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'%#()*+,$#(*%-,)#&.,/$0+,1211,3 1214
Billion VND

5#(*%-,.*-#.,($#)6,712118,
Monthly trend

Trend 600 ,000 65%


Category 2021 YTY 2022 YTY 515,822
vs P.Y 479,125
501,158
474,620 497,624
500 ,000 458,455 457,964465,330 478,151 479,375
454,201
438,420 441,928 58%
425,811 53%
Total 4,628,285 5,671,109 23% 400 ,000 373,796

34%
28%
Retail
300 ,000
3,824,926 4,475,856 17%
19%
13% 14% 13%
200 ,000 10%
Travelling 6,527 24,108 269% 1%
-1% -2%
100 ,000 -5%

Accommod -18%
ation and 378,704 570,317 51% 0

catering

22

2
22

22
1

2
1

22

22
2

2
2

l-2
-2

r-2

-2
-2

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-2
b-
n-

n-

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p-
ar
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ov

ec

ov

ec
ay

Ju
Ap
Fe
Ja

Ju

Au

Se
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M
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D
M
Others 418,128 600,828 44% Figure Tre nd vs previous year

(*) The number of December 2022 is estimated data

!"# $%$&' (#$&)' *&'# %+ ,%--%.)$)#* &/. $"# $%$&' $0(/%1#( %+ *#(1),#* &/. $%0()*- +&)('2 )/,(#&*#. )/
34335 (#1#&')/6 & *)6/)+),&/$ (#,%1#(2 ,%-7&(#. 8)$" 3439: ;%(#%1#(5 3433 &'*% 8)$/#**#. $"#
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!"#$%&'()!*(+)&,&$-.(!/-/01/0%1(*220%&("2(30&/,-45
Billion VND

5#(*%-,.*-#.,($#)6,712118
Retail sales Travelling
5 0 ,0 0

372,277 404,031
5 0
%

371,724 341,593 374,602 386,902


365,706 389,496 3,399 3,125
368,556 368,944 373,509 374,708
4 0
%

358,695
4 0 ,0 0
355,532
319,629 44% 41% 3 0
%

37% 2,590 2,477


3 0 ,0 0

2 0
%
6027%2,341 2,012 2,050
1,791
21% 21% 1 0
%

3635%
1,058 1,241
2 0 ,0 0

16%
12% 13%
9% 9%
0 %

856 1,013 1,011 2364%


607 1750%
411
1 0 ,0 0

2% 0% 0%
-1% 396% 503% 231%
-1 0
%

-66% -51% -45% -34% 48% 23% 49% 139%


-11%
0 -2 0
%

Au 2

Au 2
Fe 2

Ju 2

F e 22

Ju 2
M 2

M 22
N 1

M 22

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N 21

M 22

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D 1

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Ju 2

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2

D 21

Ja 1

Se 22

O 2
Ju 2

D 22
2
Ap 2
Ap 2

l-2

l-2
2

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2
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Accommodation and catering Others
3 00 %

253%
2 50 %
100 ,000
221% 215% 2 50 %

191% 2 00 %
2 00 %

51,924 59,855 60,890


51,237 50,763
42,141 45,303 53,315 52,960142% 48,851 1 50 % 46,191 56,945 59,218
1 50 %

45,714
40,768 48,983 46,898 45,107 41,019 47,928 1 00 %
42,562 45,381 43,870 45,612
40,762 1 00 %
42,494 42,823
114% 122%
36,624 5 0%

26,778 88% 94% 5 0%


26,978
51% 0% 36% 39% 35% 0%

14% 9% 14%
28% 20% 1% 2% 8% 16%
-16% -10% -10%
-5 0%

-23% -14% -13%


-5 0%

-42% -1 00 %
0
-45% -1 00 %

Au 22
F e 22

Ju 2
M 22

Ju 2
N 21

M 22

N 22
D 21

Ja 1

Se 22

O 2

D 22
2
Ap 2

2
-2
-2

-2
-2
Au 2
Fe 2

Ju 2
M 2
N 1

M 22

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Ju 2

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!"#$%&'()!*(+)&,&$-.(!/-/01/0%1(*220%&("2(30&/,-45
9$#)6,:,;%)%,.<=#$,<=.,>,60&).
Bach Hoa Xanh and Winmart+ remain to be the dominant
players in the retail industry. While BHX closes down some
stores, Winmart+ has re-invested for the store expansion

