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Intelligence Hub

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%.

Single-entity

$2,500

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%.

Single-entity

$1,800

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%.

Single-entity

$3,200

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.

Single-entity

$2,100

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.

Single-entity

$2,400

Gaming

58 pp

KOL Economics in Mobile Gaming UA

Micro-KOL networks cost 38% less than TikTok Ads at equivalent install volume. The map of who matters.

Single-entity

$1,900