12 Questions Ahead of FPT’s AGM: DeepSeek, AI Factory, Data Center, Tariffs, and Hot Issues

The Annual General Meeting of Shareholders for FPT will take place on April 15, 2025, discussing various important topics. Investor interest has heightened after FPT’s stock dropped 23% from its peak due to profit-taking pressures and concerns over low-cost AI models. FPT aims for a revenue target of 75.4 trillion VND and a pre-tax profit of 13.395 trillion VND, representing a 20% increase from 2024. Key questions include: 1) How recent events will impact business plans; 2) Effects of U.S. tax policy and measures to mitigate risks; 3) Budget for R&D in AI and semiconductors; 4) Progress on AI Factory investments and future expansion plans; 5) Collaboration with DeepSeek and other breakthrough technologies; 6) Strategies to maintain competitive advantage; 7) Plans to train 50,000 AI engineers; 8) Adequacy of Data Center supply for market demand; 9) Plans related to electric vehicles and sustainable technology; 10) Benefits from collaboration with Chelsea; 11) Intent to increase dividends; 12) Sustaining profit growth in the future.

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