BHX / Winmart+ store trend

3049
2870
2524 2601
2147
1728
1578
1214

2020 2021 2022 2023


Vinmart+ / Winmart+ Bach Hoa Xanh
9$#)6,:,;%)%,.(0$#,60&).%?#.
Mini stores which had been popular several years ago
decrease its number of stores.

Mini store trend

170
154

67 123
69
35 96
32 25
28 32
25
71
57 56 46

2020 2021 2022 2023


HCM HN Others Total
9$#)6:,@#A-%)#,0/,+%-B,(#*,.(0$#.
Milk tea shop was a hot trend several years ago. Now that
big coffee chain expanded their menu, the dedicated milk
tea shop slow down

1657
1524

1106
983
816

446 459 412 439


364

2019 2020 2021 2022 2023


Café chain Milk tea chain
9$#)6:,@$<C,AD*%),#E=*).%0)
There are more drug chain due to the investment by 3
players - Pharmacity, FTP Long Chau, An Khang pharmacy

Drug chain
2,698
221
2,006 524
261
210
?@?D
1,133
;<;
269
116
C?=> ?@@@ A<B
;<=>

2021 2022 2023


Pharmacity FTP Long Chau An Khang Pharmacy Others
9$#)6:,;0F%-#,G0$-6,H$0<=,($*)./0$+*(%0)
!"#$%&'(")%*'+)",-.'/0$10'23435&6'7310'8"3 9340.':$&4 !3;'9340.'<0&'
+$"$ :$':"45.'34*'=4'>0345.'10345&'?0&'6?")&'1"2-"6$?$"4.'/0$%&'$41)&36$45'
?0&'?"?3%'4,2#&)'"@'6?")&6'!"#$%&'(#)*+'(,$(#)$#-,'%),../#01(#%&#%2()'#01,.#$%&'(#$%',%(3/#%&#4,*,3(#%5&#
6',*0#)*#&*(#$%&'(#.&+,%)&*7
Based on # of stores Based on store ratio
5709 0% 2% 4% 4% 9%
5371
504 22% 18%
210 32% 21%
976 46%
4237 1189
178
3152 913 34% 38%
68 2038 33% 40%
2287
2214 1015 1427
0 35%
1029 1028
41% 40%
2147 33% 30%
764 1719 1729
1041 19%
421

2019 2020 2021 2022 2023 2019 2020 2021 2022 2023
BHX DMX TGDD An Khang BHX DMX TGDD An Khang
'%#()*+,+06#$),($*6#,-*)6.A*=#,1214
I<=#$+*$B#(
<0&'4,2#&)'"@'6,-&)23)A&?6'*&1)&36&*'6%$50?%;'?"'BCD'6?")&6E

Name HCM HN Others Total


360 373 362 AEON Citimart 14 0 1 15
348
332 BigC (Tops market) 2 3 6 11
CoopMart 43 6 79 128
182 167 197 192 Emart 1 0 0 1
171
Fujimart 0 3 0 3
Lanchi Mart 0 10 14 24
87 66 88 89 83 Mega Market 4 4 13 21
Sakuko 0 19 16 35

91 95 93 87 87 Satra Mart 1 0 0 1
WinMart 18 42 63 123
2019 2020 2021 2022 2023 Total 83 87 192 362
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%7&3+& 8&+3%9&00$0%.2%:;:;<= >/?.@&+3 9&00$0%.2%:;:A<


