GRG Market Proportion 2012

AFRICA5%

ASIA46%

AUSTRALIA2%

EUROPE29%

MIDDLE EAST3%

SOUTH AMERICA7%

USA + CANADA8%

Vietnam Indicator

Indicator 2008 2009 2010 2011 2012GDP growth rate 6.30% 5.30% 6.70% 5.90% 5.10%CPI 19.90% 6.50% 11.80% 18.60% 12.2%Export (million USD) 62.6 57.1 72.2 96.3 108.5 Import (million USD) 80.7 69.9 84.8 105.8  121.5Balance (million USD) -18.1 -12.8 -12.6 -9.5  - 13GDP/capita (USD) 2,800 2,941 3,133 3,326 3,557

HCMC ports and Caimep portsHCMC ports and Caimep ports

Caimep terminals: licensed 8 projects, 5 terminals among them operated (TCCT & TCIT, SP.PSA, SITV, CMIT)

Hochiminh city

terminals: 7 river ports

Hochiminh city Barge

ports: 7 ICDs

Remark: Accessing Water Channel to Hochiminh city terminals: Long Tau River and Soai Rap River

Terminals in CaimepTerminals in Caimep

Terminals in Hochiminh cityTerminals in Hochiminh city

Terminal Name Code Investor Open

Designed Cap. (teus)

Throughput ‘10 (teus)

Catlai CLT SNP 2002 3M 2.54M

SPCT n/a DPW 2009-Oct 1.5M 0.11M

VICT QOANOL&Sowatc

o 1998 0.5M 0.3M

3 main terminals take 85-90% of market share

Terminal Name Code FunctionMarket share 2010 (%)

ICD Phuoc Long QOC Midstream & ICD 4

Ben Nghe port BNP B/B & Container 5

Khanh Hoi port KHP B/B & Container

8Tan Thuan port TTP B/B & Container

Lotus port LJV B/B & Container 0.2

Remaining terminals in Hochiminh city

Traffic Modal in/out Urban portsTraffic Modal in/out Urban ports

- Urban port has to connect by barge with ICD area including QOC, ITM, TNM, Sotrans, Phuc Long

- Shipper/Cnee don’t want to pick up/drop off MT and drop off LD at urban ports

- 90% of LD export from urban ports T/S via ICDs

- 95% of MT in/out urban ports T/S via ICDs

- Urban port includes VICT, SPCT, Khanh Hoi, Ben Nghe, Lotus

Traffic Modal in/out CatlaiTraffic Modal in/out Catlai

- CLT connect with ICDs by barge and truck for export cargoes only

- Shipper/Cnee feel comfortable to pickup/drop off MT&LD at CLT port

- 95% of MT & LD, in & out CLT directly

LCL refunds – North Vietnam (inbound)

Market size: from 600 to 800 TEUs per month

Region: Europe 30% (HAM, RTM…), Asia 50% (SIN, HKG, BUS…), America 20% (LAX, NYC…)

Refund: USD 5-7/cbm (if under 5 cbm: no refund)

Local Import requirements (subject to local tax)

Sea shipments:1.  FCL shipments: -    D/O : USD30/Set -    Handling : USD30/SHMT -    Clean CNTR: USD8/12/15 per 20’/40’/40’HC-    THC/D : USD85/125/125 per

20’/40’/40’HC

-    Other charges if any. (CIC USD30/60 from Asian ports)

Local Import requirements (subject to local tax)

2.  LCL shipments: 2.1 For direct consignees:

-   D/O : USD 30/Set

-   Handling : USD 30/SHMT -   CFS : USD 17/CBM -   THC/D : USD 7/CBM -   CIC : USD 5/CBM -   Other charges if any.

Local Import requirements (subject to local tax)

2.2 For Co-loader:-   D/O : USD 25/Set -   Handling : USD 20/SHMT-   CFS : USD 15/CBM -   THC/D : USD 5/CBM- CIC : USD 4/CBM-   Other charges if any.

Local Import requirements (subject to local tax)

Air shipments:-   D/O : USD 30/Set -   Handling : USD 30/SHMT-   Other charges if any.

* Apply for destinations: SGN/HPH/HAN

Local Import requirements (subject to local tax)

Sea shipments:1.  FCL shipments: -    B/L fee : USD30/Set -    Seal fee : USD8/Unit -    Telex Release : USD15/set-    THC : USD85/125per

20’/40’ -    AMS : USD30/set (for USA shpt)-    ENS : USD30/set (for EU shpt)-    Other charges if any.

Local Import requirements (subject to local tax)

2.  LCL shipments: -   B/L Fee : USD 25/Set -   CFS : USD 5/CBM -   THC : USD 5/CBM -   AMS : USD 5/Set (for USA shpt) -   ENS : USD 5/Set (for EU shpt)

-   Other charges if any.

Local Import requirements (subject to local tax)

2.  Air shipments: -   AWB fee : USD 5/Set -   TCS : USD 0.03/K -   AMS : USD 10/Set (for USA shpt) -   ENS : USD 10/Set (for EU shpt)

-   Other charges if any.

LCL refunds – North Vietnam (inbound)

Market size: from 600 to 800 TEUs per month

Region: Europe 30% (HAM, RTM…), Asia 50% (SIN, HKG, BUS…), America 20% (LAX, NYC…)

Refund: USD 5-7/cbm (if under 5 cbm: no refund)