asean marine logistic trends
TRANSCRIPT
© Canvassco 2015. All Rights Reserved.
ASEAN LOGISTIC MARKETUnleashing the regional trade potential
© Canvassco 2015
© Canvassco 2015
THE EMERGENCE OF A NEW GENERATION OF CONSUMERS IN THE TEN-COUNTRY IN SOUTH EAST ASIA
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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 2014Real Growth Rate (%)
GDP Growth Volatility 2000 - 20141
EU 18,399 Myanmar 8.5 Singapore 4.4US 17,416 China 7.4 Russia 4.3China 10,355 Lao P.D.R. 7.4 Myanmar 3.7ASEAN 2,469 Cambodia 7.2 Cambodia 2.9Brazil 2,244 Philippines 6.2 Thailand 2.8Russia 2,057 Malaysia 5.9 Malaysia 2.5India 2,048 India 5.6 India 2.4Indonesia 856 Vietnam 5.5 Brunei 2.3Thailand 380 ASEAN 5.4 Brazil 2.3Malaysia 337 Brunei
Darussala5.3 EU 2.0
Singapore 307 Indonesia 5.2 China 1.9Philippines 290 Singapore 3.0 Philippines 1.8Vietnam 188 US 2.2 US 1.7Myanmar 65 EU 1.4 Lao P.D.R. 1.0Brunei Darussala
17 Thailand 1.0 Indonesia 0.9Cambodia 17 Brazil 0.3 Vietnam 0.9Lao 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.
© Canvassco 2015
ASEAN SHIPPING LANES AND THE MAIN SEA PORTS
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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
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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
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DEEP SEAPORTS INVESTMENT
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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
© Canvassco 2015
THE CHALLENGES FOR LOGISTIC PROVIDERS
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Logistic providers are thriving for operational efficiency and value added services
OPERATIONAL EFFICIENCY AND VALUE ADDED SERVICES
INFR
ASTR
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REMA
CRO
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RONM
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CUST
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COMP
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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
© Canvassco 2015
CANVASSCO ASSISTS CLIENTS FOR GROWTH STRATEGY
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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
© Canvassco 2015
B2B MARKET RESEARCH AND CONSULTING
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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
