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市場調查報告書

全球貨櫃碼頭業者的年度檢討與預測

Global Container Terminal Operators Annual Review and Forecast 2017

出版商 Drewry Shipping Consultants Limited 商品編碼 312888
出版日期 內容資訊 英文
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全球貨櫃碼頭業者的年度檢討與預測 Global Container Terminal Operators Annual Review and Forecast 2017
出版日期: 2017年07月01日 內容資訊: 英文
簡介

本報告提供全球貨櫃碼頭市場相關調查、產業結構、37家接收站業者、投資企業分析,及供需預測的各地區的分析等彙整。

摘要整理

第1章 全球貨櫃碼頭產業結構

  • 所有權、設備結構
  • 全球、國際接收站業者的特質(GTO/ITO)
  • 全球、國際碼頭裝卸公司
  • 全球運輸業者
  • 全球/國際複合企業

第2章 全球/國際接收站業者的一覽表

  • 處理數量一覽表
  • 全球/國際業者的接收站容量
  • 成長策略
  • 對象地區
  • 該國風險概況
  • 營業成績
  • 財務實際成果

第3章 主要業者、投資企業分析

第4章 業者/擁有分析:全球各地區

  • 北美
  • 北歐
  • 南歐
  • 遠東
  • 東南亞
  • 中東
  • 中美/加勒比海
  • 南美
  • 南亞
  • 非洲
  • 大洋洲
  • 東歐

第5章 附錄

圖表一覽

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目錄

The definitive annual review:

One of the most detailed assessments of the global container ports and terminals market, with unrivalled coverage and depth of insight, analysis and commentary.

Key areas of analysis covered by this long-standing Drewry ‘annual' include:

  • Global container terminal industry structure
  • League tables and performance of global/international terminal operators
  • Detailed analysis of operator strategies, portfolios and risk profiles
  • Forecast capacity by terminal operator to 2021
  • Port industry financial analyses
  • Individual analysis of 33 terminal operators and investors
  • Regional “top 10 owners/operators” analysis
  • Terminal supply / demand forecasts for 20 world regions to 2021

This market defining annual report has become something of an “industry bible”. Used not just within the port and shipping industry but also further afield by banks and financial institutions. It provides a level of quality and depth of analysis not available elsewhere.

Additional content and analysis include:

  • Factfile infographics for each global/international terminal operator
  • Enhanced analysis of terminal ownership complexities
  • Focus on shipping lines' terminal interests and strategies

More Information:

Fast facts:

  • League tables and performance rankings of international terminal operators
  • Detailed analysis of operator strategies, portfolios and risk profiles
  • Forecast capacity by terminal operator to 2021
  • Individual analysis of 33 terminal operators and investors
  • Analysis of regional “top 10 owners/operators”
  • Terminal supply/demand forecasts for 20 world regions to 2021

Table of Contents

1. Executive Summary

  • Overview
  • Industry Structure
  • Operator League Tables and
  • Analyses
  • Analysis by World Region

2. The Global Container Terminal Industry

  • Significant Strategic and
  • Ownership Changes

3. League Tables of Global/ International Terminal Operators

  • Throughput League Tables
  • Global/International Operators'
  • Terminal Capacity
  • Operator Strategies
  • Geographic Coverage
  • Risk Profiles
  • Operational Performance
  • Financial Performance

4. Analysis of Leading Operators and Investors

  • Global and International
  • Terminal Operators
  • GTOS/ITOS)
  • Selected Other Players
  • Terminal Operators and
  • Investors)

5. Operator/Ownership Analysis by World Region

  • Five-Year Regional Demand and Capacity Projections
  • Far East
  • Southeast Asia
  • North America
  • North Europe
  • South Europe
  • Eastern Europe
  • Middle East
  • South Asia
  • South America
  • Central America / Caribbean
  • Africa
  • Oceania

6. Appendices

  • Appendix 1a: Definition of World Regions (For GTO/ITO Qualification)
  • Appendix 1b: Definition of Sub-Regions By Country For Section 5 Forecasts)
  • Definitions and Methodologies

