Global Reputation and Good Execution
Vincom Retail's 4Q2020 Highlights
Leasing revenue (1)
% of 2019 level
Leasing NOI (1)
VND bn
% of 2019 level
EBITDA (1)
VND bn
73.1%
94.0%
2Q vs 1Q: (14.8%)
86.1%
81.1%
91.3%
86.5%
88.9%
2Q vs 1Q: (6.3%)
4Q vs 3Q: 0.3%
1,174
1,178
930
1,068
01
Remarkable
recovery
VND bn
90.6%
78.8%
88.9%
84.3%
momentum
from 3Q
4Q vs 3Q: 2.3%
2Q vs 1Q: (9.8%)
1,608
1,645
998
1,449
1,307
02
Tenant base
continues to
expand in
Vincom malls
1Q2020
47
+7
% of 2019 level
110.5%
4Q vs 3Q: 43.3%
1,746
910
1,218
2Q2020
3Q2020
4Q2020
1Q2020
2Q2020
3Q2020
4Q2020
1Q2020
2Q2020
3Q2020
4Q2020
New mall opening-
Vincom Mega Mall Ocean Park
Key tenants
H&M
ACFC
KICHI-KICHI
Levi's
MANGO
COTTON:ON
LANEIGE
CGV*
BreadTalk
PAULA'S CHOICE
innisfree
Note:
(1)
Based on Vincom Retail's consolidated financial statements.
SKINCARE
Upgrading operating malls
Leasing plan and tenant growth
VCC PHAM NGỌC THẠCH
VCC LANDMARK 81
Occupancy rate: 93%
(including committed
tenants)
VCC METROPOLIS
VCC TRAN DUY HUNG
Chain tenants expansion
Area
*15%
THE
BODY
SHOP
MANWAH
Hr
TANVIET/
UNI
QLO
Pizza 4P's
Haidilao Hot Pot
Ⓒ
海底捞火锅
Nâng tầm tri thức
THE
COFFEE
BGOGI
MUJI
HOUSE
無印良品
Haidilao Hot Pot
海底捞火锅
New tenants
No. of new tenants
+114
Accounting for
of total
tenants
*11%%View entire presentation