← VinFast Auto Ltd. Ordinary Shares overview

VinFast Auto Ltd. Ordinary Shares vs Nissan Motor Co.: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

VinFast Auto Ltd. Ordinary Shares (VFS)

Q3 202620 Jun – 17 Sep 2026

▲3

VinFast's sales boom, path to profit, and new markets drive the story

Q1 revenue and deliveries jump VinFast's Q1 2026 revenue rose 41.7% to $920.7 million as EV deliveries climbed 61% to 58,577, with e-scooter deliveries up 219%. More vehicles sold at a growing scale points to stronger demand and supports the stock.
This is the core new financial and delivery result that shows the business growing.
Domestic sales surge and VF 2 orders Vietnam sales jumped 58% in June and 72% in the first half. The new low-cost VF 2 drew about 29,000 orders in three days, and management targets Vietnam break-even by 2027. Strong orders raise hopes losses will shrink.
It shows demand is accelerating and gives a concrete path toward profitability.
GSM taxi expansion gives captive buyer VinFast-linked taxi operator GSM plans to enter the US, Sweden and the Netherlands by year-end ahead of a 2028 Hong Kong IPO. GSM buys every car it uses from VinFast, so its expansion guarantees extra vehicle sales for VinFast.
It is a new, concrete source of overseas demand tied directly to VinFast sales.
Global EV growth helps, but losses and US plant dispute weigh Global EV sales rose 35% in Q2 and Vietnam's EV market more than doubled, with VinFast leading. But VinFast's Q1 net loss widened 58.9% and its North Carolina factory faces a lawsuit, so expansion costs and legal risk remain a real drag.
It gives the fair counterweight: strong industry demand versus widening losses and legal trouble.

August 202620 Jun – 17 Sep 2026

▲3

VinFast's sales boom, path to profit, and new markets drive the story

Q1 revenue and deliveries jump VinFast's Q1 2026 revenue rose 41.7% to $920.7 million as EV deliveries climbed 61% to 58,577, with e-scooter deliveries up 219%. More vehicles sold at a growing scale points to stronger demand and supports the stock.
This is the core new financial and delivery result that shows the business growing.
Domestic sales surge and VF 2 orders Vietnam sales jumped 58% in June and 72% in the first half. The new low-cost VF 2 drew about 29,000 orders in three days, and management targets Vietnam break-even by 2027. Strong orders raise hopes losses will shrink.
It shows demand is accelerating and gives a concrete path toward profitability.
GSM taxi expansion gives captive buyer VinFast-linked taxi operator GSM plans to enter the US, Sweden and the Netherlands by year-end ahead of a 2028 Hong Kong IPO. GSM buys every car it uses from VinFast, so its expansion guarantees extra vehicle sales for VinFast.
It is a new, concrete source of overseas demand tied directly to VinFast sales.
Global EV growth helps, but losses and US plant dispute weigh Global EV sales rose 35% in Q2 and Vietnam's EV market more than doubled, with VinFast leading. But VinFast's Q1 net loss widened 58.9% and its North Carolina factory faces a lawsuit, so expansion costs and legal risk remain a real drag.
It gives the fair counterweight: strong industry demand versus widening losses and legal trouble.

Latest20 Jun – 17 Sep 2026

▲3

VinFast's sales boom, path to profit, and new markets drive the story

Q1 revenue and deliveries jump VinFast's Q1 2026 revenue rose 41.7% to $920.7 million as EV deliveries climbed 61% to 58,577, with e-scooter deliveries up 219%. More vehicles sold at a growing scale points to stronger demand and supports the stock.
This is the core new financial and delivery result that shows the business growing.
Domestic sales surge and VF 2 orders Vietnam sales jumped 58% in June and 72% in the first half. The new low-cost VF 2 drew about 29,000 orders in three days, and management targets Vietnam break-even by 2027. Strong orders raise hopes losses will shrink.
It shows demand is accelerating and gives a concrete path toward profitability.
GSM taxi expansion gives captive buyer VinFast-linked taxi operator GSM plans to enter the US, Sweden and the Netherlands by year-end ahead of a 2028 Hong Kong IPO. GSM buys every car it uses from VinFast, so its expansion guarantees extra vehicle sales for VinFast.
It is a new, concrete source of overseas demand tied directly to VinFast sales.
Global EV growth helps, but losses and US plant dispute weigh Global EV sales rose 35% in Q2 and Vietnam's EV market more than doubled, with VinFast leading. But VinFast's Q1 net loss widened 58.9% and its North Carolina factory faces a lawsuit, so expansion costs and legal risk remain a real drag.
It gives the fair counterweight: strong industry demand versus widening losses and legal trouble.

