Business Monitor International


Malaysia Shipping Report

Published 21 August 2014

  • 104 pages
 
$1,295.00
Malaysia Shipping Report

BMI remains fairly bullish about the Malaysian economy. Growth is being driven by strong domestic demand and continuing reforms under the government's Economic Transformation Programme (ETP). GDP was up by 6.2% year-on-year (y-o-y) in the first quarter led by manufacturing, construction, and services. We are also encouraged by an increasing private sector share of gross fixed capital investment (specially strong in electrical and electronics sector output). Private consumption passed the 50% of GDP watershed in 2013 (reaching 51.2%) after having slumped to only 41.6% following the Asian economic crisis. We think it will continue rising, reflecting the government's successful efforts to free up the country's business environment. We are predicting 4.5% GDP growth in 2014, easing back to 4.2% in 2015. The slowdown will in part reflect limits on export growth posed by a stronger currency and weaker regional demand (particularly from China and Japan). We expect import growth (5.8%) to outstrip export growth (3.0%) this year.

We maintain a positive outlook for the country's major ports (Port Klang and Port Tanjung Pelepas), largely as a result of expansion projects and developments within the past year. While we still expect most ports to lag, rather than lead GDP percentage growth, box traffic at the major ports should see significant growth in 2014 and beyond.

Headline Industry Data

  • The real value of Malaysia's total trade will rise by 4.4% in 2014. Growth in 2015 should again rise to 4.5%.

  • Total cargo volume handled at Port Klang will rise by 0.3% to 199.54mn tonnes in 2014, while volume at the Port of Tanjung Pelepas will rise by 3.0% to 126.36mn tonnes.

  • 2014 box traffic at Port Klang is projected to rise 6.2% to 10.993mn twenty-foot equivalent units (TEUs), while at the Port of Tanjung Pelepas a gain of 3.3% to 7.881mn TEUs is expected.

Key Industry Trends

Better Charter Rates Lift Maybulk Profits: Malaysian Bulk Carriers (Maybulk) more than doubled...

Table of Contents

BMI Industry View
5
SWOT
8
Shipping
8
Political
10
Economic
12
Business Environment
14
Industry Forecast
16
Port Klang Throughput
16
Table: Major Port Data, 2012-2018
19
Table: Trade Overview, 2011-2018
20
Table: Key Trade Indicators, 2011-2018
21
Table: Top Import Partners, 2004-2012
22
Table: Top Export Destinations, 2004-2012
23
Market Overview
24
Malaysia Container Shipping Market Overview
24
Industry Trends And Developments
30
Company Profile
33
MISC Berhad
33
Shipping - Global Industry View
37
Container Demand:
37
Container Supply:
44
Container Rates:
50
Global Company Strategy
54
Maersk Line
54
Mediterranean Shipping Company (MSC)
67
CMA CGM
72
Evergreen Line
82
COSCO Container Lines Company (COSCON)
89
Macroeconomic Forecasts
96
Table: Malaysia - Economic Activity
100
Demographic Forecast
101
Table: Malaysia's Population By Age Group, 1990-2020 ('000)
102
Table: Malaysia's Population By Age Group, 1990-2020 (% of total)
103
Table: Malaysia's Key Population Ratios, 1990-2020
104
Table: Malaysia's Rural And Urban Population, 1990-2020
104

The Malaysia Shipping Report has been researched at source and features latest-available data and Business Monitor International (BMI)'s independent forecasting, critically analysing international transport of dry bulk and containers. The report evaluates the global commodities and trade backdrop, alongside in-depth country-specific analysis of trade prospects. The report also contains company profiles covering leading multinational and national shipping companies and analysis of latest industry news, trends and regulatory developments in Malaysia.

BMI's Malaysia Shipping Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the shipping industry in Malaysia.

Key Benefits

  • Benchmark BMI's independent shipping industry forecasts for Malaysia to test other views - a key input for successful budgeting and strategic business planning in the Malaysian shipping market.
  • Target business opportunities and risks in Malaysia through our reviews of latest industry trends, regulatory changes and major deals, projects and investments.
  • Exploit the latest competitive intelligence and company SWOTS on your competitors and peers including multinational and national companies.

Coverage

Executive Summary

Summary of BMI's key industry forecasts, views and trend analysis covering shipping, major investments and projects and significant multinational and national company developments.

SWOT Analysis

SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis of the state's shipping sector, which carefully evaluates the short- and medium-term issues facing the industry.

Market Overview

Analysis of the capacity, terminals and planned development of the major ports in each country, including data on throughput and total tonnage.

Industry Forecast Scenario

Historic data series (2008-2012) and forecasts to end-2017 for all key industry and macroeconomic indicators (see list below), supported by explicit assumptions, plus analysis of key downside risks to the main forecast, including:

Major port freight throughput (tonnes/teu); overall freight throughput (teu); total imports (US$bn) and exports (US$bn).

Company Profiles

Company profiles include business activities, leading products and services, company strategy, trends and developments and economic performance analysis.

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