J0)"#)%#)(,.(0$#,>,;%)%,.<=#$
(0$%&'789'5"&6'"4'?0&')&6?),1?,)$45.'($4!3)?F'036')&G6?3)?&*'?"'%3,410'?0&'
4&/'6?")&E'<0&)&@")&.'?0&'?"?3%'H'"@'6?")&6'3%2"6?')&23$4'36'632&
Name HCM HN Others Total
6,735 6720 7 Eleven 80 0 0 80
Bac Tom 0 16 0 16
Bach Hoa Xanh 502 0 1208 1710
5,186 5,214 B's Mart 78 0 0 78
2,928 3,150 Cheers 31 0 3 34
Circle K 204 160 59 423
2,300 2,259 Co.op food 296 64 35 395
3,007 Family Mart 112 0 34 146
1,210 153 0 48 201
1,213 GS25
566 878
877 Hapro foods 3 56 4 63
620
K-market 24 33 5 62
2,597 2,357 Mini Stop 139 0 4 143
1,821 2,009 2,077
Satrafoods 223 3 0 226
Soi Bien 0 38 0 38
2019 2020 2021 2022 2023 T-Mart 12 43 1 56
WinMart+ 500 800 1749 3049
HCM HN Others Total Total 1857 413 1401 6720

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%B#$$+1%9&00$0%:;:;<= C&DD&@&+3 9&00$0%:;:A<


@#=*$(+#)(,.(0$#
<0&)&'$6'%$??%&'10345&6'&I1&-?'J3)A6"4 *&1)&36&*'?0&'4,2#&)'"@'?0&'
*&-3)?2&4?E

107 108 109 111 Name HCM HN Others Total

96 AEON Mall 1 3 2 6

Crescent Mall 1 0 0 1

65 64 67 69 Diamond 1 0 0 1
55
LotteMart 4 2 9 15

Parkson 1 0 0 1

?= ?D ?B ?D ?E Robins 1 1 0 2

Takashimaya 1 0 0 1
CB CD CB CD C=
Vincom 13 12 58 83

2019 2020 2021 2022 2023 VivoCity 1 0 0 1


HCM HN Others Total Total 24 18 69 111
;%)%,.(0$#
!$4$ 6?")& 4,2#&) 1"4?$4,&6 ?" *&1)&36& @") B 1"46&1,?$K& ;&3)6 23$4%; *,& ?"
>"2"4";3 34* !,2,6"E !$4$6" 036 $41)&36&* ?0& 6?")& *&-%";2&4?E

Name HCM HN Others Total


163 170
154 Daiso 5 2 1 8
Hachi Hachi 6 0 0 6
56 67 123
Komonoya 1 2 1 4
69 106
35 Minigood 14 3 0 17
31 26
32
Miniso 13 13 21 47
28 32 27
Moji 5 5 0 10
76 71 Mumuso 7 2 1 10
57 56 53
Usupso 1 0 0 1
Yoyoso 1 0 2 3
2019 2020 2021 2022 2023
Total 53 27 26 106
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%F5&#/.
@$<C,.(0$#
<0&'4,2#&)'"@'*),5'6?")&6'$4'DLDB'$41)&36&*'#;'BMN'1"2-3)&*'?"'DLDDE'<0&'
4,2#&)'$4'8O'*&1)&36&*'23$4%;'*,&'?"'?0&'PQL'"@'J03)231$?;R6 1%"6&*'6?")&6E

2,698
Name HCM HN Others Total

An Khang Pharmacy 156 25 343 524


2,006
ECO pharma 10 0 0 10
1521
Guardian 86 17 6 109
889
Long Chau 208 113 695 1016
1,133
CDC Matsumoto Kiyoshi 5 0 0 5
395 <<<
679
A?> Medicare 17 1 67 85
492 173
108 =<> BE= A?; Pharmacity 421 106 410 937
CD> D=B>
<;E> =D<>
SK Pharmacy 12 0 0 12
2019 2020 2021 2022 2023 Total 915 262 1521 2698
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%G#&2( G#&+@&4H%.2%:;:I
J0.+#(%A,.(0$#
<0&'4,2#&)'"@'1"62&?$1'6?")&'$41)&36&*'#;'2")&'?034'QLN'?034A6'?"'8363A$R6
&I-346$"4E'

