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TH TR? NG V N T I BI N ¨C 2009/2010
             Your Title
          Nguy n H u Duy
             Success Chain Management
N i dung


                           1. Nh¨¬n l i 2009
Success Chain Management




                           2. Tri n v ng 2010
2009 ¨C N?m ? y kh¨® kh?n cho ng¨¤nh v n t i bi n




Source: IMF Sept 2009; Global Insight,


                                         Success Chain Management
2009 ¨C 20 t ?? la l¨¤ s l ? i v i c¨¢c h?ng v n
                    chuy n container


                                N?ng l c                       L?i l (tri u US)

H ng               H?ng t¨¤u
                              TEU          T¨¤u      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
2009 ¨C c¨¢c c?ng ty v n t i trong n? c c¨® k t qu
       kinh doanh kh?ng t t

                                                         L i nhu n sau thu (t )
M?       T¨ºn C?ng ty
                              Q3 / 2009              Q2 / 2009           Q1 / 2009    Q4 / 2008
      CTCP H¨¤ng h i
DDM     ?ng ?                (6.98)                 (7.59)               0.29        (38.33)
      CTCP H¨¤ng h i S¨¤i
SHC   G¨°n                    (3.82)                 (0.48)               (0.54)       2.24
      CTCP i l? Li¨ºn
GMD   hi p V n Chuy n       100.20                 114.74               33.07        (51.56)
      CTCP V n t i x?ng
VIP   d u VIPCO              28.86                  35.53               27.00         (2.07)
      CTCP V n t i v¨¤
      Thu¨º T¨¤u 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   Ph¨ªa 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 Thu¨º
VFR   t¨¤u                     2.64                   5.90                0.85         0.82
      CTCP V n t i X?ng
VTO   D u VITACO             17.05                   9.22                2.91         1.47

                                     Success Chain Management
2009 ¨C ¡­ nh?ng nh n ?? c s quan t?m ph¨¢t
                     tri n h th ng c ng , ? c bi t l¨¤ C¨¢i M¨¦p


                      C ng bi n                                           Nh¨¤ i u h¨¤nh
  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
2010 ¨C T?ng tr? ng container to¨¤n c u l¨¤ 8%




Source: IMF Sept 2009; Global Insight


                                        Success Chain Management
2010 ¨C ? c t¨ªnh gi¨¢ c? c t?ng 32% so v i 2009



                                                Gi¨¢ trung b¨¬nh cho tuy n ?ng /
N?m              Ch s cung/c u    %                                               %
                                                   T?y (bao g m c gi¨¢ 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
2010 ¨C Gi¨¢ c? c Vi t Nam / Trung Qu c ?ang t?ng
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
2010 ¨C S n l? ng qua HCM t?ng 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%
Th? ng H i                  6.43     5.61            6.60       14.6%       -2.6%
H ng K?ng                   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
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

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Container Transportation 2009 2010

  • 1. TH TR? NG V N T I BI N ¨C 2009/2010 Your Title Nguy n H u Duy Success Chain Management
  • 2. N i dung 1. Nh¨¬n l i 2009 Success Chain Management 2. Tri n v ng 2010
  • 3. 2009 ¨C N?m ? y kh¨® kh?n cho ng¨¤nh v n t i bi n Source: IMF Sept 2009; Global Insight, Success Chain Management
  • 4. 2009 ¨C 20 t ?? la l¨¤ s l ? i v i c¨¢c h?ng v n chuy n container N?ng l c L?i l (tri u US) H ng H?ng t¨¤u TEU T¨¤u 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 ¨C c¨¢c c?ng ty v n t i trong n? c c¨® k t qu kinh doanh kh?ng t t L i nhu n sau thu (t ) M? T¨ºn C?ng ty Q3 / 2009 Q2 / 2009 Q1 / 2009 Q4 / 2008 CTCP H¨¤ng h i DDM ?ng ? (6.98) (7.59) 0.29 (38.33) CTCP H¨¤ng h i S¨¤i SHC G¨°n (3.82) (0.48) (0.54) 2.24 CTCP i l? Li¨ºn GMD hi p V n Chuy n 100.20 114.74 33.07 (51.56) CTCP V n t i x?ng VIP d u VIPCO 28.86 35.53 27.00 (2.07) CTCP V n t i v¨¤ Thu¨º T¨¤u 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 Ph¨ªa 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 Thu¨º VFR t¨¤u 2.64 5.90 0.85 0.82 CTCP V n t i X?ng VTO D u VITACO 17.05 9.22 2.91 1.47 Success Chain Management
  • 6. 2009 ¨C ¡­ nh?ng nh n ?? c s quan t?m ph¨¢t tri n h th ng c ng , ? c bi t l¨¤ C¨¢i M¨¦p C ng bi n Nh¨¤ i u h¨¤nh 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 ¨C T?ng tr? ng container to¨¤n c u l¨¤ 8% Source: IMF Sept 2009; Global Insight Success Chain Management
  • 8. 2010 ¨C ? c t¨ªnh gi¨¢ c? c t?ng 32% so v i 2009 Gi¨¢ trung b¨¬nh cho tuy n ?ng / N?m Ch s cung/c u % % T?y (bao g m c gi¨¢ 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 ¨C Gi¨¢ c? c Vi t Nam / Trung Qu c ?ang t?ng 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 ¨C S n l? ng qua HCM t?ng 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% Th? ng H i 6.43 5.61 6.60 14.6% -2.6% H ng K?ng 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