2Q2019 Newsletter

2Q19 Newsletter
for the quarter ended June 30, 2019

2Q19 Newsletter
for the quarter ended June 30, 2019

Some of the data here are the latest available to Mekong Capital at the date of this newsletter to be circulated. It might subject to be changed/updated lately.

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Spotlights on Mekong Capital

Spotlights on Mekong Capital
Mekong Capital Founder

CHRIS FREUND

was featured in
BLOOMBERG MARKETS

In the June / July 2019 issue of Bloomberg Markets, Chris Freund, founder and partner of Mekong Capital shared how Mekong Capital had transformed into a private equity firm consistently delivering strong results.

Pharmacity

Mekong Enterprise Fund III announced in May 2019 to have provided financing to Pharmacity.

Pharmacity is the largest pharmacy retail chain in Vietnam with 200 stores nationwide. Pharmacity plans to enlarge its network to more than 1,000 stores with national presence across Vietnam by 2021.

Pharmacity
Pizza 4P's

Mekong Enterprise Fund III announced its investment in Pizza 4P’s in May 2019.

Famous for their homemade cheese, creative use of local ingredients, high quality standards, and excellent customer experience, Pizza 4P’s is the most popular restaurant chain in Vietnam in terms of customer satisfaction. Pizza 4P’s popularity is so high that reservations normally need to be made up to one week in advance. Pizza 4P’s currently operates 14 restaurants in Ho Chi Minh City, Hanoi and Danang.

Pizza 4P's

Spotlights on Investee companies

Spotlights on Investee companies
Rapid expansion
to Ho Chi minh city with

28

new branches in 2019

F88 rapidly expanded its footprint with 28 new branches opened, mostly in Ho Chi Minh City, bringing the total number of branches to 83 across the country. At the same time, average lending balance per branch also achieved strong growth of 8% compared to 1Q19.

32%

YOY Revenue Growth

Nhat Tin continues to show steady business performance with a healthy increase of 49% from their innovative Mixed Express Delivery product, contributing significantly to its 32% YoY revenue growth.

 32% YOY Revenue Growth
Appointed independent

INDUSTRY EXPERT

to the Board

ABA has appointed William O’Brien as an independent industry expert to the Board of Directors. Mr. O’Brien has over 20-year experience in the cold chain logistics business and was formerly the President of HAVI Logistics in Asia. In this capacity, he was responsible for managing the supply chain of McDonald’s in Greater China and markets throughout Asia Pacific. His focus at ABA will be transforming the company into the most reliable leading logistics cold chain solutions provider in Vietnam.

Appointed independent  INDUSTRY EXPERT to the Board
Bia Craft launched its

FIRST EVER BEER TRUCK

in Vietnam

Vietnam’s first ever beer truck was launched by BiaCraft in June. The vehicle was designed and developed in-house and envisioned to deliver craft beer to any location in the country. The truck is currently roaming Ho Chi Minh City with 7 beers on tap and available for private functions upon request. The company plans to launch more “biatrucks” in the future, so keep your eyes peeled for one in a location near you.

Bia Craft launched its FIRST EVER BEER TRUCK in Vietnam

2

new centers opened
in 2Q19

YOLA has opened 2 new centers in June, bringing the total number of centers to 14 in Vietnam.

Opened the

200th store

reaching 5 provinces

Pharmacity celebrated its 200th store opening in 2Q19, reaching to 5 provinces across the country including Ho Chi Minh City, Binh Duong, Vung Tau, Can Tho, Hanoi.

Opened the 200th store reaching 5 provinces
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