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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 2014

出版商 Drewry Shipping Consultants Limited 商品編碼 312888
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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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 2014
出版日期: 2014年09月18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

目錄

Global container terminal industry structure

Ownership structures within the industry are diverse with a mix of public and private sector participation, so for the purpose of this report Drewry outlines these different structures and provides a clear definition of what are classed as “global and international terminal operators”.

By providing these definitions, supported by the analytics outlined below, you will understand the criteria used to compile the report. Information is provided on:

  • Typical ownership and operating structures in the international container port industry
  • Forecast development of container port capacity by ownership 2012-2018
  • World container port handling by region and ownership 2012 -2013
  • Key characteristics of global/international stevedore, carrier and hybrid operations
  • Global / international terminal operator throughput by operator type, 2011-2013

League tables of global / international terminal operators

For the purpose of this report Drewry considers 24 companies to be global or international container terminal operators. These companies are the focus for Drewry's analysis with each ranked in the following 4 league tables:

  • Terminal operators' throughput 2012 - 2013
  • Terminal operators' equity based throughput 2012 - 2013
  • Terminal operators' capacity 2012 -2013
  • Forecast development of terminal operators' capacity 2013 -2018

To further support these league tables and provide a thorough assessment Drewry also provides you with:

  • Operators terminal portfolio by region
  • Portfolio risk profiles
  • Regional container terminal performance comparison 2013
  • Recent M&A and concessions activity
  • Aggregate transaction value of port and terminal M&A deals, 2000-2013
  • Quoted port companies earnings guide

Analysis of leading operators and investors

Within this section of the report Drewry concentrates on each of the 24 operators, detailing the terminals in which they have an involvement and the potential new developments they have planned.

Each operator evaluation includes:

  • Port, terminal name, nature of involvement
  • 2013 data on: Capacity, throughput, utilisation, shareholding and equity teu throughput

To extend this section of the report 13 other operators and investors with portfolios of terminals have been included. They did not qualify for the GTO/ITO league tables but have extensive single country activities or they are financial investors.

Operator / ownership analysis by world region

Regional analysis within this section of the report brings into focus the spread of capacity throughout the world, whilst also highlighting how operators' dominance is regionally based.

Regional “Top 10” terminal owning/operating companies covering: North America, North Europe, South Europe, Far East, South East Asia, Middle East, Central America/Caribbean, South America, South Asia, Africa, Australasia and Eastern Europe.

To further enhance the understanding of the global container port market Drewry has compiled a set of regional based forecasts that will help underpin your own decision making:

  • Supply and demand 2012-2018: throughput, capacity, utilisation
  • Alternative supply and demand taking into account unconfirmed capaacity expansion plans 2013-2018

Table of Contents

Executive summary: Rapid market change but continued profitability

1. Global container terminal industry structure

  • Ownership and institutional structures
  • The nature of global and international terminal operators (GTOs/ITOs)
  • Global and international stevedores
  • Global carriers.
  • Global/international hybrids

2. League tables of global/international terminal operators

  • Throughput league tables
  • Global/international operators' terminal capacity
  • Growth strategies
  • Geographic coverage
  • Country risk profiles
  • Operational performance
  • Financial performance

3. Analysis of leading operators and investors

  • Global and international terminal operators (GTOs/ITOs)
  • Hutchison Port Holdings (HPH)
  • APM Terminals (APMT)
  • PSA International (PSA)
  • DP World
  • China Ocean Shipping Group (Cosco Group)
  • Terminal Investment Limited (TIL) and MSC/associated companies
  • Eurogate
  • Evergreen
  • SSA Marine
  • CMA CGM
  • Hanjin
  • NYK Line
  • HHLA
  • APL/NOL
  • K Line
  • OOCL
  • Yang Ming
  • ICTSI
  • Mitsui OSK Lines (MOL)
  • Grup TCB
  • Hyundai Merchant Marine
  • China Shipping Terminal Development (CSTD)
  • China Merchants Holdings International (CMHI)
  • Bollore Group (Bollore Ports and Logistics)
  • Selected other players (terminal operators and investors)
  • Euroports
  • Global Ports Investments (GPI)
  • Gulftainer
  • Macquarie
  • Mitsui
  • Modern Terminals Limited (MTL)
  • Noatum
  • Ports America
  • RREEF/Deutsche Bank
  • SAAM Puertos (SAAM Ports)
  • Shanghai International Ports Group (SIPG)
  • Ultramar
  • Yildirim Group (Yilport Holding)
  • Other players