187 Name HCM HN Others Total


Beautybox 10 5 1 16
Beautygarden 1 2 6 9
64 Bicicosmetics 1 0 0 1
Cocoshop 0 6 2 8
124
DN Cosmetics 0 0 2 2
Guardian 85 17 7 109
29
87 43 Hasaki 52 4 41 97
Mat Hoa Da Phan 4 0 5 9
18 36
Mint Cosmetics 0 15 0 15
24 Nutycosmetic 6 1 0 7
80 Sammi Shop 2 10 5 17
59 The Body Shop 21 14 7 42
45
THE FACE SHOP 12 10 15 37
The Gioi SkinFood 4 0 2 6
2021 2022 2023 Watsons Vietnam 6 0 1 7
HCM HN Others Total Total 204 84 94 382

!%"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%J/&+0.&2=%"KL%>MBL%7KNG=%"#$%O(0H%7#(,=%P&31(21%Q.$32&@
K-#A($%A,AD*%)
:$&4 !3;'9340 1"4?$4,&6'?"'*)$K&'?0&'5)"/?0'"@'?0&'23)A&?'/$?0'2")&'?034'
PBLL'4&/%;'"-&4&*'6?")&6

3,903 Name HCM HN Others Total

Cho Lon 23 0 75 98

2,505 Dien May Xanh 316 268 2801 3385

3186
Mediamart 0 73 270 344
1,753
1,212 2,101 Nguyen Kim 15 5 32 52
969
1,451
941 Pico 0 12 7 19
764 358
79 105 137 231
?DD> ?D;> ?B< <;E Thien Hoa 4 0 1 5
?CD>
2019 2020 2021 2022 2023
Total 358 358 3186 3903
HCM HN Others Total

!%"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%8$0.&@&+3 9&00$0%.2%:;:A<
L9,6#"%A#.,AD*%)
<0&'+$"$ :$':"45')&23$46'?"'#&'?0&'*"2$43?")'$4'?0&'S$&?432'T<'*&K$1&6'
23)A&?.'@"%%"/&*'3?'3'*$6?341&'#;'UJ<'V0"-'34*'S$&??&%'V?")&E'
5,097
Name HCM HN Others Total
4,409
CellphoneS 49 20 44 113
3,663
Di Dong Viet 27 6 25 58
4021
3,485 FPT Shop 129 120 736 985
2,829
Hoang Ha 17 29 78 124

Phong Vu 8 3 21 32

429 493
400 The Gioi Di Dong 316 268 2801 3385
434 495 583
Viettel Store 37 47 316 400
2021 2022 2023
HCM HN Others Total Total 583 493 4021 5097

!%"#$%&'()$%*+&,#%-.*/+$%1#(R$0%0&3&%4(55$43$0%.2%:;:A
M*.D%0),*==*$#-,AD*%),7N8
<0&'@360$"4'103$4'$6'6?3#%&'$4'DLDB.'"4%;'7$?$R6'/$?4&66&*'3')$6&'"@'2")&'?034'
BBN'$4'?0&'4,2#&)'"@'6?")&6'1"2-3)&*'?"'?0&'-)&K$",6';&3)E
1,402 1,375
1,330 Name HCM HN Others Total
An Phuoc 56 25 93 174
Biti's 46 21 141 208
839 763 831 Blue exchange 60 15 272 347

