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Investment Highlights

World class management team with excellent entrepreneurial spirit, stringentcorporate governance, high standards, integrity, rigorous ethics, consummateprofessionalism, strong leadership, dynamic, and comprehensive networking.

Vietnam economy is showing very favorable conditions; with good GDP growth rate(6.7% in 2015), inflation being well controlled, low interest rate, strong and positiveBalance of Payment status.

BCG Stock has enjoyed increasing liquidity (with an average daily trading volume ofmore than 1 million shares per day).

BCG and its subsidiaries possess strong and healthy assets, sizeable natural resourcesbeing able to providing tremendous future potential of value creation.

Strong growth potential, having started at a low base, and with a well-establishedbusiness structure ready to bring Vietnam integration to the World, especially withthe upcoming finalization of TPP status.

2011

BCG at a glance

BCG, as of today, has grown into a groupof companies with 15 subsidiaries andaffiliates specializing in various industries,enjoying current Vietnam economicconditions, especially with the upcomingTPP integration.

Established with 2 main business divisions:

Investment banking services: fundraising, restructuring, financial advisory,IPO and listing advisory, projectfinancing, M&A advisory

IT solutions: project management; SAP,CRM, MRP, DMS & ERP implementationand consulting.

Converted into an Investment Company with2 more business divisions:

Agricultural product trading: fertilizer,animal feed, soya bean

Principle investment with M&A approachto achieving greater growth.

20132015

Corporate Vision

BCG aims to become the most efficient multi-industrial and commercial company inVietnam. Strong foundation for growth and business expansion by merger andacquisition activities through the privatization to public program of Vietnam, targetingto acquire high asset value and huge growth potential of small and medium-sizedbusinesses.

Organization Chart

Top Professionals with Extensive Experience

Leong Kwek Choon

B.Com, Nanyang University of Singapore

Chairman

Nguyen Ho Nam

B.A. , HCMC University of Economics,

M.Fin, Monash University, Australia

Vice Chairman

International business operation experience Expertise in corporate finance Highly experienced senior investment professional

WORK EXPERIENCE

Artivision Technologies Limited

Leading Securities companies in Singapore: LumChang andUOB Kayhian

Strong financial market knowledge and experience Pioneer in investment banking within Indochina markets Leadership of global businesses In-depth understanding of multicultural environment Extensive experience in complex global financial services

WORK EXPERIENCE

Unilever Vietnam, Unilever Australia Sacombank Financial Group, Sacombank Securities JSC.,

Other current positions:

Chairman of Thang Long Fund Management JSC., Construction

No.9 JSC., ACG Vietnam.

Vice Chairman of Tracodi JSC., and Duc Long Gia Lai Agriculture Co.

Ltd.,

One of the most popular professors who educatemany generations of Ph. D and Bachelor

Expertise in research and teaching process Honored to receive many noble medals of

Vietnam Government such as: Medal forEducation (1995), Memorial Medal for SocialScience (2003), Medal for Literary Arts (2004),Medal of Labor No.2 (2011).

WORK EXPERIENCE Member of Advisory Board of Bamboo Capital Deputy Head of Vietnam National Institute of

Culture and Art. Chairman of “Building programs and curriculum

for managing Cultures and Arts” project of Ha Noi Cultural University, sponsored by FORD Foundation

Dang Viet Bich

Associate Professor – Ph.D of Art

Member of BOD


Bui Thanh Lam

B.A., Dong Do University, Hanoi

M.A., Huron University, London, UK

Member of BOD

Expertise in finance, insurance, and real estateinvestment corporation

Extensive international investor relation

WORK EXPERIENCE

Senior advisor of Vietnam, Euro Amtrust

Vice Chairman of BT Vietnam Pharmacy JSC.,

Hanoi, Vietnam

Vice Chairman cum CEO of Farmapex, Binh

Duong, Vietnam

Other current position:

Chairman cum Chief Executive Officer of Thai

Son Sai Gon Company.

