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  "documentTitle": "Vietnam Logistics",
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      "text": "3. Key Opportunity: Cold-chain Segment\nThe cold-chain logistics subsegment is particularly ripe for growth due to market trends in food, pharma and retail.\nThe cold-chain sector has a high barrier to entry and presents opportunities for well-capitalized investors.\nAt a CAGR of 11.8%, Vietnam's cold warehouse market is outpacing the rest of the world.\nDespite the growth, warehouses are running out of capacity during peak seasons.\nWhile cold warehouse capacity doubled from 2015 to 2021, there are still no dominant players in the market.",
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      "text": "1. Infrastructure Overview\nWell capitalized investors can take advantage of high demand and low supply for logistics (ports, warehouse, trucking and waterway) through consolidation and roll-up to achieve scale.\nFirst-mile utilization of infrastructure is very high while others remain under utilized due to poor quality infrastructure.",
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      "text": "2. Fragmented, Hyperlocal Logistics\nHyperlocal adaptation is a must for mid-mile, as each region has different terrain characteristics and cargo flows.\nThe logistics market is highly fragmented, comprising mostly of micro-to-small size enterprises.\nThe warehouse and transport sector is growing at a CAGR of 15.1% and will be more than US$70B by 2025.",
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