We presented a masterclass on Vietnam's power sector at our Vietnam Access Day investor conference last week. Please find our masterclass slides attached and key takeaways below: An electricity shortage has become more visible, promising great opportunities for power plants despite some risks for the economy. Competitive generation market price (CGM price) could increase due to worsening electricity shortage. CGM price cap increased 3.0% to VND1,318/kWh in 2019, the highest since