TABLES

  • Table 1.1: Top 10 Global/International Terminal Operators, 2016 (Total Teu Basis)
  • Table 1.2: Top 10 Global/International Terminal Operators, 2016 (Equity Teu Basis)
  • Table 1.3: Forecast Supply And Demand In The Global Container Port Market, 2016-2021
  • Table 1.4: Share Of Top 10 Owners/Operators By World Region, 2016
  • Table 2.1: Strategic Aims And Targets Of Global/International Stevedores, Hybrids And Carriers
  • Table 2.2: Forecast Development Of Container Port Capacity By Ownership, 2016-2021
  • Table 2.3: World Container Port Handling By Region And Ownership, 2015-2016
  • Table 3.1: Global/International Terminal Operators' Throughput League Table, 2015-2016
  • Table 3.2: Global/International Terminal Operators' Equity Based Throughput League Table, 2015-2016
  • Table 3.3: Illustration Of Equity-Adjusted Terminal Portfolio Volumes If Shown By Alliance And Alliance Members (2016)
  • Table 3.4: Global/International Stevedores' Home Port Volumes, 2014-2016
  • Table 3.5: Global/International Terminal Operators' Capacity League Table, 2015-2016
  • Table 3.6: Forecast Development Of Global/International Terminal Operators' Capacity, 2016-2021
  • Table 3.7: Selected M&A And Concession Activity By Global/International Terminal Operators, 2016-17
  • Table 3.8: International Terminal Interests Of The Three Japanese Lines
  • Table 3.9: Global/International Operators Terminal Portfolio By Region
  • Table 3.10: Regional Investment Prospects Summary
  • Table 3.11: Global/International Operators' Portfolio Risk Indexes, 2016
  • Table 3.12: Global/International Operators' Portfolio Risk Indexes (Equity Adjusted Basis), 2016
  • Table 3.13: Regional Container Terminal Performance Comparison, 2016
  • Table 3.14: Deployment Of Ship-To-Shore Gantry Cranes By Region, Outreach And Ownership, 2016
  • Table 3.15: Ship-To-Shore Gantry Cranes On Order, 2017
  • Table 3.16: Financial Performance Of Selected Global/International Terminal Operators, 2015 & 2016
  • Table 3.17: Financials Of Selected DMFR Port Coverage
  • Table 3.18: Listed Port Company Gearing Statistics
  • Table 3.19: Valuation Comparison Between Listed Port Operators
  • Table 3.20: DMFR Value And Risk Rating And Share Price Performance Of Listed Operators
  • Table 4.1.1: Hutchison Ports (HP)
  • Table 4.1.2: APM Terminals
  • Table 4.1.3: PSA International
  • Table 4.1.4: DP World
  • Table 4.1.5: China Cosco Shipping
  • Table 4.1.6: Cosco Shipping Ports (Former China Shipping)
  • Table 4.1.7: Terminal Investment Ltd (TIL) And MSC/Associated Companies
  • Table 4.1.8: Eurogate
  • Table 4.1.9: Evergreen
  • Table 4.1.10: SSA Marine / Carrix
  • Table 4.1.11: CMA CGM (CMAT+Tl)
  • Table 4.1.12: CMA CGM (APL)
  • Table 4.1.13: Hanjin
  • Table 4.1.14: NYK
  • Table 4.1.15: K Line
  • Table 4.1.16: OOCL
  • Table 4.1.17: Yang Ming
  • Table 4.1.18: ICTSI
  • Table 4.1.19: MOL
  • Table 4.1.20: Hyundai
  • Table 4.1.21: China Merchants Port Holdings (CMHI)
  • Table 4.1.22: Bollore Ports (Bollore Transport & Logistics)
  • Table 4.1.23: Yildirim Group (Yilport Holding)
  • Table 4.2.1: Deutsche Bank
  • Table 4.2.2: Global Ports Investments (GPI)
  • Table 4.2.3: Gulftainer
  • Table 4.2.4: HHLA
  • Table 4.2.5: Macquarie
  • Table 4.2.6: Mitsui
  • Table 4.2.7: MMC Corporation Berhad (MMC)
  • Table 4.2.8: Modern Terminals Ltd (MTL)
  • Table 4.2.9: Noatum
  • Table 4.2.10: Ports America
  • Table 4.2.11: Saam Puertos (Saam Ports)
  • Table 4.2.12: Shanghai International Port Group (SIPG)
  • Table 4.2.13: Ultramar
  • Table 5.1: Forecast Supply And Demand In The Global Container Port Market, 2016-2021
  • Table 5.2: Alternative Supply And Demand Forecast In The Global Container Port Market Taking Into Account Unconfirmed Capacity Expansion Plans, 2016-2021
  • Table 5.3: Far East- Top Ten Terminal Owning/Operating Companies
  • Table 5.4: Southeast Asia - Top Ten Terminal Owning/Operating Companies
  • Table 5.5: North America - Top Ten Terminal Owning/Operating Companies
  • Table 5.6: North Europe- Top Ten Terminal Owning/Operating Companies
  • Table 5.7: South Europe- Top Ten Terminal Owning/Operating Companies
  • Table 5.8: Eastern Europe - Top Ten Terminal Owning/Operating Companies
  • Table 5.9: Middle East - Top Ten Terminal Owning/Operating Companies
  • Table 5.10: South Asia - Top Ten Terminal Owning/Operating Companies
  • Table 5.11: South America - Top Ten Terminal Owning/Operating Companies
  • Table 5.12: Central America / Caribbean - Top Ten Terminal Owning/Operating Companies
  • Table 5.13: Africa - Top Ten Terminal Owning/Operating Companies
  • Table 5.14: Oceania - Top 5 Terminal Owning/Operating Companies

