1 Mobile World Investment Corporation Corporate presentation by CEO June 2014.

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Mobile World Investment Corporation

Corporate presentation by CEO

June 2014

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We are in the retail business of authentic mobile phones and electronics/home appliances through our 2

chains, thegioididong.com and dienmay.com

Mobile World Investment Corporation

Established in 2009

Mobile World JSCEstablished in 2004

Electronic World JSCEstablished in 2010

99.35% 99.95%

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OUR VISION

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The Gioi Di Dong (Mobile World) is the leading and most creative retailer in Vietnam, bringing to our customers the most exciting, friendly, trustworthy experience; and is an example of business with integrity in every market where we have presence and make a difference in Vietnam.

This is who we are. This is what you can trust.

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Our key difference is the culture of positioning our customers at the center in every of our thinking

and action.

Touchable factors

Products / Services

“Soft” factors

Store location

Store layout

Shelves

Product display

Authentic products

Not selling low quality products

or products that are not bringing

good value to customers

Customer support

Staff

Salary/bonus scheme,

promotion opportunities

Service procedure

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The Gioi Di Dong(*)

25.0 %

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Mom and pop shops

50.0%

Mobile phone market in Vietnam

Other modern retailers25.0%

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We are the number 1 mobile phones retailer in Vietnam, not only in market share, but also in customer service

quality

(*) Source: Gfk April 2014

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We are the only Vietnamese retailer in the East Asia’s most dynamic and high-growth companies list, recognized by World Economic Forum (2014).

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2,000,000,000

4,000,000,000

6,000,000,000

8,000,000,000

10,000,000,000

12,000,000,000

Revenue

2009 2010 2011 2012 2013

0

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

300,000,000

Net profit

2009 2010 2011 2012 2013

‘000 VND ‘000 VND

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We are the only mobile phones retailer that has presence in all 63 provinces of Vietnam.

250 Thegioididong.com and Dienmay.com stores

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50

100

150

200

250

300

Number of Thegioididong.com and Dienmay.com stores

2009 2010 2011 2012 2013

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We are among the top online retailer in Vietnam.

Nationwide stores support our own nationwide, reliable delivery.

Top 5 e-commerce websites in Vietnam with over 10 million visits per month.

Flexible payment methods: cash on delivery, bank transfer, internet banking, ATM, VISA and Master Card. -

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

300,000,000

350,000,000

400,000,000

450,000,000

500,000,000

Online sales

2009 2010 2011 2012 2013

‘000 VND

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We built a corporate culture positioning our customers at the center.

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Our commitments

1. We commit to position our CUSTOMERS AT THE CENTER of every of our thinking and actions.

2. We commit to provide our employees a working environment based on RESPECT and FAIRNESS.

3. MWG commit to provide our Managers a fair “PLAYGROUND” where they can fully utilize their talents, a PROSPER personal life with RESPECTFUL social status.

4. MWG commit to RESPECT our business partners.

5. MWG commit to INCREASE its company’s VALUE for its shareholders.

6. MWG commit to create jobs for the society and fulfill its tax responsibility to the national budget.

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We built a dynamic, energetic, experienced and professional management team.

The Board of Directors has met and shared experience with world renowned technology and retail corporations in the world.

The Board of Directors includes members who have intensive experience in technology and retail industry, both locally and internationally; as well as financial and managerial experience.

Result-oriented management approach. Management bases on internal detailed reports as well as frequently updated market researches.

Nguyễn Đức Tài (Founder/Chairman & CEO)Mr. Tai runs the business of MWG. Before founding the company, he was the strategy director of S-phone.

Trần Kinh Doanh (BOD member)He is in charge of business, sales and marketing. He has contributed greatly to the expansion of The Gioi Di Dong stores.

Điêu Chính Hải Triều (Founder/ IT manager/ BOD member)He has greatly contributed in building the company’s ERP system. He is also in charge of developing supply chains and inventory management.

Trần Lê Quân (Founder/BOD member)Before joining The Gioi Di Dong, Mr. Quan is managing director of Anba, a customer service company for Sony Ericsson

Robert Alan Willett (BOD member)He became the company’s BOD member in April 2013. He was ex-CEO of Best Buy International and hold top positions in many international companiesMetapack (UK). Lighthaus Logic (Canada) và Sabanci Holding (Turkey).

Chris Freund (BOD member)Representing Mekong Enterprise Fund II. He is the chairman and founding partner of Mekong Capital.Prior to founding Mekong Capital, he was a Portfolio Manager at Templeton Asset Management.

Dr.Thomas Lanyi (BOD member)Representing CDH Investments. He is executive director of CDH Investments. Previously he was with Mekong Capital as Director and Templeton Asset Management as Executive Director.

Đặng Minh Lượm (HR manager/BOD member)Before joining the company, he was the HR manager of Nutifood

Board of Directors: Understanding the local market, supported by international experience

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We control tightly to have an healthy financial position.

Year 2013

1,35Year 2012

1,13

Year 2013

64,1

Year 2012

85,8

Current ratio

Debt/Equity (%)

25 59 61

92 135

179 227

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14 15

15

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27 30 1.2x

1.x1.1x

1.4x1.3x 1.3x

1.3x

.x

.2x

.4x

.6x

.8x

1.x

1.2x

1.4x

1.6x

-

50

100

150

200

250

300

2010 2011 2012 2013 2014F 2015F 2016F

Non-current Current Current ratio

USD million

Working capital management, target: Consolidated days in inventory: 40 to 50

days Payable days from 20 to 30 days

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We control costs tightly and cooperate closely with suppliers to enhance business efficiency.

ROE (%)Net profit margin (%)

We completed the restructuring of Dien May to cut costs Sales expenses over revenue

decreased from 9.8% in 2013 to 8.2% in Q1 2014

Net margin Q1 2014 was 4.8%, significantly higher than 2.7% in 2013

Year 2013

41,2Year 2012

33,2

Q1 2014

4,8Year 2013

2,7

Q1 2014

15,6Year 2013

14,8

Gross margin (%)

Gross margin Q1 2014 increased and is expected to be stableIn 1H 2013, we restructured our

product portfolio and selling products at discount which affected our gross margin

Year 2014 is expected to be good for us to maintain a higher gross margin compared to that of 2013

Yoy Growth Vs. 2014

69%

Yoy Growth Vs. 2013

37%

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We set an ambitious target for 2014Q1 2014 result proved that we were on the right track.

Target 2014

Revenue

13,020Billion VND

Net profit

435Billion VND

Q1 2014 Target

2,042 Billion VND

3,478Billion VND

70,7%

Q1 2013 Q1 2014

Revenue

42.1Billion VND

168.6Billion VND

Q1 2013 Q1 2014

Net profit

299,5%

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We see a lot of opportunities for future growth

Customers are switching from mobile phones to smart phones

Technology is ever-changing and creating new demand

Electronics/home appliances market: a fragmented market; opportunities for few dominants

90mn

Large and consumption-driven population

50%

Of the market is served by mom and pop stores; market expansion opportunity

Opportunities to develop modern retail chains for other product categories

Economies of scale

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Growth strategy

Flagship stores at major cities

Approaching rural areas

“Fill in the blank” at major

cities

Boosting online sales

New retail chains for new product

categories

2014

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We expect to list 62,723,171 shares on Ho Chi Minh Stock Exchange in June or July 2014.

MWGStock ticker:

www.MWG.vnInformation for shareholders and investors on:

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Thank you for your interest in Thegioididong

Q & A