4. Operator/ownership analysis by world region

  • North America
  • North Europe
  • South Europe
  • Far East
  • Southeast Asia
  • Middle East
  • Central America/Caribbean
  • South America
  • South Asia
  • Africa
  • Oceania
  • Eastern Europe

5. Appendices

  • Definition of world regions by country
  • Definition of sub-regions by country (for Section 4 forecasts)
  • Definitions and methodologies
  • Global/international terminal operators
  • Owners vs. operators
  • GTOs and ITOs with stakes in other owners or operators
  • Terminal capacity
  • Throughput and shareholdings
  • Stevedoring
  • River/barge terminals and volumes
  • Terminal ownership maps for selected geographical regions

Tables

  • Typical ownership and operating structures in the international container port industry
  • Forecast development of container port capacity by ownership, 2013-2018
  • World container port handling by region and ownership, 2012-2013
  • Comparison of the key characteristics of global/international', stevedores carriers' and hybids' terminal operations
  • Strategic aims and targets of global/international stevedores, hybrids and carriers
  • Global/international terminal operators' throughput league table, 2012-2013
  • Global/international terminal operators' equity-based throughput league table, 2012-2013
  • Global/international stevedores' home port volumes, 2011-2013
  • Global/international terminal operators' capacity league table, 2012-2013
  • Forecast development of global/international terminal operators', capacity 2013-2018
  • Selected recent M&A and concession activity by global/international operators
  • Global/international operators terminal portfolio by region
  • Regional investment prospects summary
  • Global/international operators' portfolio risk profiles, 2013
  • Global/international operators' portfolio risk profiles 2013
  • Regional container terminal performance comparison, 2013
  • Deployment of ship-to-shore gantry cranes by region, outreach and ownership, 2013
  • Cranes on order, 2014
  • Financial performance of selected global/international terminal operators, 2012 & 2013
  • DMER Value and Risk ranking and period share price performance for selected operators
  • Comparable valuation of selected port operators
  • Hutchison Port Holdings
  • APM Terminals
  • PSA International
  • DP World
  • Cosco Group
  • Terminal Investment Ltd (TIL) and MSC/associated companies
  • Eurogate
  • Evergreen
  • SSA Marine / Carrix
  • CMA CGM
  • Hanjin
  • NYK
  • HHLA
  • APL/NOL
  • K Line
  • OOCL
  • Yang Ming
  • ICTSI
  • MOL
  • Grup TCB
  • Hyundai
  • China Shipping
  • China Merchants Holdings International
  • Bollore Ports and Logistics
  • Euroports
  • Global Ports Investments (GPI)
  • Gulftainer
  • Macquarie
  • Mitsui (Portek)
  • Modern Terminals Ltd
  • Noatum
  • Ports America
  • RREEF / Deutsche Bank
  • SAAM Ports
  • Shanghai International Port Group (SIPG)
  • Ultramar
  • Yildirim
  • Forecast supply and demand in the global container port market, 2013-2018
  • Alternative supply and demand forecast in the global container port market taking into account unconfirmed capacity expansion plans, 2013-2018
  • North America - top ten terminal owning/operating companies
  • North Europe - top ten terminal owning/operating companies
  • South Europe - top ten terminal owning/operating companies
  • Far East - top ten terminal owning/operating companies
  • SE Asia - top ten terminal owning/operating companies
  • Middle East - top ten terminal owning/operating companies
  • Central America / Caribbean - top ten terminal owning/operating companies
  • South America - top ten terminal owning/operating companies
  • South Asia - top ten terminal owning/operating companies
  • Africa - top ten terminal owning/operating companies
  • Oceania - top 5 terminal owning/operating companies
  • Eastern Europe - top ten terminal owning/operating companies

