Investor Presentaiton

Investor Presentation: 9M CY2021 Business Results Government restrictions affecting operations Factories in Thailand, Vietnam and Malaysia were impacted by limited capacity and factory shutdowns in Q3 due to COVID restrictions Economics Trade Risks Worsen as Delta Descends on Southeast Asia Factories By Mai Ngoc Chau and Randy Thanthong-Knight July 30, 2021, 3:30 PM GMT+8 Firms across southern Vietnam shut to meet labor virus curbs Thai manufacturers preparing contingency plans for outbreaks Vietnam's COVID-battered supply chains on shaky road to recovery Factories reopen but labor exodus and lockdown risks keep suppliers on edge HINIFROM Malaysia manufacturers reduce output as COVID-19 lockdown limits workforce capacity to 60% The government will also allow companies under 12 manufacturing sectors to continue operating, such as food and drink manufacturing, medical devices, textiles for producing personal protection equipment as well as oil and gas. They will need to operate at 60 per cent capacity. Garment factory workers return to the job after COVID-related restrictions were lifted in Vietnam on Oct. 1. Reuters Supply chains were undone by one of the world's strictest lockdowns, which barred travel between certain provinces and required many plants to close unless staff slept on site. Ho Chi Minh City said some companies have continued the sleepovers, though the number of affected workers has fallen to 45,000. Source: Channel News Asia, Nikkei 4

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