Investor Presentaiton

1 Strong macro tailwinds Fastest Growing Economy in Southeast Asia Real GDP growth 2020A -2022E CAGR (%) Fastest Growing Middle-Income Segment in SEA Middle income population (1) growth 2020A-2025E CAGR (%) One of the Highest Private Consumption in Southeast Asia Private consumption as % of GDP in 2020 One Of The Strongest Internet Economy Growth in SEA Internet economy GMV growth CAGR 2020-25E (%) 3.5% 4.7% 17.7% 67.9% 60.8% 58.9% 12.0% 6.7% 53.0% 11.3% 6.1% 5.8% 5.2% Vietnam 2.0% 6.4% 5.9% 33.0% 75.1% Vietnam's internet economy is expected to reach US$52bn in 2025E from US$14bn in 2020E 25.0% 23.0% 21.0% 19.0% 30.0% 29.0% Source: Euromonitor, Oxford Economics, EIU, CEIC. Information collected in September 2021 Note: Exchange rates are based on historical exchange rates in respective years as provided by EIU. (1) Middle income population defined as households with disposable income of more than US$10,000 per annum. 12

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