Figures

  • Development of control of global container terminal volumes
  • Global/international terminal operator throughput by operator type, 2011-13
  • GTO/ITO current portfolios by market/risk and geographical spread
  • GTO/ITO current portfolios by traffic type and average terminal size
  • GTO/ITO strategic focus by market/risk and nature of investments
  • GTO/ITO strategic focus by expansion plans and divestment appetite/need
  • Aggregate transaction value of port and terminal M&A deals, 2000-2013
  • Average price per equity teu of 20 listed port companies, 2001-2014
  • Port and terminal transaction value by buyer type, 2012-13
  • Selected listed port operator share price indexed performance, 1H14
  • One-year forward EV/EBITDA for port companies covered by DMER
  • One-year forward P/E for port companies covered by DMER
  • Revenue growth estimates for port companies covered by DMER
  • EBITDA (incl jv/associates) growth estimates for port companies covered by DMER
  • Hutchison Port Holdings: equity teu breakdown by world region, 2013
  • Location of Hutchison Port Holdings owned/managed terminal operations
  • APM Terminals: equity teu breakdown by world region, 2013
  • Location of APM Terminals owned/managed terminal operations
  • PSA International: equity teu breakdown by world region, 2013
  • Location of PSA owned/managed terminal operations
  • Location of DP World owned/managed terminal operations
  • DP World: equity teu breakdown by world region, 2013
  • Cosco Group: equity teu breakdown by world region, 2013
  • Terminal Investment Limited (TIL): equity teu breakdown by world region, 2013
  • Eurogate: equity teu breakdown by world region, 2013
  • Evergreen: equity teu breakdown by world region, 2013
  • SSA Marine: equity teu breakdown by world region, 2013
  • CMA Terminals: equity teu breakdown by world region, 2013
  • Terminal Link: equity teu breakdown by world region, 2013
  • Hanjin: equity teu breakdown by world region, 2013
  • NYK: equity teu breakdown by world region, 2013
  • HHLA: equity teu breakdown by world region, 2013
  • APL/NOL: equity teu breakdown by world region, 2013
  • K Line: equity teu breakdown by world region, 2013
  • OOCL: equity teu breakdown by world region, 2013
  • Yang Ming: equity teu breakdown by world region, 2013
  • ICTSI: equity teu breakdown by world region, 2013
  • MOL: equity teu breakdown by world region, 2013
  • Grup TCB: equity teu breakdown by world region, 2013
  • Hyundai: equity teu breakdown by world region, 2013
  • China Shipping Terminal Development: equity teu breakdown by world region, 2013
  • China Merchants Holdings International: equity teu breakdown by world region, 2013
  • Bollore Ports & Logistics: equity teu breakdown by world region, 2013
  • Projected regional container handling, 2013 and 2018
  • Development of North Asia and Greater China container port throughput
  • Breakdown of forecast capacity expansion by 2018, North America
  • Breakdown of forecast capacity expansion by 2018, North Europe
  • Breakdown of forecast capacity expansion by 2018, South Europe
  • Breakdown of forecast capacity expansion by 2018, Far East
  • Breakdown of forecast capacity expansion by 2018, South East Asia
  • Breakdown of forecast capacity expansion by 2018, Middle East
  • Breakdown of forecast capacity expansion by 2018, Central America and Caribbean
  • Breakdown of forecast capacity expansion by 2018, South America
  • Breakdown of forecast capacity expansion by 2018, South Asia
  • Breakdown of forecast capacity expansion by 2018, Africa
  • Breakdown of forecast capacity expansion by 2018, Australasia
  • Breakdown of forecast capacity expansion by 2018, East Europe

Appendices - Figures

  • Ownership of major Chinese container terminals: North China (Bohai Bay area)
  • Ownership of major Chinese container terminals: Central China (Shanghai area)
  • Ownership of major Chinese container terminals: South China (excluding Pearl River area)
  • Ownership of major Chinese container terminals: Pearl River area
  • Ownership of the major container terminals in India
  • Ownership of major Middle East container terminals (excluding Arabian Gulf)
  • Ownership of major Middle East container terminals: Arabian Gulf
  • Ownership of main container terminals: Eastern Europe region (Baltic Sea)
  • Ownership of main container terminals: Eastern Europe region (Black Sea)
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