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    Tyler Demetrio

    Senior Research Analyst at BTIG

    Tyler Demetrio is a Senior Research Analyst at BTIG, specializing in equity research with coverage focused on select automotive and electric vehicle companies. He has notably covered VinFast Auto Ltd., providing insightful earnings call questions and analysis that have contributed to informed investor decisions, though his public performance metrics such as success rates or industry rankings are limited due to his early-stage analyst activity. Beginning his career at BTIG, Demetrio joined the firm in recent years and has quickly established himself as a knowledgeable resource in his sector, with no prior analyst roles listed at major institutions. His professional credentials include FINRA registration and relevant securities licenses, supporting his expertise and regulatory adherence in sell-side research.

    Tyler Demetrio's questions to VinFast Auto (VFS) leadership

    Tyler Demetrio's questions to VinFast Auto (VFS) leadership • Q3 2024

    Question

    Tyler Demetrio asked for the strategic rationale behind the new completely knockdown (CKD) facility in Vietnam for VF 3 and VF 5 models. He also questioned how this new facility impacts the production plans for the upcoming India and Indonesia factories and their current completion status.

    Answer

    An executive clarified that the new CKD factory in Vietnam is necessary to meet the significant and growing demand and existing backlog for the affordable VF 3 and VF 5 models, both domestically and globally. They further explained that the India and Indonesia factories remain critical for tax purposes in those protected markets and are complementary to the new Vietnam facility, which will primarily serve domestic demand.

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