review and look-forward container transportation

1. TH TRƯ NG V N T I BI N – 2009/2010
Your Title
Nguy n H u Duy
Success Chain Management

2. N i dung
1. Nhìn l i 2009
Success Chain Management
2. Tri n v ng 2010

3. 2009 – Năm đ y khó khăn cho ngành v n t i bi n
Source: IMF Sept 2009; Global Insight,
Success Chain Management

4. 2009 – 20 t đô la là s l đ i v i các hãng v n
chuy n container
Năng l c Lãi l (tri u US)
H ng Hãng tàu
TEU Tàu Q1 - 09 2009 2008
1 APM-Maersk 2,041,951 544 -373.00 -2,100 1,050.00
4 APL 543,293 138 -245.00 -741 83
6 Hapag-Lloyd 470,578 118 -302.00 - 24.50
10 NYK 410,085 108 -262.70 - 610.00
9 Hanjin Shipping 409,363 92 -191.00 -652 100
12 MOL 341,164 91 -136.00 --611 576.00
15 K Line 330,771 90 -155.00 - 226.00
Source: TLS
Success Chain Management

5. 2009 – các công ty v n t i trong nư c có k t qu
kinh doanh không t t
L i nhu n sau thu (t )
Mã Tên Công ty
Q3 / 2009 Q2 / 2009 Q1 / 2009 Q4 / 2008
CTCP Hàng h i
DDM ông ô (6.98) (7.59) 0.29 (38.33)
CTCP Hàng h i Sài
SHC Gòn (3.82) (0.48) (0.54) 2.24
CTCP i lý Liên
GMD hi p V n Chuy n 100.20 114.74 33.07 (51.56)
CTCP V n t i xăng
VIP d u VIPCO 28.86 35.53 27.00 (2.07)
CTCP V n t i và
Thuê Tàu bi n Vi t
VST Nam 39.25 (0.09) (63.48) -
VFC CTCP VINAFCO 1.01 6.73 3.96 7.23
CTCP Container
VSG Phía Nam (2.85) 0.07 3.55 (7.54)
CTCP V n t i Bi n
VNA Vinaship 18.03 (17.35) 1.52 4.93
Cty CP V n t i Thuê
VFR tàu 2.64 5.90 0.85 0.82
CTCP V n t i Xăng
VTO D u VITACO 17.05 9.22 2.91 1.47
Success Chain Management

6. 2009 – … nhưng nh n đư c s quan tâm phát
tri n h th ng c ng , đ c bi t là Cái Mép
C ng bi n Nhà i u hành
SP - PSA International Port Saigon Port, Vinalines, PSA
Tan Cang - Cai Mep (G 1 - TCCT) Saigon New Port (SNP)
Tan Cang - Cai Mep (G 2 - TCIT) SNP, Hanjin, MOL, Wan Hai
Saigon International Tmls Vietnam (SITV) Hutchison, SICC
Cai Mep International Tml (CMIT) Saigon Port, Vinalines, APMT
SP-SSA International Contr Tml (SSIT) Saigon Port, Vinalines, SSA
Japan ODA - Cai Mep Container Terminal BOT project TBA
Japan ODA - Thi Vai General Cargo Terminal BOT project TBA
Gemadept - Terminal Link Cai Mep Tml Gemadept, CMA, CGM
Ben Dinh - Sao Mai Port China Merchants, Petro Vietnam
Phuoc An Port Petrovietnam, Bien Hoa IPD, TNC
Sao Bi n Port Sao Bien Intl Port Joint Stock Co
Source: Alphaliner
Success Chain Management

7. 2010 – Tăng trư ng container toàn c u là 8%
Source: IMF Sept 2009; Global Insight
Success Chain Management

8. 2010 – Ư c tính giá cư c tăng 32% so v i 2009
Giá trung bình cho tuy n ông /
Năm Ch s cung/c u % %
Tây (bao g m c giá d u)
2004 106.3 7 1456 7.5
2005 105.6 -0.6 1495 2.7
2006 104.3 -1.2 1405 -6.0
2007 104.8 0.4 1435 2.1
2008 100.4 -4.2 1580 10.1
2009 88.8 -11.5 1110 -29.7
2010e 89 0.2 1468 32.3
Source: Drewry
Success Chain Management

9. 2010 – Giá cư c Vi t Nam / Trung Qu c đang tăng
d n
Tuy n Q409 Q309 Q408 Q409/Q309 Q409/Q408
Trung Qu c / Vi t Nam (US$/Teu) 644 566 612 13.78% 5.23%
Vi t Nam / Trung Qu c (US$/Teu) 296 315 413 -6.03% -28.33%
Source: Drewry
Success Chain Management

10. 2010 – S n lư ng qua HCM tăng 22% trong Q1
C ng (tri u Teu) Q110 Q109 Q108 2010/2009 2010/2008
Singapore 6.93 6.02 7.33 15.1% -5.5%
Thư ng H i 6.43 5.61 6.60 14.6% -2.6%
H ng Kông 5.47 4.63 5.76 18.1% -5.0%
Th m Quy n 4.93 3.88 4.94 27.1% -0.2%
Busan 3.26 2.69 3.33 21.2% -2.1%
Los Angeles 2.91 2.62 3.40 11.1% -14.4%
Guangzhou 2.79 2.15 2.80 29.8% -0.4%
Ningbo 2.76 2.26 2.55 22.1% 8.2%
Quindao 2.73 2.50 2.44 9.2% 11.9%
Rotterdam 2.61 2.25 2.68 16.0% -2.6%
Tianjin 2.17 1.93 1.90 12.4% 14.2%
Kaohsiung 2.17 1.89 2.46 14.8% -11.8%
Port Kelang 2.02 1.60 1.90 26.3% 6.3%
Antwerp 2.01 1.74 2.08 15.5% -3.4%
Xiamen 1.29 1.03 1.12 25.2% 15.2%
Dalian 1.17 0.99 1.00 18.2% 17.0%
Nhava Sheva 1.07 0.87 1.08 23.0% -0.9%
Hochiminh City 0.89 0.73 0.88 21.9% 1.1%
Source: Alpha Liner
Success Chain Management

11. Contact
4/9B Nguyen Thi Minh Khai str, Dakao W., Dist 1, HCMC, Vietnam
Tel: (84.8)629.44.357
Fax: (84.8)39.115.189
Website: www.supplychaininsight.vn