Dang Trung Kien

B.A., Law University, Hanoi

Vice Chairman

20 years of experience in professionalmanagement in Vietnam

WORK EXPERIENCE• General Department of Security


Chairman of Transport and Industry

Development Investment JSC (Tracodi),

Truong Thanh Vietnam Investment and

Development Ltd.

Anthony Lim

B.A. , University of East London, UK

Ph.D, Wisconsin International University, USA

Member of BOD

International experience in retail, wholesale, export and importbusiness

Expertise in real estate, textile and financial investmentsthroughout Singapore, USA and China.

WORK EXPERIENCE

Chairman of Aussino Group Ltd, Singapore


Chairman and CEO of Samcorp Capital Corporation, Singapore - aprivate investment company operating in various industries withits headquarters located in Singapore.


Expertise in consumer electronics, consultancy and communication Highly experienced management position in Public Company

divisions (at President and Managing Director level)

WORK EXPERIENCE

Founder/Principal Consultant of BMW International Consultancies (HK) Ltd., in Hong Kong

President of Cosmo Communications Corporation, in USA Director of Stellar Group – sold, London, in England Founder/Chairman/Manager Director of BMW International

Consultants Ltd., in London, England and T.H.E, London, England

Other current positions:

President & CEO of VARK Electronics and Ansen Electronics

Chairman cum CEO of Ross Group Plc (LSE: RGP)

Founded Principal Consultant of Premier Consultants Ltd, Hong

Kong

Barry Richard Pettitt

Member of BOD


Nguyen The Tai

B.BA, HCMC University of Economics

Vice Chairman - CEO

Nguyen Thanh Hung

B.A, HCMC University of Economics

B.A, HCMC Social Science & Humanity

Member of BOD, Deputy General Director

Extensive background in international business

Intensive cross-border experience Strong IT Management and operation

experience Business Intelligence expert

WORK EXPERIENCE

Unilever Philippine, Unilever Singapore, Unilever Vietnam

Sacombank Securities Joint Stock Company

Investment banking professional with extensive experience in corporate finance

Financial services experience Management development and succession

planning experience Well connected with financial institutions

within the region

WORK EXPERIENCE

Dong Duong Real Estate Company Sacombank Securities Joint Stock Company LaneXang Securities (Laos)

Dinh Hoai Chau

B.A, HCMC University of Economics,

B.A, RMIT University, Australia

Chief Supervisor

Substantial multinational experience of managing corporations within Indochina

Extremely strong local connections Finance and accounting experience Successfully led cross-cultural teams

WORK EXPERIENCE

Carrels Group Pty Ltd (Australia) Sacombank Securities Joint Stock

Company LaneXang Securities (Laos)

Hoang Anh Gia Lai Group

$80,000,000

Equity Investment2014

Hoang Quan Group

$20,000,000


Duc Long Gia Lai Group

$20,000,000


Hoang Anh Gia Lai Group

$90,000,000

GDRs - Q4-2011

Mass Noble - Ansen - DLG Group

$13,000,000

2015

Advisory & Investment Banking

With our professional and highly skilled consultants, localand international collaborators, accomplishments infinancial advisory services, we strengthen corporation’sabilities to succeed in fundraising process, help clientsexecute financial restructuring and maximize investmentefficiency for investors in Vietnam. Our core competitiveadvantage:

• Equity Capital Market

• Fixed income

• Global Deposit Receipts & American Deposit Receipts

• Pre-IPO Funding

• Project Financing

• M&A Consulting

• Cross-border M&A

• Asset Management Service

• Innovative Investment Structures: PIPE, CB, etc…

• Corporate Restructuring Advisory Service

• Overseas Stock Listing Advisory Service

Selected transactions

EQUITY

GDRs Cross-Border M&A

Advisory & Investment Banking Service

The Project Operation Department oversees projects withregard to infrastructure, energy and manufacturingindustry, invested and implemented by Bamboo Capital.

Investment & Project Management

Our Investment Department is responsible for seekingM&A opportunities to fuel the growth of the business.

Our acquisition teams have stood firm through a range ofeconomic cycles, giving us a competitive edge.

