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Equity Bottom-Up

<ul><li>The main market (Laptop, tablet, mobile phone) come to the mature landscape with 1- 5% YoY sales growth (supported by a replacing cycle and a price-class premiumization). </li><li>Based on their brand list, DGW’s market share in distributing these products, has already reached the limited level (20-30%) in the cauldron postion with FPT Synnex, PSD, Viettel distribution.</li><li>DGW has implemented its aggressive plans of penetrating in non-ICT market such as office equipment, home appliance, FMCG,… by adding new brands/ product category/ M&amp;A transactions, but still not creating the significant impact on its business results.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The main market (Laptop, tablet, mobile phone) come to the mature landscape with 1- 5% YoY sales growth (supported by a replacing cycle and a price-class premiumization). Based on their brand list, DGW’s market share in distributing these products, has already reached the limited level (20-30%) in the cauldron postion with FPT Synnex, PSD, Viettel distribution.DGW has implemented its aggressive plans of penetrating in non-ICT market such as office equipment, home appliance, FMCG,… by adding new brands/ product category/ M&amp;A transactions, but still not creating the significant impact on its business results.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Digiworld Jsc  - Aggressive Plan Needs to Be Proven

Vietnam

Vietnam National Textile and Garment Group, doing business as Vinatex, operates as a textile firm. The Company offers printed clothes and other designer wear. Vinatex serves customers in Vietnam.

Thanh Cong Textile Garment Investment Trading JSC manufactures and markets textiles and garments. The Company produces threads, fabric garments, chemicals and dyeing substances. The company also offers equipment and machinery used in the textile and clothing production.

Thanh Cong Textile Garment Investment Trading JSC (TCM VN)

Thanh Cong Textile Garment Investment Trading JSC

Thien Long Group Corporation manufactures office supplies.  The Company produces pens, pen refills, 
files, markers, crayons, oil pastels, water colors, poster colors, pencils, glue, and rulers.

TNG Investment & Trading JSC manufactures and exports apparel.

Century Synthetic Fiber Corporation engages in the production and sale of synthetic yarns and knitting products in Vietnam. The company was founded in 2011 and is headquartered in Ho Chi Minh City, Vietnam.

Hoa Binh Construction and Real Estate Corporation offers construction services. The Company builds housing and infrastructure, produces building materials, and offers design services.

Hoa Binh Construction And Real Estate (HBC VN)

Saigon General Service Corporation is a Vietnam-based company. Through its subsidiaries, the Company operates three segments. The financial segment invests in banks, telecommunication and insurance. The real estate segment provides services of construction. The retail distribution segment offers distribution services of cars, motors and others.

Binh Thanh Import Export Production and Trade JSC manufactures and sells home storage products, luggage, cushions, backpacks, rucksacks, bags, and other products.

Binh Thanh Import Export Production And Trade Jsc (GIL VN)

Binh Thanh Import Export Production And Trade Jsc

Dry Cell & Storage Battery JSC, doing business as Pinaco, produces and sells R6, R20 dry cells and storage batteries for vehicles, motorbikes and export garments.

Hang Xanh Motors Service JSC retails automobiles.

PT Metrodata Electronics, Tbk (“the Company”)—the publicly listed Company on Bursa Efek Indonesia (IDX) since 1990 (IDX: MTDL) is one of the leading Information and Communication Technology (“ICT”) companies in Indonesia that build strategic alliances with world‐class ICT companies.

The Company has main business units, namely Distribution Business (Providing World‐Class ICT Hardware and Software) that handles distribution to partnered dealers, ICT solution companies and also running an e‐commerce business. Its distribution network is covering more than 150 cities in Indonesia and has more than 4,000 channel partners and more than 100 world‐class IT products and service brands; Solution & Consulting Business (Digital Solution Provider to Help Companies Achieving Digital Transformation) that provides complete ICT solutions from conceptual/design, implementation, IT Managed Services, consulting and training, as well as support for business digital transformation.

Robotis Co.,Ltd. manufactures and distributes robotics machines. The Company produces educational robotics, smart actuators, and other related products. Robotis markets its products throughout South Korea.

U-TECH Media Corporation manufactures and markets the digital versatile disc (DVD), compact disc read-only memory (CD-ROM), video compact disc (VCD), and audio compact disc (CD-Audio).

Myer Holdings Ltd. operates department stores. The Company retails womens wear, mens wear, youth fashion, childrens wear, intimate apparel, beauty, fragrance, cosmetics, house wares, electrical goods, toys, fashion accessories, and general merchandise.

Evergrande Auto researches, develops, and manufactures new energy vehicles. The Company engages in vehicle manufacturing, electric motor control, power batteries, vehicle sales, smart charging, shared mobility, and more. Evergrande Auto also operates health management businesses.

Hathway Cable and Datacom Limited is a cable television service provider.  The Company offers analog and digital cable television services.  Hathway also provides cable broadband services as well.

VT HOLDINGS CO., LTD. sells automobiles produced by Honda, replacement parts, and used cars.  The Company provides vehicle maintenance and repair services and arranges automobile financing and insurance.

Avex Inc. operates entertainment businesses. The Company provides music production, live communication management, artist training, content creation, and other services. Avex offers services in Japan.

Aucma Company Limited manufactures and markets freezers, refrigerators, air conditioners, palm computers, automatic vending machines, lithium batteries, and other related products.  The Company sells its products throughout the world under the Aucma brand name.

DOSHISHA CO., LTD. is a wholesaler handling a wide range of products such as consumer electronics, watches, jewelry, apparel, sporting goods, toys, and food. The Company also plans, develops, and sells gift goods.

Digiworld Corporation distributes information technology products. The Company offers laptops, desktops, projectors, printers, monitors, mouse, and speakers. Digiworld also provides maintenance services with the support of vendors.

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Digiworld Corporation (DGW VN)

Digiworld Jsc - Aggressive Plan Needs to Be Proven

The main market (Laptop, tablet, mobile phone) come to the mature landscape with 1- 5% YoY sales growth (supported by a replacing cycle and a price...

Rong Viet Securities

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