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Vietnam Newsletter - July 2022




Market Summary


  • July total disclosed deal size stood at only c. USD62m, with contributions from Manufacturing (USD53m) and Technology (USD10m). Yet, there were many announcements relating to large upcoming transactions for the later half of the year.


Aggregate Deals Value = USD62m

 

This month’s top deals


Real estate

CapitaLand to develop USD720m mixed-use project in Vietnam

CapitaLand Development (CLD) is acquiring a site in Ho Chi Minh City in Vietnam for a USD720 million (€713m) mixed-use project. The Singapore-based developer expects to complete the development at Thu Duc City in 2027.

The CEO of CLD Vietnam said that CapitaLand would continue to seek more investment opportunities across various asset classes to strengthen CLD’s position as a leading developer in Vietnam.


Article link: CapitaLand to develop USD720m mixed-use project in Vietnam

Vietnam property developer Hung Thinh Land files for local IPO after USD103m PE funding

The real estate arm of Hung Thinh Group filed an IPO document to the Securities Commission, realizing its plan to list shares on the Ho Chi Minh City Stock Exchange next year. The deal is expected to make Hung Thinh Land the third largest real estate firm on the Vietnamese stock exchange. The builder of high-rise condominiums and trip villas is offering about a 10 percent stake as it seeks to raise not less than USD200 million. The company plans to set the preliminary worth at least VND45,000 every for the IPO. It seems to concern 100 million shares to international and home traders early subsequent 12 months. Earlier, Hung Thinh Land received investment from Dragon Capital and VinaCapital. The transaction value was USD103 million, marking the first step of the enterprise to participate in the international capital market, creating a good foundation for long-term strategic orientations.


Article link:

Vietnam property developer Hung Thinh Land files for local IPO after USD103m PE funding

Consumer

Hongkong’s Swire Pacific buys Coca-Cola bottling operations in Vietnam, Cambodia

Hong Kong-based conglomerate Swire Pacific is offering USD1 billion for Coca-Cola’s bottling operations in Vietnam and Cambodia, a move to expand its presence in the Southeast Asian market.

Swire Pacific will pay Coca-Cola Indochina, which produces and sells Coca-Cola products in both countries, USD1.015 billion in cash, South China Morning Post cited its filing to the Hong Kong stock exchange Monday.


The transactions "will expand the group’s beverages business into one of the most rapidly growing beverages markets," the company said.


It is expected to be completed within the next six months, subject to antitrust approval, Bloomberg cited the filing.


Article link:

Hongkong’s Swire Pacific buys Coca-Cola bottling operations in Vietnam, Cambodia

Technology

Vietnam’s EWA provider Nano Technologies raises USD6.4m led by Openspace

Nano, a Vietnam-based earned-wage access firm, raised USD6.4 million in a pre-series A round led by Openspace Ventures, with existing investors Golden Gate Ventures and FEBE Ventures participating

Founded in 2020 by former Uber Vietnam General Manager Dzung Dang and ex-Focal Labs founder Thang Nguyen, Nano aims to support mostly low and mid-income workers in Vietnam, who are more vulnerable to loan sharks and payday loans. Last May, the startup raised a USD3 million round in seed funding.


Article link:

Vietnam’s EWA provider Nano Technologies raises USD6.4m led by Openspace

Tubudd receives investment from the TheVentures Fund

Vietnamese Fintech startup MFast successfully raised USD2.5m

First Vietnam unicorn VNG eyes Nasdaq debut, may offer 12.5%

Manufacturing

Masan’s unit pours USD53 million into UK battery startup

H.C. Starck Tungsten Powders (HCS), a wholly owned Masan High Tech Materials subsidiary, announced to invest of USD53 million into Nyobolt Limited, a fast-charging Li-ion battery solutions company.

Under the transaction, a Vietnam conglomerate Masan Group subsidiary will own a 15 percent equity interest in the startup.


The investment, representing the majority of Nyobolt’s Series B financing round, is expected to accelerate HCS’s vision of becoming a high-tech, value-added business by developing new tungsten applications critical for future technologies.


Article link:

Masan’s unit pours $53 million into UK battery startup

VinFast signs USD4 billion deals with Credit Suisse, Citigroup for EV factory in US

Note: Deal values only include disclosed completed deals with amounts restricted to the local scene i.e. amounts related to the Vietnam entity and/or business. Rumored deals are not included. Cross-posted deals are also adjusted to avoid double count.

Exchange rate: USD1.00 = VND23,000.00

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