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<ul><li style="text-align: justify;">DatVietVAC, Vietnam’s leading media and entertainment (M&amp;E) company, is evolving into a direct-to-consumer monetization platform (D2C, i.e., direct consumer revenue from live experience tickets, merchandise, etc.) as the country’s M&amp;E industry reaches an inflection point similar to the early growth curve seen in more developed markets such as South Korea.</li><li style="text-align: justify;">We forecast a 13% NPAT-MI CAGR over 2025-28F, driven by revenue shifting to higher-margin D2C monetization (22% D2C revenue CAGR; +1.2 ppts average annual blended GPM p.a.).</li><li style="text-align: justify;">Superior profitability profile with 2025 respective OPM/ROE of 13.9%/40.8% supports a valuation at approximately on par with its more established peers (2026F average P/E is 18.1x). </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

DatVietVAC, Vietnam’s leading media and entertainment (M&amp;E) company, is evolving into a direct-to-consumer monetization platform (D2C, i.e., direct consumer revenue from live experience tickets, merchandise, etc.) as the country’s M&amp;E industry reaches an inflection point similar to the early growth curve seen in more developed markets such as South Korea.We forecast a 13% NPAT-MI CAGR over 2025-28F, driven by revenue shifting to higher-margin D2C monetization (22% D2C revenue CAGR; +1.2 ppts average annual blended GPM p.a.).Superior profitability profile with 2025 respective OPM/ROE of 13.9%/40.8% supports a valuation at approximately on par with its more established peers (2026F average P/E is 18.1x). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DatVietVAC - Higher-margin monetization at Vietnam’s M&E inflection point - Company Report

Vietnam

DatVietVAC Group Holdings is a prominent private media and entertainment group in Vietnam

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DatVietVAC (DATVIETVAC VN)

DatVietVAC - Higher-margin monetization at Vietnam’s M&E inflection point - Company Report

We forecast a 13% NPAT-MI CAGR over 2025-28F, driven by revenue shifting to higher-margin D2C monetization (22% D2C revenue CAGR; +1.2 ppts average...

Vietcap

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