Note: - Medium: M - Low: L - High: H COMPANY HISTORY Masan is a fish sauce and instant noodles trading company that sells to Russia market, mainly serving Vietnamese people since 1996 Forerunner of Masan Group Joint Stock Company is Masan Maritime Corporation (MSC) established in November 2004 with business registration number 0303576603 Masan Group has registered the procedure of Public Company and officially became a Public Company from October 16, 2009 OPERATION: The company provide and target t develop customer segment including: - Food and consumer: Masan Consumer, Masan Beverage and Masan Meat-life Banking: 20% capital of Techcombank Mining: Masan Resources Outlook of Industry: As a multidisciplinary corporation, Masan's market is very large, including food, consumer, resources and banking + Food&Consumer: Vietnam is currently considered as one of the markets with potential consumption of food and beverages In terms of growth potential, the food and beverage industry currently accounts for about 15% of GDP and tends to increase in the near future + Resources: Vietnam has up to 40 categories from energy minerals, non-metallic minerals, construction materials to metallic minerals but most of them have not large reserves and scattered This causes many difficulties in the mining industry +Banking: Vietnam is ranking 3rd in Asia in most attractive banking markets In 2019, the results of banking industry still positive although the bank’s credit growth target was lower (14%), and the credit squeeze in risk areas Industry Life cycle: In the period of 2014 - 2017, the annual growth rate (CAGR) of the Top 500 largest private enterprises (multidisciplinary enterprises) in Vietnam reached 21.8%; The top groups of industries in 2018 are finance; food, beverages, cigarettes; construction, construction materials, real estate; steel and telecommunications, informatics, information technology These groups accounted for 64.2% of revenue and 75.5% of profit after tax of private enterprises Regulatory Issues +Food&Consumer (H) According to Decree 15 on food safety and hygiene, and a strong shift from preinspection to post-inspection requires Masan to have stricter post-inspection measures Opening markets with EU through EVFTA to promote production and export of consumer goods from June 30, 2019 +Resources (M) In order to meet the needs of national construction and development, the Government reviews the master plans for each type of mineral; have a plan to rationally exploit and use minerals for the immediate and long-term development of the country, avoid rampant exploitation, export of unprocessed raw minerals, etc to waste resources and destabilizing social order + Banking (H) The State Bank of Vietnam is more evident in its role of regulating credit when the intervention is controlled and still maintains the market nature; the situation of bad debt settlement is accelerated; increase charter capital of banks BARRIER TO ENTRY AND LEVEL OF COMPETITION: (M) - With Food & consumer industry (M): Because of the increasing of consumer’s demand of clean and organic foods, even with higher prices, also large capital to develop technology, it would create struggles for new entrants Moreover, through signing FTAs, Vietnam has the potential to export foods There are now relatively strong reputable, competitive, and leading enterprises in the market - With banking industry (M): There are currently licensed 100% foreign-owned banks, doubling in the past years More and more competitions happen to balance the stable situation: increase interest rate, online services, … between foreign and domestic banks - With resources (H): Vietnam become exhausted rapidly natural resources Moreover, most of market share belongs to our nationhood is China However, the price of raw materials is increased, this going to be promising sector in the future => Barrier for new company to enter Vietnam’s multidisciplinary field and level of competition are assessed as medium They require businesses operating in each sector to also be specialized, even niche markets need very professional distributors Multidisciplinary companies need to focus on the strongest areas of the business In this way, businesses can create strength to compete in the market ... charter capital of banks BARRIER TO ENTRY AND LEVEL OF COMPETITION: (M) - With Food & consumer industry (M): Because of the increasing of consumer’s demand of clean and organic foods, even with... relatively strong reputable, competitive, and leading enterprises in the market - With banking industry (M): There are currently licensed 100% foreign-owned banks, doubling in the past years