Canifa 5 28 59 92
Converse 15 15 31 61

212 211 Couple TX 20 1 22 43


196
Elise 19 20 82 121

351 356 348 G2000 6 4 1 11


H&M 4 5 3 12
2021 2022 2023 HNOSS 22 0 14 36
HCM HN Others Total
M*.D%0),*==*$#-,AD*%),718
<0&'@360$"4'103$4'$6'6?3#%&'$4'DLDB.'"4%;'7$?$R6'/$?4&66&*'3')$6&'"@'2")&'?034'
BBN'$4'?0&'4,2#&)'"@'6?")&6'$4'DLDB'1"2-3)&*'?"'?0&'-)&K$",6';&3)E
1,402 1,391
1,330
Name HCM HN Others Total
Hoang Phuc 14 12 19 45
IVY Moda 8 18 50 76
839 763 832
Juno 35 7 25 67
K&K Fashion 11 0 2 13
Kelly Bui 3 6 2 11
212 211 203 Lacoste 6 4 1 11
Levi's 15 15 13 43
351 356 356
Uniqlo 8 7 1 16
Crazyteen 3 0 1 4
2021 2022 2023
Total 356 203 832 1391
HCM HN Others Total
O%6.,>,F*FP,.(0$#.
<0&'?"?3%'4,2#&)'"@'6?")&'&I-34*&*'#;'PLN'*,&'?"'W"41,45 &I-346$"4E'

1,093 1,116
Name HCM HN Others Total
1,030
Bibomart 48 53 58 159

Concung 206 12 489 707


613
700 535 Hallo shop 1 0 0 1

Kids Plaza 53 70 36 159

MevaBe 1080 1 0 0 1
164 169
Shop tre tho 13 4 5 22
147
Soc&Brothers 0 3 0 3
331 334
246 TutiCare 12 18 25 55

Vuon cua be 0 9 0 9
2021 2022 2023
HCM HN Others Total Total 334 169 613 1116
J0//##,AD*%),.(0$#
<0&'4,2#&)'"@'1"@@&&'103$4'6?")&6'$41)&36&*'23$4%;'?034A6'?"'?0&'&I-346$"4'"@'
8$50%34*'34*'J0,1'X"45E
1,657
Name HCM HN Others Total
1,524
Aha coffee 2 62 9 73
Cong Caphe 17 27 16 60
549
482 Cheese Coffee 18 1 0 19
1,106 Effoc 3 0 0 3
983 Highland 204 139 266 609
816 294 370 Passio 71 0 7 78
280 341
Phuc Long 75 21 37 133
163
280 Starbucks 50 24 13 87
186
197 The Coffee Bean and Tea Leaf 5 0 0 5
738 The Coffee Factory 10 0 0 10
701
456 517 532 The Coffee House 74 40 38 152
Thuc Coffee 7 0 0 7
Trung Nguyen 194 54 163 411
2019 2020 2021 2022 2023 Wayne's Coffee 8 2 0 10
Total 738 370 549 1657
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%S+'&2%73&3.(2%B(--$$
;%-B,(#*,AD*%),.(0$#,7N8
<0&'4,2#&)'"@'6?")&6'*&1%$4&*'?"'BCM'@)"2'MBY'"@'?0&'-)&K$",6';&3)

446 459
439
412
74 364
133 101 Name HCM HN Others Total
90
79 Bobapop 48 10 35 93
90
68 65 80
Cha Go 1 14 12 27
82 Coco fresh tea & juice 0 4 0 4
Comebuy 5 0 0 5
293
258 257 258 Gong Cha 21 3 16 40
192
Hoa Huong Duong 2 0 0 2
Hot & Cold 21 0 0 21
2019 2020 2021 2022 2023
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%S+'&2%73&3.(2%B(--$$
;%-B,(#*,AD*%),.(0$#,718
<0&'4,2#&)'"@'6?")&6'*&1%$4&*'?"'BCM'@)"2'MBY'"@'?0&'-)&K$",6';&3)

446 459
439
412 Name HCM HN Others Total
74 364
133 101 Koi Thé 27 9 6 42
90
79 Lavida 9 0 1 10
90
68 65 80
R&B Tea 6 0 0 6
82 Sharetea 8 6 2 16
Tiger Sugar 22 22 9 53
293
258 257 258 The Alley 18 14 9 41
192
Toocha 4 0 0 4
Uncle Tea 5 0 0 5
2019 2020 2021 2022 2023
Total 192 82 90 364
HCM HN Others Total

