’ 2117 -\ feta ! INSIGHT REPORT | MAY 2019 HOMESHARING VIETNAM INSIGHTS REPORT Cel asthe CN salCli lo) 41a fo) am Na) VE OUTBOX CONSULTING «Project Manager «Website Outbox Consulting Ia mét céng ty khéi nghigp tién PHUOC DANG www.outbox-consulting.com phong trong finh vuc nghién cdu va tu van gidi phap Research Director « Facehook toan dién quan ly ~ phat trién né sinh thai diém dén du THU NGUYEN OutboxConsulting lich. Chuing t6i cung cap céc nghién ctu 66c lip va cdc ci email turvan chiéh luge trén nén tang nghién ctu nhém muc + Editor +E tiéu t6i uu hod hoat déng ciia doanh nghiép/ t6 chute THAO NGUYEN —_info@outbox-consulting.com un ly diém cen eda bon «Designer ANH HUYNH Céc dich vy ca Outbox Consulting sé cho phép ban duoc tip cén véi cdc gidi php tO uu duoc thiétké va phat trién trén nn tang céc nghién cu séng tao, phan lich chuyén s4u va toan dién tir cdc chuyén gia cla chting toi Béo cdo "HOME SHARING VIETNAM INSIGHTS REPORT" la mét dn phéim duge phat Dich vu Tu van va Quan ly diém dén Outbox (Outbox Consulting). Ban quyén duce inh béi Céng ty TNH bdo luu Khdng duge phép tai len, gt, téi ban, truyén hoe phan phat bang bat ci hinh thie nao, bat ctr thanh phan nao ct tai iéu nay, ma khéng duge su dong y bang van ban ctia Céng ty TNHH Dich vu Ty van va Quan ly 4Gigm dén Outbox (Outbox Consulting). Nghiém cam moi hanh vi str dung tai ligu nay cho cée muc dich giao ich kinh doanh thuong mai, sao chép, tai ban toan b6 hay tting phn Research Report "HOME SHARING VIETNAM INSIGHTS REPORT’ is a publication belonging to Outbox Consulting, All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of Outbox Consulting. Unauthorized commercial use, Reproduction in whole or part is prohibitedLich str phat trién nganh du lich da di qua nhiéu thay di. Khi thé gidi tigp tuc phat trign, thi cdch ching ta ‘sng, lam vige va du lich cing vay. N&n kinh t€ chia sé (sharing economy) tiép tuc dat duge da phat trién va cling véi dé, knai niém chia sé nha (homesharinhg) 43 dua vio nganh du lich néi chung va nganh dich vu luu tnd ndi riéng nhiing huéng méi day thai vi Mt thap kj trude, y tuéng 6 lai nha cia mét ai dé trong khi di du lich hoo di c6ng tac la mot di@u hoan toan xalla, Ngay nay, nhiing cau chuyén trai nghiém sau chuyén di cia chiing ta ludn od cée chi tiét v8 nhiing méi lign két gitta ngudi véi nguti. Knéch du lich khéng con mudin diva vao nhiing té roi, cde céng cu tim kiém khi dn mét noi méi nia, ho muén nhiing Iai hudng dan tir hing ngudi dan dia phucng, musn tan hudng su thodi mai nhuré nha. Aironb la mot nén tang phé bién trén toan thé gidi mé rong & hon 191 quée gia - B4o cdo Homeshering Vietnam - Insight Report str dung dt ligu tirnn tang Aironb 48 vé nén mét bute tranh téng quat vé dich vu homesharing tai Viét Nam hién nay. Bén canh bite tranh téng quat vé thyc té hoat déng home-sharing tai Viét Nam hién nay, é@ ngudsi doc c6 thé hiéu 16 hon v8 quy mé va tiém néing phat trién ca loai hinh dich vu nay, hai be chan dung ca nhting