The document discusses the growth potential of the ASEAN logistics market, driven by an integrated trading landscape with the 2015 ASEAN Economic Community. It highlights major investments in seaports and logistics infrastructure to improve operational efficiency and accommodate rising trade activities. The report also identifies challenges for logistics providers in accessing new markets and meeting the demands of cost-conscious customers while leveraging local sub-contractors.

1. © Canvassco 2015. All Rights Reserved.
ASEAN LOGISTIC MARKET
Unleashing the regional trade potential
© Canvassco 2015

2. © Canvassco 2015
THE EMERGENCE OF A NEW GENERATION OF CONSUMERS
IN THE TEN-COUNTRY IN SOUTH EAST ASIA
2
With the upcoming ASEAN
Economic Community in 2015, a
more integrated and effective
trading landscape to increasing
trade across the AEC is expected.
GDP 2014,
Current Price $ Billion
GDP 2014
Real Growth Rate (%)
GDP Growth Volatility
2000 - 20141
EU 18,399 Myanmar 8.5 Singapore 4.4
US 17,416 China 7.4 Russia 4.3
China 10,355 Lao P.D.R. 7.4 Myanmar 3.7
ASEAN 2,469 Cambodia 7.2 Cambodia 2.9
Brazil 2,244 Philippines 6.2 Thailand 2.8
Russia 2,057 Malaysia 5.9 Malaysia 2.5
India 2,048 India 5.6 India 2.4
Indonesia 856 Vietnam 5.5 Brunei 2.3
Thailand 380 ASEAN 5.4 Brazil 2.3
Malaysia 337 Brunei
Darussala
5.3 EU 2.0
Singapore 307 Indonesia 5.2 China 1.9
Philippines 290 Singapore 3.0 Philippines 1.8
Vietnam 188 US 2.2 US 1.7
Myanmar 65 EU 1.4 Lao P.D.R. 1.0
Brunei
Darussala
17 Thailand 1.0 Indonesia 0.9
Cambodia 17 Brazil 0.3 Vietnam 0.9
Lao P.D.R. 12 Russia 0.2 ASEAN 0.6
1 Standard deviation of GDP Growth Rate
Red text = ASEAN 10 Country member
Source: IMF and Canvassco Analysis
The ASEAN community is one of the most
prominent growth regions and an attractive
location for investment.
Growth in ASEAN will be driven by
manufacturing, infrastructure development,
natural resources & commodities growth and
high levels of direct investment (both foreign &
domestic).
This will drive income growth and hence
consumption growth.

3. © Canvassco 2015
ASEAN SHIPPING LANES AND THE MAIN SEA PORTS
3
Indonesia and Vietnam are the top two ports with double digits growth
ASEAN Shipping Lanes and the Main Sea Ports
The shipping lane shows the major shipping routes
through the region and exemplifies the ASEAN nations
prominent position within the global trade network
1
3
2
4
7
6
5
9
8
Main Sea Ports in ASEAN
1000 TEU
(2013)
CAGR
’09 -‘13
1. Port of Singapore (SGP) 32,240 6%
2. Port of Klang (MYS) 10,350 9%
3. Port of Tanjung Pelepas (MYS) 7,628 6%
4. Port of Tanjung Priok (IDN) 6,590 15%
5. Laem Chabang (THA) 6,032 7%
6. Saigon New Port (VNM) 5,542 12%
7. Port of Manila (PHL) 3,770 7%
8. Tanjung Perak (IDN) 3,001 7%
9. Bangkok (THA) 1,509 5%
TOTAL MAIN 76,662 651009
Source: UNCTAD Review of Maritime Transport

4. © Canvassco 2015
DEEP SEAPORTS INVESTMENT
4
The upcoming ASEAN Connectivity Plan and ASEAN One Market in 2015 are creating a
sense of urgency in the need to improve the logistics sector
Dawei Seaport (Myanmar)
Port capacity of 280 million Tons
per year
Malaysia’s Port of Tanjung Pelepas
is investing $430 million as it
prepares for the arrival of the P3
Network of Maersk Line, CMA CGM
and Mediterranean Shipping Co.
Singapore has embarked on a
giant $8 billion new port project
that will double its capacity by 2020
Laem Chabang Port Expansion
(Basin III) bring capacity above 15
million TEUs
Kalibaru Port is expected to be fully
operational in 2023, this New Priok
Port will more than triple annual
capacity of Tanjung Priok.
Lach Huyen Port (Vietnam), set to
open in 2016, is expected to
handle 35 million-to-50 million tons
of cargo a year by 2020
New Seaport
Existing Seaport

