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
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