nguti cchii nha (host) va khéch (quest) str dung dich vu nay ciing sé dugc lam r6 dé bc tranh duge toan dién hon.MUC LUC HOME-SHARING LA Gl? M6 hinh nén kinh té chia sé (sharing economy) ‘Sy phai CUA AIRBNB CONG BONG HOME-SHARING TREN NEN TANG AIRBNB tai Vigt Nam CHAN DUNG NHUNG NGUO! CHU Home-sharing CHAN DUNG KHACH HANG sstrdyng dich vy Home-sharingM6 hinh nén kinh té chia sé Thuat ngif "Chia sé" (sharing) khdng phai | hién tugng mai, nhung gan day né dang dich chuyén tir hoat déng chia ‘sé truyén théng gitfa cdc thanh vién trong gia dinh, ban be" sang hinh thie chia sé, hodn di, cho muon, cho thué va trao. di san phim, dich vu gitta nhiing ngudi xa la véi myc dich thuong mal’, Theo nghién ciru cla Céng ty Kiém toan Price- waterhouseCoopers (PwC), ude tinh doanh thu toan cu tir 19 ty cung cp eng dung nén tang kinh doanh chia 86 sé dat 16 335 ty USD vao nm 2025 so véi doanh thu nm 2014 mdi khoang 15 ty USD. Khéng chi la cdc ting dung goi xe, mé hinh kinh doanh chia sé cling dan phé bién 6 nhiéu linh vue khac nhu dich vy du lich, chia sé van phdng, phéng luu trd, vay muon tai chinh, st dung chung thiét bi dién tt. Cc mé hinh ‘chia sé’ hién nay cang duoc déy manh nhes va cdc nén tng s6, tao co‘h6i cho nhitng nguéi cung céip va nguoi str dung c6 thé dé dang tiép can nhau?. Trong thi truéng kinh doanh dich vu Iuu trd, Airbnb néi lén nhanh chéng lam thay d6i dinh nghia va lan tod réng rai dich vy ‘chia sé phong luu tru’ (homesharing) trén toan cu Ngoai Airbnb thi VBRO, Homeaway, Couchsurfing, Home Exchange... nhing mo hinh phd bién tuong ty mang dén tra nghiém homestay dia phucng cho du khéch.109 2010-2011 2018-2019 LISTINGS THANH PHO Quéc GIA‘ ‘SAU 10 NAM XUAT HIEN, STARTUP AIRBNB DA BUNG NO TAI HON 100 QUOC GIA VA DUGC DINH GIA 30 Ti USD, CHi DUNG SAU UBER VA XIAOMI.CONG BONG ae Sade TREN NEN TANG AIRBNB TAI VIET NAMPanne m nM baka eae gt Ur hTa aaneaeeNA an Poin ea a Mp Rear econ Wah ed aN OR Renn eens a) Een er Me mie el MUO Oe a oo SNA meee Renker ere Ren Wn WRU eee as ene] AUT od eT neko eR eck cd Pe Re eh oo hgp dong cho thué dai han. VA) Vv, Sa ° — Stet anew URC 1000 PHONG (eon nn lv Ngoai ra, nhiing diér firenarely ST A ean ae DA NANG, SAPA, TP.HCM VA HA NOI HA LONG a a @@ THEO CONG BO MOI NHAT CUA AIRBNB, VIET NAM, MOT DIEM DEN CO MUC TANG TRUONG CAO NHAT VE LUGNG KHACH DU LICH QUOC TE VAO TRONG KHU VUC, BANG GHI NHAN LUONG TANG BOOKINGS VUOT TRO! TAI HA NOI (212%) VA DA NANG (225%).8TRANG | 09 CONG DONG HOME-SHARING TREN NEN TANG AIRBNB TAI VIET NAM Chi yéu 6 Ha Ndi va TPHCM. Mé hinh nay cing kéo theo hang loat startup trong linh vue cho thué phdng truc tuyén tai Viét Nam nhu: LUXSTAY, MYSTAY, HOMEAWAY, HOLTELJOB TANG TRUONG LISTINGS TREN AIRBNB 40,804 TAI VIET NAM Téc 46 tang trudng sé lugng listi hang nd trén Arhnb tel TPHOM 97%, oe Ha N6i 112%, Da Nang 111% 2018 listings . . 