Investment Project Operation

Our Commerce & Trading Department specializes indistribution and trading various quality productsthroughout Vietnam and abroad. Our item selectioncaters to agriculture products as coffee bean, cassavastarch; dairy products (specialize in Vinamilk products)and city - intercity bus.

Commerce & Trading

Business Trading both physical and futures

Product Fermented cocoa beans

Supplier 100% from Vietnam (Ben Tre, Binh Phuoc,Dong Nai, Vung Tau, Daklak, Daknong)

Goal Reach 1,000 MT/year and account 1/3market share of the industry until 2017

Market 100% export

Sustainable Activities

Improve the fine quality beans by Advising suppliers for qualitymanagement and supporting on technical and sustainableactivities (Handled by our technician and audit team)

Target the best quality cocoa beans by Cooperating with bigfermenters in Vietnam

New cocoa plantation area: Target 1,000ha in 2017-2022 Create new trend to farmer by Investing for intercropping

cashew area or replacing rubber plantation at Binh Phuoc andBinh Duong, Dong Nai, Daklak -> double income fromintercropping with cocoa

Specially, we will process 30ha demo farms in these areas aftertechnical research and working with government and farmers.

we will have long-term strategy investment with bigger farms.

General Commerce Service Cocoa Trading and Hedging

SUBSIDIARIES & AFFILIATES

BCG’s current holding structure

Multi – industry

Wooden Furniture

Mining

Distribution

Agriculture

IT Consulting

Taxi services

Virtual office

Security

IT Solution

Forest plantation

Properties

Subsidiaries Affiliates

Truong Thanh Forest

Tracodi Invest

Thành Phúc

Bắc Hà

Antraco

Phú Thuận

Viet Golden

Farm

ACG

Subsidiaries

Transport and industry development investment JSC. (Tracodi)

Tracodi JSC is the corporation which provides business invarious industries. The company creates prestige brand intransportation, construction, industrial and civil work. Thecompany’s labor export business has been recorded as top3 in Vietnam, exporting on average of 3,000 – 4,000workers annually to Japan, Taiwan, and Korea.

Head office: Ben Thanh Ward, District 1, Ho Chi Minh City

Establishment: 1990

Chartered Capital: 14.4 USD million

The company will be listed in Q3/2016.

Financial informationBasic Information

Company’s Photograph of production

(Unit: USD – million)

2015 2016F 2017F 2018F

Revenue 4.98 35.87 47.93 59.28

Gross profit 0.11 4.3 5.0 5.8

Net profit 0.29 2.11 2.7 3.92

Subsidiaries

Financial information



Thanh Phuc JSC.

Basic Information

Thanh Phuc JSC. manufactures and exports hardwoodfloor.

Head office: Dong Bac Song Cau Industrial Zone, Xuan Hai

Ward, Song Cau Town, Phu Yen Province

Establishment: 2004

Export market: EU, Australia, Singapore, Japan

Non listed company.

2015 2016F 2017F 2018F

Revenue 2.23 3.47 4.16 4.99

Gross profit 0.46 0.55 0.67 0.80

Net profit 0.25 2.11 0.33 0.41

Subsidiaries

Financial information



Nguyen Hoang JSC.

Basic Information

Nguyen Hoang JSC is the biggest out-door furnituremanufacturer in central Vietnam. In 2007, Nguyen Hoangwas awarded FSC-CoC Certificate by SGS Group indicatingthat all materials are from well-managed forest.

Head office: Nhon Hoa Industrial Zone, An Nhon Town,

Binh Dinh Province

Establishment: 2000

Employees: 300 - 400

Export market: US, EU, Australia, Singapore (>80%

revenue)

Non listed company.

2015 2016F 2017F 2018F

Revenue 8.64 9.24 10.17 12.20

Gross profit 1.05 0.83 0.92 1.10

Net profit 0.29 0.55 0.60 0.81

Subsidiaries

Bac Ha Mineral JSC. (Bac Ha)

Bac Ha obtained mining permits in 2013 to exploit 4bauxite mines in Lang Son province until 2027.