Nissan Motor Co., Ltd. (7201.JP)

Q3 202628 Jun – 22 Sep 2026

▲2▼2

Nissan returns to profit, but China collapse and tariffs bite

Robotaxi and Honda partnership Nissan advanced robotaxi plans with Uber and Wave, and deepened its partnership with Honda. These moves aim to share costs and speed up self-driving car development, positioning Nissan for future mobility growth.
New strategic partnerships that could drive future revenue and cost savings.
Return to quarterly profit Nissan posted a ¥77.9 billion operating profit, returning to profitability. This signals that cost cuts and restructuring are starting to pay off, giving investors confidence in the turnaround.
Key financial milestone showing improved profitability.
China sales collapse Nissan's China sales plunged 51.9% in August, the fifth straight monthly decline. The company cut its full-year sales forecast to 3.15 million vehicles, reflecting weak demand in the world's largest auto market.
Major negative factor impacting sales and outlook.
US tariffs and supply disruptions US tariffs squeezed Nissan's Mexico-built models and Japanese hybrid imports, while the Kumamoto earthquake halted production. A stronger yen and Iran war also raised costs, adding pressure on margins.
External shocks that hurt costs and production.

September 20261 Sep – 22 Sep 2026

▲2▼1

Nissan's global production overhaul meets China collapse and US tariff costs

China sales collapse deepens Nissan's China sales fell 51.9% in August, the fifth straight monthly decline, as Chinese EV makers win on price. This is a major profit drain and keeps pressure on the stock because China was once a key market.
It is the single largest negative force on Nissan's earnings and directly explains why the stock is under pressure.
US output nearly doubling with third shifts Nissan plans third shifts at US plants to lift American output to about 1 million vehicles a year from 487,000 in 2025, aiming to build 80% of US sales locally by 2030. This cuts reliance on imports and supports long-term profit.
It is a major new strategic shift that could reduce tariff exposure and boost US sales, a key driver for the stock.
First e-Power hybrid SUV launches in US Nissan will soon launch the Rogue e-Power hybrid in the US, its first there, to capture growing hybrid demand. The Rogue is about 30% of US sales, so a successful hybrid could lift volumes and sentiment.
It is a new product launch that directly targets a growing US demand segment and could improve Nissan's sales mix.
UK investment secures Sunderland but tariff risk remains Nissan will invest 170 million pounds to build the Kicks e-Power at Sunderland, securing the plant's future amid restructuring. However, early hybrid Rogue imports from Japan face a 15% US tariff, adding cost pressure.
It shows both a positive commitment to UK manufacturing and a negative tariff headwind that affects near-term costs.

Latest1 Sep – 22 Sep 2026

▲2▼1

Nissan's global production overhaul meets China collapse and US tariff costs

China sales collapse deepens Nissan's China sales fell 51.9% in August, the fifth straight monthly decline, as Chinese EV makers win on price. This is a major profit drain and keeps pressure on the stock because China was once a key market.
It is the single largest negative force on Nissan's earnings and directly explains why the stock is under pressure.
US output nearly doubling with third shifts Nissan plans third shifts at US plants to lift American output to about 1 million vehicles a year from 487,000 in 2025, aiming to build 80% of US sales locally by 2030. This cuts reliance on imports and supports long-term profit.
It is a major new strategic shift that could reduce tariff exposure and boost US sales, a key driver for the stock.
First e-Power hybrid SUV launches in US Nissan will soon launch the Rogue e-Power hybrid in the US, its first there, to capture growing hybrid demand. The Rogue is about 30% of US sales, so a successful hybrid could lift volumes and sentiment.
It is a new product launch that directly targets a growing US demand segment and could improve Nissan's sales mix.
UK investment secures Sunderland but tariff risk remains Nissan will invest 170 million pounds to build the Kicks e-Power at Sunderland, securing the plant's future amid restructuring. However, early hybrid Rogue imports from Japan face a 15% US tariff, adding cost pressure.
It shows both a positive commitment to UK manufacturing and a negative tariff headwind that affects near-term costs.