16,000 4@ TONG SO LISTINGS: 40,804 LISTINGS (86 ligu dén thang 1/2019) 6,500 Bi sé tuong listingsCONG DONG HOME-SHARING TREN NEN TANG AIRBNB TAI VIET NAM 27.2% YAW) 42.3%Mot ngubi chi trén Airbnb cé thé tan dung Ioi thé ca nn tang nay theo nhiéu cach. Mét s6 chon chia ton bé ngéi nha cua ho (entire home); nhiing nguds khéc chon chia sé nha bang cach cho thu thoi hai phong riéng (private room) nhur mét cach tan dung nguén thu tirnhiing phong khéng sti dung ma khong phai chiu rang budc hop déng thué dai han. ra TONG S6 LUQT KHACH Nguyén cn Phong riéng Phong ghép 7) DOANH THU BINH QUAN/ THANG DOr NLU Mor Co NOCHAN DUNG CUNG CAP DICH VU (HOST)TRANG | 13 Nhting nguéi chi trén Airbnb rat da dang, ttr sinh vién dén nhang ngudi 44 nghi hu. Airbnb tré thanh mot gidi php cung cap ngudn thu nhép dé dang va linh hoet ~ muic thu nhap binh quan vao ném 2017 cia nhiing ngudi chi tai Viet Nam la 20,400,004, TONG S6 HOSTS TAI VIET NAM TY LE MULTI/SINGLE LISTINGS wat 69% Ce @ switsing ess sngetsingrosts AY 545 274 NGUYEN TT 5,368 wennaw Te MIEN 3,019 700 mene TTT 3,581 weneac TET 2,510 A@ TA VIET NAM, DAC BIET LA CAC THANH PHO LON, HIEN TUONG MOT CA NHAN DANG KY NHIEU LISTINGS TREN AIRBNB TRO NEN RAT PHO BIEN. HOMESHARING KHONG CON BON THUAN LA NGUON TANG THU NHAP CHO NHUNG CA NHAN CO NHA HOAC PHONG NHAN ROI MA CON TRO THANH SAN PHAM KINH DOANH VOI MUC LOI NHUAN CAOayy] Airbnb la mét nn tang thue day cho khdch mun di du lich theo mét edch khde. Trén thy té, 79% khach néi rng ho sti dung Airbnb dé cé thé séng nhu mét ngudi dan dia phuong, va khém pha nhiing gia tri dich thuc, két hop véi co hoi thiic day cc két ndi véi cdc nn vn hod, phong tuc khdc nhau quen thude va tin nghi nhu & nha, chuyén di, Nn tang nay efing Khéch str dung Airbnb 7 song song v6i viée gp g8 nhing ngudi dan dia phuong t rt hu ich cho khaich du lich vai ngan sich c6 gigi han ing mong mudn ¢6 thé trai nghiém su dm n thién trong 84% KHACH Qu6c TE we 6 liéu tng hop tai TRHCM 9 & Ha Noi trang nam 2018 2 05 NGUON KHACH LON NHAT str dung dich vu home-sharing 32% Singapore 11% My 18% Ue 9% Hong Kong 12% Han Quoc 16% KHACH NOI DIA Chi yéu dén tir thanh pho lén 03 DEM Sree ean eLy BW 11-12-1 Thang mua cao diém khach quéc té TP.HCMTRANG | 16 LY DO CHON AIRBNB ‘Excellent stayin a very node poking apartment, great location an very good communication withthe host. would definitely recommend to stay hee fisting Ho.Ghi Minh Freddie, Jen 2019 ‘She's caring and kind. cna touch ‘ales us fee ike home, warn anc safe gurnga travel toa new city The Hl ne alley and very cool It was very comfortable to hve 2. Jen 2019, “The host sally helpful and thoughtful villng 1 Soke our protien in efTeient way, he location is great buthaveto waka distance to get in’ bren, Fea 2019 ite the shot trp to HMC. fl tke fm at home at aunt nga’s The place is super siyish yet modern and ros! importantly ocation is relly reat! Aunt ga was Super sweet, warrn and the most kindest host Ihave ever ret. Can not recommenced tat listing enough? — Huongieng Det 2018 “The plce is located at extreme convenient location rear allhapocring ardless iterator: local nan old aullng, the