Head office: Hung Vu Ward, Bac Son District, Lang SonProvince

Establishment: 2005

Mining area (Bauxite): 80 ha

Remaining reserve (Bauxite): 36 million tons

Main export market: China

Non listed company.




2015 2016F

Revenue - -

Gross profit - -

Subsidiaries

Antraco Joint Venture Co., Ltd (Antraco)

Antraco is a domestic joint venture between Tracodi andAn Giang Machinery Company to exploit the largest stonemine in Tri Ton, An Giang.

Head office: Dai Lon Mount, Chau Lang Commune, Tri TonDistrict, An Giang Province

Establishment: 1994

Mining area: 70 ha

Remaining reserve: 20 million m3

Non-listed company.




2015 2016F

Revenue 11.42 13.33

Gross profit 4.12 4.81

Net profit 1.67 1.95

Subsidiaries

Phu Thuan S&T Co., Ltd (Phu Thuan)

Phu Thuan operates in marketing and distributingconsumer products to retailers and HORECA channel inHCMC. The company also conducts business in maizedrying at Mekong JVC factory in Laos with the capacity of150 MTs per day, hotel, education and other industries.

Head office: Ho Chi Minh City

Establishment: 2005

Non listed company.




2015 2016F 2017F 2018F

Revenue 23.85 30.50 33.55 36.91

Gross profit 0.60 0.76 0.84 0.92

Net profit 0.01 0.06 0.07 0.07

Subsidiaries

Viet Golden Farm JSC. (VGF)

Viet Golden Farm has main activities relating toagriculture: raise beef cattle, cultivation and providesauxiliary services. VGF also conducts business in tradingcoffee and coffee capsules for Nesso brand.

Head office: Ho Chi Minh City

Establishment: Jun 2015

Beef cattle and grass planting project:

JV between VGF and Mekong JVC in Sekong province, Laos Area: 100 ha – (2ha: cattle barns, 2ha: warehouses and the

remaining: grass/corn fields). Investment: initial 1,700 head of cattle within the next 2 years

(Brahman, Red Angus breeds). Over the next 10 years, supplymore than 9,000 head of cattle to the market and maintain thetotal cattle herd at 3,500 head.

Beef cattle project in Lang Son province – 15000 head Area: 320 ha – ( 2ha: warehouse, and 300ha: grass fields and

cattle barn). Investment: initial 15000 head of cattle to supply 10,000 head to

market annually, for domestic and export market.




2016F 2017F 2018F

Revenue 9.78 29.33 35.2

Gross profit 0.29 0.88 1.06

Net profit 0.16 0.49 0.59

Subsidiaries

ACG Vietnam JSC. (ACG)

ACG is an IT solution and Management company inpartnership with Salesforce . Business categories includemanagement software solution and developments,specific systematic solution for companies, research anddevelopment and supplying other software products toserve companies wanting a Globalization process.

Head office: Vincom Center, 72 Le Thanh Ton Street, HoChi Minh City

Establishment: Aug 2015

Employees: 6

Non listed company.




* Revenue has not been recorded due to new establishment since Aug 2015

2015 2016F

Revenue - -

Gross profit - -

Affiliates

Central Office JSC. (CO) Vietnam Taxi Company (Vinataxi)

Description • Central Office is a virtual office services provider,the company provides the full package of officeservices, from representative offices, sharedoffices to virtual offices for FDI investors.

• The first taxi company in Vietnam.• The company is a JV between Tracodi and

ComfortDelGro (one of the world’s largestland transportation).

Categories • Virtual office and working space sharing • Taxi provider services

Establish • 2012 • 1992

Employees • 10 • 720

Location • Ho Chi Minh City • Ho Chi Minh City

Pictures

Affiliates

Bamboo Solution Tracodi Invest Truong Thanh Dai Nam Security JSC.

Dai Nam Security JSC.

