by Kaylee Nguyen | Jun 29, 2026 | Insight 2
Deal flow stays modest (–35% vs. 2021 peak and –18% vs. YTD 2024) — but new investment themes are clearly forming on the back of policy shifts 🔑 Key Transactions IFC invested in Dai Dung Metallic Manufacture (DCC) Viet Thai International acquired Paris Baguette...
by Linh Tran | Nov 11, 2025 | Insight 2
With arguably the best EBITDA margin among Asian beverage chains, what could the Q1 2027 listing be worth? Our read on the multiple, the comps, and the turnaround that sets up the story. Key takeaways The event: Jollibee Foods Corporation (JFC), which holds 60% of...
![[Koru Lens] Vietnam’s Cautious Steps into Sports Betting](https://koru.capital/wp-content/uploads/2025/10/featured_sports_betting_v3_SR-1080x675.webp)
by Linh Tran | Oct 2, 2025 | Insight 2
Vietnam is gradually opening markets that were once illicit—but under strict controls. The latest example: a draft proposal to legalize international football betting with a daily cap of ₫10 million (~$380), up from the current ₫1 million per category. 📌 Key points: ...
![[Koru Lens] The Future of Care: A New Market Emerging in Vietnam; but is this the right time?](https://koru.capital/wp-content/uploads/2025/09/Why-Elderly-Care-Can-Be-So-Important-1024x609-1.jpg)
by Linh Tran | Sep 25, 2025 | Insight 2
👥 Vietnam is in its golden population era. But in just 10–20 years, that golden ratio will transition into a grey population. When it does, demand for elderly care services—particularly nursing homes—will grow at unprecedented speed. 🏛️ At the national level, General...
