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The Vietnam Report Library
6 Reports5 Sectors2026
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Gaming
84 pp
Vietnam Mobile Gaming 2026: The Next ARPU Frontier
Mid-core transition and LTV optimization across the top 5 publishers — direct payment gateways lift net ARPU by 22%.
E-Commerce
62 pp
Shadow Logistics: The Unseen Last-Mile Network
Informal supply chains carry 40% of inter-province delivery. Decentralized hubs cut last-mile cost 22%.
Macro Economy
96 pp
Vietnam FDI 2026: The Tier-2 City Capital Pivot
Foreign capital is rerouting from HCMC to Bình Dương / Đà Nẵng. Compounding land yields up 14%.
Entertainment
71 pp
The Streaming Wars: Vietnam's $1.5B OTT Showdown
Local SVOD wins churn against Netflix; bundling with telcos wins the ARPU war.
E-Commerce
78 pp
Shadow Payment Rails: How Top Sellers Bypass Fees
Direct-billing rails lift net margin 11pp for the top 100 e-commerce sellers — a regulatory tightrope.