August 20262 Aug – 28 Aug 2026

▼2▲1

Nissan returns to profit but cuts sales forecast as risks mount

Return to quarterly profit Nissan posted a quarterly operating profit of ¥77.9bn and net profit of ¥3.8bn, helped by Re:Nissan cost cuts and a weak yen, and kept its full-year target, showing its turnaround is working.
This is the main positive event of the period and directly supports the share price.
Sales forecast cut on China and Middle East weakness Nissan lowered its full-year sales forecast to 3.15 million vehicles due to tough competition in China and weak demand in the Middle East, raising doubts about the pace of recovery.
This is a new negative development that pressures future revenue and investor confidence.
Earthquake extends plant shutdowns The Kumamoto earthquake forced longer production halts at two Fukuoka plants, disrupting output and adding to supply-chain pressures, which could delay deliveries and increase costs.
This is a new operational setback that directly affects production and sales.
Cost pressures from yen and Iran war A stronger yen (1% move cuts operating profit ~2%) and the Iran war raised shipping, material, and motor-oil costs, forcing production cuts, though the weak yen had previously helped profits.
This captures the new cost headwinds that partly offset the profit recovery.

10 Aug – 28 Aug 2026

▲2▼2

Nissan's profit rebound faces yen, oil, and China headwinds

Stronger yen and Iran war squeeze profits Japan's yen-buying intervention after a 40-year low, plus Middle East conflict, threatens Nissan's profit. A 1% stronger yen cuts operating profit about 2%, and war raises shipping and raw material costs. This pressures the stock because overseas earnings convert back into fewer yen.
This is a new macro force that directly threatens Nissan's profit recovery and stock price.
Motor oil shortage cuts Nissan production The Iran war disrupted high-quality base oil supplies, and Nissan told dealers it will reduce production capacity for most lubricant products and limit high-quality motor oil. This constrains output and raises costs, weighing on near-term results and the stock.
A new supply-chain disruption that directly limits Nissan's production and adds costs.
Honda deal on shared vehicle OS advances Honda and Nissan are near a deal to jointly develop an in-vehicle operating system and computer platform, using Nissan's technology, for cars from 2029. This validates Nissan's software, spreads development costs, and strengthens its competitive position, supporting the shares.
A new concrete step in the Honda-Nissan software partnership that lowers costs and boosts competitiveness.
Nissan EVs join PG&E and Uber robotaxi programs Nissan EVs became eligible for PG&E's vehicle-to-everything program with up to $13,000 in incentives, and Nissan LEAFs will be used in Uber's Tokyo robotaxi pilot. These partnerships showcase Nissan's EV technology and could support future demand, lifting sentiment.
New partnerships that improve Nissan's EV visibility and potential demand, a positive for the stock.

2 Aug – 5 Aug 2026

▼3▲1

Nissan swings to profit, but quake halts and China weakness cap gains

Nissan returns to quarterly profit, keeps full-year target Nissan swung to an operating profit of 77.9 billion yen and net income of 3.8 billion yen, helped by cost cuts under its Re:Nissan plan and a weaker yen. It kept its full-year profit target unchanged, a sign the turnaround is working and a support for the shares.
This is the period's biggest new positive and directly lifts investor confidence in the turnaround.
Kumamoto earthquake keeps Nissan plants shut longer Nissan extended production halts at its two Fukuoka plants because of parts shortages after the Kumamoto earthquake, with no clear restart date. Lost output and uncertainty weigh on near-term results, though Nissan says some lines will restart on August 6.
The quake is the main new supply shock this period and directly pressures near-term production and earnings.
Nissan cuts annual sales forecast on China competition Nissan lowered its full-year sales forecast to 3.15 million vehicles from 3.3 million, blaming fierce competition from Chinese EV makers and weak demand in China and the Middle East. Fewer expected sales mean less revenue and profit, pressuring the stock.
The sales cut is a new, concrete downgrade that shows demand weakness beyond the quake.
BYD launches mini EV, squeezing Nissan's Sakura BYD launched its Racco mini electric vehicle in Japan, adding to a crowded field where even Nissan's top-selling Sakura sold only about 10,000 units. More rivals and likely price competition after subsidies end could erode Nissan's small-car profit.
New competitive entry directly threatens Nissan's mini EV franchise and future pricing power.

July 202628 Jun – 31 Jul 2026

▲3▼1

Nissan advances robotaxi and Honda ties, but tariffs and China weigh

Robotaxi push with Uber and Wave Nissan advanced robotaxi plans with Uber and Wave, a step toward future mobility services that could open new revenue streams and showcase its autonomous driving technology.
This is a new strategic move in July that could improve long-term growth prospects.
Deeper Honda partnership Nissan deepened ties with Honda, including Honda adopting Nissan's software for a joint operating system and talks on sharing US production and EV hardware, which could cut costs and speed development.
This new alliance progress may boost efficiency and competitiveness.
US production raised to 60% Nissan increased US production from 45% to 60%, reducing exposure to tariffs on imported vehicles and potentially lowering costs for models sold in America.
This new move directly addresses tariff pressures and could support margins.
Tariffs, China weakness, and quake halt output 25% US tariffs on Mexico-built models squeeze profits, China sales fell 15%, European registrations dropped 5.3%, and a Kumamoto earthquake forced production halts at two Fukuoka plants.
These new negative developments weigh on earnings and production.

