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Infrastructure in Vietnam a Regional Comparison Axel Mierke - - PowerPoint PPT Presentation
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
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July 6th - 7th 2004 Infrastructure in VN: What do European Investors Think of it?
1 2 3 4 5 6 1 2 3 4 5 6
Road Rail Air transport Sea ports Inland Waterways Power supply Water/Waste Water Telecommunication
better worse
Trends ++ + +++ + + + ++ + +++
Source: Investor Survey, Mierke 2003
Axel@Mierke.de
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July 6th - 7th 2004 Infrastructure Costs: Regional Comparison
Public Utilitiy Costs
0,1 0,2 0,3 0,4 0,5 0,6 0,7
C h i n a I n d
- n
e s i a M a l a y s i a P h i l i p p i n e s T h a i l a n d V i e t n a m
Electricity Water
ITC Costs
1 2 3 4 5 6 7 8
C h i n a I n d
- n
e s i a M a l a y s i a P h i l i p p i n e s T h a i l a n d V i e t n a m
Telecom Internet
Source: MIGA
Axel@Mierke.de
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July 6th - 7th 2004 Public Utilities in Vietnam and the Philippines
5 1 1 5 1 5 5 5 5
Availability/Reliability
- f Electricity
Cost of Telecom
better better better
Availability/Reliability
- f Water
worse
Cost of Water Cost of Electricity Availability/Reliability
- f Telecom
better better better
Source: MIGA 2003, Investors Sentiments
Axel@Mierke.de
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July 6th - 7th 2004
5 1 1 5 1 5 5 5 5
Availability/Reliability
- f Electricity
Cost of Telecom
better better better
Availability/Reliability
- f Water
worse
Cost of Water Cost of Electricity Availability/Reliability
- f Telecom
better better better
Public Utilities in Vietnam and China
Source: MIGA 2003, Investors Sentiments
Axel@Mierke.de
SLIDE 7
July 6th - 7th 2004
5 1 1 5 1 5 5 5 5
Availability/Reliability
- f Electricity
Cost of Telecom
better better better
Availability/Reliability
- f Water
worse
Cost of Water Cost of Electricity Availability/Reliability
- f Telecom
better better better
Public Utilities in Vietnam and Malaysia
Source: MIGA 2003, Investors Sentiments
Axel@Mierke.de
SLIDE 8
July 6th - 7th 2004
5 1 1 5 1 5 5 5 5
Availability/Reliability
- f Electricity
Cost of Telecom
better better better
Availability/Reliability
- f Water
worse
Cost of Water Cost of Electricity Availability/Reliability
- f Telecom
better better better
Public Utilities in Vietnam and Indonesia
Source: MIGA 2003, Investors Sentiments
Axel@Mierke.de
SLIDE 9
July 6th - 7th 2004
5 1 1 5 1 5 5 5 5
Availability/Reliability
- f Electricity
Cost of Telecom
better better better
Availability/Reliability
- f Water
worse
Cost of Water Cost of Electricity Availability/Reliability
- f Telecom
better better better
Public Utilities in Vietnam and Thailand
Source: MIGA 2003, Investors Sentiments
Axel@Mierke.de
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