VIETNAM ENTERPRISE INVESTMENTS LIMITED - Investor Presentation

Vietnam Enterprise Investments Limited (VEIL) delivered a detailed investor update highlighting Vietnam’s resilient macro backdrop, strong stock market performance, and long-term growth strategy. Management said Vietnam remains on track for robust 2026 GDP growth of 9% to 9.5%, supported by broad-based economic momentum, rising public investment, resilient exports, stable inflation, and supportive fiscal and monetary policy. The presentation emphasized record first-quarter growth, a healthy fiscal surplus, strong FDI, and improving policy execution, reinforced by leadership consolidation and reforms aimed at private sector expansion and state-owned enterprise efficiency. On the market side, the team noted Vietnam’s recent FTSE Emerging Market upgrade as a major catalyst, with potential for significant foreign inflows, improved liquidity, and progress toward MSCI EM inclusion. Corporate earnings expectations remain strong, with the top 100 listed companies forecast to deliver nearly 18% earnings growth, led by banks, retail, metals, and selected energy names. VEIL also outlined its portfolio positioning around high-conviction themes including consumption, infrastructure, banking, and modern retail, while actively managing volatility through disciplined stock selection and risk management. The fund reiterated confidence in Vietnam’s long-term growth story, supported by structural reforms, capital market development, a strong IPO pipeline, and attractive valuation metrics. Overall, the webinar presented a constructive investor outlook on company performance, market opportunity, revenue and earnings growth, portfolio resilience, and the country’s evolving role as one of Asia’s most dynamic investment destinations.