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Investor Presentaiton

Vincom Retail's 1Q2021 Highlights Leasing revenue (1) VND bn 01 Recovery momentum 90.6% continued from the 3rd quarter of 2020 (9.8%) EBITDA (1) VND bn % of previous year level % of previous year level Leasing NOI (1) VND bn % of previous year level 78.8% 88.9% 84.3% 118.1% 86.1% 81.1% 91.3% 86.5% 132.1% 88.9% (6.3%) 11.5% 4.1% (14.8%) 73.1% 94.0% 43.3% 110.5% 141.2% 1,746 1,313 1,508 1,174 1,178 998 1,218 930 1,068 1,449 1,307 1,608 1,645 1,712 910 1Q20 2Q20 3Q20 4Q20 1Q21 1Q20 2Q20 3Q20 4Q20 1Q21 1Q20 2Q20 3Q20 4Q20 1Q21 Tenants' Sale on Track 02 for Recovery Tenant base continues to expand in Food & Beverage Fashion Vincom malls Covid-19 relative impactin 2020 Entertainment Cinema Anchor tenants expanded their presences VCP CAN THO 2 VCP HA LONG Leasing plan and tenant growth Chain tenants expansion Area *7% January 2021 January 2021 Leastimpact Least impact Medium impact Most impact H&M H&M VMMOCEAN PARK VCP BIEN HOA Recovery in 1Q2021 Gradual recovery Gradual recovery Strong recovery Very strong recovery Note: (1) Based on Vincom Retail's consolidated financial statements. April 2021 Hi 海底捞火锅 January 2021 O KOHNAN JAPAN Haidino Hot Pot Achieved 28% leasing target for 2021 445
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