ineior is reasonably comfortaale Lei also very helpful and patient viicn made te tay pleasant! Dennis, Jen 2019 ‘Shams house is arvazing cleanness, ‘great local experience. at location, Sham reples quickly fellas saying my house. The house keener Mr inn is {hiendly and helpful fee! vin asthe so. —Novyen Jan 2019TUONG LAI CUA LOA! HINH HOME-SHARING TAI VIET NAM CO HOI Su ting truéng bing né cda nén kinh té chia sé thi trudng lac quan hat. Mt mat, hign c6 hang ngan nén tang kinh t6 chia sé hoat déng trong hau hét moi linh vue va hoat déng trén toan thé gidi. Trd lai nrn 2009, chi cé mét sé it nhu Zipcar, BlaBlaCar, Couchsurfing va Airbnb ra mat vao mia thu néim 2008, Uber vo mila xuan nam 2009. Su chuyén dich ti ’sé hiru’ (ownership) sang “sit dung” (access) da bat ré khi cGng nghé ky thuat s6 va di déng gitip viée tiép c€n hang ha, dich vu theo yéu cau tra nén dé dang hon bao git hét va da tré thanh mét phan cia xd hoi hién dei n kinh ngac ngay cd cdc hoc gi Tai Viét Nam, home-sharing l4 mét xu huéng gan b6 mat thiét vdi su’ ting trudng va bung né cua du lich. Viet Nam trong nhiing nim qua da ghi nhan t6c dé tng truéng rat cao va ngay cang tré nén hap dn hon trong mat du khaich quéc té. Bay la mét trong nhiing yéu t6 quan trong gép phiin thé bung xu huéng home-sharing trong vai nim tré lai day. Viét Nam duce ghi nhén la mot trong nhiing diém dén o6 mu t&ng trutng listing dan du voi Ha NOi t8ng trudng 212% va Ba Nang lé 255% trong nm 2077. Mdc tng truéng &n tuong nay nh mot phn khang dinh vu home ng tre nén phé bin & Viet Nam. Airbnb va hinh chia sé da lam thay d6i cach moi ngudi tén toan thé gid truy e€p va Cac trang web khéng chi gidp khéch du lich tiét kiém chi phi ché & ma cdn tao ea hoi kinh doanh cho bat cit ai 06 nha hoc bat ky phéng tr6ng nao dé cho thué. M6 hinh kinh té chia sé dang cé anh huéng ngay cng tng d6i vai kinh doanh khach san cp thap va canh tranh truc tigp véi cdc c6ng ty du lich truc tuyén (OTA THACH THUC Nan kinh t8 chia sé nha 6 sé phdi doi mat nhGng thach thie nhat dinh néu xu huéng bung né tigp tue trong thai gian tdi. Tinh minh bach trong chat lung cla céc listings va céch chi nha quan ly co sé luu trd cua ho la mét trong s6 nhiing khé khan In nhdtt & Viet Nam hién nay. Cac nha quan ly cing gap khé khan rt nhiéu vé cdc khia canh php ly quan ly va kiém soat loai hinh nay. Tuong tur nhu chia sé xe (ride-shering), chia sé nha sé ddi héi mt khuén khé tao ra cde tiéu chudin cho t&t cd cc bén tun theo. Chinh quyén dia phuong dang phai d6i mat véi nhiing trésngai tirviée cn phdi tao ra mot mé@i trudng than thién véi khdch du lich, dng thdi tim cdch dim bdo cdc quy dinh hién hanh khéng bi vi pham. Thué la mét van d@ khéc ma chinh quyén dia phuong phai déi mat, tuong ty nhur nén kinh t& chia sé xe voi Uber va Grab. Do Airbnb khéng co dai dién tai Vit Nam, sé rét khé danh thué vao doanb thu duoc tao ra trong nude, Cac quy dinh phap ly v8 thucng mai dién tt dang duce xay dung ¢6 thé tao ra nhiing thach thie cho