"Vinfast" blogs tend to cause a spike in readership. The last blog I did on VinFast was back on April 1st last year entitled " Another Blog on "Vinfast". At that time the stock was trading at $4.70. Now it's at $4.54 up $.44 cents on the day.The company seems to have strong backers with 2.34 billion shares outstanding with 97% of them held by insiders. That gives them the ability to control the stock's price. The second company I want to talk about is "Nio". The last blog I did on Nio was back on March 10th called "Nio, Could This Be The Real Thing". Nio at that time was trading at $5.69. Before that I did a blog on it on February 5th entitled "What do you think is going to happen to "NIO" On The Opening". The stock at that time was trading at $4.71. It has 2.53 billion shares outstanding with 0% owned by insiders and 14.8% owned by institutions. In contrast Ford has about 4 billion shares outstanding however they pay dividends. Playing low teir E.V. stocks like these two comes with a different set of expectations. Expect to hear about accounting issues, governmental controls, events like the unexpected issuance of new shares and market hype in general. It's an unsettling trading space to be in. That plus their will always be ongoing attention given to monthly vehicle production numbers which are know to be all over the map. Here now is a look at their one year and five year charts. First Vinfast.
Now Nio.
Now look at Vinfast and Nio on the week.
Both stocks are now in an uptrend. Playing short term Call options this week turned out wonderfully well. Vinfast is doing well with their market share in Vietnam and now have a new factory up and running in India. Nio is now making money, at least in the last quarter. That's a big accomplishment which is helping to propel the stock's price upwards. Look now at the cost of it's ten month out seven series of Call option on it. This series is only slightly "out-of-the-money". Notice the high open interest numbers in them. Ten months out buys you a lot of time.
Nio was at $15.00 only two years ago. Do you're own homework on this one. Remember that Polestar did a 1-for-30 reverse stock split back in December of 2025? Companies that continuously lose money are sometimes forced to take actions like this. Generally speaking, option speculating on stocks in the $5.00 and $10.00 dollar price range stocks are a tough go. Last's weeks strong upward movements in both of these stocks was a bit of an anomaly. What about Vinfast? Yes once again they are scaling back the size of a new factory they are hoping to build in North Carolina. That's going to be a cash drain. Go big or go home. Rivian and Lucid both are still losing money because they both lack the economies of scale some of their competitors get to enjoy. Talk about confusion in this space. Here now are Rivian and Lucid's one year charts.
** Vinfast Call options could now be a trap given the stocks recent jump in price. Nio has remained strong based on their most recent earning's report. Options on stocks in the $5.00 range are prone to move quickly, if and when they do. I feel both of these stocks are "good news stories" and with gas prices under the spotlight E.V sales will explode. All that said, anything could happen with these ones.
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