Vietnam Infrastructure Report

Providing expert analysis, independent forecasts and competitive intelligence on the Infrastructure industry.

Report includes: BMI Industry View, Industry SWOT Analysis, BMI Industry Forecast, BMI's Infrastructure Risk Reward Index, Market Overview and Company Profiles.

Why you should buy this report

  • Gain independent insight into the outlook for the infrastructure industry through BMI's 10 year forecasts
  • Understand the market through analysis of projects , investment plans and key players
  • Understand the threats to your operations and investments and protect your company against future risks
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Vietnam Infrastructure Report
Product Price
$1,295.00

BMI View : A recovery in Vietnam's property market, coupled with positive regulatory changes, robust economic growth and favourable funding conditions will help to spur construction activity over the coming quarters, with the transport sector expected to outperform. Growth remains below potential as ongoing reforms of state-owned enterprises will require years of implementation before any significant impact is seen.

Forecast And Latest Updates

  • We maintain a positive outlook for Vietnam's construction sector and expect real growth of 5.9% in 2015 and to average 6.1% per annum between 2015-2019.

  • An expected recovery in the real estate market supported by easing foreign restrictions on property ownership, resilience in exports as well as a growing tourism sector will support growth for the residential and non-residential building segment.

  • Growth will still not be at full potential, largely owing to the long implementation period required before reforms can have a significant impact on the sector.

Infrastructure - Construction Industry Forecasts (Vietnam 2014-2020)
2014 2015f 2016f 2017f 2018f 2019f 2020f
f = BMI forecast. Source: Vietnam General Statistics Office, BMI
Construction industry value, VNDbn 209,875.00 224,728.26 246,868.47 274,344.62 304,400.31 337,481.12 374,049.66
Construction Industry Value, Real Growth, % y-o-y 7.10 4.98 6.15 6.23 6.06 6.07 6.04
Construction Industry Value, % of GDP 5.3 5.3 5.2 5.2 5.2 5.1 5.1

Risk/Reward Index

  • Vietnam's Risk/Reward score remains the same at 54.2, despite dropping one position to 13th place spot, as growth in Thailand over the past quarter saw the latter move up to 11th place.

  • A brightening economic outlook indicates that risks to our outlook for the country remain on the upside over the coming quarters.

  • Positive policy formation in terms of public private partnership regulations, investment laws and foreign ownership restrictions on property also support our increasingly positive outlook.

Infrastructure Risk Reward Index (Vietnam 2015-2015)
Geography Risk/Reward Index Rewards Industry Rewards Country Rewards Risks Industry Risks Country Risks
Source: BMI
Vietnam 54 55 52 60 51 40 59
BMI Industry View
7
Table: Infrastructure - Construction Industry Forecasts (Vietnam 2014-2020)
7
Table: Infrastructure Risk Reward Index (Vietnam 2015-2015)
8
SWOT
9
Infrastructure SWOT
9
Industry Forecast
11
Construction And Infrastructure Forecast Scenario
11
Latest Updates
11
Table: Construction And Infrastructure Industry Data (Vietnam 2014-2024)
11
Table: Construction And Infrastructure Industry Data (Vietnam 2019-2024)
12
Transport Infrastructure - Outlook And Overview
21
Latest Updates
21
Table: Transport Infrastructure Industry Data (Vietnam 2014-2024)
21
Table: Competitiveness Of Vietnam's Infrastructure
22
Table: Transport Projects
35
Energy And Utilities Infrastructure - Outlook And Overview
36
Latest Updates
36
Table: Energy And Utilities Infrastructure Data (Vietnam 2014-2024)
36
Table: Construction & Social Infrastructure Projects
50
Residential/Non-Residential Building - Outlook And Overview
51
Latest Updates
51
Table: Residential and Non-Residential Building Industry Data (Vietnam 2014-2024)
51
Table: Construction & Social Infrastructure
55
Industry Risk Reward Ratings
56
Vietnam - Infrastructure Risk/Reward Index
56
Vietnam Risk/Reward Index
56
Rewards
56
Risks
57
Asia Pacific Infrastructure RRI: Developed Markets Increasingly At Risk
59
Table: Asia Risk/Reward Index
65
Market Overview
66
Competitive Landscape
66
Table: Vietnam EQS Data
66
Company Profile
67
Cavico Corporation
67
Electricity Vietnam Group
70
Methodology
75
Industry Forecast Methodology
75
Sector-Specific Methodology
76
Risk/Reward Index Methodology
80
Sector-Specific Methodology
81
Table: Infrastructure Risk/Reward Index Indicators
81
Table: Weighting Of Indicators
82

The Vietnam Infrastructure Report features BMI Research's market assessment and forecasts covering public procurement and spending on all major infrastructure and construction projects, including transportation and logistics by land, sea and air; power plants and utilities, and commercial construction and property development. The report analyses the impact of regulatory changes and the macroeconomic outlook and features competitive intelligence on contractors and suppliers.

BMI's Vietnam Infrastructure Report provides industry professionals and strategists, sector analysts, investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the Vietnamese infrastructure and construction industry.

Key Benefits

  • Benchmark BMI's independent infrastructure industry forecasts for Vietnam to test other views - a key input for successful budgetary and planning in the Vietnamese infrastructure market.
  • Target business opportunities and risks in the Vietnamese infrastructure sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Vietnam.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI’s key industry forecasts, views and trend analysis covering infrastructure and construction, regulatory changes, major investments and projects and significant national and multinational company developments. These are broken down into construction (social, commercial and residential), transport (roads, railways, ports, airports, etc), and energy & utilities (powerplants, pipelines and so on).

Industry SWOT Analysis

Analysis of the major strengths, weaknesses, opportunities and threats within the infrastructure and construction sectors and within the broader political, economic and business environment.

BMI Industry Forecasts

Historic data series (up to 2012) and forecasts to end-2024 for all key industry indicators, supported by explicit assumptions, plus analysis of key developments in the market and risks to the main forecasts. Indicators include:

Construction: Industry value (USDbn); contribution to GDP (%); total capital investment (USDbn); real growth (%).

Construction industry real growth forecasts (%) and industry value (USDbn) forecasts for industry sectors are split into Residential and Non-residential and Infrastructure sectors. Where the data is available for particular countries the infrastructure is further broken down into indicators for the transport subsectors of roads, railways, airports and ports and the energy and utilities sub-sectors of power plants and transmission grids, oil & gas pipelines and water infrastructure. This dataset is unique to the market.

The reports also include analysis of latest projects across the infrastructure sectors (transport, utilities, commercial construction).

BMI’s Infrastructure Risk Reward Index

BMI’s Risk Reward Index provides investors (construction companies, suppliers and partners) looking for opportunities in the region with a clear country-comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and  demographic data points. These provide indices of highest to lowest appeal to investors, with each position explained.

Market Overview

An assessment of the competitive landscape and key challenges to entering the market. Details of the largest companies active in the sector across the sub-segments of the industry, including the key financial figures from some of the largest players in the sector.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Infrastructure reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.