12 Jul – 31 Jul 2026

▲2▼2

Nissan's US tariff fix works, but China and EU sales slide

US production shift cuts tariff pain Nissan raised its US production mix from 45% to 60%, reducing exposure to tariffs and helping keep margins steady. It targets 80% local output in four to five years. This supports the stock by lowering costs and showing the turnaround plan is working.
This is the main positive force this period, directly improving profitability and investor confidence.
Honda picks Nissan tech for joint OS Honda and Nissan will jointly develop next-generation vehicle software based on Nissan's technology. This validates Nissan's software skills, cuts development costs, and strengthens its competitive position in smart cars, lifting the shares.
It is a new, concrete partnership win that boosts Nissan's technology standing and future cost savings.
China slump and EU share loss Nissan's China sales fell 15% in the first half, part of a broad decline among Japanese automakers. In Europe, its registrations dropped 5.3% while Chinese EV brands surged. These losses shrink future sales and pressure the stock.
It shows a key profit region still shrinking and new competition taking share, a real drag on the stock.
Earthquake halts Kyushu production A Kumamoto earthquake disrupted parts supply, forcing Nissan to partially suspend production at two Fukuoka plants through late July, with halts extended. Lost output and uncertainty weigh on near-term results and the stock.
It is a fresh supply shock that directly cuts production and adds uncertainty for Nissan.

28 Jun – 10 Jul 2026

▲2▼2

Nissan advances robotaxi and Honda tech ties, but tariffs and China slump bite

Robotaxi rollout with Uber and Wave Nissan will launch Leaf-based robotaxis in Japan and the UK this year with Uber and Wave, aiming for autonomous tech in up to 90% of its global lineup. This opens a new business-to-business revenue stream and shows faster decision-making, supporting the stock.
It is a new, concrete growth initiative that could improve future profits.
Honda partnership talks progress Nissan's CEO says talks with Honda are 'looking good' and may soon announce news on sharing US production, EV hardware, software, and hybrid batteries. A deal would cut costs and strengthen Nissan's competitive position, lifting the shares.
It signals a potentially value-adding alliance that addresses Nissan's scale and cost weaknesses.
25% US tariffs on Mexico-made models Nissan is paying 25% US tariffs on Mexico-built Sentra and Kicks, costing $2,500–$3,000 per vehicle. With these models over a third of US sales, profits are squeezed and affordability suffers, weighing on the stock.
It is a direct, ongoing cost and demand headwind for a key market.
China sales slump and South Africa plant loss Nissan's China sales fell 15% in the first half as tax incentives faded and gas prices rose. It also sold its South Africa plant to Chery, losing a manufacturing base. Both reduce future sales and production capacity, pressuring the stock.
These are new setbacks that shrink Nissan's sales and footprint in important markets.

Q2 202623 Jun – 26 Jun 2026

▲4▼1

Nissan's EV plans stall in UK, but yen and battery bets lift outlook

Nissan halts electric Qashqai at Sunderland Nissan suspended its electric Qashqai plan at Sunderland, waiting for UK government support and softer EV sales targets. This delays a key new model, keeps uncertainty over 6,000 jobs, and shows how cost cuts and cheap Chinese EVs are squeezing Nissan's electric rollout.
This is the biggest new negative for Nissan's UK production and EV strategy.
Valeo deal makes Nissan EVs earn money for owners Nissan signed with Valeo to sell bidirectional charging stations in Europe, starting in the UK. These let Nissan EVs send power back to the grid, cutting owners' electricity bills and making the cars more attractive, which supports demand and Nissan's vehicle-to-grid push.
A new partnership that improves the value of Nissan EVs and could lift sales.
Weak yen could add billions to Japanese automaker profits The yen near 161 per dollar is far weaker than the 150 Nissan and peers assumed in forecasts. Every 1 yen drop adds about 50 billion yen to Toyota's operating profit, and Nissan likely gets a similar currency boost, making its cars cheaper abroad and inflating overseas earnings.
A major outside force that directly lifts Nissan's reported profits.
Japan's $660 million solid-state battery push includes Nissan Japan approved five solid-state battery projects with $660 million in subsidies, and Nissan already runs a pilot line. Solid-state batteries promise longer range and faster charging, so this government backing helps Nissan compete in next-generation EVs, though Chinese low-cost batteries remain a threat.
Shows Nissan is getting state support for a key future technology.
Nissan in talks to buy Marelli cockpit assets Nissan is negotiating to reacquire cockpit and interior component assets from bankrupt supplier Marelli, its major parts provider. Securing these assets protects Nissan's supply chain and could lower costs, a positive as Marelli restructures $4.9 billion in debt.
A new move to shore up supply and control key interior parts.

