mai hien


Locate Quy Nhon seaport, develop value chain Logistics
Monday, 05 February 2018 02:35

The solution was proposed by Binh Dinh leaders to Prime Minister Nguyen Xuan Phuc at the meeting on January 20.

This is one of the seven solutions that Binh Dinh Chairman Ho Quoc Dung emphasized when he proposed to Prime Minister Nguyen Xuan Phuc at a meeting with Binh Dinh on January 20.

Reporting to the Prime Minister, Mr Dung emphasized: Binh Dinh is strategically positioned as the gateway to the East Sea, located on the international maritime route. In history and in the future, Quy Nhon port serves as the main gateway of the Central Highlands, the East-West Economic Corridor (connecting Myanmar to the East Sea) in international trade.

At the meeting, leaders of Binh Dinh Province suggested the Government clearly position the role of Quy Nhon port to organize the planning and construction in the direction of developing port-logistics services, including the construction of new ports and raising High performance of existing port.

According to Mr Dung, local efforts to coordinate ministries and branches disassembled central budget to implement QL19 from Quy Nhon port to QL1. This will contribute to the efficient exploitation of the existing Quy Nhon port, in association with the development of the ICD and the modernization of port services, maximizing capacity. At the same time, the province is determining the location to call for investment in the

construction of a new port with a large and versatile capacity.

 

Deputy Minister of Transport Le Dinh Tho said that the Ministry of Transport defined the port of Quy Nhon as the focal point No. 1, the state management here is clearly defined in the planning and management of sea channels; Investment activities, exploited by the enterprise to improve the quality of services, warehouses, loading and unloading, effective business.

 

Leaders of central ministries said that equitization is a great policy of the Party and the State. Quy Nhon port was also equitized. Currently, the Government Inspectorate is clarifying this work. Many solutions were implemented from the beginning of this port equitization, such as putting on the floor, not allowing foreign enterprises to equitize to avoid loss of state capital.

Concluding the meeting, Prime Minister Nguyen Xuan Phuc proposed Binh Dinh to develop effectively Quy Nhon port, locate the port with a large capacity, versatile.

The government listens to the recommendations and thoughts of Binh Dinh. The Government Inspectorate will soon announce the inspection conclusions. The government will also have solutions and methods to better manage seaports- PM said.

 

 
DA NANG: Promoting the strength of the main port
Wednesday, 31 January 2018 02:39

In the early days of January 1/1818, Da Nang port received the first tons of freight in 2018, and announced the 8 million tons through the port in 2017.

The first delivery of the new year 2018 to Da Nang Port with a capacity of 200 TEUS by the ship Lucky Merry, Liberia national transport. According to many people, with the arrival of 8 million tons in 2017, the output of goods through the port increased an average of 12.5% ​​annually ... Da Nang port has been maintaining the position of port 1 in the central region and is one of the largest seaports in Vietnam today.

It is reported that by the end of 2017, cargo through Danang port officially reached 8 million tons, an increase of 11% compared to 2017. In particular, the container output was nearly 350,000 TEUS, up 9.7% year on year. before. Besides, Danang port also contributes to the development of the city's tourism sector by receiving 82 cruise ships with nearly 148 thousand passengers and crew members, a 17% increase compared to 2016.

In particular, in December 2017 Da Nang Port welcomed the first ship named Truong Hai Star 3 of ocean carrier Chu Lai Truong Hai to Tien Sa Container Terminal. Accordingly, Truong Hai Star 3 is invested by Truong Hai Auto Joint Stock Company (Thaco), which will be put into operation in 2014 with a length of 133m, with a capacity of 8,015 DWT and a capacity of 657 TEUs. : TP. Ho Chi Minh City - Chu Lai - Da Nang - Ho Chi Minh City.

The event of Da Nang port to welcome Truong Hai Star 3 has marked the development of the domestic container shipping market. At the same time, contributing to the growth of container throughput through Da Nang Port.

Also in 2017, with a total investment of nearly 800 billion dongs, Da Nang Port has basically completed the construction of two new piers in the second phase of expanding Tien Sa port, adding 500m wharf, The total length of wharf is up to 1,700m.

In July 2017, the port also completed the commissioning of two Liebherr FCC multi-purpose cranes. In order to improve the capacity of cargo loading and unloading, the port will also continue to invest in more mechanical equipment, put into operation in early 2018 to increase productivity and reduce time to meet the demand. of cutomer. The port has invested two more tire crane (RTG 05 and 06) put into operation in early 2018.The raising, investment equipment to contribute to Da Nang port to meet more and more needs. high of customers.

It is known that the average port every week to welcome about 24 container ships landing cargo. The world's leading container shipping companies have been present at the ports, including Wanhai, Maersk Lines, Evergreen, MSC, SITC and Yangming.