!"#$%&'()$%*+&,#%-.*/+$%$E45/0$1%S+'&2%73&3.(2%B(--$$
M006,AD*%),.(0$#,7N8
U")'DLDB.'?0&'@""*'103$4'"#6&)K&*'3'2$4")'*"/4/3)*'23$4%;'*,&'?"'*&1)&36&*'
4,2#&)'"@'6?")&6'@")'Z"%$#&& 34*'X"??&)$3E
Name HCM HN Others Total
1,538 37 street 1 3 0 4
1,402 1,447 Al Fresco’s 9 15 6 30
1,302 Ashima 5 4 0 9
1,235
520 Ba Con Cuu 1 0 0 1
435
445 BukBuk 1 3 4 8
389
385 Burger King 5 5 0 10
339 364 Capricciosa 1 2 0 3
316 331
299 Cowboy Jack's 1 1 0 2
Daruma 1 2 1 4
Dolpansam 2 1 1 4
597 626 679 648 Domino's Pizza 28 13 5 46
551
GogiHouse 41 41 60 142
Hokkaido Baked Cheese Tart 5 1 2 8
Hotpot Story 20 7 12 39
2019 2020 2021 2022 2023
Hutong 9 1 5 15
HCM HN Others Total Isushi 11 8 3 22
M006,AD*%),.(0$#,718
U")'DLDB.'?0&'@""*'103$4'"#6&)K&*'3'2$4")'*"/4/3)*'23$4%;'*,&'?"'*&1)&36&*'
4,2#&)'"@'6?")&6'@")'Z"%$#&& 34*'X"??&)$3E

Name HCM HN Others Total


1,538
1,402 1,447 Jolibee 20 5 15 40
1,302 KFC 58 31 56 145
1,235
520 Khao Lao 8 5 1 14
435
445 Kichi-Kichi 45 20 44 109
389
385 King BBQ 30 20 37 87
339 364 Kpub 14 13 8 35
316 331
299 Lotteria 68 42 50 160
Manwah 19 15 21 55
Marukame Udon 9 0 0 9
597 626 679 648 Mcdonald 18 8 3 29
551
Papaxốt 10 0 0 10
Pizza4P’s 14 10 6 30
2019 2020 2021 2022 2023 Pizza Inn 5 0 1 6
HCM HN Others Total Pho 24 13 0 1 14

!"#$%&'()$%*+&,#%-.*/+$%0($1%2(3%.245/0$6%N1&D&%N#1#(
M006,AD*%),.(0$#,748
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Name HCM HN Others Total
1,538 Pizza Hut 31 29 42 102
1,402 1,447 Popeyes 25 8 6 39
1,302 Seoul Garden 4 1 0 5
1,235
520 Shogun 0 5 2 7
435
445
389 Sumo BBQ 10 8 4 22
385
Sushi bar 1 0 1 2
339 364 Sushi Hokkaido Sachi 9 1 0 10
316 331
299 Sushi Kei 8 5 1 14
Tasaki BBQ 5 3 0 8
Texas chicken 22 2 3 27
597 626 679 648 Thai Express 7 11 2 20
551
The Pizza Company 33 13 28 74
Tokyo Deli 13 2 0 15
2019 2020 2021 2022 2023 Vuvuzela 1 0 4 5
Yaki - Chang dung nuong 4 0 0 4
HCM HN Others Total
Total 648 364 435 1447
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Name HCM HN Others Total


116 116 113
107 110 Body fit 4 0 0 4
15 17
18 13 California fitness 20 11 6 37
15
City Gym 9 0 0 9
50 47 42
47 42 Curves 7 17 4 28

Elite fitness 2 9 3 14

Fit24 (Fit for life) 6 0 0 6

51 52 50 55 Gym Newlife 2 0 0 2
48
MMA - Gym 5 0 0 5

Olympia Hadong 0 5 0 5
2019 2020 2021 2022 2023
Total 55 42 13 110
HCM HN Others Total

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182 178 180 Name HCM HN Others Total
173
158
Beta Cineplex 1 4 11 16

95 92 97 BHD Star Cineplex 6 3 1 10


89
78
CGV Cinemas 21 23 39 83

37 37 Cinestar 2 0 6 8
33 36 35

Galaxy Cinema 9 1 8 18
47 50 49 48 48
Lotte Cinema 9 4 32 45

2019 2020 2021 2022 2023


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HCM HN Others Total
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