Investor Presentaiton
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Experiencing Favorable Geopolitical Shifts
Beneficiary of global supply chain disruption
due to geopolitical shifts
• Supportive government policies and robust.
infrastructure investment
• Strategic geographical advantage supports
global distribution
Competitive advantages in land supply, labor
costs and human capital
Increasing migration and expansion of global
leaders into Vietnam
OLYMPUS
Nintendo
Canon
Highest level of public investment as % of GDP
(2020 Actual)
4%
4%
5%
6%
8%
Stable FDI flow
Registered FDI (US$ bn)
23
2015-2020 CAGR: 4%
24
24
38
36
36
(intel)
SAMSUNG
HITS BEHI
TOYOTA
Hanwha
Aero Erges
MARDA
1%
FOXCONN
L-LG
Lenovo
SHARP
Source: ADB, Statista, Oxford Economics.
Schindler
29
29
14
ID
SGN
PH
MY
TH
VN
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