In the coming time, Da Nang port will focus on two main areas: port operation and logistics services outside the port. In particular, focus on the exploitation of container ships, passenger ships and large tonnage ships. Meanwhile, logistics services include warehousing, CFS warehousing, bonded warehousing, commodity distribution centers, etc. The company offers door-to-door services to its customers. The gradual increase in the proportion of containerized cargo, passenger ships and large tonnage ships, gradually reducing the synthetic goods, will contribute to reducing the problem of environmental pollution.

Located in the Danang Bay with an area of ​​12 km2 with convenient transportation system, Danang Port is an important step in the logistics service chain of the Central Highlands. Da Nang Port is also the last of the East-West Economic Corridor (EWEC) linking Myanmar, Thailand, Laos and Vietnam, the main gateway to the East Sea

 
In 2018, the southern seaport enterprises "breathable"
Monday, 29 January 2018 06:14

After a long period of difficulties related to large corporations and corporations in the industry, in 2017, there have been bright signals for Vietnamese port and logistics enterprises. However, not all businesses are positive

Industry outlook is more positive 

According to statistics by the General Department of Customs, in 2017, the total volume of clearing ships reached 22 thousand, up 67%, the volume of goods reached 18.5 million tons, up 56% over 2016. Total output Shipments by Vietnam's shipping fleet were estimated at 130.9 million tonnes, an increase of 6 percent over 2016. This positive turnaround was attributed to strong economic growth, business operations, import and export. positive progress, boosting demand for seaport enterprises and logistics.

Global consulting firm Drewy forecasts that by 2020 Southeast Asia will see average annual growth in cargo throughput of 6.2 percent per year, up from 2-3 percent a year. of the world, in which Vietnam has the highest growth rate, reaching 9.2% per year.

Currently, Vietnam has 49 seaports, including 17 Type I ports, 23 Type II ports and 9 Type III ports (offshore oil ports). In particular, the most exciting area for seaport operation is located in Hai Phong (north) and Ba Ria Vung Tau (south). On the stock market, there are more than 13 enterprises operating in this field with some noteworthy names such as GMD, VSC, HAH, SFI, TCL, PDN, etc.

 

Distributed business landscape

Despite positive sector outlook, not all stocks in the industry are up.

Accordingly, while the codes of GMD, VIP, CLL ... keep the trend of climbing from the beginning of 2017 to now, in some companies, shares just passing by as Joint Stock Company (Transport Joint Stock Company) Tan Port (TCL), Dinh Vu Port Development and Investment JSC (DVP). Some stocks also fell, such as Vietnam Container Joint Stock Company (VSC), Hai An Transport and Loading Joint Stock Co (HAH).

Of the discount codes, HAH of Hai An Transportation and Loading Joint Stock Company is a noteworthy name, when the company owns the right to exploit Hai An port with designed capacity of 250,000 TEUs, which is the upstream port. . However, Bach Dang Bridge connecting Hai An District (Hai Phong) with Quang Yen Commune (Quang Ninh) was put into use, which significantly affected the shipping business of the company.

In this context, the management board of HAH has shifted focus to port operation and logistics, rather than keeping the balance between shipping and service operations as before. However, HAH shares still have to accept the downward trend with a decrease of more than 16% compared to the beginning of 2017, the current translated at 20,000 dong per share. Similarly, Vietnam Container Joint Stock Company (VSC) is facing difficulties that are not easy to solve. VSC is a long-standing brand that currently operates two Green Ports and a VIP Green Port with a total designed capacity of 850,000 TEUs.

On the other hand, the operation of Lach Huyen port (Hai Phong), which will come into operation in 2018, will make transportation and seaport operations in the North more and more competitive, especially in terms of service prices.

Meanwhile, shipping companies in the South have a "more comfortable" business environment than the North. This is a factor helping stocks of seaport enterprises have positive changes since the beginning of 2017.

Gemadept Gemadept JSC is a prominent name that has attracted the attention of investors recently. In 2017, GMD share price has increased more than 60%. In 2018, Lach Huyen Port is expected to contribute significant revenue to Gemadept, while the company will increase the capacity of Nam Hai Dinh Vu Port to a maximum. This is the third largest design port in more than 13 ports in the North.

In the South, the re-launch of Gemalink, taking advantage of the favorable seafood export growth has been a plus for GMD in the eyes of investors. Another promising positive stock is PDN of Dong Nai Port Joint Stock Company when it has increased one share from VND 54,000 / share in early 2017 to VND 86,000 / share by the end of 8/1/2018, respectively. almost 60%. However, the structure of concentrated shareholders, the State holds mainly the limited liquidity cause many investors are not salty but with prospects for this stock in the coming time.

Given the average P / E of the sector, about 12 times, industry analysts at a top 10 securities firm said that stock prices are reflecting the reality of the business and It does not show the expectation of investors. This expectation reflects the need for significant improvements and evolutions from each enterprise, to demonstrate the ability to turn up.

 
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