February 2022

Introduction
Confidential

This report and information related herein (“Presentation”) have been prepared by Crescent Point and/or its affiliate(s) (“Crescent”). It contains selected
information and does not purport to be all-inclusive or contain all the information for intended recipients or which prospective investors may desire. It should
be noted that all market analysis projections where applicable are provided for general reference purposes and are based on assumptions relating to the
general economy, competition and other factors beyond our control and therefore are subject to variation. Neither Crescent nor any of its respective officers
makes any representation or warranty, express or implied, as to the accuracy or completeness of this Presentation or any of its contents, and no legal
commitment or obligations shall arise by reason of this Presentation or its contents.

This Presentation does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or
related financial instruments in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other
laws of such jurisdiction. This presentation does not take into account the particular investment objectives, financial situation or needs of any client and it is
based upon information which Crescent believes to be reliable, but may not be accurate, complete or up to date, and should not be relied upon as such.
Nothing in this Presentation constitutes investment advice and information contained herein shall not be relied upon when making investment decisions.

This presentation is being provided on a confidential basis solely for the information of those persons to whom it is given. The materials, including the
information contained herein, may not be copied, reproduced, republished, posted, transmitted, distributed, disseminated or disclosed, in whole or in part,
to any other person in any way without Crescent’s prior written consent. By accepting this presentation, you agree that you will comply with these
confidentiality restrictions and acknowledge that your compliance is a material inducement to our providing this presentation to you.
Introduction CONFIDENTIAL

Background and History

• Active since 2003 • Founded in 2003, Crescent Point (“Crescent”) is a consumer-industry focused private equity firm
targeting investments in Southeast Asia and China
• Focused on private
equity investments in • Crescent has US$2.4 billion in assets under management and focuses on the following seven industry
China and Southeast Asia sectors: (i) FMCG/ food, (ii) apparel, sportswear & footwear, (iii) health, beauty & wellness, (iv) travel &
tourism, (v) consumer facing auto, (vi) consumer enabling services (e.g. technology, logistics and
• Industry leading track finance); and (vii) entertainment & leisure
record
• Crescent can invest as little as US$30 million and as much US$300 million in any single transaction
• Crescent has a team of 43 professionals (26 investment staff) across five Asian offices (Singapore,
Shanghai, Jakarta, Manila and Ho Chi Minh City)
• Crescent has backed several of Asia’s most successful companies:
o Axelum – the leading global supplier of coconut products to global coconut water brands
o Baozun – China’s leading e-commerce service provider offering solutions to consumer brands
o Belle – China’s leading footwear retailer with 20,000 points of sale for shoes and apparel
o Del Monte Philippines – one of the leading food product companies in the Philippines and one of
the largest producers of fresh pineapples in the world
o Esquire Finance - the largest non-bank SME lender in the Philippines
o GXG – the largest men’s fashion business in China
o LBC – the Philippines leading express logistics company
o N-Kid- the largest kids entertainment company in Vietnam
o Youku Tudou – the “Youtube” for China that was eventually acquired by Alibaba
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Introduction CONFIDENTIAL

Deep expertise in key consumer sectors

• Economic growth in
Crescent’s target markets
has led to higher
disposable incomes and
hence higher consumer
expenditure
• Crescent seeks to partner with category-leading companies across different sectors and geographies,
with a focus on sectors where growth is driven by rising consumer spending
• Focusing on seven consumer discretionary sectors allows Crescent to (a) track & build relationships
with leaders in these sectors; (b) be more effective in post-investment value-add; and (c) remain
focused in a market with many opportunities

• Crescent identified this • Invest in online-only, offline-only and omni channel businesses
opportunity early and
has developed expertise Apparel, Health, Consumer
in seven key consumer Travel & Entertainment
FMCG/Food Sportswear & Beauty & Auto Enabling
Tourism & Leisure
discretionary sectors Footwear Wellness Services

• These are core sectors

where consumers begin
to spend more as their
incomes rise and / or
increase or upgrade their
consumption

Note: Some investments have exposure to multiple categories.

