Investor Presentaiton
Vietnamese Government Successfully Contained the Third Wave of Covid-19
Approximately 511,400 Covid-19 vaccine doses have been administered as of 2 May 2021. Vietnam will receive more than 30 million doses, enough for over 30% of population
3rd wave of Covid-19 (28 Jan - 25 Mar)
•
•
40
40
VINHOMES-No material impact
VINCOM RETAIL - The closure of malls in 1Q2021 resulted in minor loss of revenue of VND45bn, or less than 2% of 1Q2021 revenue
VINPEARL Bookings cancelled in Feb due to community cases identified, yet number of room nights sold ramped up strongly in March (84% MoM increase), suggesting strong growth in
2Q2021 should the Covid-19 situation to be well under control
VINFAST-No impact
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VINSMART-No impact
1000
900
800
700
600
9
500
400
300
200
97
40
100
Source:
1st wave of Covid-19
40% growth within 2 months
after social distancing was lifted
4
43
+40%
12
11
15
93
14
14
3rd wave of Covid-19
Pandemic was well under controlled by the
end of March. Retail malls' visitors are
expected to grow strongly from Q2
16
13
13
14
14
12
10
457
2nd wave of Covid-19
Visitors to shopping centers grew
32% after social distancing was lifted
+32%
12
611
+40%
10
10
8
1
0
Mar-20
Apr-20
May-20
Jun-20
Jul-20
Aug-20
Sep-20
Community cases
Vietnam Ministry of Health; Vincom Retail information.
Oct-20
238
61
14
2
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
Shopping mall visitors
6
4
2
о
Million visitorsView entire presentation