株式会社グローバルインフォメーション
TEL: 044-952-0102
表紙
市場調査レポート

ベトナムのロジスティクス市場の分析

Vietnam Logistics Market 2016 Report

発行 StoxPlus - Biinform 商品コード 422305
出版日 ページ情報 英文 114 Pages
即納可能
価格
本日の銀行送金レート: 1USD=111.44円で換算しております。
Back to Top
ベトナムのロジスティクス市場の分析 Vietnam Logistics Market 2016 Report
出版日: 2017年02月10日 ページ情報: 英文 114 Pages
概要

当レポートでは、ベトナムのロジスティクス市場・産業について分析し、全体的な市場構造や競争環境、市場規模の実績値・予測値、部門別 (交通機関・貨物配送・倉庫保管) の詳細動向、主要企業のプロファイル・業績動向などについて調査しております。

エグゼクティブ・サマリー

第1章 ベトナムのロジスティクス産業の概要

  • 市場構造・概略
  • 市場規模・内訳
  • SWOT分析

第2章 ベトナムのロジスティクス産業の分析

  • ベトナム国内のロジスティクス・インフラ
  • 交通機関
    • 道路
    • 内陸水路・外洋
    • 鉄道
    • 空港
  • 運送業
  • 倉庫業

第3章 ベトナム国内のロジスティクス需要

  • 需要の源泉

第4章 ベトナムのロジスティクス業界における企業合併・買収 (M&A) 取引

第5章 業界全体の業績

第6章 マクロ経済

  • マクロ経済状況
  • 法的枠組み

付録

付録1:企業のファクトシート

付録2:大手ロジスティクス企業5社のプロファイル

目次

‘Vietnam Logistics Market 2016’ report presents a broad range of topics, both sector-specific and cross-cutting market issues.

The research provides latest information on market size as well as competition landscaping of Vietnam logistics market. Particularly, for this issue, we focus on analysing we focus on analysing three main segments of logistics sector including (i) transportation (Road, Inland Waterway, Ocean, Rail and Air), (ii) Warehousing and (iii) Forwarding. Key financial figures on listed logistics companies are also included.

Below are the most critical findings in our first issue:

  • 1) Total logistics costs in Vietnam are estimated at US$38.85bn in 2015, equivalent to 20.8% of GDP. In 2015, total logistics cost reached US$38.85bn in Vietnam, accounting for around 20.8% of total GDP (US$186bn). Typically, the proportion of total logistics cost in relation to a country's GDP reveals the state of its logistics sector. The rate in China is 15.4%, in developed countries like the United States (US) and Singapore is about 8-9%.
  • 2) Vietnam logistics sector is in the early development stage with 1,300 companies, of which the majority are providing 1PL and 2PL services. Roughly 70% of these companies are small family-run businesses, and are asset-based service providers (1PL) or contract logistics providers (2PL), providing low-value-added logistics services, e.g. customs clearance, warehousing, transportation by trucks or containers.
  • 3) Foreign-invested players are dominating the market with experience and professional management. Fierce competition from foreign enterprises: though there are only over 25 foreign companies participating in logistics sector, those FDI captured the majority of market share, providing high-value-added logistics service, e.g. international shipping, supply chain management.
  • 4) Infrastructure for logistics in Vietnam posts limited resources for transportation development. Vietnam is short of all kind infrastructures, from of hard infrastructure for economic activities such as electricity, clean water, road, port, airport, and railways to social infrastructure such as schools, hospitals etc. Lack of infrastructure is identified as a serious bottleneck for future growth of Vietnam.
  • 5) Road transport is the backbone of Vietnamese freight transport. Supply chains are exposed to an extensive but inadequate road network. Supply chains in Vietnam rely on an underdeveloped road network to meet its logistics needs, which inevitably leads to congestion and safety issues. Inconsistencies across the transport network in terms of extent and quality are one of the most problematic factors for firms doing business in Vietnam.
  • 6) Forwarding in Vietnam include ICD and CFS service. Regarding for ICD, there are 21 inland container depots (ICD) concentrating in the North and the South. (Central does not have ICD yet) as of 2015. For CFS service, foreign companies dominated the market. Domestic companies mainly play as agency. Biggest players include Gemagept, DRACO and Safi.
  • 7) Warehousing sector in Vietnam can be segmented into two main categories including dry warehouse and cold storage warehouse. Dry warehouse serves storage demand of manufacturers and distributors, especially FMCG companies with big names including DKSH, DHL, Mappletrees, Gemadept, DRACO, Vinafco and Transimex.
  • 8) Three main sources of logistics demand include export, industrial expansion and FMCG market. Of which, export and grocery retailers are expected to be drivers for logistics demand growth in the future thanks to a number of FTAs signed in 2015 such as Vietnam-Korean Free Trade Agreement (VKFTA), ASEAN Economic Community (AEC). Hence, logistics demands including cold storage for preserving the goods serving for importing and exporting purposes are expected to bound.
  • 9) Listed Logistics Companies posted a good performance in the review period with EBITDA margin of 23.0% and operating profit margin of 11.7% in 2015. By groups of companies, transportation service companies earned an abnormal high in EBITDA margin of over 40%, followed by port operation companies (27%) and transportation (15%). Delivery service companies (Viettel Post) earned comparatively low EBITDA margin compared other listed companies

Table of Contents

Executive Summary

1. Overview of Vietnam Logistics Sector

  • 1.1. Market Structure & Description
  • 1.2. Market Size & Segmentation
  • 1.4. SWOT Analysis

2. Analysis of Vietnam Logistics Sector

  • 2.1. Logistics Infrastructure in Vietnam
  • 2.2. Transportation
    • Road
    • Inland Water and Ocean
    • Railway
    • Airport
  • 2.3. Forwarding
  • 2.4. Warehousing

3. Logistics Demand in Vietnam

  • 3.1. Demand Source

4. M&A Transactions in Vietnam Logistics Sector

5. Sector Performance

6. Macroeconomics

  • 6.1. Macroeconomic Condition
  • 6.2. Legal Framework

Appendices

Appendix 1: Company Factsheet

Appendix 2: Profiling of Top Five Logistics Companies

Back to Top