Infrastructure in Vietnam a Regional Comparison Axel Mierke - PowerPoint PPT Presentation

Infrastructure in Vietnam – a Regional Comparison Axel Mierke Axel@Mierke.de July 6th 2004 July 6th - 7th 2004

Infrastructure in Vietnam July 6th - 7th 2004

Infrastructure in VN: What do European Investors Think of it? worse better 1 2 3 4 5 6 Trends Road ++ + Rail +++ Air transport + Sea ports + Inland Waterways + Power supply ++ Water/Waste Water + +++ Telecommunication 1 2 3 4 5 6 Axel@Mierke.de Source: Investor Survey, Mierke 2003 July 6th - 7th 2004

Infrastructure Costs: Regional Comparison ITC Costs Public Utilitiy Costs 0,7 8 0,6 7 0,5 6 Electricity 0,4 5 Telecom Water 4 0,3 Internet 3 0,2 2 0,1 1 0 0 a s d m a a a d m a s a n e n i i n e n i i s s a s a i n s a i n a h h e y n n e y i l i l C p i n a t C a p i n t a a e e p l l p o o a h a h i i i V i d V l d M T M l T i i n h n h I P I P Source: MIGA Axel@Mierke.de July 6th - 7th 2004

Public Utilities in Vietnam and the Philippines Cost of Electricity better 5 Availability/Reliability Availability/Reliability of Electricity 5 of Telecom better 5 better 1 worse 1 1 better 5 5 better Cost of Water Cost of Telecom better 5 Availability/Reliability of Water Source: MIGA 2003, Investors Sentiments Axel@Mierke.de July 6th - 7th 2004

Public Utilities in Vietnam and China Cost of Electricity better 5 Availability/Reliability Availability/Reliability of Electricity 5 of Telecom better 5 better 1 worse 1 1 better 5 5 better Cost of Water Cost of Telecom better 5 Availability/Reliability of Water Source: MIGA 2003, Investors Sentiments Axel@Mierke.de July 6th - 7th 2004

Public Utilities in Vietnam and Malaysia Cost of Electricity better 5 Availability/Reliability Availability/Reliability of Electricity 5 of Telecom better 5 better 1 worse 1 1 better 5 5 better Cost of Water Cost of Telecom better 5 Availability/Reliability of Water Source: MIGA 2003, Investors Sentiments Axel@Mierke.de July 6th - 7th 2004

Public Utilities in Vietnam and Indonesia Cost of Electricity better 5 Availability/Reliability Availability/Reliability of Electricity 5 of Telecom better 5 better 1 worse 1 1 better 5 5 better Cost of Water Cost of Telecom better 5 Availability/Reliability of Water Source: MIGA 2003, Investors Sentiments Axel@Mierke.de July 6th - 7th 2004

Public Utilities in Vietnam and Thailand Cost of Electricity better 5 Availability/Reliability Availability/Reliability of Electricity 5 of Telecom better 5 better 1 worse 1 1 better 5 5 better Cost of Water Cost of Telecom better 5 Availability/Reliability of Water Source: MIGA 2003, Investors Sentiments Axel@Mierke.de July 6th - 7th 2004

Contact Axel Mierke Investment & Development Consulting Haslacher Straße 74 79115 Freiburg, Deutschland Telefon: +49 (0)761 4765887 Fax: +49 (0)761 471412 E-Mail: Axel@Mierke.de http://www.Mierke.de July 6th - 7th 2004