Truong Thanh Forest

Categories • Software development

• Properties investment

• Security services • Security services

• Trading wood materials

Establish • 2012 • 2015 • 2014 • 2006 • 2014

Location • Ho Chi Minh City

• Ho Chi Minh City

• Ho Chi Minh City,Ha Noi

• Ho Chi Minh City

• Quang Ngai

Pictures

M&A TARGET

M&A TARGETS

Small and Medium sized enterpriseswho are:

• Easy to control and operate

• Good foundation and brand or corporatename that has been well established

• Strong asset value, well-structured andstable operation, with steady cash flow

• Solid growth capacity

• Good management team

• Controllable operational risks

M&A transactions committed to complete by Q2/2016

Thanh Vu Tay Ninh JSC. (TVTN) – 60% ownership

TVTN is one of the leading companies in producing andprocessing cassava starch, modified starch, cassava andother agriculture products and selling materials andequipment for starch industry. TVTN is now the onlycompany in Vietnam exporting starch to Japan – one ofthe most demanding markets in the world.

Head office: Tay Ninh Province

Establishment: 2009

Employees: 120

Land area: 20 ha

Capacity: 140,000 MTs per annum

Main export markets: Japan, Korea, Indonesia, China





2015 2016F

Revenue 11.31 52.6

Gross profit 1.39 7.8

Net profit 0.25 2.8


1-5 Auto JSC. (1-5 Auto) – 51% ownership

1-5 Auto possesses full-equipped factories, moderntechnology and production lines providing to the market awide range of products such as coach, 29 to 80-seat bus,heavy-duty truck, light-duty truck, special use vehicle,Asphalt cement batching plant, rock grinder,auto/ship/train interiors and accessories made ofcomposite and leather.

Head office: Dong Anh District, Ha Noi

Establishment: 1956

Capacity: 5,000 vehicles; 100 batching plants per annum





2015

Revenue N/a

Gross profit N/a


Dalat Coffee Import & Export Co., Ltd (Vinacafe Dalat) – 34.2% ownership

Vinacafe Dalat is the only subsidiary under VietnamNational Coffee Corporation located in Lam DongProvince. The company, one of the top 20 exporters, hasnearly 20-year experience in purchasing, processing andexporting coffee in Vietnam.

Head office: Lam Dong Province

Establishment: 2005

Employees: 25

Land area: 42,318 m2

Capacity: 60,000 MTs per annum

Main export markets: Italia, France, Switzerland, etc.

Non listed company

BCG will increase the ownership to 55% in Q3/2017.




* Gross profit has not been recorded since the company is undergoing privatization

Sept. 2015

Revenue 9.01

Gross profit N/a

BAMBOO’S PROPERTY PROJECTS

Our Philosophy

Our real estate philosophy is aimed at collaborating with financially capablepartners, by virtue of available land bank, on capital funding and projectimplementation.Maximizing investment performance is our central focus and driving motivation.


Location Between Cu Chi town and Tan An HoiWard, Cu Chi District

Area 78,291.4 m2

Partner Transport and Industry DevelopmentInvestment JSC (Tracodi)

Investment purpose A modern commercial, residential complexto meet the need of the ward

Estimated investment 16.8 USD million

Construction schedule Completion in Q1/ 2018

Project Summary

Project’s perspective

Cu Chi Trade Center Project


Location Ghenh Rang District, Quy Nhon City, BinhDinh Province

Area 19,061.4 m2

Partner Nguyen Hoang JSC

Investment purpose 4-star resort with 18 bungalows, 8 deluxerooms, 24 basic rooms, a swimming pool, aspa and a restaurant

Estimated investment 2 USD million


Project Summary


Casa Marina Quy Nhon Resort Project


Location 89 Cach Mang Thang 8, District 1, Ho ChiMinh City

Area 2,328 m2

Partner Transport and CommunicationDevelopment Investment Corporation(Tracodi)

Investment purpose 5-star commercial and office building



Project Summary


Bamboo Prince Court Project


Location Nghiem Xuan Yem Street, Thanh Liet Ward,Thanh Tri District, Hanoi

Area 3,500 m2

Partner Truong Thanh Viet Nam DevelopmentInvestment One-member Co., Ltd.

