We attended Vingroup’s 2025 investor conference which hosted around 120 investors and analysts over three days (November 10-12) featuring management presentations, panel discussions, and site visits to the VinFast manufacturing complex in Hai Phong and the southern Vinhomes projects — Green Paradise (Can Gio, HCMC; total site area of 2,870 ha), Green City (Long An, Tay Ninh; total site area of 197 ha), Grand Park (HCMC) and Central Park (HCMC).
The presentations reaffirm Vingroup’s leadership across its core businesses and highlight its strategic expansion into new sectors. By aligning its investments with the country’s urbanization, mobility, and green energy transition, the group positions itself to benefit from long-term structural growth while supporting Vietnam’s broader economic transformation.
The major topics discussed during this conference are largely consistent with that from the Q3 2025 earnings calls of VIC, VHM, and VRE (Please refer to our VIC, VHM, VRE Earnings Flashes for more details) and Q2 2025 for VinFast. Notable highlights from this year’s tour included site visits to Vinhomes’s latest project development in the south, a demonstration of VinFast’s autonomous driving technology and new models, and a first-time presentation from GSM.
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