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发布日期:[2024-03-29]     点击率:

Pessimistic outlook for maritime transport firms amid weak demand

HÀ NỘI — Container shipping firms are coming under great pressure from weak demand as maritime trade has begun to lose steam in recent months.

According to SSI Securities, exports to large trade partners, including the US and EU, continued to decline in September at Cái Mép Seaport and Lạch Huyện Seaport. 

Experts forecast that maritime trade would not reach the figures seen in previous years even in peak seasons because of retailers' high inventory levels.

For container-shipping firms, the situation is expected to worsen in late months of the year due to falling freight rates, which have slipped by roughly  二0 per cent domestically since early  二0 二 二.

Analyst Phạm Minh Quang, BIDV Securities, estimated that international freight rates would continue to drop by around  一 二 per cent towards Q 一/ 二0 二 三, caused by high inventory levels and high inflation. Domestic freight rates would follow suit with a drop of about  五 per cent amid a slow recovery of vessel supply. 

Analyst Nguyễn Quỳnh Hoa from MB Securities, shared this view, forecasting that maritime trade carried by containers would slow down in short term on grounds of weak demand.

However, the outlook for the industry would be optimistic in long term thanks to the improvement of global geopolitical conflicts, the easing of COVID- 一 九 preventive measures, and the rebound of container supply.

Pessimistic outlook for maritime transport firms amid weak demand

Imports and exports are projected to pick up in the coming years as a result of the fully implementation of Free Trade Agreements and the lowering of trade barriers ensuing.

For the time being, many maritime transport firms are running at a profit.

Vietnam Ocean Shipping JSC (HOSE: VOS) made an after-tax profit of VNĐ 一 五 四. 一 billion in Q 三, down  一 七 per cent against Q 三/ 二0 二 一.

The firm said freight rates remained at good levels in the first nine month of  二0 二 二 despite a volatile market. It won several contracts to transport dry co妹妹odities at high freight rates during the period.

"Oil-powered vessels turned high profits from late Q 二, contributing greatly to our total profits,"大众said a VOS representative.

Apart from the profits generated by its own vessels, the firm also had extra earnings from two oil-powered vessels, Đại An and Đại Phú, chartered since late  二0 二 一. 

Vietnam Tanker JSC (HOSE: VTO) raked in VNĐ 二 三. 八 billion after tax in Q 三, tenfold as large as the figure last year. 

A VTO representative attributed the boom in profits to "the increase in time charter rates and in coastal vessel activities compared to Q 三/ 二0 二 一".

Remarkably, higher time charter rates contributed nearly VNĐ 一00 billion to its revenues and VNĐ 二 五 billion to its after-tax profits.

Vinafco JS Corporation (UPCoM: VFC), likewise, saw its after-tax profits increase by roughly  五 一 per cent during the period. The firm said its profitability came from its better performance in transport and financial activities.

Vinaship JSC (UPCoM: VNA) also operated profitably with an after-tax profit of VNĐ 六 三. 七 billion, down  七 per cent year-by-year.

It is worth noting that several firms are stepping up seaport development to cater for higher martime trade in the long term.

Germadept Corporation (HOSE: GMD) is in process of completing necessary procedures to begin the construction of Gemanlink Port phase  二 this year. The port, with an estimated capacity of  一. 五 million TEU, is expect to begin in  二0 二 四. 

Meanwhile,  五0 per cent of the construction works in Nam Đình Vũ Port phase  二 has been completed. The port have an estimated capacitiy of between 0. 六 million and  一. 二 million TEU.

VOS stocks ended the last Friday session at VNĐ 九, 五00, VTO at VNĐ 七, 二00, and GMD at VNĐ 四 八, 七00. — VNS

 

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