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Introduction CONFIDENTIAL

Intensive pre- and post-investment value-add

• Active, hands-on partner • Crescent is an active, hands-on partner with management teams – universally, our portfolio companies
focused on supporting would describe Crescent as their most “involved” investor
management teams for
future growth • Often, even industry-leading companies need further support for future business growth

• Focused early on as to • Crescent focuses early on in any engagement with potential portfolio companies, often in advance of
where and how Crescent
can be helpful • Examples include:
• Examples of value-add
include cross-border
expansion, customer
acquisition, strategic
partnership, M&A,
technology upgrades,
senior executive and
industry advisor
recruitment, direct staff
secondment and
engagement with
advisors
Crescent’s investment, on where and how Crescent can help
o Cross-border expansion – Crescent facilitates “China Out” and “China In” access, as well as
access to other geographies such as the Middle East and Southeast Asia
o Customer acquisition – e.g. Crescent has led roadshows for numerous portfolio companies that
has led to significant new customer wins (e.g. Baozun acquired 3 of their top 10 clients)
o Strategic partnership – e.g. Crescent has arranged for joint ventures with industry leaders
o M&A – e.g. Crescent led Trendy’s cross-border acquisition of Miss Sixty (Italy)
o Technology – e.g. Showyu partnership for Coolsculpting with Zeltiq/Allergan
o Senior staffing – Crescent recruits candidates for senior executive roles if needed
o Industry expertise – Crescent sources industry veterans with deep industry knowledge to assist
its portfolio companies’ development
o Crescent staff secondment – Crescent staff take on operational roles when needed
o Investment realization – Crescent engages suitable 3rd party advisors, such as banks, law firms,
and PR firms, to advise its companies in their exit processes

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Introduction CONFIDENTIAL

Select investments
SELECTIONS FROM THE EXISTING PORTFOLIO

• Seek to partner with ESQUIRE

DEL MONTE
VIVA GENERIK WEGO PTE LTD N KID GROUP LBC EXPRESS
PHILIPPINES
category-leading
companies across sectors
and geographies

• Demonstrated value for Philippines Philippines Indonesia Singapore Vietnam

(Entertainment)
Philippines
(Financial Services) (FMCG/Food) (Healthcare) (Online travel) (Logistics)
portfolio companies by
Philippine’s leading non- Philippines leading food Indonesia’s leading low SE Asia’s leading travel Vietnam’s largest family
introducing new bank SME lender products company cost pharmacy chain metasearch company entertainment company
Philippines leading
logistics provider
customers, identifying www.esquire.com.ph www.delmontephil.com www.vivagenerik.co.id www.wego.com https://nkidgroup.com http://lbcexpress.com/
and executing
SELECTED EXITS / LIQUID POSITIONS
acquisitions, hiring new TRADE SALE IPO HKSE IPO KLSE IPO NASDAQ/MERGER IPO HKSE IPO NASDAQ
staff, taking part in TRENDY INTERNATIONAL
BELLE
AIRASIA TUDOU MULSANNE GROUP
BAOZUN
INTERNATIONAL E-COMMERCE INC
operations when
necessary, modifying
company strategy, etc.

• Demonstrated China China Malaysia China China China

experience in investment (Fashion & Retail) (Fashion & Retail) (Aviation) (Online Media) (Fashion & Retail) (E-Commerce)

realization China’s leading ladies Asia’s largest woman’s Asia’s original and China’s leading online China’s leading men's China’s leading e-
fashion company footwear company largest low cost carrier video website fashion company commerce outsourcer
www.trendy-global.com www.belle.com.cn www.airasia.com www.tudou.com www.gxggroup.com www.baozun.cn

IPO PSE TRADE SALE TRADE SALE TRADE SALE IPO HKSE IPO NASDAQ
CARMEN RIVERSIDE WISMA ATRIA/
AXELUM RESOURCES WEIMOB YUNJI
COPPER CORP PROPERTIES NGEE ANN CITY

Philippines Philippines Vietnam Singapore China China

(Food & FMCG) (Mining) (Real Estate) (Real Estate) (SaaS) (Social E-Commerce)

Largest copper mine in Portfolio of Grade A China’s leading provider

World’s largest coconut Landmark office and Leading Social E-
the Philippines properties in Vietnam of social media
product producer retail complexes Commerce Platform
enterprise SaaS
www.axelum.ph/ 5 www.starhillglobalreit.com www.weimob.com www.yunjiglobal.com
CONFIDENTIAL

Our Offices

Shanghai Office
Manila Office
Ho Chi Minh City Office
Singapore Office
Jakarta Office

Singapore Jakarta Shanghai Manila Ho Chi Minh

38 Beach Road Satrio Tower, 16th Floor
#32-12 South Beach Tower Jl. Prof. Dr. Satrio Kav C4
Singapore 189767 Kuningan Timur, Setiabudi
Jakarta Selatan 12950
378 Wukang Road, 6 Fl. 30F Arthaland Century Pacific
Shanghai 200031 Tower
PR China 5th Avenue corner 30th Street
Bonifacio Global City
Taguig City 1634
Metro Manila, Philippines
KLOUD Saigon Centre Tower 2
67 Le Loi, 21F Saigon Centre
Tower 2
Ben Nghe Ward, District 1
Ho Chi Minh City
Vietnam