5. © Canvassco 2015
THE CHALLENGES FOR LOGISTIC PROVIDERS
5
Logistic providers are thriving for operational efficiency and value added services
OPERATIONAL EFFICIENCY AND
VALUE ADDED SERVICES
INFRASTRUCTUREMACROENVIRONMENT
CUSTOMERDEMANDCOMPETITION
Massive investment to increase capacity of
logistic infrastructure such as construction of new
seaports, upgrade rail transportation and new
road construction
Seaports in Singapore, Malaysia and
Thailand are facing challenges to
keep their competitiveness with an
upcoming Dawei seaport due to
it’s strategic location
ASEAN Economic Community
with free flow of trade among
ASEAN members offers growth
opportunity to logistic providers.
New markets (Cambodia, Laos, Myanmar
and Vietnam) are the new challenges for
logistic providers to explore growth and
opportunity
Increasing trade activities such as e-commerce
and multiple sourcing locations are adding
complexity for supply chain management
Cost conscious customers are demanding
for efficient services with competitive
cost offers and other value added to
increase their overall efficiency
Leading global players are mostly
operate in ASEAN market. They use
local logistic providers as their
sub-contractor for transporting of goods
Competing to gain market footprint in the new
markets as well as strategic locations for new
capacity investment especially through new
economic zones throughout ASEAN

6. © Canvassco 2015
CANVASSCO ASSISTS CLIENTS FOR GROWTH STRATEGY
6
We help clients to evaluate new growth opportunities
Macro economic trends and their impact to logistic demand
• Targeted sector growth analysis (automotive (spare parts, OEMs, vehicles), electric
and electronics, retails (non-FMCG), pharmaceutical, petrochemical, Oil & Gas, etc.)
• Identify key warehouse users with an existing facilities
• Trend of potential investors (global /ASEAN/Korea/China companies)
• Estimated production volume for the next 3 years
• Impact on the demand of logistic needs
Customers usage trends and behaviour
• Customers jobs-to-be done and how it’s impact to logistic/warehousing
• Current solutions on warehousing (practices on how they store and manage their stock
(either for raw materials, semi- or completed product)
• Customer pain points and or constraints to meeting the jobs-to-be-done
• Customers expected gains or benefits they would like to receive by having warehouse/
logistic services
• Current usage area for warehousing and growth expectation for the next 3 years
Customer expectation on warehousing services
• Warehousing area (demand in the next 3 years and features required)
• Warehousing services storage, service handling and value added services needed
• Non-warehouse services needed
• Prioritse services based on Basic requirements, Good-to-have, Not-for-now or the next
3 years and estimate the time-frame when they would need the services
• Estimated current sizing
demand of logistic transportation
and warehousing & assembly
area and growth in the next 3
years
• Opportunity analysis (customer
need’s gap)
• Prioritise customer segment
(industry sector)
• Profiling customers segment
(customized solution required)
Analysis and recommendation

7. © Canvassco 2015
B2B MARKET RESEARCH AND CONSULTING
7
From idea generation to strategy in action
IDEA
START-UP
GROWTH
COMPETITION
KEEP & GROW
Idea Generation,
Business Model,
Value Proposition
Feasibility
Study,
Market
Opportunity
Analysis
Business
Development
Customer
Behaviour,
Product-Market
Fit Test,
Market Barriers,
Marketing
Strategy,
Customer
Segment
Strategy
Market share
analysis,
Market
Positioning
Competitor’s
growth strategy
SWOT analysis
Competitor
Profiling
Competitive
Strategy
Customer
Satisfaction
Survey
Customer
Loyalty
Marketing
Strategy
Key Account
Analysis
Product
Portfolio
Strategy

8. CONTACT US
email: contact@canvassco.com
www.canvassco.com
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