In QuotedData’s morning briefing 10 June 2025: VinaCapital Vietnam Opportunity makes a disposal, RM Infrastructure Income is having a tender offer, and Pantheon Infrastructure has a new director.

• VinaCapital Vietnam Opportunity (VOF) has sold its stake in Tam Tri Medical – one of its largest holdings [5.5% of the trust at 30 April 2025] – for an undisclosed sum. The stake was acquired in 2018, when Tam Tri Medical operated four hospitals with approximately 400 beds. Over the past six years, the VinaCapital investment team has worked alongside the company’s leadership to support them in the acquisition of three additional hospitals and commence development of a flagship greenfield hospital. This expansion has the potential to triple its number of operational beds and employees. Today, the platform serves over one million patient visits and 20,000 surgical cases annually. [The NAV fell by 5.0% over May, and the company has told investors that the end May NAV reflects the disposal. We guess the sale price was about in line with its holding value.]
• RM Infrastructure Income (RMII) has reminded shareholders that they have until 1pm on 23 June to participate in its £20m tender offer. Cash will be distributed on 1 July.
• Pantheon Infrastructure (PINT) says that Sapna Shah will join its board as a new non-exec director on 19 June. Sapna is the senior independent director of Supermarket Income REIT and chair of its nominations committee, a non-exec of Biopharma Credit, and BlackRock Greater Europe, and a non-exec and member of the remuneration committee of the AIC. She is a senior adviser at Panmure Liberum. Prior to this, Sapna held senior investment banking roles at UBS AG, Oriel Securities (now Stifel Nicolaus Europe) and Cenkos Securities (now Cavendish Financial).

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