External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives.

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Thematic (Sector/Industry)

Vietnam Consumer discretionary / Thematic (Sector/Industry)

<ul><li>Garment slowed down, fiber exports recovered: During the first four months of 2026, Vietnamese textile exports held steady, driven by gains in both the finished textile and fiber segments.</li><li>Textile product export value reached US$3.1bn (+0.8% YoY) in April and US$11.9bn (+1.6% YoY) for 4M26, sustaining its upward trajectory.</li><li>Overall, Vietnam's global apparel market share remained stable, although performance varied across key destinations. </li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Garment slowed down, fiber exports recovered: During the first four months of 2026, Vietnamese textile exports held steady, driven by gains in both the finished textile and fiber segments.Textile product export value reached US$3.1bn (+0.8% YoY) in April and US$11.9bn (+1.6% YoY) for 4M26, sustaining its upward trajectory.Overall, Vietnam's global apparel market share remained stable, although performance varied across key destinations. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Vietnam Textile Industry (Neutral) - Weakening Signals in Key Markets