• Vietnam Enterprise Investments’ NAV fell 0.7% in May, lagging the VN-Index’s 1% gain; relative shortfall of 1.7%.
• Year-to-date return was -2.8% versus 4.9% for the index.
• Banks added 0.7% to performance; retail detracted 0.8%.
• Deployed nearly 6% of cash; cash fell to 2.8%. Added 4.9% to banks. Opened 2.6% MSB stake.
• Portfolio valued at 10x FY26 P/E versus forecast EPS growth of 30.8%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Vietnam Enterprise Investments Limited published the original content used to generate this news brief on July 21, 2026, and is solely responsible for the information contained therein.