FIGURES

  • Figure 1.1: Global/International Terminal Operator Throughput By Operator Type, 2014-2016
  • Figure 1.2: Port Industry EBITDA Margin And ROE, 2007-16: Equity Return Bucks Weakness In Operating Profits
  • Figure 1.3: Recent Disclosed And Estimated Port Sector Transaction Multiples
  • Figure 2.1: Key Characteristics Of Global/International Stevedores, Carriers And Hybrids
  • Figure 2.2: Development Of Control Of Global Container Terminal Volumes
  • Figure 2.3: Global/International Terminal Operator Throughput By Operator Type, 2014-2016
  • Figure 3.1: Illustration Of CMA CGM, CMP, Yildirim And Cosco Shipping Ports' Terminal And Operator Ownership Complexity
  • Figure 3.2: Illustration Of Hutchison Port Holdings And HPH Trust Ownership Complexity
  • Figure 3.3: GTO/ITO Current (2016) Portfolios By Market/Risk And Geographical Spread
  • Figure 3.4: GTO/ITO Current (2016) Portfolios By Traffic Type And Average Terminal Size
  • Figure 3.5: GTO/ITO Strategic Focus By Market/Risk And Nature Of Investments
  • Figure 3.6: GTO/ITO Strategic Focus By Expansion Plans And Divestment Appetite/Need
  • Figure 3.7: Chinese Container Port Volume Growth, 2013-17: Throughput Resumes Double-Digit Growth
  • Figure 3.8: Major Transhipment Hub Growth, 2014-16: Throughput Recovery
  • Figure 3.9: Port Industry Ebitda Margin And ROE, 2007-16: Equity Return Bucks Weakness In Operating Profits
  • Figure 3.10: Average Port Industry ROIC, 2007-17: Diminishing Return On Capital Investments
  • Figure 3.11: Recent Disclosed And Estimated Port Sector Transaction Multiples
  • Figure 3.12: Average EV/EBITDA Of Listed Port Operators, 2007-2017
  • Figure 3.13: Drewry Port Index Vs MSCI, 2012-17: Ports Trade At Reasonable Price Premium
  • Figure 3.14: Price Performance Of Drewry Top Port Sector Picks, 2016-17
  • Figure 3.15: ICTSI Revenue And Ebitda Margin, 2009-17: Record Profitability Achieved
  • Figure 3.16: ICTSI Valuation Multiple, 2012-17: Still Cheap
  • Figure 3.17: Westports Ebitda Margin, 2010-16: Declining Profitability On Volume Slippage
  • Figure 3.18: Westports P/E Ratio, 2013-17: No Valuation Rebound In Sight
  • Figure 4.1.1: Location Of Hutchison Ports Owned/Managed Terminal Operations
  • Figure 4.1.2: Location Of APM Terminals Owned/Managed Terminal Operations
  • Figure 4.1.3: Location Of PSA Owned/Managed Terminal Operations
  • Figure 4.1.4: Location Of DP World Owned/Managed Terminal Operations
  • Figure 4.1.5: Location Of China Cosco Shipping Owned/Managed Terminal Operations
  • Figure 4.1.6: Location Of Til/Msc Owned/Managed Terminal Operations
  • Figure 5.1: Projected Regional Container Handling (MTEU) And Average Annual Growth (%), 2016-2021
  • Figure 5.2: Breakdown Of Forecast Capacity Expansion By 2021, Far East
  • Figure 5.3: Breakdown Of Forecast Capacity Expansion By 2021, SE Asia
  • Figure 5.4: Breakdown Of Forecast Capacity Expansion By 2021, North America
  • Figure 5.5: Breakdown Of Forecast Capacity Expansion By 2021, North Europe
  • Figure 5.6: Breakdown Of Forecast Capacity Expansion By 2021, South Europe
  • Figure 5.7: Breakdown Of Forecast Capacity Expansion By 2021, Eastern Europe
  • Figure 5.8: Breakdown Of Forecast Capacity Expansion By 2021, Middle East
  • Figure 5.9: Breakdown Of Forecast Capacity Expansion By 2021, South Asia
  • Figure 5.10: Breakdown Of Forecast Capacity Expansion By 2021, South America
  • Figure 5.11: Breakdown Of Forecast Capacity Expansion By 2021, Central America And Caribbean
  • Figure 5.12: Breakdown Of Forecast Capacity Expansion By 2021, Africa
  • Figure 5.13: Breakdown Of Forecast Capacity Expansion By 2021, Oceania

APPENDICES

  • Figure A2.1: Illustration Of Terminal Operator Vs Terminal Owner Complexity
  • Figure 1: Ownership Of Major Chinese Container Terminals: North China (Bohai Bay Area)
  • Figure 2: Ownership Of Major Chinese Container Terminals: Central China (Shanghai Area)
  • Figure 3: Ownership Of Major Chinese Container Terminals: South China (Excluding Pearl River Area)
  • Figure 4: Ownership Of Major Chinese Container Terminals: Pearl River Area
  • Figure 5: Ownership Of The Major Container Terminals In India
  • Figure 6: Ownership Of Major Middle East Container Terminals (Excluding Arabian Gulf)
  • Figure 7: Ownership Of Major Middle East Container Terminals: Arabian Gulf
  • Figure 8: Ownership Of Main Container Terminals: Eastern Europe Region (Baltic Sea)
  • Figure 9: Ownership Of Main Container Terminals: Eastern Europe Region (Black Sea)
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