Vingroup Consumer Market and VinFast EV Global Premiere
3
Vinhomes - the leading residential platform
Largest Land Bank Delivers Sustainable Growth
Land bank (1) (ha)
Superior Returns
Return-on-Equity(3) (%)
16,800
~3x
the land bank of our next
largest developers
5,000
Vinhomes
650
600
(2)
(2)
Developer A
Developer B
(2)
Developer C
Unparalleled Execution Capabilities
Land Acquisition
Master Planning and
Design
Land Clearance
Infrastructure and
Ecosystem
Sales and Marketing
Quality Control
Ability to secure the best land banks in Vietnam
Master planning capabilities and integrated developments
Accelerated land clearance process (9-12 months)
Vingroup ecosystem of retail malls, schools, hospitals, etc.
High take up rates during presales with high % of upfront
payments
In-house construction management, ability to control costs,
quality and speed
Vinhomes
Novaland
Land & Houses
30.4%
22.4%
18.8%
Ayala Land
7.4%
BSD
3.2%
Diversified Product Offerings
US$22.9bn
(4)
total addressable
market per annum
Diamond-Luxury apartment units that offer
the most privileged living standard
Ruby-High-end apartments for young
affluent families
Sapphire Modern apartment
units catered for young and
savvy
% of households in total population (5)
1.3%
0.4mm
Households
4.4%
1.2mn Households
19.4%
5.2mn Households
Average Selling Prices (US$/sqm) (6)
Luxury
> US$4.0k
High-end
US$2.0k $4.0k
Mid-end
US$1.0k-2.0k
Property
Management
Strong after sales service and management of facilities
44.2%
12.0mn Households
Affordable
< US$1.k
Source: Company information (1) as at 30 Sep 2021. Including apartments, office-tels, shop-houses, shop office, villa, commercial for sale, beach villa and condo-tel. Excludes completed projects. Not including GFA from Vinhomes Hoc Mon and Industrial land bank. (2) Land bank of next
largest listed residential developers based on latest available public filings (3) Refers to net profit after minority interests divided by shareholder's equity in 2020. (4) For condominium market only; based on CBRE condominium demand model and annual condominium demand of c.186,000
units in 2022F at an assumed price of US$127,000 per unit. (5) JLL report as at March 2018. Percentages shown exclude 30.8% of households within the segment of household below affordable. Segments include households within the respective income ranges: Luxury (more than
US$85k), Premium (US$55k - US$85k), Mid-end (US$25k- US$55k), Affordable (US$10k-US$25k) and Below Affordable (below US$10k). (6) Based on net saleable area.
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