Investment purpose 45 floors apartment to address the urgentneed of accommodation for soldiers andofficers


Construction schedule Completion in Q3/2017

Project Summary


Soldier and Officer Housing Project

BCG’S VALUE CREATION FOR PERIOD 2016 - 2018

BCG’s holding structure by the end of 2016

Multi – industry

Mining

Distribution

Agriculture

Taxi services

Virtual office

Security

IT Solution

Forest plantation

Properties

Subsidiaries Affiliates

Wooden Furniture

IT Consulting

Cassava

Automobile

Coffee

Truong

Thanh Forest

Tracodi

Invest

Thành Phúc

Bắc Hà

Antraco

Phú Thuận

Viet Golden

Farm

ACG

Key Financial Projections

unit: USD million 2015A 2016F 2017F 2018F

Revenue (Cons) 43.7 81.3 122.5 154.5

Gross profit 4.3 7.5 9.6 13.0

Profit after tax (PAT) 2.3 3.4 5.3 9.8

Gross Profit margin 9.9% 9.2% 7.8% 8.4%

Net margin (%) 5.2% 4.1% 4.4% 6.4%

ROE(%) 10.1% 6.4% 10.2% 18.7%

Dividend 8% 8% 12% 14%

Total Asset 39.1

Liabilities 16.5

Equity 22.6 52.5 52.5 52.5

Chartered Capital 18.1 48 48 48

(Source: BCG)

BCG Business Plan

USD

Mill

ion

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

14.0%

16.0%

-

20.0

40.0

60.0

80.0

100.0

120.0

140.0

160.0

180.0

2015 2016F 2017F 2018F

Revenue Profit after tax (PAT)

Net margin (%) Dividend

Value creation to investors for period 2016 - 2018

Dividend payout policy

Period

Dividend payout

Projection

Minimum dividend payment of 10%

2016 - 2018

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

-

2.0

4.0

6.0

8.0

10.0

12.0

2016F 2017F 2018F

Profit after tax (PAT)

Dividend

USD million

Value creation to investors for period 2016 - 2017

Subsidiaries’ listing plan

Company

Listing date

Chartered Capital

No. of shares

Q3/2016 Q4/2016 Q4/2016

14 mil (USD) 13 mil (USD) 14.2 mil (USD)

31.7 million 29.2 million 32 million

Disclaimer

The information contained herein has been prepared by Bamboo Capital (the “Company") and is subject to updating, completion, revision, further verification and amendment without notice.

The information contained herein has not been approved by any listing authority or any investment regulator. The information does not constitute or form part of any offer for sale or solicitation of any offer to buy or subscribe for any securities nor shall they or any part of them form the basis of or be relied on in connection with, or act as any inducement to enter into, any contract or commitment whatsoever. Forward-looking information is based on the estimates and opinions of the Company's at the time the statements are made. The Company assumes no obligation to confirm or update forward-looking statements should circumstances or management's estimates or opinions change.

No undertaking, representation, warranty or other assurance, express or implied, is made or given by or on behalf of the Group or any of its directors, officers, partners, employees, agents or advisers or any other person as to the accuracy or completeness of the information or opinions contained herein and no responsibility or liability is accepted by any of them for any such information or opinions or for any errors, omissions, misstatements, negligence or otherwise for any other communication written or otherwise.

The information herein may not be reproduced, re-distributed or passed to any other person or published in whole or in part for any purpose. By accepting receipt of this document, you agree to be bound by the limitations and restrictions set out above.

Neither these pages nor any copy of them may be taken or transmitted into or distributed in any jurisdiction where the distribution of such material would be prohibited under the jurisdiction’s applicable securities laws. Any failure to comply with this restriction may constitute a violation of national securities laws.

Ho Chi Minh City

L14-08B , Vincom Center, 72 Le Thanh Ton, Ben

Nghe Ward, District 1, Ho Chi Minh City, Vietnam

Telephone: +84 8 62 680 680

Fax: +84 8 6299 1188

Hanoi

Thang Long Tower

98A Nguy Nhu Kon Tum, Nhan Chinh Ward, Thanh

Xuan District, Hanoi, Vietnam

www.bamboocap.com.vn

CONTACT INFORMATION

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