diverse product range [8][10]

Core Viewpoint - VinFast Auto has shown impressive growth in vehicle sales but is facing significant challenges in expanding into the U.S. and European markets, leading to wider losses and a decline in stock price [1][2][7]. Sales Performance - In the fourth quarter, VinFast delivered 53,139 electric vehicles, a 143% increase year-over-year, with full-year deliveries reaching 97,399 units, up 192% from 2023 [1]. - Vehicle sales for the fourth quarter amounted to $634.5 million, reflecting a 77.8% increase compared to the previous year [2]. Financial Challenges - The company reported a gross loss of $536.4 million in the fourth quarter, which is a 176% increase from the prior year and a 341.3% increase from the third quarter of 2024 [2]. U.S. Expansion Strategy - VinFast is shifting its strategy in the U.S. by closing direct-to-consumer showrooms in California and relying on a growing dealership franchise network, which currently has 38 dealers in 16 states [3]. - The company is facing challenges as a relatively unknown brand, with only 367 vehicle registrations in the first two months of the year, an 18% decline from the same period last year [5]. Tariff Implications - Recent tariffs on imported vehicles are expected to expand to vehicle parts, complicating the company's import strategy for models like the VF 8 and VF 9 [4]. - The decision to suspend plans for a U.S. factory further complicates VinFast's expansion efforts [4]. European Market Strategy - In Europe, VinFast has launched the VF 6 to complement the VF 8, but it faces an uphill battle with only 12 self-operated showrooms and two dealer stores as of March 31 [6]. Investment Considerations - The 20% decline in share price may attract some investors, but the company remains largely unproven outside its home market, with increased costs and complications due to tariffs [7]. - If VinFast can establish itself as a recognized EV brand in the U.S. and Europe, it could reward investors, but this remains uncertain [8].

Core Insights - VinFast Auto Ltd. reported significant growth in electric vehicle (EV) deliveries and revenues for the fourth quarter and full year of 2024, indicating strong market reception and business momentum [2][3][4]. Financial Performance - In Q4 2024, VinFast delivered 53,139 EVs, a 143% increase from Q3 2024, and for the full year, total EV deliveries reached 97,399, up approximately 192% from 2023 [2][3]. - Total revenues for Q4 2024 were VND16,496.4 billion (US$677.9 million), a 69.8% increase year-over-year and a 33.8% increase quarter-over-quarter. For the full year, revenues were VND44,019.6 billion (US$1,808.9 million), representing a 57.9% increase from 2023 [4]. - The company reported a gross loss of VND25,277.6 billion (US$1,038.7 million) for 2024, with a negative gross margin of 57.4% and a net loss of VND77,354.9 billion (US$3,178.8 million) [4]. Strategic Initiatives - VinFast's founder, Mr. Pham Nhat Vuong, has committed VND50 trillion (US$2.1 billion) in grants to support the company, with VND10 trillion (US$410.9 million) already disbursed as of March 31, 2025 [6][7]. - The company aims to double its global vehicle deliveries in 2025 while maintaining flexibility in its business strategy to adapt to market dynamics [16]. Market Expansion - VinFast is expanding its presence in key markets, including Indonesia, the Philippines, North America, and Europe, with plans to establish a widespread dealer network and enhance its distribution capabilities [10][11][12][13][14]. - In Vietnam, the company is launching a new "Green" product line designed for transportation services, with deliveries expected to start in Q2 2025 [14][15]. Leadership Statements - VinFast's Chairwoman, Madam Thuy Le, emphasized the company's strong performance in 2024 and its commitment to innovation and quality in EV production [8]. - CFO Ms. Lan Anh Nguyen highlighted the foundation for sustained volume growth in 2025, focusing on R&D and capital expenditure to improve vehicle quality and performance [9].

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on March 28, 2024. Registration No. 333- SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VinFast Auto Ltd. (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) Singapore (State or other jurisdiction of incorporation or organization) 3711 (Primary Standard Industrial Classification Code Number) Not Ap ...

Table of Contents As filed with the Securities and Exchange Commission on October 23, 2023. Registration No. 333- SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VinFast Auto Ltd. (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (State or other jurisdiction of incorporation or organization) Singapore 3711 Not Applicable (Primary Standard Industrial Classification Co ...

Table of Contents Singapore 3711 Not Applicable (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) As filed with the Securities and Exchange Commission on September 12, 2023. Registration No. 333- SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VinFast Auto Ltd. (Exact name of Registrant as specified in its charter) Not Applicable (Translation of Registrant's name into English) (State or ...