June 202623 Jun – 26 Jun 2026

▲4▼1

Nissan's EV plans stall in UK, but yen and battery bets lift outlook

Nissan halts electric Qashqai at Sunderland Nissan suspended its electric Qashqai plan at Sunderland, waiting for UK government support and softer EV sales targets. This delays a key new model, keeps uncertainty over 6,000 jobs, and shows how cost cuts and cheap Chinese EVs are squeezing Nissan's electric rollout.
This is the biggest new negative for Nissan's UK production and EV strategy.
Valeo deal makes Nissan EVs earn money for owners Nissan signed with Valeo to sell bidirectional charging stations in Europe, starting in the UK. These let Nissan EVs send power back to the grid, cutting owners' electricity bills and making the cars more attractive, which supports demand and Nissan's vehicle-to-grid push.
A new partnership that improves the value of Nissan EVs and could lift sales.
Weak yen could add billions to Japanese automaker profits The yen near 161 per dollar is far weaker than the 150 Nissan and peers assumed in forecasts. Every 1 yen drop adds about 50 billion yen to Toyota's operating profit, and Nissan likely gets a similar currency boost, making its cars cheaper abroad and inflating overseas earnings.
A major outside force that directly lifts Nissan's reported profits.
Japan's $660 million solid-state battery push includes Nissan Japan approved five solid-state battery projects with $660 million in subsidies, and Nissan already runs a pilot line. Solid-state batteries promise longer range and faster charging, so this government backing helps Nissan compete in next-generation EVs, though Chinese low-cost batteries remain a threat.
Shows Nissan is getting state support for a key future technology.
Nissan in talks to buy Marelli cockpit assets Nissan is negotiating to reacquire cockpit and interior component assets from bankrupt supplier Marelli, its major parts provider. Securing these assets protects Nissan's supply chain and could lower costs, a positive as Marelli restructures $4.9 billion in debt.
A new move to shore up supply and control key interior parts.

23 Jun – 26 Jun 2026

▲4▼1

Nissan's EV plans stall in UK, but yen and battery bets lift outlook

Nissan halts electric Qashqai at Sunderland Nissan suspended its electric Qashqai plan at Sunderland, waiting for UK government support and softer EV sales targets. This delays a key new model, keeps uncertainty over 6,000 jobs, and shows how cost cuts and cheap Chinese EVs are squeezing Nissan's electric rollout.
This is the biggest new negative for Nissan's UK production and EV strategy.
Valeo deal makes Nissan EVs earn money for owners Nissan signed with Valeo to sell bidirectional charging stations in Europe, starting in the UK. These let Nissan EVs send power back to the grid, cutting owners' electricity bills and making the cars more attractive, which supports demand and Nissan's vehicle-to-grid push.
A new partnership that improves the value of Nissan EVs and could lift sales.
Weak yen could add billions to Japanese automaker profits The yen near 161 per dollar is far weaker than the 150 Nissan and peers assumed in forecasts. Every 1 yen drop adds about 50 billion yen to Toyota's operating profit, and Nissan likely gets a similar currency boost, making its cars cheaper abroad and inflating overseas earnings.
A major outside force that directly lifts Nissan's reported profits.
Japan's $660 million solid-state battery push includes Nissan Japan approved five solid-state battery projects with $660 million in subsidies, and Nissan already runs a pilot line. Solid-state batteries promise longer range and faster charging, so this government backing helps Nissan compete in next-generation EVs, though Chinese low-cost batteries remain a threat.
Shows Nissan is getting state support for a key future technology.
Nissan in talks to buy Marelli cockpit assets Nissan is negotiating to reacquire cockpit and interior component assets from bankrupt supplier Marelli, its major parts provider. Securing these assets protects Nissan's supply chain and could lower costs, a positive as Marelli restructures $4.9 billion in debt.
A new move to shore up supply and control key interior parts.