【美股招股说明书】VinFast Auto Ltd美股招股说明书(2025-01-13版).pdf

FY22 largely in-line; Auto／VR to accelerate growth

Auto: 4Q24 earnings preview: Growing divergence

China Auto Sector: Strong June provides more confidence for 2H23

–Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business

China Auto Sector – Inventory risk could lead to a bumpy recovery

策略：H股；百度：O2O野心； GCL / Prada / Autos; CKI / PAH合并

Positive on acquisition of Auto-Kabel Group; Reiterate BUY

China Auto Sector – Can possible strong Jun sales extend into 2H23？

Rewiring the Auto Industry for the Electric, Connected Future

China Auto Sector: Jul discount: Chinese narrowed, foreign widened