© Kantar Worldpanel Confectionary 12 weeks period ending 24 February 2013 (12 w/e P2/13)

2 © Kantar Worldpanel EXECUTIVE SUMMARY ˃ In line with moderate economic expansion, February inflation rate has rise by 7.1% over the previous year and by 1.3% compared with previous month – the lowest pace among past February months. Most of this price increase comes from food sectors due to high consumer demand during Tet. ˃ Despite the overall lagging demand, the FMCG market has surged by 15% in Urban and 9% in Rural over the last three months compared to a year ago in terms of value. Beverages, Packaged Foods and Home Care are among the most favoured sectors during this season. ˃ Street Shop is still the key shopping channel in both Urban and Rural. Modern Trade continues to keep up its high-speed expansion with a rapid two-digit growth across the country, directly impacting wet market. ˃ Instant Coffee in Urban and Biscuits in Rural enjoy great volume growth by +21% and +29% respectively thanks to both consumption uplift and buyer attraction. ˃ Tet is the peak moment of consumer spending in Vietnam. The spectacular growth in Tet consumption is mainly driven by confectionary, soft drinks and cooking additives sectors.

3 © Kantar Worldpanel +7.0% CPI February 2013 vs. year ago +15% FMCG GROWTH, URBAN 4 CITIES 12 weeks ending 24 February 2013 vs. year ago (12 w/e P2/13 vs. YA) +9% FMCG GROWTH, RURAL 12 weeks ending 24 February 2013 vs. year ago (12 w/e P2/13 vs. YA) +5.0% GDP Full year 2012 vs. year ago #EasedPricePressure Inflation pressure eased as domestic consumption struggled to rebound. #FMCGBlooms Despite moderate economic expansion, FMCG market has surged by 15% in Urban and 9% in Rural compared to last year. KEY INDICATORS

4 © Kantar Worldpanel FMCG – MONTHLY YEAR-ON-YEAR CHANGE (%) After slowing down since mid-2012, FMCG market has surged up in last period thanks to high demand during Tet.

5 © Kantar Worldpanel Packaged Foods in Urban and Beverage in Rural achieved the best performance partly thanks to high consumer demand during Tet. FMCG BASKET TRENDS

6 © Kantar Worldpanel RETAILER SNAPSHOT – URBAN

7 © Kantar Worldpanel RETAILER SNAPSHOT – RURAL

8 © Kantar Worldpanel

9

10 © Kantar Worldpanel KEY MESSAGES EASED INFLATION AMID LOW DOMESTIC DEMAND LEADING DRIVE OF PACKAGED FOODS IN URBAN & BEVERAGES IN RURAL MODERN TRADE IN RAPID GROWTH HOT CATEGORIES: INSTANT COFFEE IN URBAN & BISCUITS IN RURAL TET – A SPECTACULAR SPENDING SPREE BEVERAGES & CONFECTIONARY ARE KING

© Kantar Worldpanel About Kantar Worldpanel Kantar Worldpanel is the world leader in consumer knowledge and insights based on continuous consumer panels. Its High Definition Inspiration™ approach combines market monitoring, advanced analytics and tailored market research solutions to deliver both the big picture and the fine detail that inspire successful actions by its clients. Kantar Worldpanel’s expertise about what people buy or use – and why – has become the market currency for brand owners, retailers, market analysts and government organisations globally. With over 60 years’ experience, a team of 3,500, and services covering more than 55 countries directly or through partners, Kantar Worldpanel delivers High Definition Inspiration™ in fields as diverse as FMCG, impulse products, fashion, baby, telecommunications and entertainment, among many others. For further information, please visit us at Contact us Kantar Worldpanel Vietnam 58 Vo Van Tan Street, District 3, Ho Chi Minh City, Vietnam tel: fax: website: KWPVietNam Kantar Worldpanel Vietnam